Great Points

Welcome back to Great Points! On todays episode Matt asks the question "should I sell my investments to buy some CD's?" He answers this by discussing when you need the money by and that stocks and IRA's  are a long term investment where you cannot worry about short term losses with the market volatility.  

Congratulations to all of the recent graduates!   Now that you have graduated what is next? Do you move out and pay rent or stay home?  In this episode of Great Points, Matt gives recent graduates and parents advice on what to do in this situation.  

On this episode of Great Points, Matt talks about becoming a billionaire or millionaire and how to achieve that whether that is a goal for your life time for if you have a longer generational goal.  

On today's lacrosse episode of Great Points Matt continues to discuss how the mindset of a lacrosse goalies correlates to financial planning.  After part one where he talks about having a goal, part two discuses having a plan.  

On this special episode of Great Points Matt talks about lessons lacrosse has taught him about being a financial planner.  He says "In addition to being a wealth manager, another passion I have is lacrosse because I was a division 1 lacrosse goalie in college.  I feel like there is a lot of crossover in the lessons I have learned from both."

Special episode of Great Points! With 2022 markets off to  rocky start, Matt gives advice of how to handle the markets being negative year to date.  

On today's episode of Great Points Matt highlights some of the key topics that he have shared over the last 24 episodes that hopefully has helped listeners to make more confident financial decisions.

On today's episode of Great Points, Matt gives three earth friendly tips to improve your budget while making a difference for the world. 

On today's episode of Great Points Matt discusses whether or not it is right for you to put your home into a trust. Discussion of this usually happens with retiring individuals, those who have recently lost a spouse or loved one or those with aging parents.  It is important to know that there are three different types of trusts: revocable trust, irrevocable trust and a life estate. Listen to...

On today's episode of Great Points Matt discusses tax refunds.  After you submit your taxes what happens when you pay the government more than you owe them and receive a tax refund? Listen to this episode to find out!

On this episode of Great Points, Matt discusses options for selling your house, with the average price of homes going up 30% in the last two years, it is an important topic to think about.  There are three scenarios he talks about: First, looking at the cost to stay in your current house vs. the cost to rent in the area. Second, selling your house and moving somewhere where the house values and ta...

With tax day right around the corner, on today's episode of Great Points Matt gives us advice on can you do your own taxes and if yes, should you do your own taxes.

On today's episode of Great Points Matt talks all things annuities.  There are three things you should be aware of if you own one: not all are bad, they are very complex and they are usually with a commission based product.

On today's episode Matt discusses Roth Conversions. What is it?  How does it work? And why should you care? Listen to find out!

On today's episode of Great Points Matt brings back "Questions with Matt" in his interview with Alex Ray.  Alex is a business manager for Leslie S. Ray Insurance Agency, his families business located on the North Shore of Massachusetts.  For more information on Leslie S. Ray insurance please visit: https://leslieray.com/

In today's Episode Matt discusses how to prepare for the home buying process.  What you should do if you are unable to get to the full 20% down payment or, if you have the money available, is it better to put 30% down?  When it comes to buying a house there is not a right strategy for everyone but there is a right strategy for you.  

On today's episode Matt discusses estate planning which is wills, trusts and the things you need to protect your wealth.  He talks about ho to make sure you leave your children enough money if you want them to receive your inheritance.   For more information on how to plan for this and discussing the inevitable, Matt has an episode in season 1 titled "Addressing the Inevitable." Sta...

On today's episode, Matt discusses how to navigate retirement and setting retirement goals for yourself.    Not only does this episode cover how to plan for retirement, but also the most common mistakes people make when they start to think about retirement.  

On today's episode of Great Points, Matt discusses all things college planning and paying for college.  He gives three different options for establishing your goals as well as tips if you are already in the college paying process.  

Happy 2022 everyone! On today's episode Matt gives tips on how to navigate personal financial New Years resolutions through smart goals. 

On today's episode Matt has his business partner Peter Disch on as a guest.  Peter Disch, CFP® is the Founder and Managing Member of Great Point Wealth Advisors located in Boston, Massachusetts.  For more information on Peter or Great Point Wealth Advisors visit: https://www.greatpointwealth.com/

On today's episode Matt interviews Adaias Souza owner of the Danvers Pillar to Post home inspection company.  Matt asks Adaias questions on protecting the value of your home during the home inspecting process.  For more information please visit https://adaiassouza.pillartopost.com/

In today's episode Matt explains what marginal tax and that it is defined the tax rate you pay on an additional dollar of income.  This can be confusing for many so Matt breaks it down for us to understand.

On today's episode Matt gives us some insight on savings bonds.  What to do when you receive them and how they work when they accrue interest over time.   For more information or to search for your bonds  go to  https://www.treasurydirect.gov/

On today's episode, Matt gives out advice on Giving Tuesday and how to handle giving to charities especially if you do not have excess funds.