Épisodes

  • Considering a career as a Financial Advisor?
    Nov 18 2024

    On today's episode of Great Points, Matt talks about what it's like to work as a Financial Advisor. If you are a college student or young professional considering a career in Financial Planning or Advice, this episode is a must listen. From career path, to skills needed, to compensation, Matt covers a lot of the questions you may ask about the profession.

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    31 min
  • How do you merge onto the highway?
    Nov 11 2024

    On today's episode of Great Points, Matt makes an analogy about how the process of merging onto the highway relates to planning for retirement. If getting to cruising speed is the equivalent of a smooth retirement, how would you approach the process of getting there? Are you adequately using the onramp to build momentum while also planning where you want to slot it? Or are you accelerating blindly? While you may "get away with" taking an unorthodox route to merge on the highway or to plan for retirement, following a good process will maximize your chances of success.

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    16 min
  • Tales from the Barber Shop: Buying a car and using your time wisely
    Oct 8 2024

    On today's episode, Matt takes his inspiration from conversations overheard while at the Barber Shop. The first situation involves whether or not to buy a car. What are the considerations and what does the math say? On the second, Matt reflects on how using just a small amount of your recreation time towards personal finances or earning income could significantly change your trajectory.

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    19 min
  • Critical Reading: Digesting Financial News
    Sep 30 2024

    On today's episode, Matt talks about how articles and reporting can use numerical "facts" or predictions to elicit a reaction. Tapping into your SAT skills, reading these articles critically can help you determine whether there is any actionable information therein, or if your plan already has you covered. In a world where there is more content than in the past, determining the right information to take on board is as important as ever.

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    14 min
  • Talking Financial Literacy with BU Student, Ben Brosnahan
    Sep 23 2024

    On today's episode of Great Points, Matt talks with Boston University sophomore, Benjamin Brosnahan. Ben is an Economics major at BU, and also runs workshops for fellow students on improving financial literacy. In this wide ranging conversation, Matt and Ben talk about some practical tips for teaching financial literacy, the power of starting early, the importance of budgeting as a foundational skill, and much more. If you are interested in learning more for yourself, or you are looking to teach others about personal finances, this episode is a great resource to get started.

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    39 min
  • Rising Prices with Peter Disch, President of Great Point Wealth Advisors
    Aug 26 2024

    On today's episode, Matt talks with the president of Great Point Wealth Advisors and Chief Investment Officer, Peter Disch. They talk about why prices have risen so much in the past few years and what it means for the economy and individuals. They also cover why prices coming down might not be as good as it sounds. Finally, they cover what it all means for you as an investor, and how you can position yourself well for whatever comes next.

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    32 min
  • Getting off to a fast start
    Aug 22 2024

    On today's episode of Great Points, Matt talks about how to get off to a fast start in your personal finances or help your loved ones do the same. In finances, much like an Olympic race, getting off to a fast start can put you in a great position to reach a successful outcome. As a newer investor, investing more now can give you a huge leg up for the future. Or if you are looking to set up your heirs for financial stability, gifting them money towards long-term savings can equally have a huge impact. Listen in to learn more about potential strategies.

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    18 min
  • Interview with Ashley Ganem of the North Shore CDC
    Aug 1 2024

    On today's episode of Great Points, Matt speaks with Ashley Ganem, Director of Development at the North Shore CDC. Community Development Corporations (CDCs) are non-government organizations focused on advocating for underrepresented communities. To date, the North Shore CDC has put $90 million into affordable housing in the area, in addition to programs for public art, business consulting, language lessons, and much more. Not to mention the state of Massachusetts gives a tax credit to donors (the CITC tax credit). Listen in to learn more about the great work Ashely and the North Shore CDC do for the area!

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    38 min