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.

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.

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?

On today's episode of Great Points, Matt reacts to a recent article he read on the non-financial considerations of retiring. As lifespans get longer, there is growing consideration for what happens to the brain in retirement. While the science is somewhat inconclusive, there are a lot of things you can do to make sure you maximize your golden years.

On today's episode of Great Points, Matt Schroeder has an all-star cast of guests to discuss the first time home buying experience. Realtors Shea Pilsbury and Matt Munson join Mortgage Broker Jeff Rolke, and Real Estate Attorney Michael Osborne to discuss everything that goes into buying your first home. They cover what are the first steps you should take, what are some things to watch out for, and how to engage professionals you can trust. Whether you are the first time buyer or it's someone in your family, don't miss this episode!

On today's episode, Matt walks through a scenario many investors encounter after periods of strong growth: owing capital gains taxes. If you have investments in a non-retirement account where your growth is subject to capital gains tax, you likely have some gains from the last few years of market growth. While no tax is due until you realize those gains, there is also the possibility that your portfolio is no longer in the desired ratio of stocks to bonds. How can you rebalance your portfolio without incurring a hefty tax bill? Matt covers some of the considerations to determine the right strategy for you.

On today's episode of Great Points, Matt addresses a common question: does it make sense to help an adult child to purchase a home? With Real Estate prices significantly outpacing inflation over the past few decades, gifting may be one pathway to help your child afford a home. However, it's worth asking whether you can reasonably afford to help and--maybe more importantly--if you should. Matt walks through some of the considerations to make the right choice for you.

On today's episode of Great Points, Matt talks with Linda Savarese of North Share Care Management. As a certified LifeCare Management professional, Linda specializes in helping elderly and cognitively disabled people navigate their lives. They discuss some of the signs that your loved one might be struggling to care for themselves and what to do when you start to see those signs. If your loved one is showing signs of cognitive decline, getting the right help can help them to maintain their independence. Schedule a free consultation with Linda via https://nscm.co/ or at linda@nscm.co. Or search for a care professional near you via the Aging Life Care Association at https://www.aginglifecare.org/.