Category: building client trust

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

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

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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. 

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Leave us an email – contact@mikemilligancfp.com
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Episode 56 of Ideas by Mike™ with Tracy Lownsberry is also available on YouTube!

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(Ep. 48) How Narrative Momentum Predicts Market Shifts Before the Data | Ronnie Sadka
(Ep. 48) How Narrative Momentum Predicts Market Shifts Before the Data | Ronnie Sadka

(Ep. 48) How Narrative Momentum Predicts Market Shifts Before the Data | Ronnie Sadka

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In Episode 48 of Ideas by Mike podcast, Mike Milligan, CFP sat down with Ronnie Sadka, Chair of the Finance Department at Boston College and co-founder of MKT MediaStats. We dove deep into a fascinating concept he calls “Narrative Momentum.”

We humans have bounded rationality—we simply cannot process the millions of articles, tweets, and news stories published every single day. Because of this, the market often underreacts to a narrative as it slowly gains traction.

Ronnie’s research uses technology to systematically analyze these narratives, identify which topics are gaining momentum, and correlate them with asset class returns.

It’s not about guessing what the next big thing will be; it’s about systematically measuring what the world is already talking about, and positioning your portfolio accordingly.

In this episode, we cover:

  • How “Narrative Momentum” differs from traditional price momentum.
  • The danger of the “trampoline effect” (why buying the dip isn’t always smart).
  • How technology is bridging the gap between academic theory and actionable trading strategies.

If you want to understand how the flow of information is actively moving markets, you need to hear Ronnie break this down.

Watch the full episode here: YouTube Link

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