Did you know that over 70% of people aged 65 and older will need some form of long-term care services in their lifetime? This week, Mike Milligan, CFP®, dives into the world of long-term care planning, highlighting the difference it can make in our lives. Follow along to explore HALO, an innovative tool designed to …
Investing is an important piece of retirement planning, but there is much more to it than just picking “the right” stocks. This week on Ideas by Mike™, Mike Milligan, CFP®, breaks down the third step in his one-of-a-kind financial planning processes, investment management. Mike explains the importance of setting specific goals and developing strategies to …
Paychecks do not need to stop in retirement… With the right financial plan, it’s entirely possible to keep those “paychecks” coming, even after you stop working. This week on Ideas by Mike™, Mike Milligan, CFP®, dives into the second critical element of the Ideas by Mike™ one-of-a-kind financial planning process, retirement income. Highlighting personal experiences …
Did you know that over 56% of Americans now feel they pay more than their fair share in taxes? This frustration is only growing. So, let’s dive into how you can approach tax planning to keep more of your hard-earned money! Join Mike Milligan, CFP®, as he unpacks the history of taxes in the United …
Your financial journey is as unique as you are. So, in order to plan for a bright future you first need to ask yourself one simple question: Why is money important to you? This week on Ideas by Mike™, Mike Milligan, CFP® brings on a few members of his dynamic team, including Kaitlan Costner, Marcus …
Having a financial plan could help bring your dreams to life! But no ordinary plan will do. You need one as unique as you are. Join Mike Milligan, CFP® to hear about how he and his firm, Ideas by Mike™ approach the world of financial planning. Mike shares his experiences crafting custom financial strategies for …
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 …
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 …
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 …