Month: August 2026

Curiosity, Clarity, and the Four Doors into Better Retirement | Ideas by Mike™ EP57

Curiosity, Clarity, and the Four Doors into Better Retirement | Ideas by Mike™ EP57

Curiosity might be the most underrated success skill on the planet – and Cody Lutz shows why it can change everything from your career to your retirement years. If you’re stuck, scaling, transitioning, or wondering what’s next, this conversation will challenge the assumptions that are keeping you small.

Cody’s path is anything but conventional: from growing up on a dirt road in a farming county, to working in a warehouse at Answers in Genesis, to traveling the world coordinating events, to leading teams in SaaS, to launching his own coaching business from a 12 by 20 shed on his property. That shed, now known as “the Shred,” became the home base for Backyard Shreds and the springboard into the executive coaching work he does today.

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Do you have any financial inquiries wanting to get answered?

Leave us an email – contact@mikemilligancfp.com
Call/Text Mike Milligan to help you out – 757-909-7151
Visit our website at: www.1oakfinancial.com
Read our blogs to learn more insights: 1.oak Financial Blogs page

 

Episode 57 of Ideas by Mike™ with Cody Lutz also available on YouTube!

A Story of Faith, Portfolio Design & Hidden Reasons to Get Annuities Right | Ideas by Mike™ EP56

A Story of Faith, Portfolio Design & Hidden Reasons to Get Annuities Right | Ideas by Mike™ EP56

Is Your Retirement Plan Built on Financial Truths—or Clever Marketing?

Most financial advice you hear online is completely broken. The biggest names in the industry yell blanket statements like “I hate annuities” or “Bitcoin is a gamble” just to get your eyeballs and pull you into their sales funnels. But what if the very tools you’ve been told to avoid are the exact ones that could save your retirement? And worse—what if your “fully diversified” portfolio is actually an overlapping financial trap?

In this thought-provoking episode of the Ideas by Mike podcast™, host Mike Milligan strips away the corporate fluff with this episode’s guest; Tracy Lownsberry, the raw, no-nonsense founder of The Annuity Giants. Tracy isn’t your average corporate advisor—he’s a small-town kid who went from Army Special Operations and law enforcement to training tens of thousands of financial professionals across America. 

Don’t forget to subscribe and leave a comment below!

 


Do you have any financial inquiries wanting to get answered?

Leave us an email – contact@mikemilligancfp.com
Call/Text Mike Milligan to help you out – 757-909-7151
Visit our website at: www.1oakfinancial.com
Read our blogs to learn more insights: 1.oak Financial Blogs page

 

Episode 56 of Ideas by Mike™ with Tracy Lownsberry is also available on YouTube!