From Business to Fatherhood, Striving for True North with Trey Rohrman
Onward And Upward Podcast
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 owned auto groups in the Midwest. Trey grew up in the business, and has spent his time honing customer relations and utilizing technology to offer transparent pricing on vehicles and streamline the...
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The Life Cycle of A Financial Plan
Onward And Upward Podcast
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 strategy to help you retire well, meet your goals, and, perhaps most importantly, adjust as your life circumstance change. And if there's anything we know about life, it's that change is coming! ...
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Financial Advice 65 Years in the Making
Onward And Upward Podcast
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 helping them create a flexible, living plan that fits their raison d'etre. Kyle Martin is a third-generation wealth advisor and managing partner at Murphy Financial Group. He is a Certified...
info_outlineFinancial 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 helping them create a flexible, living plan that fits their raison d'etre.
Kyle Martin is a third-generation wealth advisor and managing partner at Murphy Financial Group. He is a Certified Financial Planner (CFP) and Accredited Asset Manager Specialist (AAMS), and has guided hundreds of clients through the process of investing, planning for retirement, finding insurance, and more.
Connect with Kyle
Email: kyle@murphyfingroup.com
Web: https://www.murphyfingroup.com
LinkedIn: https://www.linkedin.com/in/kyle-martin-cfp®-aams®-05033352
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