Category: financial advisor communication

How to Retire into a Dream Job: The Emotional Nature of Retirement | Ideas by Mike™ Ep. 52
How to Retire into a Dream Job: The Emotional Nature of Retirement | Ideas by Mike™ (Ep. 52)

How to Retire into a Dream Job: The Emotional Nature of Retirement | Ideas by Mike™ (Ep. 52)

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In this latest episode of Ideas by Mike™, Dr. Ives Machiz, PhD, CFP®, a fee-only pioneer, shares lessons from 4 careers on retiring into purpose. Learn how coaching and financial education build self-sufficiency & reduce anxiety.

Join Ideas by Mike™ host Mike Milligan, CFP® & Dr. Ives Machiz, PhD, CFP®, a clinical assistant professor and financial planning pioneer, shares the wisdom gained from his extraordinary four-part career: founding a fee-only firm in the 1980s, teaching high school, navigating a family business exit, and earning a PhD.

They both tackled and discusses the emotional nature of retirement and business transitions, the core lessons of self-sufficiency from coaching basketball, the relationship between financial education and health, and the advisor’s critical role in building client trust to mitigate financial anxiety.

This episode offers essential retirement advice for pre-retirees seeking to leap from working to living a one-of-a-kind life.

 

Key Takeaways:

  • Objective Advice Requires Total Alignment: True fiduciary planning centers entirely on the individual’s specific long-term goals rather than a high-pressure push for a specific item, commission, or asset product.
  • Master the Fundamentals First: Successful retirement planning is built on basic, non-glamorous behaviors: consistent long-term saving, clear spending budgets, and maintaining discipline through fluctuating financial environments.
  • Transitions Are Emotional First: Selling a business, leaving a job, or entering retirement forces individuals into an identity vacuum. You must establish a clear plan for your lifestyle and purpose before executing the final financial liquidation.
  • The Inherent Value of a Third-Party Fiduciary: Much like medical professionals who refuse to treat their own families, everyday investors need neutral professionals to remove toxic emotion from highly personal wealth decisions.

 

About our Guest:

Dr. Ives Machiz, PhD, CFP® earned his doctorate in Personal Financial Planning from Kansas State University. He is currently a Clinical Assistant Professor in the personal Financial Planning program at Arizona State University. (Source link)

Connect with Dr. Ives on LinkedIn

 

Subscribe to our YouTube and Tune in to find your starting line!

Also Get the Book “The One of a Kind Financial Plan” on Amazon: https://a.co/d/hAOPAgM

#moneymanagementpodcast #financialplanningpodcast #Finance #Inflation #RetirementPlanning #EconomicHistory #IdeasByMikePodcast

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Information is Cheap, Transformation is Rare | Ideas by Mike™ (EP. 51)

Information is Cheap, Transformation is Rare | Ideas by Mike™ (EP. 51)

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Are you endlessly consuming financial content but still feeling stuck?

In this special solo episode of the Ideas by Mike™ podcast, Mike Milligan, CFP® takes a step back to connect the dots. Over the last fifteen episodes, we’ve explored wealth, health, fear, and communication—but how do all these pieces actually fit together into a real, actionable plan for your future?

Join Mike as he bridges the gap between cheap information and rare transformation. You won’t hear any guests today, just a powerful look back so we can look forward to the next level of the show.

Discover why building a “one-of-a-kind life” is about much more than just a spreadsheet, and find out the single most important question you need to ask yourself to finally get unstuck. Stop doom-scrolling and start planning.

Subscribe to our YouTube and Tune in to find your starting line!

Also Get the Book “The One of a Kind Financial Plan” on Amazon: https://a.co/d/hAOPAgM

#moneymanagementpodcast #financialplanningpodcast #Finance #Inflation #RetirementPlanning #EconomicHistory #IdeasByMikePodcast

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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

To learn more about us, visit www.1oakfinancial.com   |  Don’t forget to subscribe to our YouTube Channel for latest updates!

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3 Communication Mistakes Financial Advisors Make (And How To Fix Them) | Deirdre Van Nest
(Ep. 47) 3 Communication Mistakes Financial Advisors Make (And How To Fix Them) | Deirdre Van Nest

(Ep. 47) 3 Communication Mistakes Financial Advisors Make (And How To Fix Them) | Deirdre Van Nest

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Cut through the “sea of sameness” in financial advice by using communication as your competitive edge. In this episode of Ideas by Mike (Ep. 47), Mike Milligan, CFP, talks with communication expert Deirdre Van Ness about the three common mistakes advisors make, why effective speaking starts with strong content and emotional resonance, and how AI and gender dynamics are shaping the industry. 

Main points: three advisor mistakes, content-first speaking, emotional connection, AI’s role, fewer women in finance.

Like, comment, and subscribe for more episodes on financial communication and advisor growth.

Episode Summary: This episode of Ideas by Mike features Deirdre Van Ness discussing how financial advisors can escape the “sea of sameness” through powerful communication.

Main Topics:

  • The Power of Communication: Using communication as a “superpower” to build trust and influence.
  • Three Communication Mistakes: Avoiding common pitfalls by treating every conversation as a leadership audition.
  • Human-AI Collaboration: Leveraging AI for efficiency while using the human element to customize the Final Output.

To learn more about us, visit www.1oakfinancial.com   |  Don’t forget to subscribe to our YouTube Channel for latest updates!

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