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Great Points

Great Points

Auteur(s): Matt Schroeder
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À propos de cet audio

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 and improve their financial wellbeing.

© 2025 Great Points
Finances personnelles Économie
Épisodes
  • Swift, Kelce, and Financial Planning?
    Sep 15 2025

    On today's episode of Great Points, Matt reacts to recent news of Taylor Swift and Travis Kelce's engagement in the way he knows best: by relating it to financial planning. We're not talking about financial tactics of a celebrity wedding, but rather focusing on the things that can actually impact your life.

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    8 min
  • Family and Divorce Law: Interview with Attorney Teresa La Vita
    Jun 25 2025

    On today's episode, Matt speaks with Family and Divorce Attorney, Teresa La Vita. Money is often a difficult topic, and even more so in family situations where many emotions are also at play. As a solo practitioner out of Danvers, MA, Teresa has seen all types of cases and offers valuable insight on a variety of issues related to family law. If you are getting married soon, should you consider a prenuptial agreement? What happens to a spouse's pension in a divorce? How are different cases settled and what options do you have? Teresa covers all of these topics and more in this blockbuster episode.

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    46 min
  • Building Financial Foundations for Adulthood
    Jun 23 2025

    On today's episode of Great Points, Matt kicks off a series of conversations around building good financial foundations as an adult. He covers some basic definitions, and discusses the concepts that will be helpful for young adults to build good habits from the start. Financial wellness ultimately comes down to a combination of knowledge and good habits. This episode will help you or your adult child to establish both.

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    23 min
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