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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
  • 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
  • Interview with Eric Brotman, CFP® Professional and Author
    May 27 2024

    On today's episode, Matt has a great conversation with Eric Brotman, the CEO of BFG Financial Advisors based in Maryland. Eric and Matt talk about a wide array of topics. They discuss why Financial Literacy is still chronically underprioritized, how retirement doesn't have to be the end of meaningful work, and what is the future of college education. In addition to his career as a Financial Advisor, Eric has built a media company to reach people who may not have access to professional advice, including a book and podcast called "Don't Retire...Graduate!"

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    34 mins

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