Tag: Estate Planning
This is Estate Planning with Mike and Scott (Ep. 15)

This is Estate Planning with Mike and Scott (Ep. 15)

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Can a legacy be more than assets? 

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
  • And much more!

Connect with Mike Milligan, CFP®:

Connect with Scott Cary:

About Our Guest:

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.

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This is Ideas by Mike™ (Ep. 10)

This is Ideas by Mike™ (Ep. 10)

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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, like a secure retirement, supporting loved ones, or giving back.

So, his takeaway? 

Start early, focus on what’s important, and partner with someone who understands that true wealth serves your life, not the other way around.

Key Highlights:

  • Lessons from Mike’s entrepreneurial grandmother and their lasting impact
  • Why aligning your money with your values is essential for financial success
  • How integrating health and wealth creates a balanced, fulfilling life
  • The key areas of financial planning (taxes, retirement income, investments, long-term care)
  • Ways tools like HolistaPlan, Halo, and Snug simplify and enhance financial planning
  • A real-life case study: How Mike helped a high-earning family reduce stress through smart planning
  • Practical advice for beginners
  • And much more!

Resources:

Connect with Mike Milligan, CFP®:

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This is Our Team (Ep. 2)

This is Our Team (Ep. 2)

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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 to the financial planning industry. 

Whether it’s about making an impact on the community or creating personalized financial strategies, this conversation unveils the essence of what makes Ideas by Mike™ stand out.

Mike and his team discuss: 

  • How Mike began his career in financial planning
  • Reasons Mike built the diverse and dynamic team behind Ideas by Mike™ 
  • The pivotal role of inclusivity and representation of women and younger generations in financial planning
  • The mission of Ideas by Mike™  and some of the charitable efforts they have made
  • And more!

Resources:

Connect with Mike Milligan, CFP®:

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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)

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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 your personal goals and dreams. In this discussion, you will discover not just the nuts and bolts of financial management but the very heart and soul that should drive it. 

Anchored by Mike’s deeply personal experiences and the profound stories that shaped his approach, this conversation is a treasure trove for anyone looking to navigate their finances with purpose, passion, and a touch of personal flair.

Talking points include:

  • The unique value of one-of-a-kind financial planning
  • How Mike’s family and personal experiences shaped his financial perspectives and business model
  • The importance of preparing for life’s unpredictability with sound financial advice
  • Strategies to make your financial plan a living, breathing guide for your lifelong journey
  • Mike’s life outside of the office (ranging from travel stories to personal hobbies)
  • And more!

Connect with Mike Milligan, CFP®:

About Your Host:

With over 24 years of experience in helping folks through the world of finances and life as an advisor, friend, and coach, Mike Milligan, CFP® knows we all need help. Personally, Mike has received tremendous help in life — from getting in shape and achieving weight loss and fitness goals to growing a great business. He has also gotten great counsel on how to use his mind to control his choices and decisions.

Mike is a lifelong learner looking to use his practiced skills to help others just as folks have helped him. Mike is licensed in life and health insurance. He attained his CFP® (CERTIFIED FINANCIAL PLANNER™) and Accredited Investment Fiduciary® (AIF®) designations to help his clients. Mike has worked for major banks and small investment firms to learn the ropes before starting his own firm almost a decade ago. Professionally, his goal is to be well-known as a trusted advisor who always has every client’s best interest in mind.

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