Month: June 2025
Building Financial Confidence and Authentic Connections with Christina Hill (Ep. 28)

Building Financial Confidence and Authentic Connections with Christina Hill (Ep. 28)

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Financial planning isn’t just about numbers; it’s about trust, connection, and understanding life’s goals.

How do you create meaningful client relationships? What does it take to navigate the ups and downs of the market while remaining grounded?

In this episode, Mike Milligan sits down with Christina Hill, Client Service Specialist at Ideas by Mike™, to discuss her approach to making financial planning accessible and personal. From balancing a bustling household of six daughters to helping clients stay calm during market fluctuations, Christina brings empathy and insight to every conversation.

Join us as Christina unravels:

  • (02:00) The art of personalized client service and navigating market sensitivity
  • (03:00) Her personal life, from raising six incredible daughters to managing household chaos
  • (11:00) Insights on client empowerment and financial education
  • (12:07) The philosophy behind nurturing her home garden with her husband, Frank
  • And more!

Resources:

Connect with Mike Milligan, CFP®:

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From Massage Therapy to Financial Empowerment: Liz Mundey’s Journey (Ep. 27)

From Massage Therapy to Financial Empowerment: Liz Mundey’s Journey (Ep. 27)

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In this episode, Mike Milligan introduces Liz Mundey, Senior Client Services Manager at Ideas by Mike™, who shares her unexpected path from massage therapist to financial services, driven by a desire to make a lasting impact. Liz discusses her motivations, how she found a home in the firm, and the importance of practical, personalized support in clients’ lives.

Mike and Liz discuss:

  • Liz’s surprising career test results in high school (03:13)
  • The transition from massage therapy to financial planning (05:32) 
  • Balancing work and family with purpose (10:31) 
  • Assisting clients through life transitions (14:45) 
  • And more!

Connect with Mike Milligan, CFP®:

Connect with Liz Mundey:

About our Guest:

Liz Mundey is the Senior Relationship Manager at Ideas by Mike, LLC. Her role was designed to give additional support to the clients! She does this by keeping accounts up to date, ensuring information is easy to access and understand, and staying closely connected with clients to ensure their financial plans stay in alignment with their evolving lives.

She is licensed in general life and insurance and is continuing her education every year in the world of finance. Becoming financially literate and getting to know all of the clients is her favorite part of the job. She truly loves what she does, which not everyone can say!

While she was born and raised in Arizona, she spent her twenties traveling the country, and it was a blast. 

Before working with Mike, she was a National Trainer (4 years), Licensed Massage Therapist (6 years), and a Business Consultant (5 years). The common denominator for all of these jobs is directly impacting people’s lives!

Today, she is incredibly grateful to be where she is. Embarking into the financial space has been a gift in her life! She is honored to be part of this team, to be making an impact as a financial office, and to be supporting the clients in a meaningful way.

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