Onward And Upward Podcast

Kyle explores the common investment accounts available to your kids. to help them get started in life: 529's, Uniform Transfers to Minor Accounts or UTMA's, and the new Trump accounts that are rolling out in the summer of 2026. More imporatntly, Kyle addresses the importance of maintaining open communication with your kids about money, the family's financial status, and building good budgeting and...

Most people come to Kyle and Murphy Financial Group with financial questions about their retirement. Do I have enough money saved? Will the money last? Have we planned appropriately for taxes? While financial concerns are an important part of retirement planning, they aren't everything, and not even the primary question to deal with. After working through financial concerns, Kyle seeks to understa...

  Contact Axel R. Cerny Email: acerny@dupageattorneys.org Web: https://www.dupageattorneys.org/lawyers/axel-r-cerny/       Connect with Kyle Email: kyle@murphyfingroup.com Web:  https://www.murphyfingroup.com LinkedIn: https://www.linkedin.com/in/kyle-martin-cfp®-aams®-05033352   Securities and advisory services offered through Commonwealth Financial Network, Member www. FINRA.org/www. SIPC.com ,...

As AI technology continues to make rapid advancements, everyone is wondering what jobs and roles it will displace in the future. Kyle weighs in with his thoughts about how AI is reshaping the financial advisory industry, and why he has optimism that the workforce will be resilient in the face of major technological innovation.   Connect with Kyle Email: kyle@murphyfingroup.com Web:  https://www.mu...

Show up on time, do what you say you're going to do, and be polite and respectful. Do those three things everyday, and you'll  find success whatever your endeavor. Those are Pat Murphy's keys to success, which served him well in leading Murphy Financial Group in it's second generation as it transitioned from its roots in the insurance business to the full service finanical advisory practice it is...

Kyle shares nine key things he's learned in his nine years of experience as a financial advisor (and his many years of experience before that as an asset manager), sitting down with clients daily and helping them develop a plan to meet their unique circumstances and psychology. In this episode Kyle covers:   Your plan is your plan -- own it, make sure to understand it, and don't worry about what o...

In today's episode, fellow Murphy Financial Group advisor Charis Ellis, CFP joins the podcast to discuss social security and dispel some of the myths about how it works and what is projected about its future. They also discuss how social security fits into a retirement plan, and outline some of the factors each person or couple needs to think about when deciding when to take Social Security, how t...

The stock market can be an emotional place, especially for inexperienced retail investors. For many investors, the stock market is where most of their investments are allocated, and it comprises the bulk of their investment returns. Needless to say, when the market goes up and down in sometimes dramatic fashion, like a rollercoaster, it can be stressful -- it can feel like your whole retirement is...

In today's episode Kyle sits down with his old college roommate and first guest of the show, Trey Rohrman. The grandson of legendary Chicago area car salesman Bob Rohrman, Trey now serves as the Director of Dealership Operations for Rohrman Automotive Group. Trey shares the origin story of how Bob Rohrman led a small and at the time undervalued Toyota dealership to become one of the largest family...

Everyone who sits down with a financial planner has a desire to go from point A to point B, but everyone's point A and point B are different places! Kyle Martin, CFP examines the personal part of personal finance in this episode, outlining the steps that he takes with every client he works with. He stresses that a financial plan is not a static, one-off plan -- it's a living document with a strate...

Financial advice is everywhere. You can read articles about the 4% rule, watch YouTube videos about asset allocation, and even use so-called robo-advisors to manage your investments for you. There's more to a financial plan than math and investment strategies, however. As Kyle Martin explains in today's episode, financial advice is above all about people, their unique lives and circumstances, and...