Is your portfolio working toward your dreams—or just chasing the market? This week on Ideas by Mike™, Mike Milligan, CFP®, sits down with Steve Osterink, CEO and Chief Investment Officer at Advisory Alpha, to explore the art and science of investment planning. Drawing from his vast experience managing $3.8 billion in assets, Steve shares practical …
Retirement planning goes beyond numbers—it’s about building a future that aligns with your values. This week on Ideas by Mike™, Mike Milligan, CFP®, and Jim Fisher unveils the value of developing a retirement income plan that remains adaptable and reliable. They cover the transition from growth to income strategies and how the Forecaster tool provides …
Taxes may be inevitable, but they don’t have to drain your wealth. Here’s how to turn them into a powerful tool for financial growth 💡 Mike Milligan, CFP® teams up with Ben Birkin from Holistiplan to reveal how this powerful software is transforming tax planning from a headache into a strategic advantage. It’s not just …
Imagine a financial plan that not only builds your wealth but also enriches your life. This week, Mike reflects on the values he learned from his grandmother’s sandwich shop — values that now shape his approach to financial planning. For Mike, wealth is more than money. It’s about aligning your finances with what matters most, …
Legacy planning is more than just dividing up financial assets; it’s about preserving the values, traditions, and harmony within a family. This week on Ideas by Mike™, Mike Milligan, CFP®, highlights the importance of this often-overlooked step in his unique financial planning approach. By incorporating SNUG — a powerful platform designed to streamline the organization …
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 …