Month: March 2025
How to Live a One-of-a-Kind Life (Ep.21)

How to Live a One-of-a-Kind Life (Ep.21)

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Ever faced a mountain and thought, “I can’t do this?” This episode serves as a way to combat this thought.

As the calendar turns to 2025, Mike Milligan recounts an incredible journey to Peru’s Rainbow Mountain and draws parallels to the journey of retirement planning. Learn how each individual step, supported by a trusted guide, can lead you to breathtaking highs in your financial life.

Mike shares the importance of personalized financial planning, exploring the value of having an experienced guide in crafting your unique financial path. With stories of breathtaking adventures and overcoming limits, he ties these experiences back to helping you achieve the retirement of your dreams. 

Key discussion points include:

  • The significance of taking small, consistent steps in retirement planning (10:00)
  • Understanding how personalized plans can lead to unique financial experiences (14:59)
  • Get to know the team behind Ideas By Mike™ and how they contribute to crafting individualized plans (16:30)
  • The power of asking “What makes you one of a kind?” in developing a personal financial strategy (19:00)
  • And more!

Resources:

Connect with Mike Milligan, CFP®:

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The Impact We Make In Our Communities (Ep.20)

The Impact We Make In Our Communities (Ep.20)

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What makes a team truly one of a kind?

Join host Mike Milligan, a Certified Financial Planner® with over two decades of experience, as he delves into the power of individuality with team members Kelsey Vollmer and Marcus Washington. Together, they explore how their personal experiences influence their communities. 

Mike, Kelsey and Marcus discuss: 

  • The power of a supportive community (04:03)
  • Unique journeys in the financial planning industry (13:21)
  • Bridging fundamental skills in both coaching and financial planning (19:02)
  • Individual and community impact through financial literacy (22:51)
  • And more

Resources:

Connect with Mike Milligan, CFP®:

About Our Guests:

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.

Kelsey Vollmer is our Senior Relationships Manager  at Ideas by Mike, LLC. She is dedicated to ensuring that everyone interested in Mike’s services feels heard and valued. She believes in the power of a personal touch, emphasizing a genuine and supportive approach to helping prospects feel understood and informed about their financial decisions.

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