Financial Planning – Ideas By Mike™ Podcast

(Ep. 46) Real Reason Why Rich People Pay Less in Taxes – Tax Planning Tips & Tricks with KC Chohan

By Ideas by Mike | February 27, 2026

In this 46th episode of the Ideas by Mike podcast, host Mike Milligan, CFP interviews KC Chohan, founder of Together CFO, who specializes in tax strategies for high-net-worth individuals and entrepreneurs.

KC shares his journey from working in a Fortune 500 company to becoming a fractional CFO, emphasizing the importance of understanding tax loopholes and structures to optimize financial outcomes.

The conversation covers various topics, including the future of taxes, the differences between W-2 employees and entrepreneurs, charitable giving, and real-time tax planning scenarios. KC also warns about scams in the tax planning space and stresses the importance of understanding tax strategies before signing any agreements.

YT Link: Ideas by Mike Podcast Episode 46 – Click this link to watch it on YouTube

About our Guest:

KC Chohan is a tax strategist and the founder of Together CFO, a firm dedicated to helping entrepreneurs, solopreneurs, and high-net-worth individuals legally minimize their tax liabilities. He specializes in transitioning business owners into family office structures to protect their assets and optimize their long-term wealth.

Connect with KC Chohan on LinkedIn
Together CFO – (YouTube –‪@TogetherCFO‬)
Instagram – Kc Chohan Together CFO

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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(Ep. 45) The Untold Science Behind Fear & Bravery and the #1 Reason Many Solopreneurs Stay Stuck

(Ep. 45) The Science behind Fear & Bravery | Jill Schulman Answers Why many #solopreneurs Stay Stuck

By Ideas by Mike | February 13, 2026

Unlock the secret to living a brave, fulfilling life—at any age.

In this episode, Mike Milligan, CFP & Jill Schulman, a Marine turned corporate leader and bravery expert, reveals how embracing fear can propel you to your biggest dreams. Whether you’re nearing retirement, navigating career transitions, or seeking to elevate your personal growth, you’ll discover proven science-backed strategies to build courage, conquer doubts, and take bold steps forward.

This episode is perfect for anyone feeling stuck—from entrepreneurs and executives to retirees aiming to live intentionally. If you want to turn fear into your greatest motivator and craft a life of purpose, this conversation is your blueprint. Don’t let fear hold you back from reaching your highest potential—your brave new chapter starts here.

YT Link: Ideas by Mike Podcast Episode 45 – Click this link to watch it on YouTube

Connect with Jill Schulman on LinkedIn or at www.jillschulman.com for your free bravery assessment and blueprint. Her book, The Bravery Effect, is available everywhere books are sold. Whether you’re looking to boost confidence, pivot careers, or inspire loved ones, this episode will leave you motivated to step into your own bravery.

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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(Ep. 44) Building Personalized Financial Plans That Speak to Your Values with Adam Dell

By Ideas by Mike | January 30, 2026

Most high earners are leaving money on the table—failing to leverage tax strategies, automation, and personalized financial planning that can skyrocket their wealth. Today’s guest, Adam Dell, reveals how innovative technology and tailored advice are transforming the landscape for affluent individuals and advisors alike.

Discover how Domain Money is rewriting the rules of wealth management for the mass affluent, offering flat-fee models, sophisticated tax strategies, and a relationship-driven approach that keeps clients engaged and on track. Adam shares insider insights on building a truly personalized financial plan—focusing on values, goals, and behavioral economics—to prevent costly mistakes like underinvesting during market dips or neglecting estate transfer complexities. You’ll break down:

The future of wealth management beyond AUM fees, emphasizing transparency and choice.

How high-yield savings accounts (like Marcus by Goldman Sachs) are critical in building robust emergency funds.

The real power of behavioral economics in helping clients stay disciplined, especially amid market volatility.

The role of advanced tax planning—HSAs, Roth conversions, and long-term care strategies—that most advisors overlook.

The innovative partnership between Domain and 1.oak, designed to serve clients with smaller assets and nurture their growth toward more complex needs.

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(Ep. 43) How to Stop Fighting About Money: “Financial Therapy” Tips w/ Ashley Quamme

By Ideas by Mike | January 16, 2026

In this episode of Ideas by Mike podcast, we dive deep into the intersection of love and money with Financial Therapist and “Fractional Financial Behavior Officer,” Ashley Quamme.

🎧 What You’ll Learn: Many couples struggle with financial arguments, not because the math doesn’t work, but because the psychology doesn’t align. Mike and Ashley discuss why financial planning often fails without a psychological component, how to identify your “money scripts,” and the secrets to building a “Wealthy Marriage.”

Whether you are a saver married to a spender, or a financial advisor looking to better serve your clients’ emotional needs, this episode bridges the gap between the spreadsheet and real life.

Guest: Ashley Quamme, LMFT, FBS®, CFT-I™ Visit Beyond the FP: https://www.beyondthefp.com/

Connect with Ashley Quamme: https://www.linkedin.com/in/ashley-quamme/

Host: Mike Milligan, CFP®: https://www.linkedin.com/in/mikemilligancfp/

Visit 1.oak Financial: https://wwwwww.1oakfinancial.com

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

#FinancialTherapy #CouplesAndMoney #FinancialPsychology #IdeasByMike #WealthyMarriage #MoneyScripts #MikeMilligan

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(Ep. 42) LOSING 80 POUNDS AT AGE 64: How to RECLAIM Your HEALTH for an active Retirement

By Ideas by Mike | January 2, 2026

What if retirement isn’t about money at All?

In this episode of the Ideas by Mike Podcast, we explore retirement without fear through a powerful real-life transformation. From losing 80 pounds to redefining freedom, purpose, and identity after work, this conversation challenges everything most people believe about retirement.

**We’d love to hear your thoughts! Don’t forget to subscribe and leave a comment below!**

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(Ep. 40)How Inflation Reshaped America’s Cost of Living (1909 vs 2025 Historic Prices Changes)

By Ideas by Mike | December 19, 2025

In this 40th Episode of Ideas by Mike Podcast, Mike Milligan, CFP, sits down with financial experts Coach Pete D’Arruda & Gary Nolan to discuss the history of the US economy, the stock market, and personal finance strategies. Whether you are looking for retirement planning advice, trying to understand inflation, or just want a nostalgic look back at the “good old days,” this episode is packed with value.

Coach Pete D’Arruda – Known nationally as “Coach Pete,” Peter J. D’Arruda is the President of the Capital Financial Advisory Group and a fiduciary dedicated to helping clients navigate retirement with confidence.

With over 30 years in the financial arena, he is the host of the nationally syndicated radio show The Financial Safari, which airs weekly on over 50 stations across the country.

**We’d love to hear your thoughts! Don’t forget to subscribe and leave a comment below!**

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(Ep. 39) AI and the Age of Abundance: A Futurist Perspective from Dr. Axel Meierhoefer

By Ideas by Mike | December 5, 2025

Dr. Axel Meierhoefer joins Mike Milligan, CFP®, to uncover his unique strategies for achieving financial freedom and navigating the future landscape of wealth.

This Ideas by Mike™ Podcast episode dives deep into three core areas: building wealth through residential real estate investing, the imminent impact of AI and embodied robotics, and the tactical steps to successfully transitioning to expat life.

Visit Dr. Axel’s website at: https://www.idealwealthgrower.com/

**We’d love to hear your thoughts! Don’t forget to subscribe and leave a comment below!**

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Real Estate Investing Tips & Franchise Growth Strategies with Rhyan Finch (Ep. 38)

By Ideas by Mike | November 28, 2025

In this episode of the Ideas by Mike Podcast, Mike Milligan, CFP®, talks with Rhyan Finch, CEO of 1st Class Real Estate, about the mindset and strategies behind real estate investing and franchise growth. Rhyan shares how to spot real estate investing opportunities in today’s market, the role of financial discipline in scaling a business, and the key decisions that helped him grow one of the fastest-expanding real estate franchises in the country.

Rhyan’s journey is a powerful lesson in financial planning and growth: he transitioned from a $40,000/year plumber to a $100,000/year agent, only to realize he was over-leveraging and almost went broke.

He shares how he overcame this hurdle, stabilized his finances, and endured the pain of losing $50,000 monthly to build his national real estate franchise.

👉 Watch it on YouTube: https://www.youtube.com/watch?v=RKVYnUY-NoY
🌐 Visit our Website: https://1oakfinancial.com/

*We’d love to hear your thoughts! Don’t forget to subscribe and leave a comment below!*

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Tom Hegna’s Book for Getting Your First $1M | Financial Mistakes Young Adults Should Avoid (Ep. 37)

By Ideas by Mike | November 14, 2025

In this 37th episode of Ideas by Mike Podcast, Mike Milligan, CFP® and Tom Hegna went for another one to discuss his newest book “Who Wants To Be a Millionaire?”.

They revealed these HUGE financial mistakes younger generation can avoid because these financial mistakes are stopping them from reaching their First Million mark on their professional careers.

Tom Hegna explains Why the First Million is the Hardest and the critical importance of patience in wealth building.

Learn the math behind the $10.8 million mistake couples make and the essential savings discipline: The 10/20/70 Rule. They both discuss how to use the SEC Savings Goal Calculator to hit your targets, and Tom’s secret to career success: Finding Riches by being the Best in your Niche.

This episode provides the mindset and the math for building wealth faster and helping you execute your One of a Kind Financial Plan.

👉 Watch it on YouTube: https://www.youtube.com/watch?v=RKVYnUY-NoY
🌐 Visit our Website: https://1oakfinancial.com/

Because retirement isn’t the end of your story — it’s the start of your next one.

*We’d love to hear your thoughts! Don’t forget to subscribe and leave a comment below!*

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Answering Why Taxes Could Derail Your Retirement | David McKnight’s New Insights (Ep. 36)

By Ideas by Mike | October 31, 2025

In this episode of the Ideas by Mike™ Podcast, Mike Milligan sits down with best-selling author David McKnight, creator of The Power of Zero. They dive deep into the truth about rising taxes, why the next 10 years are critical for retirement savers, and how to build a tax-free strategy before rates climb again.

👉 Watch it on YouTube: https://www.youtube.com/watch?v=RKVYnUY-NoY
🌐 Visit our Website: https://1oakfinancial.com/

Because retirement isn’t the end of your story — it’s the start of your next one.

*We’d love to hear your thoughts! Don’t forget to subscribe and leave a comment below!*

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