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Onward And Upward Podcast

Kyle Martin

Certified Financial Planner®, Kyle Martin, discusses how to connect financial planning to real life. Onward and Upward from here!

PublishesTwice monthlyEpisodes9Founded4 months ago
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Latest Episodes

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 ... more

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 Financi... more

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 c... more

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 fit... more

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, ... more

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 Automotiv... more

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 ... more

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1. All-In with Chamath, Jason, Sacks & Friedberg

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Onward And Upward Podcast launched 4 months ago and published 9 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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