Community Engagement – Ideas By Mike™

The Discipline Dividend: How You Do One Thing Is How You Do Everything with Josef Mehall (Ep. 24)

By Ideas by Mike™ | April 23, 2025

From former college hockey player to a leading retirement specialist. Join host Mike Milligan as he sits down with team member Josef Mehall, a talented entrepreneurial spirit that is passionate about leaving things better than he found them.

With his engaging story of growth to becoming a financial expert, Josef shares how he helps clients shape their retirement dreams with personalized financial plans that reflect their unique values and aspirations.

Other key discussion points include:

The transition from entrepreneurial ventures to financial planning (04:00)
Differences between Roth IRAs and traditional investments (12:00)
The impact of early retirement planning for young adults (11:00)
Unique insights on ‘Assets under Influence’ vs. ‘Assets under Management’ (17:00)
Personal strategies for tackling student loans and retirement savings (20:54)

Connect with Mike Milligan, CFP®:

Connect with Josef Mehall:

LinkedIn: Josef Mehall

About Our Guest:

Josef Mehall is a dedicated financial professional with a unique background that combines the discipline of a former collegiate hockey player with the strategic mindset developed through years of entrepreneurship and experience in the insurance industry.

Originally from Berkley, Michigan, just outside of Detroit, Mehall attended Iowa State University, where he refined his skills on the ice as a collegiate hockey player while cultivating a strong work ethic and a deep appreciation for teamwork.

His professional journey has been diverse, spanning from a real estate apprenticeship to a career in financial services. He spent a decade as an entrepreneur, owning and operating his own car detailing business, where he developed a keen attention to detail, built strong customer relationships, and experienced the rewards of growing a business from the ground up. Following this entrepreneurial endeavor, he transitioned into the insurance industry, spending the past year and a half as an independent insurance professional, gaining valuable insights into risk management and financial planning.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Personal Stories of Impact with Grace Milligan (Ep.19)

By Ideas by Mike™ | February 20, 2025

How can simple actions lead to meaningful change?

Mike Milligan sits down with his daughter Grace, to explore what it truly means to make an impact. Grace shares her inspiring journey from creating fly swatters out of thrift store finds to leading charitable efforts at Grace Klein Community’s food rescue mission. This discussion dives deep into personal stories, community-focused initiatives, and how Grace found her calling in Birmingham, Alabama—proving that effective change often begins with loving the Earth and living purposefully.

Mike discusses:

The craft of finding purpose in unexpected places
The story of a worm that sparked a vision for impact
Her journey to Grace Klein Community
The miracle of community food rescue efforts
Building relationships beyond traditional financial planning
And more

Connect with Mike Milligan, CFP®:

Connect with Grace Milligan:

About Our Guest:

Ever since she was a little girl, Grace Milligan had a deep passion for the earth. Whether spending endless summer days outside or picking up trash on the playground, she always sought to sustain the planet’s beauty. Today, she is fortunate to do just that as the Sustainability Liaison at Grace Klein Community.

Grace graduated from the University of Lynchburg with a double major in Business Administration and Environmental Sustainability, along with a minor in International Relations. She was a member of the Westover Honors College, served as captain of the women’s soccer team, and was a regional student leader with Campus Outreach.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More