Kyle Barclay, CFP®

Senior Vice President | Wealth Advisor | Kansas City -- Kyle is a CFP® and has been in the financial services industry advocating for clients helping them reach their financial goals for over a decade. Prior to joining GreenUp Wealth Management in April of 2021, Kyle served clients as a financial advisor at a broker dealer and a registered investment advisor for 10 years. Before working in financial services, Kyle spent 8 years working in management for independent grocery stores across Missouri and Kansas always keeping a customer first mentality. As a leader in the grocery industry, he focused on enhancing each store’s customer experiences by tailoring each store’s product options, implementing new customer services, and training employees how to better understand how to best serve their customer in their respective departments.

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Articles By:

Kyle Barclay, CFP®

The Day My World Changed: A Story of Misdiagnosis and Hope

In this heartfelt podcast conversation Karen Beda, a member of our GreenUp community, discusses her daunting medical diagnosis and how she and her husband Mike’s approach to financial planning, medical research, and building a strong support network brought them...

Tax Tips for 2024

The 2024 tax filing deadline is approaching faster than you may think! Try not to let the burden of taxes dampen your spirits; we’ve got your back! While taxes may be inevitable, the associated stress and hassle don’t have to be for you. In this blog post we’ll...

New RMD Rules From Secure Act 2.0

The SECURE Act created the most significant changes to retirement plans since 2006. This included raising the required minimum distribution age for retirement accounts. How does the SECURE Act affect your retirement income and tax planning? Hi, I'm Kyle Barclay,...

Make Lemonade: Offsetting Gains with Losses

Investment losses offer an opportunity to make lemonade. In this video, Kyle Barclay, Senior Vice President and Wealth Advisor at GreenUp Wealth Management explains how to offset capital gains with capital losses- a valuable strategy for investors to reduce their...

What’s So Special About Tax Planning?

Transcript Hi, I’m Kyle Barclay, Senior Vice President and Wealth Advisor at GreenUp Wealth Management. It’s that time of the year when just about everyone in America is busy doing what just about everybody in America hates to do: preparing and filing tax returns....

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