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Recent episodes
Financial Competence: Weekly habits to build on
May 4, 2026
17m 41s
The Four Fundamental Rules of Investing
Mar 13, 2026
15m 22s
How to use your 2025 tax return to plan for 2026
Mar 11, 2026
17m 58s
The Patriots made the Super Bowl! Should I go?
Jan 26, 2026
7m 42s
Setting Financial Goals that Stick
Jan 20, 2026
14m 37s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 5/4/26 | Financial Competence: Weekly habits to build on✨ | financial competenceweekly habits+4 | — | — | — | financial competenceweekly habits+4 | — | 17m 41s | |
| 3/13/26 | The Four Fundamental Rules of Investing | 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 f... | 15m 22s | ||||||
| 3/11/26 | How to use your 2025 tax return to plan for 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 estim... | 17m 58s | ||||||
| 1/26/26 | The Patriots made the Super Bowl! Should I go? | 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. | 7m 42s | ||||||
| 1/20/26 | Setting Financial Goals that Stick | On 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. | 14m 37s | ||||||
| 1/7/26 | I received a gift or inheritance, what should I do with it? | On today's episode of Great Points, Matt runs through a scenario where a younger person receives a gift or an inheritance. As with any chunk of money, there are a variety of options what you might do with it. What would a $19k gift be worth in 40 years if I invest it? What if I pay off student loan or other debt? What if I spend it? There may not be one right answer, but thinking through the different scenarios can help you make the right choice for you. | 14m 30s | ||||||
| 11/17/25 | Financial Education Case Study | On 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... | 45m 50s | ||||||
| 10/13/25 | Medicare and Open Enrollment: Interview with Randall Gregory | 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 ... | 31m 40s | ||||||
| 9/30/25 | What is the new "Trump account" and does it make sense for me? | 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 le... | 17m 58s | ||||||
| 9/15/25 | Swift, Kelce, and Financial Planning? | 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. | 8m 13s | ||||||
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| 6/25/25 | Family and Divorce Law: Interview with Attorney Teresa La Vita | On today's episode, Matt speaks with Family and Divorce Attorney, Teresa La Vita. Money is often a difficult topic, and even more so in family situations where many emotions are also at play. As a solo practitioner out of Danvers, MA, Teresa has seen all types of cases and offers valuable insight on a variety of issues related to family law. If you are getting married soon, should you consider a prenuptial agreement? What happens to a spouse's pension in a divorce? How... | 46m 24s | ||||||
| 6/23/25 | Building Financial Foundations for Adulthood | On today's episode of Great Points, Matt kicks off a series of conversations around building good financial foundations as an adult. He covers some basic definitions, and discusses the concepts that will be helpful for young adults to build good habits from the start. Financial wellness ultimately comes down to a combination of knowledge and good habits. This episode will help you or your adult child to establish both. | 23m 07s | ||||||
| 5/6/25 | Are you "tax scrambling" or tax planning? | On today's episode of Great Points, Matt talks about doing your taxes. While the 2024 tax deadline was a few weeks ago, there are a handful of simple ways you can be better prepared for next year. Your tax preparer will thank you, but so will your future self for taking a few steps now to make tax season less stressful in the future. Furthermore, once you have your system down, there are numerous opportunities to engage in "tax planning" to minimize future taxes owed rather ... | 24m 21s | ||||||
| 4/28/25 | Managing your emotions during Market Volatility | On today's episode of Great Points, Matt talks through some key concepts and context that will help you manage negative emotions when there is market uncertainty. Taking inventory of your situation compared to many others can help you keep perspective. Furthermore, through Covid, recent world conflicts, and even in the more distant past, there are many examples of market resilience despite uncertainty. | 19m 34s | ||||||
| 4/22/25 | Using planning to reduce stress in periods of Market Volatility | On today's episode, Matt offers some perspective during the current environment of high market volatility. While many investors look at their portfolio with fear when financial markets are highly variable, there are multiple things you can do to ease your stress. Having some cash for your near term expenses, diversifying your investments, and having a plan will help you weather times where there is market uncertainty. | 11m 56s | ||||||
| 4/7/25 | What's going to happen to my Social Security benefits? | On today's episode of Great Points, Matt takes a look at the numbers behind Social Security benefits. While it's a common talking point in different forms of media, is it really possible that Social Security could go away anytime soon? | 13m 45s | ||||||
| 3/31/25 | Is retirement actually bad for your brain? | On today's episode of Great Points, Matt reacts to a recent article he read on the non-financial considerations of retiring. As lifespans get longer, there is growing consideration for what happens to the brain in retirement. While the science is somewhat inconclusive, there are a lot of things you can do to make sure you maximize your golden years. | 14m 20s | ||||||
| 3/24/25 | Panel Discussion: Buying your First Home | On 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 ou... | 59m 35s | ||||||
| 3/3/25 | How 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 rebala... | 15m 16s | ||||||
| 2/18/25 | Is 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. | 27m 39s | ||||||
| 2/10/25 | Interview with Elderly Care Manager, Linda Savarese | On today's episode of Great Points, Matt talks with Linda Savarese of North Share Care Management. As a certified LifeCare Management professional, Linda specializes in helping elderly and cognitively disabled people navigate their lives. They discuss some of the signs that your loved one might be struggling to care for themselves and what to do when you start to see those signs. If your loved one is showing signs of cognitive decline, getting the right help can help them to... | 23m 17s | ||||||
| 1/21/25 | Know your Net Worth | 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? | 18m 05s | ||||||
| 1/13/25 | Loving your current home, with builder Ken Kumph | 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, pri... | 30m 07s | ||||||
| 1/6/25 | Conversation with Property Manager, Shawn Grenier | 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 w... | 32m 13s | ||||||
| 12/9/24 | Love it or List it, with Realtors Shea and Matt Munson | On 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. | 44m 05s | ||||||
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