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Great Points

Great Points

By: Matt Schroeder
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About this listen

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.

© 2026 Great Points
Economics Personal Finance
Episodes
  • The Four Fundamental Rules of Investing
    Mar 13 2026

    On today's episode of Great Points, Matt talks about the four fundamental rules of investing and how to invest effectively over the long-term. With the vast amount of news and financial media inundating us daily, it's easy to get lost in the noise. Whether you are a new investor, have relatives who are just getting started, or just need a quick refresher, this episode is a great baseline to build on. The principles of investing are deceptively simple, but remembering these four rules will help you overcome common pitfalls that even professionals can succumb to in times of stress.

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    15 mins
  • How to use your 2025 tax return to plan for 2026
    Mar 11 2026

    There is very little you can do to at this point in March 2026 to manage your 2025 taxes. Pull all of your paperwork together, and file your return; it's all procedural and backward looking. However, there is a lot you can learn from your 2025 return.

    In today's episode, Matt talks about some of the key things to look at once you file your 2025 taxes, and some of the tools at your disposal to make tax season less painful in the future. From paycheck tax withholding, to estimated payments, to 401k contributions, and charitable gifts...there are a handful of different tools you can use to stay on top of your taxes in the coming year. With 15-20 minutes of planning, you can make a significant impact.

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    18 mins
  • The Patriots made the Super Bowl! Should I go?
    Jan 26 2026

    On today's special episode of Great Points, Matt reacts to the Patriots' big win yesterday. Now that the Pats are suddenly off to Santa Clara, CA for the Super Bowl...many New Englanders will make the snap decision to make the trip to watch live. Should you be one of them?

    Going to the Super Bowl is a once in a lifetime event for many, but is it worth the trade-offs? As with many things, there isn't one right answer, but there might be for you.

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    8 mins
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