Great Points

On today's episode of great Points, Matt discusses what you should do when someone is asking for advice?  Should you just listen or tell them here's what you should do.

Everyone wants to have fun at the fair but you do not want to have regrets about spending money.  On today's episode of Great Points, Matt discusses how to enjoy yourself without feeling guilty later.  

On today's episode of Great Points, Matt discusses four tools to make yourself a better financial planner.  His four tips are: make a net worth analysis, run a cash flow report, do a portfolio review and check your insurance policies.  Doing all of these annually will make you a better financial planner!

So far 2022 has been a stressful time for many about their finances.  On todays episode of Great Points, Matt tries to relieve some stresses with a lighter episode to help with some of those stresses.

On today's episode of Great Points, Matt talks about the benefits and risks in buying a second home as an investment property and also the logistics of how often you would have to rent it out to make a profit.  

Welcome back to Great Points! On todays episode Matt asks the question "should I sell my investments to buy some CD's?" He answers this by discussing when you need the money by and that stocks and IRA's  are a long term investment where you cannot worry about short term losses with the market volatility.  

Congratulations to all of the recent graduates!   Now that you have graduated what is next? Do you move out and pay rent or stay home?  In this episode of Great Points, Matt gives recent graduates and parents advice on what to do in this situation.  

On this episode of Great Points, Matt talks about becoming a billionaire or millionaire and how to achieve that whether that is a goal for your life time for if you have a longer generational goal.  

On today's lacrosse episode of Great Points Matt continues to discuss how the mindset of a lacrosse goalies correlates to financial planning.  After part one where he talks about having a goal, part two discuses having a plan.  

On this special episode of Great Points Matt talks about lessons lacrosse has taught him about being a financial planner.  He says "In addition to being a wealth manager, another passion I have is lacrosse because I was a division 1 lacrosse goalie in college.  I feel like there is a lot of crossover in the lessons I have learned from both."