Month: May 2025
Shifting the Care Plan: From Patients to Portfolios with Barb Gleason (Ep. 26)

Shifting the Care Plan: From Patients to Portfolios with Barb Gleason (Ep. 26)

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Have you ever wondered how similar healthcare and financial planning can be? 

It’s all about helping people get back on their feet, whether physically or financially.

In this episode, Mike Milligan chats with Barb Gleason, who transitioned from a career in healthcare to financial planning, about her experiences and insights. She shares her journey, the parallels between physical therapy and financial planning, and her passion for assisting healthcare workers with their financial futures. Additionally, Barb discusses the importance of clear communication and personalized plans.

Barb discusses:

  • Her transition from a long career in healthcare to financial planning after experiencing a financial setback (01:53)
  • The surprising similarities between being a physical therapist and a financial planner (06:00)
  • The emotional baggage that often comes with finances and how it can hinder people from achieving their goals (06:56)
  • The unique challenges healthcare workers face, including long hours, intense work environments, and the emotional toll of the job (12:55) 
  • The importance of financial planning for healthcare workers and the need for simplified plans that address their specific concerns and questions (17:25)
  • And more!

Connect with Mike Milligan, CFP®:

Connect with Barb Gleason:

About our Guest:

Barbara Gleason has spent the last 25 years as a physical therapist, working in acute care, inpatient rehabilitation, and management. While physical therapy was incredibly rewarding, she felt it was time for a new path. Her interest in personal finance grew over the years as she enjoyed reading finance books and helping friends with their taxes, which led her to pursue a career in financial planning.

She completed the Executive Certificate in Financial Planning at Old Dominion University, where she met Mike—and the rest is history! She is now excited to be part of the team at Ideas by Mike™ and plans to take the CFP® exam in March 2025.

Barbara is passionate about helping people, especially those who may feel overwhelmed by financial concepts. She believes everyone deserves to feel confident about their financial future, and she strives to create a comfortable, judgment-free space for clients to ask questions and learn.

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Navigating Retirement with Confidence: Strategies from Ideas by Mike (Ep. 25)

Navigating Retirement with Confidence: Strategies from Ideas by Mike (Ep. 25)

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What’s the secret to navigating your financial future with confidence?

Join Mike Milligan as he sits down with Tom Haines from Annexus to demystify fixed index annuities and their strategic role in crafting one-of-a-kind financial plans tailored for your unique retirement journey. Tom shares insights from his distinguished career, highlighting how indexing strategies can safeguard your financial future without the risk of market volatility. Dive into the depth of experience, fuelled by partnerships with top-tier institutions and renowned academics like Robert Schiller and Jeremy Siegel, ensuring your retirement portfolio is as bulletproof as it is personalized.

Mike Milligan & Tom Haines discuss:

  • How indexing and smart beta strategies can benefit retirement portfolios (03:14)
  • The role of renowned academics and industry leaders like Robert Schiller and Jeremy Siegel in financial planning (07:07)
  • Understanding the historical performance of fixed index annuities, backed by the pioneering research of Roger Ibbotson (11:25)
  • Navigating the present and future trends in fixed index annuities and ensuring they contribute effectively to your financial plan (32:47)

Resources:

Connect with Mike Milligan, CFP®:

Connect With Tom Haines:

About Tom Haines:

Tom Haines, EVP Capital Markets & Index Solution at Annexus. Tom leads the index diligence and selection process for Annexus and coordinates the firm’s relationships with asset managers, academic professionals and investment banks in conjunction with Annexus’ carrier partners. Tom is also one of the lead architects of the Lifetime Income Builder TDFs at Annexus Retirement Solutions (ARS). In his role within ARS, Tom works closely with the insurers and asset managers that partner with ARS on implementing the Lifetime Income Builder within portfolios and funds. Prior to joining Annexus, Tom led Equities Solutions Structuring at UBS Investment Bank. He began his career in index and statistical arbitrage trading within BNP Paribas’ Cooper Neff Division (Paris office) before serving as vice president in the Exchange Traded Products (ETPs) Group at NYSE Group and head of ETPs and Derivative Product Solutions at RBS. Tom’s research on index products has been published in top financial journals. He formerly served as a member of FINRA’s Investment Management Committee. Tom holds a bachelor’s degree in Quantitative Finance from James Madison University in Virginia.

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