Certified Financial Planner®, Kyle Martin, discusses how to connect financial planning to real life. Onward and Upward from here!
Onward And Upward Podcast
Claim This Podcastby Kyle Martin
5.0(7 reviews)
11 episodes
Updated Daily
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Podcast Overview
Certified Financial Planner®, Kyle Martin, discusses how to connect financial planning to real life. Onward and Upward from here!
Language
🇺🇲
Publishing Since
2/11/2026
2 verified contact emails on file for Onward And Upward Podcast
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Recent Episodes
July 7, 2026
Investment Accounts for Kids (529, Trump Accounts, etc)
<p>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 financial management skills throughout childhood. Reaching legal adulthood with a solid sense of how to manage money, how the family is setup to help with education and early adult expenses, and how the family wishes to help is a huge step up in life. It just requires some planning and lots of open communication along the way.</p> <p> </p> <p> </p> <p><strong>Connect with Kyle</strong></p> <p>Email: <a href= "mailto:kyle@murphyfingroup.com">kyle@murphyfingroup.com</a></p> <p>Web: <a href= "https://www.murphyfingroup.com">https://www.murphyfingroup.com</a></p> <p>LinkedIn: <a href= "https://www.linkedin.com/in/kyle-martin-cfp%C2%AE-aams%C2%AE-05033352"> https://www.linkedin.com/in/kyle-martin-cfp®-aams®-05033352</a></p> <p> </p> <p>Securities and advisory services offered through Commonwealth Financial Network, Member <a href= "http://www.finra.org/www.SIPC.com" target="_blank" rel= "noopener noreferrer" data-saferedirecturl= "https://www.google.com/url?q=http://www.FINRA.org/www.SIPC.com&source=gmail&ust=1770906303339000&usg=AOvVaw0ry_9xLamMtwffcze3CT7w"> www.FINRA.org/www.SIPC.com</a>, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth.<br /> <br /> The financial advisor(s) associated with this material may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA's BrokerCheck for a list of current registrations. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.<br /> <br /> The information discussed on this program is for educational and informational purposes only and should not be construed as investment advice, a solicitation, or a recommendation to buy or sell any security or investment product. All investments involve risk, including the loss or principal. No strategy can assure a profit, protect against loss in declining markets, or guarantee that any objective or goal will be achieved. Please contact your financial professional for more information specific to your situation. Murphy Financial Group 310 S Hale Street Wheaton, IL 60187 (630) 523-0410 Review our Terms of Use: <a href="http://www.commonwealth.com/termsofuse.html" target= "_blank" rel="noopener noreferrer" data-saferedirecturl= "https://www.google.com/url?q=http://www.commonwealth.com/termsofuse.html&source=gmail&ust=1770906303339000&usg=AOvVaw1MkvTVppdepfDX5lfZfCD6"> www.commonwealth.com/termsofus<wbr />e.html</a></p> <p> </p> <p>Past performance is no guarantee of future results. Murphy Financial Group does not provide legal or tax advice.</p>
June 23, 2026
Are You Retiring To Something or From Something?
<p>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 understand what it is that his clients wish to do in their retirement -- what their goals and dreams are, what roles they want to step into after their working life -- and this often proves to be a difficult question for them. Many people spend so much time thinking about money in retirement, that they forget to reflect on what they actually want to do in retirement.</p> <p> </p> <p>As Kyle likes to phrase the question: are you retiring from something, or retiring to something? Retirement can be a difficult transition for people, especially if they derive a lot of fulfillment and a sense of identity in work. Without a clear vision of what retirement will look like, it's difficult to pull the trigger on actually retiring. To that end, Kyle recommends thinking about three aspects of retirement to help make your retirement vision more concrete:</p> <ul> <li><strong>Financial</strong>: these questions can be answered fairly concretely, especially with the help of an advisor like Kyle</li> <li><strong>Psychological/Social</strong>: how do you want to feel in retirement? How do you see your identity and role in society changing when you retire?</li> <li><strong>Physical</strong>: what activities do you want to do in retirement? Do you see yourself traveling, playing sports, being more active in general? Does your retirement plan allow you enough time to pursue these things while you have the ability to?</li> </ul> <p> </p> <p>Whether you a few years away or a few decades away from retirement, working toward a clear picture of what your retirement looks like financially, psychologically, and physically is the most important part of your retirement plan.</p> <p> </p> <p><strong>Connect with Kyle</strong></p> <p>Email: <a href= "mailto:kyle@murphyfingroup.com">kyle@murphyfingroup.com</a></p> <p>Web: <a href= "https://www.murphyfingroup.com">https://www.murphyfingroup.com</a></p> <p>LinkedIn: <a href= "https://www.linkedin.com/in/kyle-martin-cfp%C2%AE-aams%C2%AE-05033352"> https://www.linkedin.com/in/kyle-martin-cfp®-aams®-05033352</a></p> <p> </p> <p>Securities and advisory services offered through Commonwealth Financial Network, Member <a href= "http://www.finra.org/www.SIPC.com" target="_blank" rel= "noopener noreferrer" data-saferedirecturl= "https://www.google.com/url?q=http://www.FINRA.org/www.SIPC.com&source=gmail&ust=1770906303339000&usg=AOvVaw0ry_9xLamMtwffcze3CT7w"> www.FINRA.org/www.SIPC.com</a>, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth.<br /> <br /> The financial advisor(s) associated with this material may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA's BrokerCheck for a list of current registrations. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.<br /> <br /> The information discussed on this program is for educational and informational purposes only and should not be construed as investment advice, a solicitation, or a recommendation to buy or sell any security or investment product. All investments involve risk, including the loss or principal. No strategy can assure a profit, protect against loss in declining markets, or guarantee that any objective or goal will be achieved. Please contact your financial professional for more information specific to your situation. Murphy Financial Group 310 S Hale Street Wheaton, IL 60187 (630) 523-0410 Review our Terms of Use: <a href="http://www.commonwealth.com/termsofuse.html" target= "_blank" rel="noopener noreferrer" data-saferedirecturl= "https://www.google.com/url?q=http://www.commonwealth.com/termsofuse.html&source=gmail&ust=1770906303339000&usg=AOvVaw1MkvTVppdepfDX5lfZfCD6"> www.commonwealth.com/termsofus<wbr />e.html</a></p> <p> </p> <p>Past performance is no guarantee of future results. Murphy Financial Group does not provide legal or tax advice.</p>
June 9, 2026
A Lawyer's Guide to Wills, Trusts and Estate Planning with Axel Cerny,
<p> </p> <p><strong>Contact Axel R. Cerny</strong></p> <p>Email: <a href= "mailto:acerny@dupageattorneys.org">acerny@dupageattorneys.org</a></p> <p>Web: <a href= "https://www.dupageattorneys.org/lawyers/axel-r-cerny/">https://www.dupageattorneys.org/lawyers/axel-r-cerny/</a></p> <p> </p> <p> </p> <p> </p> <p><strong>Connect with Kyle</strong></p> <p>Email: <a href= "mailto:kyle@murphyfingroup.com">kyle@murphyfingroup.com</a></p> <p>Web: <a href= "https://www.murphyfingroup.com">https://www.murphyfingroup.com</a></p> <p>LinkedIn: <a href= "https://www.linkedin.com/in/kyle-martin-cfp%C2%AE-aams%C2%AE-05033352"> https://www.linkedin.com/in/kyle-martin-cfp®-aams®-05033352</a></p> <p> </p> <p>Securities and advisory services offered through Commonwealth Financial Network, Member <a href= "http://www.finra.org/www.SIPC.com" target="_blank" rel= "noopener noreferrer" data-saferedirecturl= "https://www.google.com/url?q=http://www.FINRA.org/www.SIPC.com&source=gmail&ust=1770906303339000&usg=AOvVaw0ry_9xLamMtwffcze3CT7w"> www.FINRA.org/www.SIPC.com</a>, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth.<br /> <br /> The financial advisor(s) associated with this material may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA's BrokerCheck for a list of current registrations. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.<br /> <br /> The information discussed on this program is for educational and informational purposes only and should not be construed as investment advice, a solicitation, or a recommendation to buy or sell any security or investment product. All investments involve risk, including the loss or principal. No strategy can assure a profit, protect against loss in declining markets, or guarantee that any objective or goal will be achieved. Please contact your financial professional for more information specific to your situation. Murphy Financial Group 310 S Hale Street Wheaton, IL 60187 (630) 523-0410 Review our Terms of Use: <a href="http://www.commonwealth.com/termsofuse.html" target= "_blank" rel="noopener noreferrer" data-saferedirecturl= "https://www.google.com/url?q=http://www.commonwealth.com/termsofuse.html&source=gmail&ust=1770906303339000&usg=AOvVaw1MkvTVppdepfDX5lfZfCD6"> www.commonwealth.com/termsofus<wbr />e.html</a></p> <p> </p> <p>Past performance is no guarantee of future results. Murphy Financial Group does not provide legal or tax advice.</p>
11 total episodes available
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