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

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

By |

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.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Comments are closed.