Matt Schroeder

Great Points

Business EN ↓ 157 episodes

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 a...

Author

Matt Schroeder

Episodes

Episode #7: Tesla or Toyota 04.01.2021 12:01

Transportation is a necessary expense in everyone’s household budget. However, the range of what you spend on the means of transportation can vary widely. In this episode, we are going to discuss some talking points on making the best decision for your personal situation. We will also discuss the other costs of a car purchase and the future value of making solid decisions in this area of your b...

Episode #6: Hey Put that back - how to avoid overspending 28.12.2020 15:58

Having nice things feels great! Until it is time to pay for them. In this episode, we are going to discuss how easy it is to spend more than you make and some approaches to make proactive decisions that align with your long term goals while still being able to enjoy your money today.

Episode #5: Identify Your Money Habits: Savers, Spenders, and everyone in between 21.12.2020 10:04

Everybody has their own unique views on money that are shaped over time by parents, friends, media, and personal experiences. These views can shape the decisions they make in key financial matters. Unfortunately, these preexisting views may not always lead to the most effective financial decisions. In this episode, we will discuss ways to identify your views on money and some ideas to challenge...

Episode #4: The best time to renovate my home 14.12.2020 17:11

With most people spending a majority of their time in their homes over the last few months the question of space has been very common. Do we need more room/space? Can we afford more room/space? Should we do the work or just move? In this episode, we will discuss a path to address some of these questions, recognize the potential danger zones, and to ensure you are more confident in the decisions y...

Episode #3: Is my 401k the best place for me to save 07.12.2020 14:25

In this episode, we will review the options for saving for long term goals like retirement. We will address the benefits of a 401k but also cover the drawbacks of this type of plan and the alternatives to saving. We will discuss the tax implications on savings, the idea of managing liquidity for unexpected expenses, and some simple tips for developing a manageable savings plan.

Episode #2: How to wield that power of compounding interest for college or retirement goals 30.11.2020 13:33

If you have ever heard the phrase uttered” If I had only started a little earlier I would…..” you will appreciate this discussion on the concept of compounding interest and how time and discipline can make a huge impact on your financial goals. We will discuss how to leverage this concept toward college retirement and long-term savings goals.

Episode #1: You and Your Money 23.11.2020 6:22

Many people have a high degree of confidence in their work and personal life but when it comes to matters of money they often have stress and anxiety when faced with challenging financial decisions. In this 1st episode, Matt will provide an overview of his approach to helping individuals get smart with their approach to key money matters.