Curiosity might be the most underrated success skill on the planet – and Cody Lutz shows why it can change everything from your career to your retirement years. If you’re stuck, scaling, transitioning, or wondering what’s next, this conversation will challenge the assumptions that are keeping you small. Cody’s path is anything but conventional: from …
Is Your Retirement Plan Built on Financial Truths—or Clever Marketing? Most financial advice you hear online is completely broken. The biggest names in the industry yell blanket statements like “I hate annuities” or “Bitcoin is a gamble” just to get your eyeballs and pull you into their sales funnels. But what if the very tools you’ve been told to avoid are …
Are you living your own dream—or performing a script someone else wrote for you? We had a big podcast planned that was never produced that we will get to at the end of 2026 called 51 miler. This will serve as the prequel to that podcast and a bookmark for the mysterious 41st podcast that …
Is your financial advisor still stuck in the 1960s? In this episode of Ideas by Mike™, host Mike Milligan, CFP sits down with Eric Runge, a third-generation entrepreneur and founder of Veritas Wealth, to discuss the institutionalization of financial planning and why standard commoditized products like the 60/40 portfolio are failing modern investors. What …
In this latest episode of Ideas by Mike™, our guest speaker, Erika Wasserman shares a deep-frame work and explains the history why retirement as an emotional and subconscious journey, drawing in listeners searching for deeper understanding. It then unpacks Erica’s key insights with concrete examples, tools, and frameworks—highlighting tangible benefits and outcomes. Erica Wasserman, a …
Stop focusing only on the spreadsheet and start designing a life that matters. Join Mike Milligan, CFP® and design sociologist Dr. Gary David as they explore the human side of retirement, from navigating the “identity cliff” to the sociology of meaningful moments. Learn how to transition from a job title to a purposeful new chapter, …
In this latest episode of Ideas by Mike™, Dr. Ives Machiz, PhD, CFP®, a fee-only pioneer, shares lessons from 4 careers on retiring into purpose. Learn how coaching and financial education build self-sufficiency & reduce anxiety. Join Ideas by Mike™ host Mike Milligan, CFP® & Dr. Ives Machiz, PhD, CFP®, a clinical assistant professor and …
Are you endlessly consuming financial content but still feeling stuck? In this special solo episode of the Ideas by Mike™ podcast, Mike Milligan, CFP® takes a step back to connect the dots. Over the last fifteen episodes, we’ve explored wealth, health, fear, and communication—but how do all these pieces actually fit together into a real, …
Are your childhood memories secretly managing your money? 🤔 We ALL have these stories. On this week’s episode of the Ideas by Mike podcast, I sat down with Dr. Megan McCoy, one of the top academic minds in financial therapy. We went deep into the psychology of how we handle money across every generation. Dr. …
Is your wealth over-concentrated in company stock? In this episode of Ideas by Mike podcast, host Mike Milligan, CFP, sits down with Keshav Kolur—a former software engineer at Amazon and Meta who walked away from the cubicle to build Clive Capital. Keshav reveals how he applies a “tech brain” to evaluate real estate, oil, and …