Why do so few family businesses make it to the third generation? In this episode of the Ideas by Mike™ Podcast, Mike Milligan, CFP sits down with Jason Shupp, and he shares how his family’s St. Louis roofing company navigated generational change—and what business owners can learn from its story. Jason reflects on his grandfather’s …
Did you know crossing an income line by just $1 in retirement could cost you and your spouse thousands of dollars every year? In this episode 60 of the Ideas by Mike™, Mike Milligan, CFP sits down with Mark Annese, IRMAACP™, a technologist, data analyst, and creator of the IRMAA Certified Planner designation (now merged …
In this episode of the Ideas by Mike™ podcast, the listed main-points features a deep dive into a pivotal business question: Is your organization truly customer-driven, or just customer-centric? While these terms are often used interchangeably, host Mike Milligan, CFP® and guest Dr. James Killian, PH.D; breaks down why the distinction is the difference between …
Artificial Intelligence (AI) is moving faster than ever, but what does it actually mean for your career, your business, and your retirement planning? Is AI here to replace us, or is it simply a tool to help us reach our goals faster? Discover how AI is revolutionizing retirement planning, business communication, and wealth building in …
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, …