When people talk about retirement, most conversations revolve around money — but what about what comes after the paychecks stop?
In our latest Ideas by Mike™ Podcast, we sit down with Dr. Riley Moynes, author of The Four Phases of Retirement, to unpack the emotional and psychological journey that every retiree goes through — and why so many struggle to find meaning once the “vacation” phase fades.
In this episode of the Ideas by Mike podcast, host Mike Milligan, CFP shares the journey of his financial planning firm, Ideas by Mike, and its evolution into 1.oak Financial.
He discusses the tumultuous financial landscape over the past few years, the founding principles of his firm, and the importance of client-centered financial planning.
Mike emphasizes the need for a unique approach to financial services that prioritizes clients’ needs and goals, culminating in the introduction of the one-of-a-kind financial plan designed to help clients live their best lives.
Episode Takeaways:
– Ideas by Mike aims to provide unique financial insights.
– The firm was founded on principles of client-centered service.
– Mike’s career journey reflects a commitment to client needs.
– The one-of-a-kind financial plan is central to their approach.
– Financial planning should prioritize individual client goals.
– The evolution to One Oak Financial signifies growth and innovation.
– Client service is prioritized over profit in their business model.
– Understanding clients’ core beliefs about money is crucial.
– The firm aims to reduce fear and anxiety around finances.
– Community impact is a key focus for clients in retirement.
