Onward And Upward Podcast
Certified Financial Planner®, Kyle Martin, discusses how to connect financial planning to real life. Onward and Upward from here!
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From Business to Fatherhood, Striving for True North with Trey Rohrman
03/10/2026
From Business to Fatherhood, Striving for True North with Trey Rohrman
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 purchase process. He now leads a team of hundreds of employees throughout the Midwest. After over 12 years in the car business, Trey thought he was destined to take the reins from his grandfather and run the dealership, but that didn't come to pass. This threw him for a loop and he began to question his purpose and identity. Trey explains how mindset coaching changed his perspective by helping him understand his true north -- the direction God had called his life to be. Ultimately, Trey understood his role to be that of a shepherd-coach, to lead and steward not only his employees but his wife and children as well, to serve as an intentional husband and father and work to create a generational legacy in the process. As Kyle observes, when you are young it's easy to get caught up in the comparison game with your peers. Is your old classmate doing better than you? Making more money, bigger title? But as you mature, hopefully you learn to find your true purpose in life and hone your life, both at work and at home, to support that role. Connect with Kyle Email: Web: LinkedIn: Securities and advisory services offered through Commonwealth Financial Network, Member , a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. 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. 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:
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The Life Cycle of A Financial Plan
02/24/2026
The Life Cycle of A Financial Plan
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! Connect with Kyle Email: Web: LinkedIn: Securities and advisory services offered through Commonwealth Financial Network, Member , a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. 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. 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:
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Financial Advice 65 Years in the Making
02/11/2026
Financial Advice 65 Years in the Making
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 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: Web: LinkedIn: Securities and advisory services offered through Commonwealth Financial Network, Member , a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. 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. 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:
/episode/index/show/3ee0c05c-024a-43af-8d96-ebf014cab7d9/id/39987940