Winning At Money
Paul Murray, financial planner and fiduciary, discusses financial topics ranging from tax strategies, retirement and education planning, the financial markets, and current events.
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Host Paul T. Murray, AIF®, ChFC®
Paul T. Murray, AIF®, ChFC® joined Morgan Stanley in the year 2000 and became a financial advisor because he wanted to help people live the life they desired, on their terms. At that time, he was 30 years old, and he had spent the previous decade pursuing a life he thought he desired, but was too young and inexperienced to know for sure. The birth of his son Ryan in 1994 helped him prioritize and focus his efforts and talents, which ultimately led him to pursue a career in providing financial advice. Now, twenty years after earning his first professional licenses, he practices as an independent financial planner and advisor, and works with a select group of private clients and their extended families across Bucks County, Montgomery County, Chester County, Delaware County, Philadelphia County, and in other states, helping them make smart financial decisions in all areas of their lives.
Paul is an Accredited Investment Fiduciary® (AIF®) and a Chartered Financial Consultant® (ChFC®). The ChFC® designation offers an advisor the most comprehensive education available in financial planning, investments, and insurance, and Paul speaks to these, and many other, topics in podcast episodes.
Today, more than ever, it is important to understand the implications and impact of financial decision-making. In his podcasts, Paul will explain financial concepts and details in an easy-to-understand conversational format, and will often feature guests to reinforce topics and offer a deeper dive into select concepts.
Paul is founder of PTM Wealth Management, LLC, a registered investment advisory firm located in North Wales, PA. Information provided on this site and in these episodes is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by PTM Wealth Management’s advisory persons after entering into an advisory agreement and provided PTM Wealth Management with all requested background and account information.
Episodes
Thursday May 05, 2022
Thursday May 05, 2022
The IRS is your retirement partner, yet most investors and savers are don't realize the impact that higher taxes will have on their retirement. Paul Murray discusses the major reasons why taxes will have to increase, and why you need to take action now.
Wednesday May 04, 2022
Wednesday May 04, 2022
2021 and 2022 have not been kind to bond funds, and in this episode, Paul Murray examines why bond funds have been providing less-than-stellar, if not downright negative, returns over the last several years.