Great Points  By  cover art

Great Points

By: Matt Schroeder
  • Summary

  • 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.

    © 2024 Great Points
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Episodes
  • I'm going on vacation, would it make sense to buy a vacation home instead of renting?
    Jul 17 2024

    On today's episode of Great Points, Matt talks about renting versus buying a vacation home. If you have a favorite place that you plan to go for many years, what do the numbers tell us about renting a property versus buying? What are some of the major economic considerations? Matt also covers some of the non-monetary parts of the decision making process so that you can make the right decision for you and your family.

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    16 mins
  • Aging in your current home with Ken Kumph of Premier Builders
    Jun 17 2024

    On today's episode of Great Points, Matt talks with Ken Kumph, owner of Premier Builders. They discuss different options for making home modifications to enable aging in your current home rather than downsizing in this difficult housing market. From small modifications such as adding safety railings or access ramps, to modifying an existing floor plan to enable easier "one floor living", Ken offers some advice on making your current home work for you.

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    32 mins
  • Interview with Marcos Baugh, President of Urban Golf Club
    Jun 3 2024

    On today's episode of Great Points, Matt speaks with Marcos Baugh, the President of Urban Golf Club. Marcos started Urban Golf Club as a non-profit aiming to help urban kids learn golf and financial literacy through the core values of patience, humility, and accountability. While Marcos started as a caddy at The Country Club in Brookline, he is now brining new people to golf through Boys and Girls clubs in the greater Boston area, all while helping them build a solid financial foundation for life. Listen to learn more about the mission and what you can do to help, or visit https://www.urbangolfclub.org/


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    25 mins

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