Great Points

Hosted by Matt Schroeder

Business

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Episodes

163

Latest episode

Oct 2026

Language

EN-US

About the show

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.

Listen to episodes

60 recent

October 20, 2026Episode 1638 min

Making sense of headlines and the state of Investment Markets in 2026: with Great Point CIO, Peter Disch

On today's episode of Great Points, Matt talks with Peter Disch, the President and Chief Investment Officer of Great Point Wealth Advisors. In this far ranging conversation, they talk a bit about today's headlines and some of the macro forces impacting Investment Markets in 2026. Among the most important topics they cover are the different types of risk, inflation, and keeping perspective even as markets are volatile. They also touch on AI investment boom and what it might mean for the economy moving forward. If you are trying to make sense of the current state of investment markets, or wondering how current events can impact your personal finances, this episode is a great resource.

October 6, 2026Episode 1521 min

Health Care in Retirement: A conversation with Independent Insurance broker Randall Gregory

On today's episode, Matt talks about the current Health Insurance landscape with Independent broker Randall Gregory of the CoreBenefits Group. If you are considering retiring, but keep getting stuck on Health Insurance costs or coverage in retirement, this is the episode for you. What changes are happening in the Medicare space this year? Do I need to wait until I claim Social Security benefits to go on Medicare? What happens if I want to retire before I become eligible for Medicare at age 65? Randall lays out the many different options retirees have, and how to navigate the ever-changing landscape. As with many topics in personal finance, knowing your options will help you make the right choices for you and your family.

September 28, 2026Episode 1438 min

Considering a move but getting stuck in today's Real Estate Market? A conversation with Realtors Shea Pilsbury and Matt Munson

On today's episode, Matt speaks with Realtor team Shea Pilsbury and Matt Munson about a wide range of topics that can help you get "unstuck" in today's expensive and competitive real estate market. What repairs should I prioritize for a sale? Is an ADU (accessory dwelling unit) an option? What if I want to downsize and buy a new home in cash, but don't want to rush my next purchase? Shea and Matt offer a huge number of ideas about how to make the right move for you. This episode can spark some ideas for you, but working with a knowledgeable agent or team can help you find a successful plan.

August 31, 2026Episode 1326 min

What should I do with all my stuff? An interview with Charlotte McAleer of North Shore Move Management

On today's episode, Matt has a conversation with Charlotte McAleer of North Shore Move Management. As a realtor and owner of the moving company, Charlotte walks through the challenges of moving and handling the things you've accumulated over a long period of time. While it can be emotional and overwhelming to sort through a lifetime of things, having an outside eye can help make the process more manageable. If you are just starting your cleaning/organizing journey, Charlotte suggests starting with one room or even one closet to get some momentum going. Listen in for more tips and suggestions!

August 24, 2026Episode 1215 min

Considering buying a new car? Here's where to start

On today's episode of Great Points, Matt starts with an anecdote from his own personal life about buying a new car. As with any financial decision, there are a lot of things to consider as you decide the right path for you. Is it a want or a need? Should you buy the car outright or lease it? What about cash versus taking a loan? Thinking through a few of these questions up front can help you make the right choice for you and your family.

August 21, 2026Episode 1130 min

Wellness and Longevity with Nicole Pichette of Live Well Collaborative

On today's episode of Great Points, Matt talks with Nicole Pichette about wellness, longevity, and how Live Well Collaborative aims to truly customize caring for her clients' health. From the six pillars of wellness, to listening to the messages your body is sending you, Nicole describes her approach to helping people feel their best. Whether you are just beginning your wellness journey or are looking to refine your approach to self-care, there is something for you in this episode.

June 29, 2026Episode 1024 min

Bank Accounts and Cash Management 101

On today's episode of Great Points, Matt goes back to fundamentals by talking in depth about bank accounts and cash management overall. What are the different account types you can open? What are their purposes, features, and how should they be used? From Checking accounts, to CDs, to Money Markets, and everywhere in between, this episode is a good primer or reminder for how make the best use out of Bank accounts as part of your larger financial picture.

June 15, 2026Episode 915 min

Tales from the Barber Shop

On today's episode of Great Points, Matt relays a few conversations he overheard in the Barber shop, and his takeaways as a financial planner. While many people spend hours researching purchases, such as a new TV or a new car, fewer take that same amount of time to think about their whole financial picture. What if we all spent that same amount of time thinking about our financial future? In another conversation, Matt observed that the outward signs of someone's finances can be misleading. Fear of Missing Out is hard to resist, but creating your own priorities and avoiding "Keeping up with the Joneses" is a good practice to manage your own healthy money mindset.

May 22, 2026Episode 814 min

Empty Nesting

On today's episode of Great Points, Matt talks about what to do when the kids "leave the nest." The time between kids leaving the house and reaching retirement is a time of change for most couples. How do you make sure your kids are prepared for adulthood? What type of financial help, if any, should you give them if you are able? What should you do with all of your newfound time and money? Matt offers some perspective and some examples that can help you navigate the Empty Nest.

May 11, 2026Episode 724 min

Planning for Longevity: Making the most of your years

On today's episode, Matt talks about planning for longevity. As financial planners, we are trained to create plans through age 95 or 100. There are a lot of nuances to doing so, but there is also a lesson buried in the exercise: you can have higher quality of living through age 95 or 100 by thinking through some key pieces of the puzzle. What are the things you want to do and people you want to spend time with? What can you do today to prioritize health and wellness? What type of impact do you want to have with your money, whether that's family, charity, or community? Money is a piece of the puzzle, but it does not need to be the driving force of your longevity plan.