Category: Growing Your Business Stories

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

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

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!

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

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

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!

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

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

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!*