Shows
Great PointsSetting Financial Goals that StickOn today's episode of Great Points, Matt talks about setting financial goals and how you can make those goals a reality. There is value in big ambitious long-term goals, but how you handle medium and even short-term goals ultimately plays a significant role in attaining the big ones. Whether financial goals or otherwise, Matt offers some practical tips for turning "resolutions" into actions and ultimately results.
2026-01-2014 minGreat PointsFinancial Education Case StudyOn today's episode of Great Points, Matt speaks with long-time friends Matthew and Natasha about their own financial journey and how they're teaching their kids about finances. From a start as self-proclaimed "F minus" financial students, Matthew and Natasha reflect on their rude awakening on entering adulthood, and how they are trying to teach their 16 and 13 year olds about money. As always, Matt Schroeder also has some great practical tips on how to introduce key money concepts. If you have dependent children, or if you are interested in financial education, this episode is a must listen.
2025-11-1745 min
Regenerative RenegadesThomas Schroeder: How Connection Creates ConservationIn Part 2, Thomas Schroeder, Senior Partnerships Manager for Audubon Conservation Ranching, returns to discuss how Audubon’s work with ranchers and producers is helping biodiversity take flight.This episode explores the power of connection, curiosity, and conservation in the regenerative movement.
2025-10-3030 minRegenerative RenegadesThomas Schroeder: Bringing Birds Back to the LandIn this two-part series, Thomas Schroeder, Senior Partnerships Manager for Audubon Conservation Ranching, joins host Matt Maier to discuss how ranchers and conservationists are teaming up to restore grassland ecosystems and protect declining bird populations. From his background as a chef to his work in regenerative agriculture, Thomas highlights the deep connection between food, land, and community—and how stewardship can help both people and wildlife thrive.Don’t miss Part 2, releasing November 10th!
2025-10-2836 minGreat PointsPanel Discussion: Buying your First HomeOn today's episode of Great Points, Matt Schroeder has an all-star cast of guests to discuss the first time home buying experience from beginning to end. Realtors Shea Pilsbury and Matt Munson (Munson Realty Group) join Mortgage Advisor Jeff Rolke (Gold Coast Mortgage) and Real Estate Attorney Michael Osborne (Michael Osborne Law). They cover everything from the first steps you should take, all to way to the closing date. Along the way, the group highlights some things to watch out for, things you may not have considered, and how to engage professionals you can trust. Whether you are the fir...
2025-03-2459 minGreat PointsHow can planning help me minimize the impact of capital gains taxes?On today's episode, Matt walks through a scenario many investors encounter after periods of strong growth: owing capital gains taxes. If you have investments in a non-retirement account where your growth is subject to capital gains tax, you likely have some gains from the last few years of market growth. While no tax is due until you realize those gains, there is also the possibility that your portfolio is no longer in the desired ratio of stocks to bonds. How can you rebalance your portfolio without incurring a hefty tax bill? Matt covers some of the considerations to determine the...
2025-03-0315 minGreat PointsIs it a good idea to help my adult child to buy a home?On today's episode of Great Points, Matt addresses a common question: does it make sense to help an adult child to purchase a home? With Real Estate prices significantly outpacing inflation over the past few decades, gifting may be one pathway to help your child afford a home. However, it's worth asking whether you can reasonably afford to help and--maybe more importantly--if you should. Matt walks through some of the considerations to make the right choice for you.
2025-02-1827 minGreat PointsConversation with Property Manager, Shawn GrenierOn today's episode of Great Points, continuing with the theme of Real Estate, Matt speaks with Shawn Grenier. Shawn is the founder of Real Property Management Reliance, specializing in helping clients manage rental properties in the North Shore of Massachusetts. Matt and Shawn talk about some of the challenges of managing your own rental property, especially when it's a second home or your only property. While it may seem easy to manage one property, it can be hard to deal with vacancies, repairs, and legal concerns. Even if you are a "Snow Bird" considering renting one or both of your...
2025-01-0632 minGreat PointsLove it or List it, with Realtors Shea and Matt MunsonOn today's episode, Matt speaks with realtors Shea and Matt Munson of Munson Realty Group. Inspired by the TV show "Love it or List it", Matt speaks with his guests about some of the reasons people might make a housing change, especially in or near retirement age. From relocating, to adding an in-law suite, to downsizing, there is no one size fits all approach. But a bit of forethought can drastically reduce the chance of buyer's or seller's remorse.
2024-12-0944 minGreat PointsConsidering a career as a Financial Advisor?On today's episode of Great Points, Matt talks about what it's like to work as a Financial Advisor. If you are a college student or young professional considering a career in Financial Planning or Advice, this episode is a must listen. From career path, to skills needed, to compensation, Matt covers a lot of the questions you may ask about the profession.
2024-11-1830 minGreat PointsTales from the Barber Shop: Buying a car and using your time wiselyOn today's episode, Matt takes his inspiration from conversations overheard while at the Barber Shop. The first situation involves whether or not to buy a car. What are the considerations and what does the math say? On the second, Matt reflects on how using just a small amount of your recreation time towards personal finances or earning income could significantly change your trajectory.
2024-10-0818 minGreat PointsTalking Financial Literacy with BU Student, Ben BrosnahanOn today's episode of Great Points, Matt talks with Boston University sophomore, Benjamin Brosnahan. Ben is an Economics major at BU, and also runs workshops for fellow students on improving financial literacy. In this wide ranging conversation, Matt and Ben talk about some practical tips for teaching financial literacy, the power of starting early, the importance of budgeting as a foundational skill, and much more. If you are interested in learning more for yourself, or you are looking to teach others about personal finances, this episode is a great resource to get started.
2024-09-2338 minGreat PointsGetting Intentional about Charitable GivingOn today's episode, Matt talks about how to get more intentional and effective with your charitable giving. For many, giving is a part of their budget, even if it's not necessarily pre-planned. What if you were to focus on making charitable giving part of your financial plan? How much can you afford to give and how can you narrow down which causes to support? While many people feel they don't have enough to make a meaningful impact, Matt lays out some ways you can maximize your contributions to causes you care about.
2024-07-2919 minGreat PointsI'm going on vacation, would it make sense to buy a vacation home instead of renting?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.
2024-07-1716 minGreat PointsInterview with Eric Brotman, CFP® Professional and AuthorOn 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!"
2024-05-2734 minGreat PointsShould I change my investment strategy?On today's episode of Great Points, Matt reacts to a recent ad he saw that said, "Does your portfolio need a 180?" What are some of the questions you should be asking yourself when you see such an ad? It may be tempting to make a snap decision when things change, but Matt lays out some ideas to help sift through the noise and resist making changes for the wrong reasons.
2024-05-2311 minGreat PointsBasics of Estate Planning with Steve DiGregorioOn today's episode, Matt talks with Stephen DiGregorio, the founder and owner of "Protecting your Assets LLC," a legal firm focused on Estate Planning. Matt and Steve talk about what it means to have an estate plan, and they take on some misconceptions people frequently have. What is a Health Care Proxy or a Springing Power of Attorney? Whether you have $50 in the bank or $10 million in assets, knowing some of the basics of estate planning is vital to protecting you and your loved ones.
2024-02-0848 minGreat PointsLessons from Schitt's Creek: Talking to your kids about moneyOn today's episode of Great Points, fresh off re-watching Schitt's Creek, Matt talks through some of the money lessons that came to mind. How can you raise your kids to understand money? Matt shares some tips for helping your children understand the value of a dollar. Whether they are young kids, recent graduates, or mid-career professionals who may inherit some money, communication is key.
2024-01-1825 minGreat PointsCash or credit?On today's episode of Great Points, Matt reacts to an article he read on LinkedIn about supporting local by paying in cash. Is paying in cash actually better for a business? And more importantly, what makes more sense for you? Matt talks through the psychology of using cash versus credit and some tips for making the most of both approaches.
2024-01-1819 minGreat PointsIt's giving season...how can giving back fit in my plan?On today's episode of Great Points, Matt Schroeder and Brandon Parker talk about the giving season and how you can include charitable giving in your plan. The holiday season is a great time of year to give back to your community, so listen in for some tips to maximize the impact of your contribution, whether monetary or otherwise!
2023-12-0428 minGreat PointsSpecial Live Episode: Financial Conversations from the Barber ShopOn today's episode, Matt records in front of a live audience to talk about a few conversations he's overheard in the Barber shop. First he discusses a case where a couple is moving in together and trying to decide whether they should rent out their second condo versus sell it. Next, Matt talks about a man who moved his whole portfolio to CDs this year. Did these folks do the right thing? And what questions should you ask yourself before taking a stranger's advice?
2023-10-1208 minGreat PointsOpen Enrollment: Spend a few minutes reviewing your benefits this fallOn today's episode, Matt and Brandon discuss "Open Enrollment" and how to decide which benefits to enroll in through your employer. While insurance may not be the most exciting topic, enrolling in the right coverage for you can pay huge dividends down the road. Learn about deductibles, Health Savings Accounts (HSAs), disability insurance, and more to help decide what benefits fit your unique financial situation.
2023-10-0927 minGreat PointsConsidering a job change? Here are some things to think aboutOn today's episode, Matt and Brandon discuss what to look for when changing jobs. Whether you are hoping for a pay raise, thinking of getting an advanced degree, or looking to do something entirely different, what are some of the key things to consider?
2023-09-1123 minGreat PointsLimited time to dedicate to your household finances? Here's where to focus your energyOn today's episode of Great Points, Matt talks about how to make the most of the time you spend working on your personal finances. Is it on investment returns, cash flow, or something else?
2023-08-2817 minGreat PointsAugust Exercise: Check in on your goalsOn today's episode of Great Points, Matt and Brandon discuss goal setting and how you can create an actionable plan to reach those goals. Whether you have existing goals you've let lapse a bit, or you want to set new ones, creating accountability will help you stay on track.
2023-08-0122 minGreat PointsIs it time to shed my Golden Handcuffs?On today's episode of Great Points, Matt talks a little about deferred compensation, fringe benefits, and other employee benefits that are designed to "lock you in" to your current employer. When is it time to walk away from a job, and how should we think about leaving money on the table when we do?
2023-07-2417 minGreat PointsCould I actually spend....more money?On today's episode of Great Points, Matt talks about a fairly common challenge for very future oriented people...how can they actually spend their money and not feel guilty about it? By bucketing out "fun money", you or your thrifty loved one can enjoy some responsible spending without putting long-term goals at risk.
2023-07-1715 minGreat PointsWhat should I read at the beach or pool this summer?On this episode of Great Points, Matt and Brandon discuss some books they've recently read that you can take to the beach or wherever you do your reading. They discuss a couple lighter options, and also a few for those who want to go deeper on their financial learning. "Psychology of Money" by Morgan Housel"Your Money and Your Brain" by Jason Zweig"Your Money or Your Life" by Vicky Robin and Joe Dominguez"Financial Intelligence" by Doug Lennick"Think and Grow Rich" by Napoleon Hill
2023-07-0516 minGreat PointsThree Questions with Jason Roberts, Salesperson and Father of FourOn today's episode of Great Points, Matt answers three questions from his friend and former colleague Jason Roberts of Oracle. Jason is wondering how he can possibly manage to pay for 4 kids to go to college, what he should do with his Employee Stock Purchase Plan, and whether a Roth conversion would be right for him?
2023-06-2636 minGreat PointsIs the idea of retirement changing?On today's episode of Great Points, Matt talks about some of the traditional assumptions we make about retirement, and what are some other options available. What if retirement isn't just about working until 65 and then stopping cold turkey?
2023-06-1215 minGreat PointsThe Art of Networking: it's not just for job seekersOn today's episode, Matt talks with colleague Brandon Parker about the value of networking, especially early in your career. Whether you work in sales, the trades, or even work at a big Fortune 500 company, expanding your network has many benefits beyond just finding your next job. Matt and Brandon discuss some strategies for building relationships and how building a network can open doors you may not have expected.
2023-06-0725 minGreat PointsThree Questions with Life Coach Sharon BillingsOn today's episode, Matt speaks with Sharon Billings, Life Coach and Founder of Blue Compass Life. They talk about some behavioral challenges people face in life and personal finance. What are some of the myths or mental blocks that hold people back? Are there different patterns for different genders or generations?
2023-05-3137 minGreat PointsWith inflation still so high, should I own I bonds?On today's episode of Great Points, Matt talks in depth about Inflation Bonds (i bonds) and how they may fit into your investment portfolio. Much like CDs, these instruments are paying higher rates than they have in years, but understanding how they work and the risks associated can help you make the best choice for your circumstances.
2023-05-2613 minGreat PointsIs buying a house a good investment in today's housing market?On today's episode of Great Points, Matt analyzes the current state of the housing market and how to decide the right path for you. The decision to buy a house is complex, and there are many things to think about. Here are some factors to consider and calculations that can help you make an informed decision you won't regret later.
2023-05-2417 minGreat PointsThree Questions with wellness coach, Heather TharpeOn today's episode, Matt talks with Heather Tharpe, a licensed wellness coach and hypnotherapist based in Wenham, MA. Heather asks Matt about how to overcome fear of investment loss, how to prepare for a working retirement, and how to live her life today without worrying about tomorrow, with a few pop culture references mixed in. They also cover house downsizing considerations and how to approach planning for her children as they become adults.
2023-05-1531 minGreat PointsMarket Chat with Pete Disch: How can we make sense of recent headlines?On today's episode of Great Points, Matt talks with Great Point Wealth Advisors founder and Chief Investment Officer, Pete Disch, about recent news regarding the US economy. They touch on inflation, the market's reaction to recent economic data, and reading recommendations to become a better investor.
2023-05-1130 minGreat PointsMonthly Financial Exercise: Complete an Annual Investment CheckupOn today's episode of Great Points, Matt and Brandon talk about different investment options in your retirement plan or brokerage account and how to align your investment strategy to your goals. Whether you are a new investor just opening your first investment account, or a seasoned investor with years of experience, spending just 15-30 minutes to review your investments annually can help you stay on track.
2023-05-0926 minGreat PointsWhen is it the right time for me to retire?In this episode of Great Points, Matt talks about the different considerations that go into retiring. Your financial situation plays a role, but what other things might factor into your decision?
2023-04-1127 minGreat PointsMonthly Financial Exercise: Summer Budget PlanningOn 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.
2023-04-0319 minGreat PointsSeason 4 Episode 9: Deep Dive on Medicare with Randy GregoryOn today's episode, Matt is joined by Randy Gregory of Aetna Medicare. They talk about Medicare coverage options and how to figure out what coverage is right for you.
2023-03-1628 minGreat PointsSeason 4 Episode 8: Interview with Dr. Joe Coughlin, Director of MIT AgeLabOn today's episode, Matt interviews Dr. Joe Coughlin, professor at MIT's department of Urban Studies and Planning, Director of MIT AgeLab, and author of 'The Longevity Economy'. They talk about the Dr. Joe's research on aging, the future of retirement, and ways to maximize quality of life as we age.
2023-03-1333 minGreat PointsSeason 4 Episode 7: This month's financial exercise: Filing your tax returnOn today's episode of Great Points, Matt and colleague Brandon Parker share some resources and tips for taking the stress out of doing your taxes.
2023-03-0935 minGreat PointsSeason 4 Episode 6: I have a million dollars in an IRA, what should I do with it?On today's episode of Great Points, Matt goes deep on planning for a million dollar traditional IRA. He looks at the different options for managing those funds, how withdrawals will impact taxes, and when it may make sense to initiate a Roth conversion.
2023-03-0217 minGreat PointsSeason 4 Episode 5: Questions with Matt - Kelly DeFelice of Eastern BankToday on the podcast, Matt talks with Kelly DeFelice, Vice President at Eastern Bank in Beverly. They talk about shopping around for the best rates, starting a business, and the implications of a career change or retiring early.
2023-02-2736 minGreat PointsSeason 4 Episode 4: Meet Matt Farley, the most prolific songwriter in the worldToday on Great Points, Matt talks with Matt Farley who has released over 24,000 songs. They discuss getting started in music, turning your side hustle into your main thing, and tons of other lessons in life and business. You can find all my Matt Farley's music on all streaming platforms.
2023-02-1352 minGreat PointsSeason 4 Episode 3: This month's financial exercise: What does your cash flow look like?On Today's podcast, Matt discusses cash flow with colleague Brandon Parker. How do you calculate your cash flow and where is your money going? Learn how mastering your cash flow can help you make better spending and saving decisions.
2023-02-0630 minGreat PointsSeason 4 Episode 2: Questions with Matt - Ken Kumph of Premier BuildersOn today's episode, Matt talks to Ken Kumph, President of the Cabinet Owners Association and owner of Premier Builders based in Georgetown, MA. They talk about running your own business, inflation, and the job market post Covid.for more information on Ken and his business please visit: https://www.premierbuildersinc.net/
2023-01-3028 minGreat PointsSeason 4 Episode 1: Do You Know Your Credit Report?On today's episode of Great Points, Matt discusses the importance of your credit report and what contributes to a high or low credit score. He has colleague and Financial Advisor Brandon Parker on to share some insights.
2023-01-2425 minGreat PointsSeason 3 Episode 19: 2022 Year End RecapHappy New Year! On a special New Year's episode of Great Points, Matt recaps his favorite episodes from 2022 and gives us a preview of what to expect from season 4 in 2023!
2022-12-3111 minGreat PointsSeason 3 Episode 18: How should I pay for my child's upcoming college tuition? Let's look at the math.On today's episode Matt walks through the different options to pay for college tuition in a period of rising interest rates.
2022-12-2016 minGreat PointsSeason 3 Episode 17: What Should I Do With This $30,000?On today's episode of Great Points, Matt examines some options to put your extra cash to work for you and to make financial decisions you can feel good about.
2022-12-1321 minGreat PointsSeason 3 Episode 16: What does risk mean in investing? Will Andrew Have One Million Dollars Saved for Retirement.Today on Great Points, Matt answers questions from his network on common investing terms and concepts that can help you make more informed financial decisions starting today.
2022-12-0630 minGreat PointsSeason 3 Episode 15: Is the Financial World Today Truly Different for Millennial Investors? (Interview with Di Ciruolo)On today’s episode, Matt speaks with Di Ciruolo, CEO and founder of Staffing Studio and millennial investor. They talk about a wide range of subjects top of mind for millennials such as how to get started investing, investing through uncertainty, and when to engage an advisor.
2022-11-2837 minGreat PointsSeason 3 Episode 14: Three Tips For Open EnrollmentOn today's episode of Great Points, Matt discusses open enrollment. When thinking about open enrollment think if these three things: disability insurance, accidental death and dismemberment, and your legal plan.
2022-11-2114 minGreat PointsSeason 3 Episode 12: How Much Money Should You Have Saved by Retirement?On today's episode of Great Points, Matt reviews a Wall Street Journal Article that says "on average most people want to have $1.25 million dollars when they retire."
2022-10-3112 min
Future Stepdads: The Matt and Terrance ShowI Have Always Said That - Future Stepdads #3A risky joke on a dating app, funny mix-up at work, and a revealing personality test are discussed on the long-awaited third episode. Also, how much do you tip your waiter? And, can guys and girls be just friends?
Starring Matt Schroeder and Terrance Le
Recorded September 2022
Edited by Matt Schroeder
Description by Matt Schroeder
#futurestepdads #mattschroeder #terrancele
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Support this podcast: https://podcasters.spotify.com/pod/show/mountains/support
2022-10-3041 minGreat PointsSeason 3 Episode 11: Do You Know What You Should Do?On today's episode of great Points, Matt discusses what you should do when someone is asking for advice? Should you just listen or tell them here's what you should do.
2022-10-2514 minGreat PointsSeason 3 Episode 10: It's Time to Go To The FairEveryone wants to have fun at the fair but you do not want to have regrets about spending money. On today's episode of Great Points, Matt discusses how to enjoy yourself without feeling guilty later.
2022-10-1816 minGreat PointsSeason 3 Episode 9: Would You Get an "F" If We Were Grading Your Financial Planning?On today's episode of Great Points, Matt discusses four tools to make yourself a better financial planner. His four tips are: make a net worth analysis, run a cash flow report, do a portfolio review and check your insurance policies. Doing all of these annually will make you a better financial planner!
2022-10-0318 min
Future Stepdads: The Matt and Terrance ShowMeeting a Celebrity - Future Stepdads #2A story of impressing an obscure celebrity at an acting audition; discussion of rapper Yung Gravy taking a notable older woman as his date to the VMAs; discussion about going to a nude beach.
Recorded September 2022
Edited by Matt Schroeder and Terrance Le
Description by Matt Schroeder
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Support this podcast: https://podcasters.spotify.com/pod/show/mountains/support
2022-09-2642 minGreat PointsSeason 3 Episode 8: Managing Stress About FinancesSo far 2022 has been a stressful time for many about their finances. On todays episode of Great Points, Matt tries to relieve some stresses with a lighter episode to help with some of those stresses.
2022-09-1916 minGreat PointsSeason 3 Episode7: Should I Buy a Ski House?On today's episode of Great Points, Matt talks about the benefits and risks in buying a second home as an investment property and also the logistics of how often you would have to rent it out to make a profit.
2022-09-1322 minGreat PointsSeason 3 Episode 6: Selling and Buying CD'sWelcome back to Great Points! On todays episode Matt asks the question "should I sell my investments to buy some CD's?" He answers this by discussing when you need the money by and that stocks and IRA's are a long term investment where you cannot worry about short term losses with the market volatility.
2022-09-0618 min
Future Stepdads: The Matt and Terrance ShowMatt and TERRANCE - Future Stepdads #1Welcome to the brand new Matt and Terrance show (or whatever we decide to call this). First time guest Terrance Le joins experienced podcaster Matt Schroeder to discuss a variety of topics, including a suspicious phone call, funny sounds, and our favorite comedians. Click "follow" to be notified of future episodes.
For original fans: The Mountains is back! Thanks for waiting. You can call this season 2, episode 1.
Recorded August 2022
Edited by Matt Schroeder and Terrance Le
Description by Matt Schroeder
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Support this podcast: https://podcasters.spotify.com/pod/show/mountains/support
2022-09-0544 minGreat PointsSeason 3 Episode 5: Congratulations Graduates!Congratulations to all of the recent graduates! Now that you have graduated what is next? Do you move out and pay rent or stay home? In this episode of Great Points, Matt gives recent graduates and parents advice on what to do in this situation.
2022-07-1820 minGreat PointsSeason 3 Episode 4: "I Want to be a Billionaire"On this episode of Great Points, Matt talks about becoming a billionaire or millionaire and how to achieve that whether that is a goal for your life time for if you have a longer generational goal.
2022-06-2913 minGreat PointsSeason 3 Episode 3: Financial Wisdom from a Lacrosse Goalie - Part 2On today's lacrosse episode of Great Points Matt continues to discuss how the mindset of a lacrosse goalies correlates to financial planning. After part one where he talks about having a goal, part two discuses having a plan.
2022-06-2135 minGreat PointsSeason 3 Episode 2: Financial Wisdom from a Lacrosse Goalie - Part 1On this special episode of Great Points Matt talks about lessons lacrosse has taught him about being a financial planner. He says "In addition to being a wealth manager, another passion I have is lacrosse because I was a division 1 lacrosse goalie in college. I feel like there is a lot of crossover in the lessons I have learned from both."
2022-06-1324 minGreat PointsSeason 3 Episode 1: 2022 Stock MarketsSpecial episode of Great Points! With 2022 markets off to rocky start, Matt gives advice of how to handle the markets being negative year to date.
2022-05-3112 minGreat PointsSeason 2 Episode 25: Matts Top 10 from Season 2On today's episode of Great Points Matt highlights some of the key topics that he have shared over the last 24 episodes that hopefully has helped listeners to make more confident financial decisions.
2022-04-1913 minGreat PointsSeason 2 Episode 24: Saving Some Money While Saving The PlanetOn today's episode of Great Points, Matt gives three earth friendly tips to improve your budget while making a difference for the world.
2022-04-1113 minGreat PointsSeason 2 Episode 23: Should I Put My Home In a Trust?On today's episode of Great Points Matt discusses whether or not it is right for you to put your home into a trust. Discussion of this usually happens with retiring individuals, those who have recently lost a spouse or loved one or those with aging parents. It is important to know that there are three different types of trusts: revocable trust, irrevocable trust and a life estate. Listen to this episode to learn more from Matt.
2022-04-0423 minGreat PointsSeason 2 Episode 22: Tax RefundsOn today's episode of Great Points Matt discusses tax refunds. After you submit your taxes what happens when you pay the government more than you owe them and receive a tax refund? Listen to this episode to find out!
2022-03-2819 minGreat PointsSeason 2 Episode 21: Should I Sell My House?On this episode of Great Points, Matt discusses options for selling your house, with the average price of homes going up 30% in the last two years, it is an important topic to think about. There are three scenarios he talks about: First, looking at the cost to stay in your current house vs. the cost to rent in the area. Second, selling your house and moving somewhere where the house values and taxes are cheaper. And Third, Staying in your area and splitting time in a cheaper area.
2022-03-2124 minGreat PointsSeason 2 Episode 20: Do I Do My Own TaxesWith tax day right around the corner, on today's episode of Great Points Matt gives us advice on can you do your own taxes and if yes, should you do your own taxes.
2022-03-0713 minGreat PointsSeason 2 Episode 19: Are All Annuities Bad?On today's episode of Great Points Matt talks all things annuities. There are three things you should be aware of if you own one: not all are bad, they are very complex and they are usually with a commission based product.
2022-02-2211 minGreat PointsSeason 2 Episode 18: Roth ConversionOn today's episode Matt discusses Roth Conversions. What is it? How does it work? And why should you care? Listen to find out!
2022-02-1421 minGreat PointsSeason 2 Episode 17: 3 Questions with Matt: Alex RayOn today's episode of Great Points Matt brings back "Questions with Matt" in his interview with Alex Ray. Alex is a business manager for Leslie S. Ray Insurance Agency, his families business located on the North Shore of Massachusetts. For more information on Leslie S. Ray insurance please visit: https://leslieray.com/
2022-02-0727 minGreat PointsSeason 2 Episode 16: Home Buying GoalsIn today's Episode Matt discusses how to prepare for the home buying process. What you should do if you are unable to get to the full 20% down payment or, if you have the money available, is it better to put 30% down? When it comes to buying a house there is not a right strategy for everyone but there is a right strategy for you.
2022-02-0219 minGreat PointsSeason 2 Episode 15: Estate Planning GoalsOn today's episode Matt discusses estate planning which is wills, trusts and the things you need to protect your wealth. He talks about ho to make sure you leave your children enough money if you want them to receive your inheritance. For more information on how to plan for this and discussing the inevitable, Matt has an episode in season 1 titled "Addressing the Inevitable."Stay tuned for another episode dropping later today!
2022-01-3113 minGreat PointsSeason 2 Episode 14: Setting Retirement GoalsOn today's episode, Matt discusses how to navigate retirement and setting retirement goals for yourself. Not only does this episode cover how to plan for retirement, but also the most common mistakes people make when they start to think about retirement.
2022-01-1722 minGreat PointsSeason 2 Episode 13: College Goal SettingOn today's episode of Great Points, Matt discusses all things college planning and paying for college. He gives three different options for establishing your goals as well as tips if you are already in the college paying process.
2022-01-1017 minGreat PointsSeason 2 Episode 12: New Years Resolutions ChallengeHappy 2022 everyone! On today's episode Matt gives tips on how to navigate personal financial New Years resolutions through smart goals.
2022-01-0310 minGreat PointsSeason 2 Episode 11: 3 Questions with Matt: Peter DischOn today's episode Matt has his business partner Peter Disch on as a guest. Peter Disch, CFP® is the Founder and Managing Member of Great Point Wealth Advisors located in Boston, Massachusetts. For more information on Peter or Great Point Wealth Advisors visit: https://www.greatpointwealth.com/
2021-12-2724 minGreat PointsSeason 2 Episode 10: 3 Questions with Matt: Adaias SouzaOn today's episode Matt interviews Adaias Souza owner of the Danvers Pillar to Post home inspection company. Matt asks Adaias questions on protecting the value of your home during the home inspecting process. For more information please visit https://adaiassouza.pillartopost.com/
2021-12-2024 minGreat PointsSeason 2 Episode 9: Understanding Marginal TaxIn today's episode Matt explains what marginal tax and that it is defined the tax rate you pay on an additional dollar of income. This can be confusing for many so Matt breaks it down for us to understand.
2021-12-1311 minGreat PointsSeason 2 Episode 8: 10 Minute Tidbits: US Savings BondsOn today's episode Matt gives us some insight on savings bonds. What to do when you receive them and how they work when they accrue interest over time. For more information or to search for your bonds go to https://www.treasurydirect.gov/
2021-12-0611 minGreat PointsSeason 2 Episode 7: Giving TuesdayOn today's episode, Matt gives out advice on Giving Tuesday and how to handle giving to charities especially if you do not have excess funds.
2021-11-2919 minGreat PointsSeason 2 Episode 6: 3 Questions with Matt: Rob FamulareOn today's episode Matt interviews Rob Famulare, Chef and Manager of multiple restaurants in California. If you like what you hear, consider checking out the following episodes on some of the topics we covered with Matts questions:Episode #3: Is my 401k the best place for me to saveEpisode #8: When should I pay off my mortgageEpisode #10: Am I Saving Enough for the Future?
2021-11-2223 minGreat PointsSeason 2 Episode 5: 3 Questions With Matt - Retiree Questions on GiftingOn todays episode Matt discusses the perspective of some retirees through write in questions. If you like what you hear, consider checking out the following episodes on some of the topics we covered with this episode:Episode #11: Mistakes People Make When Inheriting MoneyEpisode #16: We May Be Leaving our Kids a Million Dollars
2021-11-1518 minGreat PointsSeason 2 Episode 4: 3 Questions with Matt: Katie Boucher Thank you to Katie Boucher for joining me on Great Points this week and providing some great questions. If you like what you hear, consider checking out the following episodes on some of the topics we covered with Katie's questions:episode 4, season 1 where I go into more detail on the decision to upgrade your home.episode 2, season 1 where I cover the power of compounding growth for long term goalsepisode 20, season 1 when is the right time to hire an advisor
2021-11-0826 minGreat PointsSeason 2 Episode 3: 3 Questions with Matt- Laurie LaBrieToday Matt is going to interview Laurie LaBrie, SPHR, SHRM-SCP, of Integrated HR. https://www.integratedhrteam.com/
2021-11-0124 minGreat PointsSeason 2 Episode 2: 3 Questions with Matt: Emma BuckleyOn todays episode Matt interviews Emma Buckley, Great Points newest hire and a recent college graduate.
2021-10-2516 minGreat PointsSeason 2 Episode 1: 3 Questions with Matt: Jesse DeBenedictisToday Matt is going to interview Jesse DeBenedictis, owner and CEO of Works by JD. https://worksbyjd.com/
2021-10-1839 min