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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?
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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.
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Saknas det avsnitt?
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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 out for, things you may not have considered, and how to engage professionals you can trust. Whether you are the first time buyer or someone in your family is, you won't want to miss this episode!
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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 right strategy for you.
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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.
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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 maintain their independence. Schedule a free consultation with Linda via https://nscm.co/ or at [email protected]. Or search for a care professional near you via the Aging Life Care Association at https://www.aginglifecare.org/.
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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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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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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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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.
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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.
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On today's episode of Great Points, Matt makes an analogy about how the process of merging onto the highway relates to planning for retirement. If getting to cruising speed is the equivalent of a smooth retirement, how would you approach the process of getting there? Are you adequately using the onramp to build momentum while also planning where you want to slot it? Or are you accelerating blindly? While you may "get away with" taking an unorthodox route to merge on the highway or to plan for retirement, following a good process will maximize your chances of success.
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On 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.
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On today's episode, Matt talks about how articles and reporting can use numerical "facts" or predictions to elicit a reaction. Tapping into your SAT skills, reading these articles critically can help you determine whether there is any actionable information therein, or if your plan already has you covered. In a world where there is more content than in the past, determining the right information to take on board is as important as ever.
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On 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.
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On today's episode, Matt talks with the president of Great Point Wealth Advisors and Chief Investment Officer, Peter Disch. They talk about why prices have risen so much in the past few years and what it means for the economy and individuals. They also cover why prices coming down might not be as good as it sounds. Finally, they cover what it all means for you as an investor, and how you can position yourself well for whatever comes next.
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On today's episode of Great Points, Matt talks about how to get off to a fast start in your personal finances or help your loved ones do the same. In finances, much like an Olympic race, getting off to a fast start can put you in a great position to reach a successful outcome. As a newer investor, investing more now can give you a huge leg up for the future. Or if you are looking to set up your heirs for financial stability, gifting them money towards long-term savings can equally have a huge impact. Listen in to learn more about potential strategies.
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On today's episode of Great Points, Matt speaks with Ashley Ganem, Director of Development at the North Shore CDC. Community Development Corporations (CDCs) are non-government organizations focused on advocating for underrepresented communities. To date, the North Shore CDC has put $90 million into affordable housing in the area, in addition to programs for public art, business consulting, language lessons, and much more. Not to mention the state of Massachusetts gives a tax credit to donors (the CITC tax credit). Listen in to learn more about the great work Ashely and the North Shore CDC do for the area!
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On 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.
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On today's podcast, Matt talks about nutrition with his repeat guest, Dr. Mike Stare of Spectrum Fitness Consulting in Beverly, MA. Mike has an impressive background, including working with Paralympic athletes and attaining his doctorate in Physical Therapy. This episode is chock full of methods and information to help you make good food choices. Mike discusses some common myths on dieting, motivation, and aging as well as some tips to make progress on any of your wellness goals. Many of the assumptions we have about aging are just not backed by science. Listen in to learn how to get and stay healthier no matter what age you are.
- Visa fler
