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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.

© 2025 Great Points
Economics Personal Finance
Episodes
  • Medicare and Open Enrollment: Interview with Randall Gregory
    Oct 13 2025

    On today's episode of Great Points, Matt speaks with Randall Gregory, an independent benefits consultant at Core Benefits Group. As we enter into Open Enrollment season, they talk about the various terms related to Medicare enrollment and the different plans available before diving into what types of plans might be right for you. Confused by Part A, Medigap, Supplement, or Advantage plans? This episode is your one stop shop for deciding the right coverage for you.

    To learn more or consult with Randall, you can reach him at rgregory@mycoreinsurance.com

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    32 mins
  • What is the new "Trump account" and does it make sense for me?
    Sep 30 2025

    On today's episode, Matt explains the new "Trump Account" proposed as part of the One Big Beautiful Bill Act signed earlier this year. The new account type is set to be pre-filled with $1,000 for children born between 2025 and 2028. How much could that be worth in 65 years? What are the rules around the new account type and when might it make sense to add funds to the account as a parent? As always, the Personal Finance landscape is ever-changing. Listen in to learn more about what this change could mean for you.

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    18 mins
  • Swift, Kelce, and Financial Planning?
    Sep 15 2025

    On today's episode of Great Points, Matt reacts to recent news of Taylor Swift and Travis Kelce's engagement in the way he knows best: by relating it to financial planning. We're not talking about financial tactics of a celebrity wedding, but rather focusing on the things that can actually impact your life.

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    8 mins
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