Great Points

On today's episode of Great Points, Matt and Brandon talk about different investment options in your retirement plan or brokerage account and how to align your investment strategy to your goals.  Whether you are a new investor just opening your first investment account, or a seasoned investor with years of experience, spending just 15-30 minutes to review your investments annually can help yo...

In this episode of Great Points, Matt talks about the different considerations that go into retiring.  Your financial situation plays a role, but what other things might factor into your decision?

On today's episode, Matt is joined by colleague Brandon Parker to discuss how to avoid a summertime spending spike.  They talk about some common pitfalls and how to say no when those inevitable last minute invites come up.

On today's episode, Matt is joined by Randy Gregory of Aetna Medicare.  They talk about Medicare coverage options and how to figure out what coverage is right for you.

On today's episode, Matt interviews Dr. Joe Coughlin, professor at MIT's department of Urban Studies and Planning, Director of MIT AgeLab , and author of 'The Longevity Economy '.  They talk about the Dr. Joe's research on aging, the future of retirement, and ways to maximize quality of life as we age.

On today's episode of Great Points, Matt and colleague Brandon Parker share some resources and tips for taking the stress out of doing your taxes.

On today's episode of Great Points, Matt goes deep on planning for a million dollar traditional IRA.  He looks at the different options for managing those funds, how withdrawals will impact taxes, and when it may make sense to initiate a Roth conversion.

Today on the podcast, Matt talks with Kelly DeFelice, Vice President at Eastern Bank in Beverly.  They talk about shopping around for the best rates, starting a business, and the implications of a career change or retiring early.

Today on Great Points, Matt talks with Matt Farley who has released over 24,000 songs.  They discuss getting started in music, turning your side hustle into your main thing, and tons of other lessons in life and business.   You can find all my Matt Farley's music on all streaming platforms.

On Today's podcast, Matt discusses cash flow with colleague Brandon Parker.  How do you calculate your cash flow and where is your money going?  Learn how mastering your cash flow can help you make better spending and saving decisions.

On today's episode, Matt talks to Ken Kumph, President of the Cabinet Owners Association and owner of Premier Builders based in Georgetown, MA.  They talk about running your own business, inflation, and the job market post Covid. for more information on Ken and his business please visit: https://www.premierbuildersinc.net/ 

On today's episode of Great Points, Matt discusses the importance of your credit report and what contributes to a high or low credit score.  He has colleague and Financial Advisor Brandon Parker on to share some insights.  

Happy New Year!  On a special New Year's episode of Great Points, Matt recaps his favorite episodes from 2022 and gives us a preview of what to expect from season 4 in 2023!

On today's episode Matt walks through the different options to pay for college tuition in a period of rising interest rates.

On today's episode of Great Points, Matt examines some options to put your extra cash to work for you and to make financial decisions you can feel good about.

Today on Great Points, Matt answers questions from his network on common investing terms and concepts that can help you make more informed financial decisions starting today.

On today’s episode, Matt speaks with Di Ciruolo, CEO and founder of Staffing Studio and millennial investor. They talk about a wide range of subjects top of mind for millennials such as how to get started investing, investing through uncertainty, and when to engage an advisor.

On today's episode of Great Points, Matt discusses open enrollment. When thinking about open enrollment think if these three things: disability insurance, accidental death and dismemberment, and your legal plan. 

Listen to this interview with a member of the Great Point team and former pro golfer Brandon Parker share his experience in breaking into the professional golfing world. 

On today's episode of Great Points, Matt reviews a  Wall Street Journal Article that says "on average most people want to have $1.25 million dollars when they retire."

On today's episode of great Points, Matt discusses what you should do when someone is asking for advice?  Should you just listen or tell them here's what you should do.

Everyone wants to have fun at the fair but you do not want to have regrets about spending money.  On today's episode of Great Points, Matt discusses how to enjoy yourself without feeling guilty later.  

On today's episode of Great Points, Matt discusses four tools to make yourself a better financial planner.  His four tips are: make a net worth analysis, run a cash flow report, do a portfolio review and check your insurance policies.  Doing all of these annually will make you a better financial planner!

So far 2022 has been a stressful time for many about their finances.  On todays episode of Great Points, Matt tries to relieve some stresses with a lighter episode to help with some of those stresses.

On today's episode of Great Points, Matt talks about the benefits and risks in buying a second home as an investment property and also the logistics of how often you would have to rent it out to make a profit.