『Great Points』のカバーアート

Great Points

Great Points

著者: Matt Schroeder
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【Amazonプライム会員限定】今ならプレミアムプランが4か月 月額99円。

10月19日まで。※適用条件あり

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
  • Health Care in Retirement: A conversation with Independent Insurance broker Randall Gregory
    2026/10/06

    On today's episode, Matt talks about the current Health Insurance landscape with Independent broker Randall Gregory of the CoreBenefits Group. If you are considering retiring, but keep getting stuck on Health Insurance costs or coverage in retirement, this is the episode for you.

    What changes are happening in the Medicare space this year? Do I need to wait until I claim Social Security benefits to go on Medicare? What happens if I want to retire before I become eligible for Medicare at age 65? Randall lays out the many different options retirees have, and how to navigate the ever-changing landscape. As with many topics in personal finance, knowing your options will help you make the right choices for you and your family.

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    21 分
  • Considering a move but getting stuck in today's Real Estate Market? A conversation with Realtors Shea Pilsbury and Matt Munson
    2026/09/28

    On today's episode, Matt speaks with Realtor team Shea Pilsbury and Matt Munson about a wide range of topics that can help you get "unstuck" in today's expensive and competitive real estate market. What repairs should I prioritize for a sale? Is an ADU (accessory dwelling unit) an option? What if I want to downsize and buy a new home in cash, but don't want to rush my next purchase? Shea and Matt offer a huge number of ideas about how to make the right move for you. This episode can spark some ideas for you, but working with a knowledgeable agent or team can help you find a successful plan.

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    38 分
  • What should I do with all my stuff? An interview with Charlotte McAleer of North Shore Move Management
    2026/08/31

    On today's episode, Matt has a conversation with Charlotte McAleer of North Shore Move Management. As a realtor and owner of the moving company, Charlotte walks through the challenges of moving and handling the things you've accumulated over a long period of time. While it can be emotional and overwhelming to sort through a lifetime of things, having an outside eye can help make the process more manageable. If you are just starting your cleaning/organizing journey, Charlotte suggests starting with one room or even one closet to get some momentum going. Listen in for more tips and suggestions!

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    27 分
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