Couverture de Great Points

Great Points

Great Points

De : Matt Schroeder
Écouter gratuitement

Offres de saison | 0,99 € par mois pendant les 3 premiers mois

5,99 €/mois par la suite. Des conditions s’appliquent. Annulation mensuelle possible.

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.

© 2026 Great Points
Economie Finances privées
Épisodes
  • Making sense of headlines and the state of Investment Markets in 2026: with Great Point CIO, Peter Disch
    Oct 20 2026

    On today's episode of Great Points, Matt talks with Peter Disch, the President and Chief Investment Officer of Great Point Wealth Advisors. In this far ranging conversation, they talk a bit about today's headlines and some of the macro forces impacting Investment Markets in 2026. Among the most important topics they cover are the different types of risk, inflation, and keeping perspective even as markets are volatile. They also touch on AI investment boom and what it might mean for the economy moving forward. If you are trying to make sense of the current state of investment markets, or wondering how current events can impact your personal finances, this episode is a great resource.

    Afficher plus Afficher moins
    38 min
  • Health Care in Retirement: A conversation with Independent Insurance broker Randall Gregory
    Oct 6 2026

    On today's episode, Matt talks about the current Health Insurance landscape with Independent broker Randall Gregory of the CoreBenefits Group. If you are considering retiring, but keep getting stuck on Health Insurance costs or coverage in retirement, this is the episode for you.

    What changes are happening in the Medicare space this year? Do I need to wait until I claim Social Security benefits to go on Medicare? What happens if I want to retire before I become eligible for Medicare at age 65? Randall lays out the many different options retirees have, and how to navigate the ever-changing landscape. As with many topics in personal finance, knowing your options will help you make the right choices for you and your family.

    Afficher plus Afficher moins
    21 min
  • Considering a move but getting stuck in today's Real Estate Market? A conversation with Realtors Shea and Matt Munson
    Sep 28 2026

    On today's episode, Matt speaks with Realtor team Shea and Matt Munson about a wide range of topics that can help you get "unstuck" in today's expensive and competitive real estate market. What repairs should I prioritize for a sale? Is an ADU (accessory dwelling unit) an option? What if I want to downsize and buy a new home in cash, but don't want to rush my next purchase? Shea and Matt offer a huge number of ideas about how to make the right move for you. This episode can spark some ideas for you, but working with a knowledgeable agent or team can help you find a successful plan.

    Afficher plus Afficher moins
    38 min
adbl_web_anon_alc_button_suppression_t1
Aucun commentaire pour le moment