Category: Uncategorized
This is Our Team (Ep. 2)

This is Our Team (Ep. 2)

By |

Have you ever wondered what makes a financial planning firm truly dynamic and impactful?

In this week’s episode, Mike Milligan, CFP® dives into the heart of Ideas by Mike™ by showcasing his valued team. 

Tune in and get the inside scoop with unique insights into the firm’s mission, values, and the innovative approach they bring to the financial planning industry. 

Whether it’s about making an impact on the community or creating personalized financial strategies, this conversation unveils the essence of what makes Ideas by Mike™ stand out.

Mike and his team discuss: 

  • How Mike began his career in financial planning
  • Reasons Mike built the diverse and dynamic team behind Ideas by Mike™ 
  • The pivotal role of inclusivity and representation of women and younger generations in financial planning
  • The mission of Ideas by Mike™  and some of the charitable efforts they have made
  • And more!

Resources:

Connect with Mike Milligan, CFP®:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
This is Personal with Your Host, Mike Milligan, CFP® (Ep. 1)

This is Personal with Your Host, Mike Milligan, CFP® (Ep. 1)

By |

Are you ready to redefine your idea of financial planning to reflect your one-of-a-kind life?

Welcome to the inaugural episode of Ideas by Mike™ with Mike Milligan, CFP®, a seasoned Certified Financial Planner® and the visionary behind Ideas by Mike™. 

This week, Mike shares stories of crafting a unique financial advisory business that resonates with your personal goals and dreams. In this discussion, you will discover not just the nuts and bolts of financial management but the very heart and soul that should drive it. 

Anchored by Mike’s deeply personal experiences and the profound stories that shaped his approach, this conversation is a treasure trove for anyone looking to navigate their finances with purpose, passion, and a touch of personal flair.

Talking points include:

  • The unique value of one-of-a-kind financial planning
  • How Mike’s family and personal experiences shaped his financial perspectives and business model
  • The importance of preparing for life’s unpredictability with sound financial advice
  • Strategies to make your financial plan a living, breathing guide for your lifelong journey
  • Mike’s life outside of the office (ranging from travel stories to personal hobbies)
  • And more!

Connect with Mike Milligan, CFP®:

About Your Host:

With over 24 years of experience in helping folks through the world of finances and life as an advisor, friend, and coach, Mike Milligan, CFP® knows we all need help. Personally, Mike has received tremendous help in life — from getting in shape and achieving weight loss and fitness goals to growing a great business. He has also gotten great counsel on how to use his mind to control his choices and decisions.

Mike is a lifelong learner looking to use his practiced skills to help others just as folks have helped him. Mike is licensed in life and health insurance. He attained his CFP® (CERTIFIED FINANCIAL PLANNER™) and Accredited Investment Fiduciary® (AIF®) designations to help his clients. Mike has worked for major banks and small investment firms to learn the ropes before starting his own firm almost a decade ago. Professionally, his goal is to be well-known as a trusted advisor who always has every client’s best interest in mind.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Ideas by Mike™ Coming Soon!

Ideas by Mike™ Coming Soon!

By |

Welcome to Ideas by Mike™ — The Podcast with Mike Milligan, CFP®, where you will find one-of-a-kind financial planning advice for your one-of-a-kind life. With over 22 years of experience as a Certified Financial Planner®, Mike shares experiences and advice on crafting simple, easy-to-understand financial plans based on your values and priorities. He believes that taking a personalized approach is the best way to prepare for the future and gives meaning to your finances. So, follow along as Mike and his guests explore different strategies and tools that could help you secure your financial future in retirement!

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More