This is Our Ideal Client (Ep. 3)

This is Our Ideal Client (Ep. 3)

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 …

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This is Our Team (Ep. 2)

This is Our Team (Ep. 2)

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 …

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

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

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 …

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Ideas by Mike™ Coming Soon!

Ideas by Mike™ Coming Soon!

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 …

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