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
Bank Accounts and Cash Management 101
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On today's episode of Great Points, Matt goes back to fundamentals by talking in depth about bank accounts and cash management overall. What are the different account types you can open? What are their purposes, features, and how should they be used? From Checking accounts, to CDs, to Money Markets, and everywhere in between, this episode is a good primer or reminder for how make the best use out of Bank accounts as part of your larger financial picture.