Great Points

著者: Matt Schroeder
  • サマリー

  • 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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  • Rising Prices with Peter Disch, President of Great Point Wealth Advisors
    2024/08/26

    On today's episode, Matt talks with the president of Great Point Wealth Advisors and Chief Investment Officer, Peter Disch. They talk about why prices have risen so much in the past few years and what it means for the economy and individuals. They also cover why prices coming down might not be as good as it sounds. Finally, they cover what it all means for you as an investor, and how you can position yourself well for whatever comes next.

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    32 分
  • Getting off to a fast start
    2024/08/22

    On today's episode of Great Points, Matt talks about how to get off to a fast start in your personal finances or help your loved ones do the same. In finances, much like an Olympic race, getting off to a fast start can put you in a great position to reach a successful outcome. As a newer investor, investing more now can give you a huge leg up for the future. Or if you are looking to set up your heirs for financial stability, gifting them money towards long-term savings can equally have a huge impact. Listen in to learn more about potential strategies.

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    18 分
  • Interview with Ashley Ganem of the North Shore CDC
    2024/08/01

    On today's episode of Great Points, Matt speaks with Ashley Ganem, Director of Development at the North Shore CDC. Community Development Corporations (CDCs) are non-government organizations focused on advocating for underrepresented communities. To date, the North Shore CDC has put $90 million into affordable housing in the area, in addition to programs for public art, business consulting, language lessons, and much more. Not to mention the state of Massachusetts gives a tax credit to donors (the CITC tax credit). Listen in to learn more about the great work Ashely and the North Shore CDC do for the area!

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    38 分

あらすじ・解説

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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