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Great Points

Great Points

De: Matt Schroeder
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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
Economía Finanzas Personales
Episodios
  • Financial Education Case Study with the O'Rourkes
    Nov 17 2025

    On today's episode of Great Points, Matt speaks with long-time friends Matthew and Natasha O'Rourke about their own financial journey and how they're teaching their kids about finances. From a start as self-proclaimed "F minus" financial students, Matthew and Natasha reflect on their rude awakening on entering adulthood, and how they are trying to teach their 16 and 13 year olds about money. As always, Matt Schroeder also has some great practical tips on how to introduce key money concepts. If you have dependent children, or if you are interested in financial education, this episode is a must listen.

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    46 m
  • Medicare and Open Enrollment: Interview with Randall Gregory
    Oct 13 2025

    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 different plans available before diving into what types of plans might be right for you. Confused by Part A, Medigap, Supplement, or Advantage plans? This episode is your one stop shop for deciding the right coverage for you.

    To learn more or consult with Randall, you can reach him at rgregory@mycoreinsurance.com

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    32 m
  • What is the new "Trump account" and does it make sense for me?
    Sep 30 2025

    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 that be worth in 65 years? What are the rules around the new account type and when might it make sense to add funds to the account as a parent? As always, the Personal Finance landscape is ever-changing. Listen in to learn more about what this change could mean for you.

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    18 m
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