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Great Points episodes
- Monthly Financial Exercise: Complete an Annual Investment Checkup
On today's episode of Great Points, Matt and Brandon talk about different investment options in your retirement plan or brokerage account and how to align your investment strategy to your goals. Whether you are a new investor just opening your first investment account, or a seasoned investor with years of experience, spending just 15-30 minutes to review your investments annually can help you stay on track.
27 min - When is it the right time for me to retire?
In this episode of Great Points, Matt talks about the different considerations that go into retiring. Your financial situation plays a role, but what other things might factor into your decision?
28 min - Monthly Financial Exercise: Summer Budget Planning
On today's episode, Matt is joined by colleague Brandon Parker to discuss how to avoid a summertime spending spike. They talk about some common pitfalls and how to say no when those inevitable last minute invites come up.
20 min - Season 4 Episode 9: Deep Dive on Medicare with Randy Gregory
On today's episode, Matt is joined by Randy Gregory of Aetna Medicare. They talk about Medicare coverage options and how to figure out what coverage is right for you.
29 min - Season 4 Episode 8: Interview with Dr. Joe Coughlin, Director of MIT AgeLab
On today's episode, Matt interviews Dr. Joe Coughlin, professor at MIT's department of Urban Studies and Planning, Director of MIT AgeLab, and author of 'The Longevity Economy'. They talk about the Dr. Joe's research on aging, the future of retirement, and ways to maximize quality of life as we age.
34 min - Season 4 Episode 7: This month's financial exercise: Filing your tax return
On today's episode of Great Points, Matt and colleague Brandon Parker share some resources and tips for taking the stress out of doing your taxes.
36 min - Season 4 Episode 6: I have a million dollars in an IRA, what should I do with it?
On today's episode of Great Points, Matt goes deep on planning for a million dollar traditional IRA. He looks at the different options for managing those funds, how withdrawals will impact taxes, and when it may make sense to initiate a Roth conversion.
18 min - Season 4 Episode 5: Questions with Matt - Kelly DeFelice of Eastern Bank
Today on the podcast, Matt talks with Kelly DeFelice, Vice President at Eastern Bank in Beverly. They talk about shopping around for the best rates, starting a business, and the implications of a career change or retiring early.
37 min - Season 4 Episode 4: Meet Matt Farley, the most prolific songwriter in the world
Today on Great Points, Matt talks with Matt Farley who has released over 24,000 songs. They discuss getting started in music, turning your side hustle into your main thing, and tons of other lessons in life and business.
You can find all my Matt Farley's music on all streaming platforms.53 min - Season 4 Episode 3: This month's financial exercise: What does your cash flow look like?
On Today's podcast, Matt discusses cash flow with colleague Brandon Parker. How do you calculate your cash flow and where is your money going? Learn how mastering your cash flow can help you make better spending and saving decisions.
31 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.