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
Financial Competence: Weekly habits to build on
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 building financial competence. Much like improving your physical fitness, knowledge only goes so far. Turning your financial literacy into a weekly habit is a great way to nudge yourself into making progress. Whether it's just checking your weekly spending, making recurring savings or investments, or anything else you've been meaning to do but "just haven't gotten to," making a commitment to yourself and telling someone else about it is a great step towards accountability.