When people talk about retirement, most conversations revolve around money — but what about what comes after the paychecks stop? In our latest Ideas by Mike™ Podcast, we sit down with Dr. Riley Moynes, author of The Four Phases of Retirement, to unpack the emotional and psychological journey that every retiree goes through — and …
In this episode of the Ideas by Mike podcast, host Mike Milligan, CFP shares the journey of his financial planning firm, Ideas by Mike, and its evolution into 1.oak Financial. He discusses the tumultuous financial landscape over the past few years, the founding principles of his firm, and the importance of client-centered financial planning. Mike …
William Bengen retirement withdrawal strategies have shaped how millions plan for retirement. Known as the creator of the famous 4% Rule, Bengen now reveals new research that challenges the old standard. In this episode of the Ideas by Mike™ Podcast, Mike Milligan, CFP®, asks the key question: is 4% rule still safe in 2025? Bengen …
Tom Hegna retirement income strategies are some of the most researched, proven methods to retire with security, peace of mind, and lasting wealth. In this episode of the Ideas by Mike™ Podcast, Mike Milligan, CFP®, sits down with Tom Hegna—renowned author of Paychecks and Playchecks and Don’t Worry, Retire Happy—to uncover his formula for creating …
In this episode, Mike Milligan discusses innovative tax planning strategies that can help individuals and businesses maximize their financial potential. He explores various tax incentives, including the Augusta Rule, advanced strategies like ‘buy, borrow, and die’, and the benefits of Donor Advised Funds and Charitable Trusts. Additionally, he delves into estate planning tools and the …
Discover how to stand out in a crowded market and attract clients even in today’s competitive business landscape. Learn proven strategies to sharpen your business vision, use AI tools for clear and powerful messaging, and build trust through video, so you become the go-to choice in your industry. Whether you’re a financial advisor, entrepreneur, or …
In this episode of Ideas by Mike, host Mike Milligan interviews Davin Michaels, a New York Times bestselling author and entrepreneur known for his innovative approach to business and life. The conversation explores Davin’s journey from the fashion industry to the music business and his successful ventures in outsourcing. They discuss the importance of living …
Financial planning isn’t just about numbers; it’s about trust, connection, and understanding life’s goals. How do you create meaningful client relationships? What does it take to navigate the ups and downs of the market while remaining grounded? In this episode, Mike Milligan sits down with Christina Hill, Client Service Specialist at Ideas by Mike™, to …
In this episode, Mike Milligan introduces Liz Mundey, Senior Client Services Manager at Ideas by Mike™, who shares her unexpected path from massage therapist to financial services, driven by a desire to make a lasting impact. Liz discusses her motivations, how she found a home in the firm, and the importance of practical, personalized support …
Have you ever wondered how similar healthcare and financial planning can be? It’s all about helping people get back on their feet, whether physically or financially. In this episode, Mike Milligan chats with Barb Gleason, who transitioned from a career in healthcare to financial planning, about her experiences and insights. She shares her journey, the …