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.

    © 2025 Great Points
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Episodes
  • Know your Net Worth
    Jan 21 2025

    On today's episode of Great Points, Matt lays out the steps to calculate your Net Worth, and the value of making it a regular habit. Just knowing your Net Worth is a good start to be able to make informed financial decisions. But it will also help you to set meaningful goals, and track progress over time. What small changes can you make over the coming year that will put you in a better position this time next year?

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    18 mins
  • Loving your current home, with builder Ken Kumph
    Jan 13 2025

    On today's episode of Great Points, Matt speaks with custom construction professional Ken Kumph of Premier Builders in Georgetown, MA. What are some of the things you might do to make your current house more livable, even as you age? What are the challenges that come along with these projects? What is the timeline? And how can you use your current financial assets to make the projects a reality? Listen in to learn about single-floor living, garage conversion, primary suite creation, and more.

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    30 mins
  • Conversation with Property Manager, Shawn Grenier
    Jan 6 2025

    On 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 residences, this episode will help you consider the risk and trade-offs.

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    32 mins

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