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On today's episode of Great Points, Matt talks with Peter Disch, the President and Chief Investment Officer of Great Point Wealth Advisors.  In this far ranging conversation, they talk a bit about today's headlines and some of the macro forces impacting Investment Markets in 2026.  Among the most important topics they cover are the different types of risk, inflation, and keeping perspective even as markets are volatile.  They also touch on AI investment boom and what it might mean for the economy moving forward.  If you are trying to make sense of the current state of investment markets, or wondering how current events can impact your personal finances, this episode is a great resource.

On today's episode, Matt talks about the current Health Insurance landscape with Independent broker Randall Gregory of the CoreBenefits Group.  If you are considering retiring, but keep getting stuck on Health Insurance costs or coverage in retirement, this is the episode for you.   What changes are happening in the Medicare space this year?  Do I need to wait until I claim Social Security benefits to go on Medicare?  What happens if I want to retire before I become eligible for Medicare at age 65?  Randall lays out the many different options retirees have, and how to navigate the ever-changing landscape.  As with many topics in personal finance, knowing your options will help you make the right choices for you and your family.

On today's episode, Matt speaks with Realtor team Shea Pilsbury and Matt Munson about a wide range of topics that can help you get "unstuck" in today's expensive and competitive real estate market.  What repairs should I prioritize for a sale?  Is an ADU (accessory dwelling unit) an option? What if I want to downsize and buy a new home in cash, but don't want to rush my next purchase? Shea and Matt offer a huge number of ideas about how to make the right move for you.  This episode can spark some ideas for you, but working with a knowledgeable agent or team can help you find a successful plan.

On today's episode, Matt has a conversation with Charlotte McAleer of North Shore Move Management.  As a realtor and owner of the moving company, Charlotte walks through the challenges of moving and handling the things you've accumulated over a long period of time.  While it can be emotional and overwhelming to sort through a lifetime of things, having an outside eye can help make the process more manageable.  If you are just starting your cleaning/organizing journey, Charlotte suggests starting with one room or even one closet to get some momentum going.  Listen in for more tips and suggestions!

On today's episode of Great Points, Matt starts with an anecdote from his own personal life about buying a new car.  As with any financial decision, there are a lot of things to consider as you decide the right path for you.  Is it a want or a need? Should you buy the car outright or lease it?  What about cash versus taking a loan? Thinking through a few of these questions up front can help you make the right choice for you and your family.

On today's episode of Great Points, Matt talks with Nicole Pichette about wellness, longevity, and how Live Well Collaborative aims to truly customize caring for her clients' health.  From the six pillars of wellness, to listening to the messages your body is sending you, Nicole describes her approach to helping people feel their best.  Whether you are just beginning your wellness journey or are looking to refine your approach to self-care, there is something for you in this episode.

On today's episode of Great Points, Matt goes back to fundamentals by talking in depth about bank accounts and cash management overall.  What are the different account types you can open?  What are their purposes, features, and how should they be used?  From Checking accounts, to CDs, to Money Markets, and everywhere in between, this episode is a good primer or reminder for how make the best use out of Bank accounts as part of your larger financial picture.

On today's episode of Great Points, Matt relays a few conversations he overheard in the Barber shop, and his takeaways as a financial planner.  While many people spend hours researching purchases, such as a new TV or a new car, fewer take that same amount of time to think about their whole financial picture.  What if we all spent that same amount of time thinking about our financial future?  In another conversation, Matt observed that the outward signs of someone's finances can be misleading.  Fear of Missing Out is hard to resist, but creating your own priorities and avoiding "Keeping up with the Joneses" is a good practice to manage your own healthy money mindset.

On today's episode of Great Points, Matt talks about what to do when the kids "leave the nest." The time between kids leaving the house and reaching retirement is a time of change for most couples.  How do you make sure your kids are prepared for adulthood?  What type of financial help, if any, should you give them if you are able?  What should you do with all of your newfound time and money?  Matt offers some perspective and some examples that can help you navigate the Empty Nest.

On today's episode, Matt talks about planning for longevity.  As financial planners, we are trained to create plans through age 95 or 100.  There are a lot of nuances to doing so, but there is also a lesson buried in the exercise: you can have higher quality of living through age 95 or 100 by thinking through some key pieces of the puzzle.  What are the things you want to do and people you want to spend time with? What can you do today to prioritize health and wellness?  What type of impact do you want to have with your money, whether that's family, charity, or community?  Money is a piece of the puzzle, but it does not need to be the driving force of your longevity plan.

On today's episode of Great Points, Matt talks about building financial competence.  Much like improving your physical fitness, knowledge only goes so far.  Turning your financial literacy into a weekly habit is a great way to nudge yourself into making progress.  Whether it's just checking your weekly spending, making recurring savings or investments, or anything else you've been meaning to do but "just haven't gotten to," making a commitment to yourself and telling someone else about it is a great step towards accountability.

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 four rules will help you overcome common pitfalls that even professionals can succumb to in times of stress.

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 estimated payments, to 401k contributions, and charitable gifts...there are a handful of different tools you can use to stay on top of your taxes in the coming year.  With 15-20 minutes of planning, you can make a significant impact.

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.

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.