On today's episode, Matt talks about planning for longevity. As financial planners, we are trained to create plans through age 95 or 100. There are a lot of nuances to doing so, but there is also a lesson buried in the exercise: you can have higher quality of living through age 95 or 100 by thinking through some key pieces of the puzzle. What are the things you want to do and people you want to spend time with? What can you do today to prioritize health and wellness? What type of impact do you want to have with your money, whether that's family, charity, or community? Money is a piece of the puzzle, but it does not need to be the driving force of your longevity plan.

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.

On today's episode of Great Points, Matt talks about the four fundamental rules of investing and how to invest effectively over the long-term. With the vast amount of news and financial media inundating us daily, it's easy to get lost in the noise. Whether you are a new investor, have relatives who are just getting started, or just need a quick refresher, this episode is a great baseline to build on. The principles of investing are deceptively simple, but remembering these four rules will help you overcome common pitfalls that even professionals can succumb to in times of stress.

There is very little you can do to at this point in March 2026 to manage your 2025 taxes. Pull all of your paperwork together, and file your return; it's all procedural and backward looking. However, there is a lot you can learn from your 2025 return.

In today's episode, Matt talks about some of the key things to look at once you file your 2025 taxes, and some of the tools at your disposal to make tax season less painful in the future. From paycheck tax withholding, to estimated payments, to 401k contributions, and charitable gifts...there are a handful of different tools you can use to stay on top of your taxes in the coming year. With 15-20 minutes of planning, you can make a significant impact.

On today's special episode of Great Points, Matt reacts to the Patriots' big win yesterday. Now that the Pats are suddenly off to Santa Clara, CA for the Super Bowl...many New Englanders will make the snap decision to make the trip to watch live. Should you be one of them?

Going to the Super Bowl is a once in a lifetime event for many, but is it worth the trade-offs? As with many things, there isn't one right answer, but there might be for you.

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.

On today's episode of Great Points, Matt runs through a scenario where a younger person receives a gift or an inheritance. As with any chunk of money, there are a variety of options what you might do with it. What would a $19k gift be worth in 40 years if I invest it? What if I pay off student loan or other debt? What if I spend it? There may not be one right answer, but thinking through the different scenarios can help you make the right choice for you.

On today's episode of Great Points, Matt speaks with long-time friends Matthew and Natasha about their own financial journey and how they're teaching their kids about finances. From a start as self-proclaimed "F minus" financial students, Matthew and Natasha reflect on their rude awakening on entering adulthood, and how they are trying to teach their 16 and 13 year olds about money. As always, Matt Schroeder also has some great practical tips on how to introduce key money concepts. If you have dependent children, or if you are interested in financial education, this episode is a must listen.