Great Points

On today's episode, Matt talks with colleague Brandon Parker about the value of networking, especially early in your career.  Whether you work in sales, the trades, or even work at a big Fortune 500 company, expanding your network has many benefits beyond just finding your next job.  Matt and Brandon discuss some strategies for building relationships and how building a network can open doors...

On today's episode, Matt speaks with Sharon Billings, Life Coach and Founder of Blue Compass Life.  They talk about some behavioral challenges people face in life and personal finance.  What are some of the myths or mental blocks that hold people back?  Are there different patterns for different genders or generations? 

On today's episode of Great Points, Matt talks in depth about Inflation Bonds (i bonds) and how they may fit into your investment portfolio.  Much like CDs, these instruments are paying higher rates than they have in years, but understanding how they work and the risks associated can help you make the best choice for your circumstances.

On today's episode of Great Points, Matt analyzes the current state of the housing market and how to decide the right path for you.  The decision to buy a house is complex, and there are many things to think about.  Here are some factors to consider and calculations that can help you make an informed decision you won't regret later.

On today's episode, Matt talks with Heather Tharpe, a licensed wellness coach and hypnotherapist based in Wenham, MA.  Heather asks Matt about how to overcome fear of investment loss, how to prepare for a working retirement, and how to live her life today without worrying about tomorrow, with a few pop culture references mixed in.  They also cover house downsizing considerations and how to ap...

On today's episode of Great Points, Matt talks with Great Point Wealth Advisors founder and Chief Investment Officer, Pete Disch, about recent news regarding the US economy.  They touch on inflation, the market's reaction to recent economic data, and reading recommendations to become a better investor.

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.