Dr. Axel Meierhoefer joins Mike Milligan, CFP®, to uncover his unique strategies for achieving financial freedom and navigating the future landscape of wealth.
This Ideas by Mike™ Podcast episode dives deep into three core areas: building wealth through residential real estate investing, the imminent impact of AI and embodied robotics, and the tactical steps to successfully transitioning to expat life.
Discover how to leave a love letter to your family…
This week on Ideas by Mike™, Mike Milligan, CFP®, welcomes Scott Cary, Founder of Snug, to unveil how his groundbreaking platform is transforming estate planning.
From safe document storage to AI-powered updates, Snug offers a modern, affordable approach to creating a legacy that reflects your values. Whether preparing for retirement or crafting a heartfelt “final love letter” for your loved ones, this episode will equip you with the insights to take action today.
Key Highlights:
Snug’s Mission: Redefining estate planning with simplicity and accessibility
Legacy Made Personal: Incorporate meaningful messages for loved ones alongside essential documents
Technology Meets Planning: Real-time updates and safe storage for ease of use
Debunking Myths: Estate planning is for everyone, not just the wealthy
Future Trends: How tools like Snug are reshaping holistic financial services
Scott Cary is the Founder of Snug, a groundbreaking platform designed to simplify estate planning for everyone. With a passion for making legacy planning accessible, Scott has created a solution that combines cutting-edge technology with personalized financial services, helping individuals and families navigate the complexities of protecting their assets and safeguarding their future. Driven by a commitment to empower people with affordable, user-friendly tools, Scott is dedicated to redefining how we think about estate planning—ensuring it’s not just for the wealthy but for everyone.
