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Great Points

Great Points

著者: Matt Schroeder
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概要

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.

© 2026 Great Points
個人ファイナンス 経済学
エピソード
  • The Patriots made the Super Bowl! Should I go?
    2026/01/26

    On today's special episode of Great Points, Matt reacts to the Patriots' big win yesterday. Now that the Pats are suddenly off to Santa Clara, CA for the Super Bowl...many New Englanders will make the snap decision to make the trip to watch live. Should you be one of them?

    Going to the Super Bowl is a once in a lifetime event for many, but is it worth the trade-offs? As with many things, there isn't one right answer, but there might be for you.

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    8 分
  • Setting Financial Goals that Stick
    2026/01/20

    On today's episode of Great Points, Matt talks about setting financial goals and how you can make those goals a reality. There is value in big ambitious long-term goals, but how you handle medium and even short-term goals ultimately plays a significant role in attaining the big ones. Whether financial goals or otherwise, Matt offers some practical tips for turning "resolutions" into actions and ultimately results.

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    15 分
  • I received a gift or inheritance, what should I do with it?
    2026/01/07

    On today's episode of Great Points, Matt runs through a scenario where a younger person receives a gift or an inheritance. As with any chunk of money, there are a variety of options what you might do with it. What would a $19k gift be worth in 40 years if I invest it? What if I pay off student loan or other debt? What if I spend it? There may not be one right answer, but thinking through the different scenarios can help you make the right choice for you.

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    15 分
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