『Great Points』のカバーアート

Great Points

Great Points

著者: Matt Schroeder
無料で聴く

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
  • Considering buying a new car? Here's where to start
    2026/08/24

    On today's episode of Great Points, Matt starts with an anecdote from his own personal life about buying a new car. As with any financial decision, there are a lot of things to consider as you decide the right path for you. Is it a want or a need? Should you buy the car outright or lease it? What about cash versus taking a loan? Thinking through a few of these questions up front can help you make the right choice for you and your family.

    続きを読む 一部表示
    16 分
  • Wellness and Longevity with Nicole Pichette of Live Well Collaborative
    2026/08/21

    On today's episode of Great Points, Matt talks with Nicole Pichette about wellness, longevity, and how Live Well Collaborative aims to truly customize caring for her clients' health. From the six pillars of wellness, to listening to the messages your body is sending you, Nicole describes her approach to helping people feel their best. Whether you are just beginning your wellness journey or are looking to refine your approach to self-care, there is something for you in this episode.

    続きを読む 一部表示
    30 分
  • Bank Accounts and Cash Management 101
    2026/06/29

    On today's episode of Great Points, Matt goes back to fundamentals by talking in depth about bank accounts and cash management overall. What are the different account types you can open? What are their purposes, features, and how should they be used? From Checking accounts, to CDs, to Money Markets, and everywhere in between, this episode is a good primer or reminder for how make the best use out of Bank accounts as part of your larger financial picture.

    続きを読む 一部表示
    25 分
adbl_web_anon_alc_button_suppression_t1
まだレビューはありません