Most high earners are leaving money on the table—failing to leverage tax strategies, automation, and personalized financial planning that can skyrocket their wealth. Today’s guest, Adam Dell, reveals how innovative technology and tailored advice are transforming the landscape for affluent individuals and advisors alike. Discover how Domain Money is rewriting the rules of wealth management …
In this episode of Ideas by Mike podcast, we dive deep into the intersection of love and money with Financial Therapist and “Fractional Financial Behavior Officer,” Ashley Quamme. 🎧 What You’ll Learn: Many couples struggle with financial arguments, not because the math doesn’t work, but because the psychology doesn’t align. Mike and Ashley discuss why …
What if retirement isn’t about money at All? In this episode of the Ideas by Mike Podcast, we explore retirement without fear through a powerful real-life transformation. From losing 80 pounds to redefining freedom, purpose, and identity after work, this conversation challenges everything most people believe about retirement. **We’d love to hear your thoughts! …
In this 40th Episode of Ideas by Mike Podcast, Mike Milligan, CFP, sits down with financial experts Coach Pete D’Arruda & Gary Nolan to discuss the history of the US economy, the stock market, and personal finance strategies. Whether you are looking for retirement planning advice, trying to understand inflation, or just want a nostalgic …
Dr. Axel Meierhoefer joins Mike Milligan, CFP®, to uncover his unique strategies for achieving financial freedom and navigating the future landscape of wealth. This Ideas by Mike™ Podcast episode dives deep into three core areas: building wealth through residential real estate investing, the imminent impact of AI and embodied robotics, and the tactical steps to …
In this episode of the Ideas by Mike Podcast, Mike Milligan, CFP®, talks with Rhyan Finch, CEO of 1st Class Real Estate, about the mindset and strategies behind real estate investing and franchise growth. Rhyan shares how to spot real estate investing opportunities in today’s market, the role of financial discipline in scaling a business, …
In this 37th episode of Ideas by Mike Podcast, Mike Milligan, CFP® and Tom Hegna went for another one to discuss his newest book “Who Wants To Be a Millionaire?”. They revealed these HUGE financial mistakes younger generation can avoid because these financial mistakes are stopping them from reaching their First Million mark on their …
In this episode of the Ideas by Mike™ Podcast, Mike Milligan sits down with best-selling author David McKnight, creator of The Power of Zero. They dive deep into the truth about rising taxes, why the next 10 years are critical for retirement savers, and how to build a tax-free strategy before rates climb again. 👉 …
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 …