Great Points

On today's episode of Great Points, Matt Schroeder and Brandon Parker talk about the giving season and how you can include charitable giving in your plan.  The holiday season is a great time of year to give back to your community, so listen in for some tips to maximize the impact of your contribution, whether monetary or otherwise! 

On today's episode of Great Points, Matt talks to Bill Hooper, who recently sold his  business after 20+ years.  They talk about Bill's experience as a business owner, and ultimately what made him decide to sell.  They also talk in depth about the sale process, owner financing, and what comes after "retiring" from your business .  If you are a business owner, or even just considering retirement, this episode is for you.

On today's episode, Matt talks about how Certificates of Deposit work and some of the pros and cons of buying them.  While an annual yield of 5% sounds attractive in a vacuum, what are some of the things to consider before buying CDs?

On today's episode of Great Points, Matt and his colleague Brandon discuss some tips and ideas for helping to stay within your budget during the holiday season.  It's tricky to say no to family, friends, and charities, but what are some ways you can still manage to be generous without breaking the bank?

On today's episode, Matt records in front of a live audience to talk about a few conversations he's overheard in the Barber shop.  First he discusses a case where a couple is moving in together and trying to decide whether they should rent out their second condo versus sell it.  Next, Matt talks about a man who moved his whole portfolio to CDs this year.  Did these folks do the right thing?  And what questions should you ask yourself before taking a stranger's advice?

On today's episode, Matt and Brandon discuss "Open Enrollment" and how to decide which benefits to enroll in through your employer.  While insurance may not be the most exciting topic, enrolling in the right coverage for you can pay huge dividends down the road.  Learn about deductibles, Health Savings Accounts (HSAs), disability insurance, and more to help decide what benefits fit your unique financial situation.

On today's episode, Matt and Brandon discuss what to look for when changing jobs.  Whether you are hoping for a pay raise, thinking of getting an advanced degree, or looking to do something entirely different, what are some of the key things to consider?

On today's episode of Great Points, Matt talks about how to make the most of the time you spend working on your personal finances.  Is it on investment returns, cash flow, or something else?

On today's episode of Great Points, Matt and Brandon discuss goal setting and how you can create an actionable plan to reach those goals.  Whether you have existing goals you've let lapse a bit, or you want to set new ones, creating accountability will help you stay on track.

On today's episode of Great Points, Matt talks a little about deferred compensation, fringe benefits, and other employee benefits that are designed to "lock you in" to your current employer.  When is it time to walk away from a job, and how should we think about leaving money on the table when we do?