Great Points
Are you interested in improving your relationship with money? Matthew D. Schroeder, CFP®, is a Wealth Advisor and the Director of Financial Planning at Great Point Wealth Advisors. A Certified Financial Planner designee with 20 years of experience, Matt has been recognized a number of times by Boston Magazine as a 5-Star Wealth Manager. In this show, he provides financial insights for improving your relationship with money. Matt shares observations, learnings, and insights he's accumulated throughout his extensive career and helps listeners make more confident financial decisions to preserve and improve their financial wellbeing.
Great Points
Setting Financial Goals that Stick
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
On today's episode of Great Points, Matt talks about setting financial goals and how you can make those goals a reality. There is value in big ambitious long-term goals, but how you handle medium and even short-term goals ultimately plays a significant role in attaining the big ones. Whether financial goals or otherwise, Matt offers some practical tips for turning "resolutions" into actions and ultimately results.