July 2024 – Ideas By Mike™

This is WHY Money is Important: IBM Employee Edition (Ep. 4)

By Ideas by Mike™ | July 18, 2024

Your financial journey is as unique as you are. So, in order to plan for a bright future you first need to ask yourself one simple question:

Why is money important to you?

This week on Ideas by Mike™, Mike Milligan, CFP® brings on a few members of his dynamic team, including Kaitlan Costner, Marcus Washington, Nicole Stam, and Liz Mundey, to dive into this fundamental question they ask all their clients.

Tune in and explore the team’s unique roles and hear different perspectives on financial priorities, the role of money in achieving life goals, and how understanding client relationships can lead to impactful, one-of-a-kind financial plans.

Episode highlights include:

An introduction to the team and their unique roles at Ideas by Mike™
Marcus discusses varying client responses and the universal fear of running out of money
Nicole shares her journey to financial literacy and the importance of budgeting and autonomy
Liz highlights the need for security, legacy, and the personal touch in financial planning
Kaitlan emphasizes the value of transparency and expectations in managing client trust and money
And more!

Resources:

Connect with Mike Milligan, CFP®:

About Our Guests:

Kaitlan Costner is the Chief Operating Officer (COO) at Ideas by Mike™. She oversees and manages the day-to-day operations of the company, ensuring they align with its strategic goals. She is responsible for handling all business submissions and processing, nurturing relationships with partners, and closely monitoring the company’s financial performance.

Marcus Washington is a Retirement Specialist at Ideas By Mike™. He graduated from Abilene Christian University in 2011 with a Bachelor of Science. With extensive experience in the Financial Service Industry, Marcus has specialized in assisting Federal Employees in navigating their retirement plans, particularly focusing on the complexities of FERS and CSRS retirement plans.

Nicole Stam serves as the Marketing & Lead Generation Strategist for Ideas By Mike™. With a background in digital marketing and cybersecurity, she has cultivated a keen interest in staying abreast of technological trends. Nicole leverages this expertise to transform innovative methodologies into successful marketing and lead-generation strategies. With a proven track record of success, she remains committed to making significant strides in the marketing industry through pioneering campaigns.

Liz Mundey is the Senior Relationship Manager at Ideas by Mike™ tasked with providing enhanced client support. Her responsibilities include maintaining up-to-date accounts, ensuring accessible and comprehensible information, and maintaining close communication with clients to ensure their financial plans evolve in alignment with their lives.

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This is Our Ideal Client (Ep. 3)

By Ideas by Mike™ | July 4, 2024

Having a financial plan could help bring your dreams to life!

But no ordinary plan will do. You need one as unique as you are.

Join Mike Milligan, CFP® to hear about how he and his firm, Ideas by Mike™ approach the world of financial planning. Mike shares his experiences crafting custom financial strategies for a diverse range of clients, from federal employees to the quietly affluent hidden in plain sight.

So, listen in as Mike uncovers the transformative journey clients embark upon working alongside the team at Ideas by Mike™, from the initial discovery call to the creation of a one-page financial plan that distills complex financial goals into actionable, understandable steps.

Mike discusses:

The process of becoming a client of Ideas by Mike™ and the experience you can expect
The value of discovery meetings and getting to know one another
How to craft a one-page financial plan that simplifies and clarifies financial objectives
Reasons specialized financial planning needs federal employees and the quietly affluent
The importance of celebrating life’s milestones and managing life’s challenges through financial strategies
And more!