Great Points

著者： Matt Schroeder
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  • サマリー

  • 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
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あらすじ・解説

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
個人ファイナンス 経済学
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エピソード
  • Managing your emotions during Market Volatility

    Managing your emotions during Market Volatility
    2025/04/28

    On today's episode of Great Points, Matt talks through some key concepts and context that will help you manage negative emotions when there is market uncertainty. Taking inventory of your situation compared to many others can help you keep perspective. Furthermore, through Covid, recent world conflicts, and even in the more distant past, there are many examples of market resilience despite uncertainty.

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    20 分
  • Using planning to reduce stress in periods of Market Volatility

    Using planning to reduce stress in periods of Market Volatility
    2025/04/22

    On today's episode, Matt offers some perspective during the current environment of high market volatility. While many investors look at their portfolio with fear when financial markets are highly variable, there are multiple things you can do to ease your stress. Having some cash for your near term expenses, diversifying your investments, and having a plan will help you weather times where there is market uncertainty.
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    12 分
  • What's going to happen to my Social Security benefits?

    What's going to happen to my Social Security benefits?
    2025/04/07

    On today's episode of Great Points, Matt takes a look at the numbers behind Social Security benefits. While it's a common talking point in different forms of media, is it really possible that Social Security could go away anytime soon?
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    14 分

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