Great Points
Matt SchroederAre 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 yo... more
| Publishes | Twice monthly | Episodes | 146 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Latest Episodes
On today's episode of Great Points, Matt speaks with Randall Gregory, an independent benefits consultant at Core Benefits Group. As we enter into Open Enrollment season, they talk about the various terms related to Medicare enrollment and the differ... more
On today's episode, Matt explains the new "Trump Account" proposed as part of the One Big Beautiful Bill Act signed earlier this year. The new account type is set to be pre-filled with $1,000 for children born between 2025 and 2028. How much could ... more
On today's episode of Great Points, Matt reacts to recent news of Taylor Swift and Travis Kelce's engagement in the way he knows best: by relating it to financial planning. We're not talking about financial tactics of a celebrity wedding, but rather... more
On today's episode, Matt speaks with Family and Divorce Attorney, Teresa La Vita. Money is often a difficult topic, and even more so in family situations where many emotions are also at play. As a solo practitioner out of Danvers, MA, Teresa has see... more
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Reviews
- Wide variety of topics, easily understood
Matt does a great job covering a wide (and sometimes complex!) variety of topics—from planning for post college life, to trusts, to home buying—in a really accessible and easy to follow manner. Definitely recommend to anyone who wants to dig a little deeper into some really key financial topics.
Apple Podcasts5Bayrose777
United States3 years ago - Must listen!
This is a very informative podcast! There is great information for people in all stages of their life. Great real life examples as well. Highly recommend!
Apple Podcasts5Alyssa FarnsUnited States4 years ago - Fantastic Podcast
There’s no better way to spend 15 minutes to learn about finances.
Apple Podcasts5nikkie@workUnited States4 years ago - Your scary financial questions answered with Dad energy!
I love the new segment ‘3 Questions with Matt!’ Great questions, Jesse! I know a lot of us can get skittish talking about our finances and it’s important to unlearn that discomfort as we get older. Matt’s podcast is an excellent way to gain confidence in a rocky financial landscape. Loved it, y’all!
Apple Podcasts5LadyDi83United States4 years ago - Great Podcast!
Love Great Points podcast! As someone new to the financial world, Matt really gives great insights and tips on where to get started and how to navigate a financial plan. A must listen to anyone interested in financial advice!
Apple Podcasts5emmaabuckleyUnited States4 years ago
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Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
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How many episodes of Great Points are there?
Great Points launched 4 years ago and published 146 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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