Episodes: 17
Frequency: Every two weeks
Rating: 5.0/5.0
Estimated listeners: 100 - 1,000
Gender skew: Neutral
Listener location: USA
Publicly listed emails
kyle@murphyfingroup.com
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Kyle Martin - Certified Financial Planner and financial advisor at Murphy Financial Group who focuses on connecting financial planning with clients’ real-life goals, including retirement, investing, taxes, and f...
Charis Ellis - Retirement Investment Accounts, Roth And Traditional Accounts, Brokerage Accounts, And Lifetime Tax Planning
Axel R. Cerny - Wills, Trusts, And Estate Planning
The 7 F's of Retirement with Duane Martin
September 29, 2026
In today's episode Kyle invites his father, Duane Martin, to talk about his recent retirement and how he has prepared for it. Duane had a successful career in sales, including leading sales teams for IBM in their Quantum Computing business, but as approached retirement, he knew that idleness wouldn't be the solution for a happy and healthy life after work. A man of many hobbies and pursuits, Duane spent time reflecting on what life would look like when he no longer had to clock in for work. R...
Charitable Giving
September 15, 2026
Kyle Martin works with a number of clients who are blessed with extra financial resources, and wish to give them away to others in need, including other family members, their church, and charities. There are actually several different ways to give away money, each with certain limits, tax and legal implications. In today's episode Kyle reviews the basic methods for charitable giving and some of the reasons you may choose each method. A few ways to give away your money: Cash -- the simplest...
The Problem with the Four Percent Rule
September 01, 2026
Today Kyle tackles the ever-popular four percent "rule," which states that if you withdraw up to 4% of the value of your retirement portfolio each year, your portfolio will last for at least 30 years (assuming the portfolio is invested in a mix of stocks and bonds). Originally proposed by William Bengen in 1994, the four percent rule as it has come to be known is still repeated ad naseum in financial planning and retirement circles -- it seems to be a bedrock piece of advice and the benchmark...
Onward And Upward Podcast is hosted by Kyle Martin. Its publicly listed email is kyle@murphyfingroup.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.
The publicly listed email for Onward And Upward Podcast: kyle@murphyfingroup.com.
Podseeker estimates Onward And Upward Podcast reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.
Onward And Upward Podcast typically books working professionals with real expertise. Typical guest background: Practicing financial professionals, CFPs, investment specialists, estate-planning attorneys, and other subject-matter experts who can provide practical guidance on personal and family finances. Common among recent guests: Leadership responsibility in financial planning; Professional legal practice focused on wills, trusts, or estate planning. Recent guests include Charis Ellis and Axel R. Cerny.
Low. A guest with relevant expertise and a clear angle for its audience has a realistic chance.
Recent episodes cover Financial Planning, Retirement, Investing, Estate Planning, and Personal Finance. Pitch an idea tied to one of these topics and mention a recent episode.
Publicly listed emails
kyle@murphyfingroup.com
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