How to Live a One-of-a-Kind Life (Ep.21)

How to Live a One-of-a-Kind Life (Ep.21)

Ever faced a mountain and thought, “I can’t do this?” This episode serves as a way to combat this thought. As the calendar turns to 2025, Mike Milligan recounts an incredible journey to Peru’s Rainbow Mountain and draws parallels to the journey of retirement planning. Learn how each individual step, supported by a trusted guide, …

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The Impact We Make In Our Communities (Ep.20)

The Impact We Make In Our Communities (Ep.20)

What makes a team truly one of a kind? Join host Mike Milligan, a Certified Financial Planner® with over two decades of experience, as he delves into the power of individuality with team members Kelsey Vollmer and Marcus Washington. Together, they explore how their personal experiences influence their communities.  Mike, Kelsey and Marcus discuss:  The …

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Personal Stories of Impact with Grace Milligan (Ep.19)

Personal Stories of Impact with Grace Milligan (Ep.19)

How can simple actions lead to meaningful change? Mike Milligan sits down with his daughter Grace, to explore what it truly means to make an impact. Grace shares her inspiring journey from creating fly swatters out of thrift store finds to leading charitable efforts at Grace Klein Community’s food rescue mission. This discussion dives deep …

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The Impact of Strategic Partners and Clients (Ep. 18)

The Impact of Strategic Partners and Clients (Ep. 18)

What makes a financial plan truly stand out? Mike Milligan explores how strategic partnerships are key to creating personalized, effective financial plans. Joined by Tiffany Saunders and Liz Mundey, they discuss how working together and embracing new ways of thinking are changing the financial planning landscape. Find out how partnerships with innovative platforms like Halo …

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The Mission Behind Ideas by Mike™ (Ep. 17)

The Mission Behind Ideas by Mike™ (Ep. 17)

Financial planning can truly change lives, not just through numbers but by making a real impact in our communities. Mike, Kaitlan, and Katie shed light on how they’re redefining financial planning through community impact. They dive into how Ideas by Mike is not only crafting unique financial plans but also investing in meaningful change from …

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Elevate Your Finances in 2025 with One-of-a-Kind Strategies (Ep.16)

Elevate Your Finances in 2025 with One-of-a-Kind Strategies (Ep.16)

Are you ready to transform your financial approach and make 2025 the year you finally achieve your one-of-a-kind life goals? Engage with captivating insights into tax planning, retirement income, and the paramount importance of having a genuinely personalized financial plan. Plus, look out for an engaging revelation of how 2025 can be your groundbreaking year. …

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This is Estate Planning with Mike and Scott (Ep. 15)

This is Estate Planning with Mike and Scott (Ep. 15)

Can a legacy be more than assets?  Discover how to leave a love letter to your family… This week on Ideas by Mike™, Mike Milligan, CFP®, welcomes Scott Cary, Founder of Snug, to unveil how his groundbreaking platform is transforming estate planning.  From safe document storage to AI-powered updates, Snug offers a modern, affordable approach …

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Mike, Heather, and Nicola on Health Driven Wealth (Ep. 14)

Mike, Heather, and Nicola on Health Driven Wealth (Ep. 14)

Can your financial strategy unlock the secret to a longer, healthier life? This week on Ideas by Mike™, Mike Milligan, CFP®, welcomes Heather Holmes, Founder and CEO of Lumiant, and Nicola Perry, VP of Sales at Lumiant, to explore the game-changing connection between health and wealth. Drawing from their expertise, Heather and Nicola unveil Halo, …

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Mike and Steve on Purpose-Driven Investment Planning (Ep. 13)

Mike and Steve on Purpose-Driven Investment Planning (Ep. 13)

Is your portfolio working toward your dreams—or just chasing the market? This week on Ideas by Mike™, Mike Milligan, CFP®, sits down with Steve Osterink, CEO and Chief Investment Officer at Advisory Alpha, to explore the art and science of investment planning. Drawing from his vast experience managing $3.8 billion in assets, Steve shares practical …

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Mike and Jim on Retirement Income Planning (Ep. 12)

Mike and Jim on Retirement Income Planning (Ep. 12)

Retirement planning goes beyond numbers—it’s about building a future that aligns with your values. This week on Ideas by Mike™, Mike Milligan, CFP®, and Jim Fisher unveils the value of developing a retirement income plan that remains adaptable and reliable. They cover the transition from growth to income strategies and how the Forecaster tool provides …

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