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All Episodes

Great Points — 154 episodes

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Title
1

Planning for Longevity: Making the most of your years

2

Financial Competence: Weekly habits to build on

3

The Four Fundamental Rules of Investing

4

How to use your 2025 tax return to plan for 2026

5

The Patriots made the Super Bowl! Should I go?

6

Setting Financial Goals that Stick

7

I received a gift or inheritance, what should I do with it?

8

Financial Education Case Study

9

Medicare and Open Enrollment: Interview with Randall Gregory

10

What is the new "Trump account" and does it make sense for me?

11

Swift, Kelce, and Financial Planning?

12

Family and Divorce Law: Interview with Attorney Teresa La Vita

13

Building Financial Foundations for Adulthood

14

Are you "tax scrambling" or tax planning?

15

Managing your emotions during Market Volatility

16

Using planning to reduce stress in periods of Market Volatility

17

What's going to happen to my Social Security benefits?

18

Is retirement actually bad for your brain?

19

Panel Discussion: Buying your First Home

20

How can planning help me minimize the impact of capital gains taxes?

21

Is it a good idea to help my adult child to buy a home?

22

Interview with Elderly Care Manager, Linda Savarese

23

Know your Net Worth

24

Loving your current home, with builder Ken Kumph

25

Conversation with Property Manager, Shawn Grenier

26

Love it or List it, with Realtors Shea and Matt Munson

27

Considering a career as a Financial Advisor?

28

How do you merge onto the highway?

29

Tales from the Barber Shop: Buying a car and using your time wisely

30

Critical Reading: Digesting Financial News

31

Talking Financial Literacy with BU Student, Ben Brosnahan

32

Rising Prices with Peter Disch, President of Great Point Wealth Advisors

33

Getting off to a fast start

34

Interview with Ashley Ganem of the North Shore CDC

35

Getting Intentional about Charitable Giving

36

Tips and Myths on Nutrition, with Dr. Mike Stare

37

I'm going on vacation, would it make sense to buy a vacation home instead of renting?

38

Aging in your current home with Ken Kumph of Premier Builders

39

Interview with Marcos Baugh, President of Urban Golf Club

40

Interview with Eric Brotman, CFP® Professional and Author

41

Should I change my investment strategy?

42

Spring Cleaning: Tidying up Credit Card balances

43

Creating a Sustainable Wardrobe with Mary McRae

44

Reduce, Reuse, Recycle: Interview with Janelle Rolke

45

Point of Relief: Interview with Christine Almeida on the Benefits of Acupuncture

46

Practice makes Permanent: How to make the principles of Financial Literacy stick

47

Living longer, better. A discussion on aging well with Mike Stare

48

Basics of Estate Planning with Steve DiGregorio

49

Is College worth the cost?

50

Lessons from Schitt's Creek: Talking to your kids about money

51

Cash or credit?

52

What can we learn from Barry Sanders, former NFL running back?

53

It's giving season...how can giving back fit in my plan?

54

Business Succession Planning with guest Bill Hooper

55

At 5% interest or more, are CDs as good a deal as they seem right now?

56

The Holiday Season is approaching, here are some tips for staying within your budget

57

Special Live Episode: Financial Conversations from the Barber Shop

58

Open Enrollment: Spend a few minutes reviewing your benefits this fall

59

Considering a job change? Here are some things to think about

60

Limited time to dedicate to your household finances? Here's where to focus your energy

61

August Exercise: Check in on your goals

62

Is it time to shed my Golden Handcuffs?

63

Could I actually spend....more money?

64

What should I read at the beach or pool this summer?

65

Three Questions with Jason Roberts, Salesperson and Father of Four

66

Is the idea of retirement changing?

67

The Art of Networking: it's not just for job seekers

68

Three Questions with Life Coach Sharon Billings

69

With inflation still so high, should I own I bonds?

70

Is buying a house a good investment in today's housing market?

71

Three Questions with wellness coach, Heather Tharpe

72

Market Chat with Pete Disch: How can we make sense of recent headlines?

73

Monthly Financial Exercise: Complete an Annual Investment Checkup

74

When is it the right time for me to retire?

75

Monthly Financial Exercise: Summer Budget Planning

76

Season 4 Episode 9: Deep Dive on Medicare with Randy Gregory

77

Season 4 Episode 8: Interview with Dr. Joe Coughlin, Director of MIT AgeLab

78

Season 4 Episode 7: This month's financial exercise: Filing your tax return

79

Season 4 Episode 6: I have a million dollars in an IRA, what should I do with it?

80

Season 4 Episode 5: Questions with Matt - Kelly DeFelice of Eastern Bank

81

Season 4 Episode 4: Meet Matt Farley, the most prolific songwriter in the world

82

Season 4 Episode 3: This month's financial exercise: What does your cash flow look like?

83

Season 4 Episode 2: Questions with Matt - Ken Kumph of Premier Builders

84

Season 4 Episode 1: Do You Know Your Credit Report?

85

Season 3 Episode 19: 2022 Year End Recap

86

Season 3 Episode 18: How should I pay for my child's upcoming college tuition? Let's look at the math.

87

Season 3 Episode 17: What Should I Do With This $30,000?

88

Season 3 Episode 16: What does risk mean in investing? Will Andrew Have One Million Dollars Saved for Retirement.

89

Season 3 Episode 15: Is the Financial World Today Truly Different for Millennial Investors? (Interview with Di Ciruolo)

90

Season 3 Episode 14: Three Tips For Open Enrollment

91

Season 3 Episode 13: What does it take to be a professional golfer?

92

Season 3 Episode 12: How Much Money Should You Have Saved by Retirement?

93

Season 3 Episode 11: Do You Know What You Should Do?

94

Season 3 Episode 10: It's Time to Go To The Fair

95

Season 3 Episode 9: Would You Get an "F" If We Were Grading Your Financial Planning?

96

Season 3 Episode 8: Managing Stress About Finances

97

Season 3 Episode7: Should I Buy a Ski House?

98

Season 3 Episode 6: Selling and Buying CD's

99

Season 3 Episode 5: Congratulations Graduates!

100

Season 3 Episode 4: "I Want to be a Billionaire"

101

Season 3 Episode 3: Financial Wisdom from a Lacrosse Goalie - Part 2

102

Season 3 Episode 2: Financial Wisdom from a Lacrosse Goalie - Part 1

103

Season 3 Episode 1: 2022 Stock Markets

104

Season 2 Episode 25: Matts Top 10 from Season 2

105

Season 2 Episode 24: Saving Some Money While Saving The Planet

106

Season 2 Episode 23: Should I Put My Home In a Trust?

107

Season 2 Episode 22: Tax Refunds

108

Season 2 Episode 21: Should I Sell My House?

109

Season 2 Episode 20: Do I Do My Own Taxes

110

Season 2 Episode 19: Are All Annuities Bad?

111

Season 2 Episode 18: Roth Conversion

112

Season 2 Episode 17: 3 Questions with Matt: Alex Ray

113

Season 2 Episode 16: Home Buying Goals

114

Season 2 Episode 15: Estate Planning Goals

115

Season 2 Episode 14: Setting Retirement Goals

116

Season 2 Episode 13: College Goal Setting

117

Season 2 Episode 12: New Years Resolutions Challenge

118

Season 2 Episode 11: 3 Questions with Matt: Peter Disch

119

Season 2 Episode 10: 3 Questions with Matt: Adaias Souza

120

Season 2 Episode 9: Understanding Marginal Tax

121

Season 2 Episode 8: 10 Minute Tidbits: US Savings Bonds

122

Season 2 Episode 7: Giving Tuesday

123

Season 2 Episode 6: 3 Questions with Matt: Rob Famulare

124

Season 2 Episode 5: 3 Questions With Matt - Retiree Questions on Gifting

125

Season 2 Episode 4: 3 Questions with Matt: Katie Boucher

126

Season 2 Episode 3: 3 Questions with Matt- Laurie LaBrie

127

Season 2 Episode 2: 3 Questions with Matt: Emma Buckley

128

Season 2 Episode 1: 3 Questions with Matt: Jesse DeBenedictis

129

Season 2 Preview

130

Episode #25: Matt's top 10 from Season 1

131

Episode #24: Addressing the Inevitable

132

Episode #23: Should I ever take a loan from my 401k?

133

Episode #22: What should I do if I inherit a home, but already own one?

134

Episode #21: How to Pick a Financial Advisor

135

Episode #20: When is it the Right Time to Hire an Advisor

136

Episode # 19: Should I Buy My Company Stock

137

Episode #18: Discussion on Charitable giving with Beth Francis, CEO of Essex County Community Foundation

138

Episode #17: I Just Got Laid Off

139

Episode #16: We May Be Leaving our Kids a Million Dollars

140

Episode #15: Investing in Multigenerational Housing Options - An Interview with Maura Allard

141

Episode #14: The Finances of Staying Fit - An Interview with Mike Stare

142

Episode #13: Should I Buy a Vacation Home

143

Episode #12: Do I Have Enough Life Insurance

144

Episode #11: Mistakes People Make When Inheriting Money

145

Episode #10: Am I Saving Enough for the Future?

146

Episode #9: Good Debt...Bad Debt

147

Episode #8: When should I pay off my mortgage

148

Episode #7: Tesla or Toyota

149

Episode #6: Hey Put that back - how to avoid overspending

150

Episode #5: Identify Your Money Habits: Savers, Spenders, and everyone in between

151

Episode #4: The best time to renovate my home

152

Episode #3: Is my 401k the best place for me to save

153

Episode #2: How to wield that power of compounding interest for college or retirement goals

154

Episode #1: You and Your Money