Month: December 2024
This is Estate Planning with Mike and Scott (Ep. 15)

This is Estate Planning with Mike and Scott (Ep. 15)

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Can a legacy be more than assets? 

Discover how to leave a love letter to your family…

This week on Ideas by Mike™, Mike Milligan, CFP®, welcomes Scott Cary, Founder of Snug, to unveil how his groundbreaking platform is transforming estate planning. 

From safe document storage to AI-powered updates, Snug offers a modern, affordable approach to creating a legacy that reflects your values. Whether preparing for retirement or crafting a heartfelt “final love letter” for your loved ones, this episode will equip you with the insights to take action today.

Key Highlights:

  • Snug’s Mission: Redefining estate planning with simplicity and accessibility
  • Legacy Made Personal: Incorporate meaningful messages for loved ones alongside essential documents
  • Technology Meets Planning: Real-time updates and safe storage for ease of use
  • Debunking Myths: Estate planning is for everyone, not just the wealthy
  • Future Trends: How tools like Snug are reshaping holistic financial services
  • And much more!

Connect with Mike Milligan, CFP®:

Connect with Scott Cary:

About Our Guest:

Scott Cary is the Founder of Snug, a groundbreaking platform designed to simplify estate planning for everyone. With a passion for making legacy planning accessible, Scott has created a solution that combines cutting-edge technology with personalized financial services, helping individuals and families navigate the complexities of protecting their assets and safeguarding their future. Driven by a commitment to empower people with affordable, user-friendly tools, Scott is dedicated to redefining how we think about estate planning—ensuring it’s not just for the wealthy but for everyone.

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Mike, Heather, and Nicola on Health Driven Wealth (Ep. 14)

Mike, Heather, and Nicola on Health Driven Wealth (Ep. 14)

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Can your financial strategy unlock the secret to a longer, healthier life?

This week on Ideas by Mike™, Mike Milligan, CFP®, welcomes Heather Holmes, Founder and CEO of Lumiant, and Nicola Perry, VP of Sales at Lumiant, to explore the game-changing connection between health and wealth. Drawing from their expertise, Heather and Nicola unveil Halo, a revolutionary tool that personalizes long-term care and longevity planning by analyzing lifestyle, family history, and location.

Tune in to hear Heather’s powerful story of how her father’s struggles inspired her to develop Halo and learn how Nicola helps families make informed, confident decisions about their future. 

Together, they share actionable strategies to integrate health insights into financial planning, empowering you to live well today while preparing for life’s later stages.

(Whether you’re planning for retirement, caregiving for loved ones, or seeking clarity on long-term care, this episode equips you to take proactive, life-changing steps!)

Key Highlights:

  • The Halo Mission and its Benefits: How Lumiant connects health and wealth to improve longevity and financial outcomes
  • Customized Planning: Insights on your active, slower, and extended care years with tailored cost projections
  • Health Meets Wealth: Learn how financial advisors integrate wellness coaching for a truly holistic approach
  • Plan Early: Discover why ages 40-70 are ideal for long-term care planning
  • Impactful Conversations: See how Halo’s tools foster client trust and shift the focus from transactions to solutions
  • And much more!

Resources:

Connect with Mike Milligan, CFP®:

Connect with Heather Holmes:

Connect with Nicola Perry:

About Heather Holmes:

Heather Holmes is the visionary Founder and CEO of Lumiant, where she leads the charge in connecting health and wealth to improve life outcomes. Inspired by her father’s health and financial challenges, Heather developed Halo, a revolutionary tool that empowers families to plan for longevity and long-term care with clarity and confidence. Her mission is to help clients live longer, healthier, and more financially fortified lives.

About Nicola Perry:

Nicola Perry serves as VP of Sales at Lumiant, combining her adaptability and deep empathy to guide families through life’s most pivotal financial decisions. Driven by a passion for making long-term care planning accessible and personalized, Nicola works to ensure clients feel supported and prepared for every stage of life. Her work with Halo exemplifies her dedication to integrating health insights with financial strategies.

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