Episodes

  • Family and Divorce Law: Interview with Attorney Teresa La Vita
    Jun 25 2025

    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 are different cases settled and what options do you have? Teresa covers all of these topics and more in this blockbuster episode.

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    46 mins
  • Building Financial Foundations for Adulthood
    Jun 23 2025

    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.

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    23 mins
  • Are you "tax scrambling" or tax planning?
    May 6 2025

    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 than just scrambling to get them done.

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    24 mins
  • Managing your emotions during Market Volatility
    Apr 28 2025

    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.

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    20 mins
  • Using planning to reduce stress in periods of Market Volatility
    Apr 22 2025

    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.

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    12 mins
  • What's going to happen to my Social Security benefits?
    Apr 7 2025

    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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    14 mins
  • Is retirement actually bad for your brain?
    Mar 31 2025

    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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    14 mins
  • Panel Discussion: Buying your First Home
    Mar 24 2025

    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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    1 hr