Great Points

著者: Matt Schroeder
  • サマリー

  • 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.

    © 2024 Great Points
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あらすじ・解説

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.

© 2024 Great Points
エピソード
  • Considering a career as a Financial Advisor?
    2024/11/18

    On today's episode of Great Points, Matt talks about what it's like to work as a Financial Advisor. If you are a college student or young professional considering a career in Financial Planning or Advice, this episode is a must listen. From career path, to skills needed, to compensation, Matt covers a lot of the questions you may ask about the profession.

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    31 分
  • How do you merge onto the highway?
    2024/11/11

    On today's episode of Great Points, Matt makes an analogy about how the process of merging onto the highway relates to planning for retirement. If getting to cruising speed is the equivalent of a smooth retirement, how would you approach the process of getting there? Are you adequately using the onramp to build momentum while also planning where you want to slot it? Or are you accelerating blindly? While you may "get away with" taking an unorthodox route to merge on the highway or to plan for retirement, following a good process will maximize your chances of success.

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    16 分
  • Tales from the Barber Shop: Buying a car and using your time wisely
    2024/10/08

    On today's episode, Matt takes his inspiration from conversations overheard while at the Barber Shop. The first situation involves whether or not to buy a car. What are the considerations and what does the math say? On the second, Matt reflects on how using just a small amount of your recreation time towards personal finances or earning income could significantly change your trajectory.

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    19 分

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