Sign up to save your podcasts
Or
Share Great Points
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Great Points episodes
- Season 3 Episode 1: 2022 Stock Markets
Special episode of Great Points! With 2022 markets off to rocky start, Matt gives advice of how to handle the markets being negative year to date.
13 min - Season 2 Episode 25: Matts Top 10 from Season 2
On today's episode of Great Points Matt highlights some of the key topics that he have shared over the last 24 episodes that hopefully has helped listeners to make more confident financial decisions.
14 min - Season 2 Episode 24: Saving Some Money While Saving The Planet
On today's episode of Great Points, Matt gives three earth friendly tips to improve your budget while making a difference for the world.
14 min - Season 2 Episode 23: Should I Put My Home In a Trust?
On today's episode of Great Points Matt discusses whether or not it is right for you to put your home into a trust. Discussion of this usually happens with retiring individuals, those who have recently lost a spouse or loved one or those with aging parents. It is important to know that there are three different types of trusts: revocable trust, irrevocable trust and a life estate. Listen to this episode to learn more from Matt.
24 min - Season 2 Episode 22: Tax Refunds
On today's episode of Great Points Matt discusses tax refunds. After you submit your taxes what happens when you pay the government more than you owe them and receive a tax refund? Listen to this episode to find out!
20 min - Season 2 Episode 21: Should I Sell My House?
On this episode of Great Points, Matt discusses options for selling your house, with the average price of homes going up 30% in the last two years, it is an important topic to think about. There are three scenarios he talks about: First, looking at the cost to stay in your current house vs. the cost to rent in the area. Second, selling your house and moving somewhere where the house values and taxes are cheaper. And Third, Staying in your area and splitting time in a cheaper area.
25 min - Season 2 Episode 20: Do I Do My Own Taxes
With tax day right around the corner, on today's episode of Great Points Matt gives us advice on can you do your own taxes and if yes, should you do your own taxes.
14 min - Season 2 Episode 19: Are All Annuities Bad?
On today's episode of Great Points Matt talks all things annuities. There are three things you should be aware of if you own one: not all are bad, they are very complex and they are usually with a commission based product.
12 min - Season 2 Episode 18: Roth Conversion
On today's episode Matt discusses Roth Conversions. What is it? How does it work? And why should you care? Listen to find out!
22 min - Season 2 Episode 17: 3 Questions with Matt: Alex Ray
On today's episode of Great Points Matt brings back "Questions with Matt" in his interview with Alex Ray. Alex is a business manager for Leslie S. Ray Insurance Agency, his families business located on the North Shore of Massachusetts. For more information on Leslie S. Ray insurance please visit: https://leslieray.com/
28 min
About Great Points
From the publisher's feed
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.