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.

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.

On today's episode, Matt is joined by colleague Brandon Parker to discuss how to avoid a summertime spending spike.&nbsp; They talk about some common pitfalls and how to say no when those inevitable last minute invites come up.

Monthly Financial Exercise: Summer Budget Planning

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.&nbsp;

Business

Investing

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. 

Share Monthly Financial Exercise: Summer Budget Planning

Sign up to save your podcasts

Monthly Financial Exercise: Summer Budget Planning

Monthly Financial Exercise: Summer Budget Planning