Great Points

Auteur(s): Matt Schroeder
  • Résumé

  • 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.

    © 2025 Great Points
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Épisodes
  • Is it a good idea to help my adult child to buy a home?
    Feb 18 2025

    On today's episode of Great Points, Matt addresses a common question: does it make sense to help an adult child to purchase a home? With Real Estate prices significantly outpacing inflation over the past few decades, gifting may be one pathway to help your child afford a home. However, it's worth asking whether you can reasonably afford to help and--maybe more importantly--if you should. Matt walks through some of the considerations to make the right choice for you.

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    28 min
  • Interview with Elderly Care Manager, Linda Savarese
    Feb 10 2025

    On today's episode of Great Points, Matt talks with Linda Savarese of North Share Care Management. As a certified LifeCare Management professional, Linda specializes in helping elderly and cognitively disabled people navigate their lives. They discuss some of the signs that your loved one might be struggling to care for themselves and what to do when you start to see those signs. If your loved one is showing signs of cognitive decline, getting the right help can help them to maintain their independence. Schedule a free consultation with Linda via https://nscm.co/ or at linda@nscm.co. Or search for a care professional near you via the Aging Life Care Association at https://www.aginglifecare.org/.

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    23 min
  • Know your Net Worth
    Jan 21 2025

    On today's episode of Great Points, Matt lays out the steps to calculate your Net Worth, and the value of making it a regular habit. Just knowing your Net Worth is a good start to be able to make informed financial decisions. But it will also help you to set meaningful goals, and track progress over time. What small changes can you make over the coming year that will put you in a better position this time next year?

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    18 min

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