Tag: Financial Freedom

Tax Strategies for High-Income Earners Who is "Time Poor But Cash Rich" with Keshav Kolur (EP. 49)
Tax Strategies for High-Income Earners Who is “Time Poor But Cash Rich” with Keshav Kolur (EP. 49)

Tax Strategies for High-Income Earners Who is “Time Poor But Cash Rich” with Keshav Kolur (EP. 49)

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Is your wealth over-concentrated in company stock? In this episode of Ideas by Mike podcast, host Mike Milligan, CFP, sits down with Keshav Kolur—a former software engineer at Amazon and Meta who walked away from the cubicle to build Clive Capital.

Keshav reveals how he applies a “tech brain” to evaluate real estate, oil, and gas deals to minimize downside risk. If you are a high-income earner who is “time poor but cash rich,” this episode is your blueprint for rewriting your financial story through passive income and sophisticated tax strategies.

In this episode, you’ll learn:

  • Why tech employees are often dangerously over-concentrated in RSUs.
  • The specific “engineering guardrails” Keshav uses to vet private equity deals.
  • How to legally and ethically slash your tax bill through alternative assets.
  • The journey from Georgia Tech robotics to managing a multi-million dollar fund of funds.
  • Alternative Investments 2026 and the Passive Income for Tech Employees.
  • Real Estate Syndication Strategies and how to do RSU Diversification.
  • Tax Saving Strategies for High Earners.
  • Meta & Amazon Employee Wealth.
  • Oil and Gas Passive Income and doing Engineering Mindset in Investing.

Connect with Keshav Kolur:
Website: https://www.clivecap.com
LinkedIn: https://www.linkedin.com/in/keshavkolur
Free Resource: 100+ Question Due Diligence Checklist – https://www.clivecap.com/alternative-assets

Watch the full episode here: YouTube Link

To learn more about us, visit www.1oakfinancial.com   |  Don’t forget to subscribe to our YouTube Channel for latest updates!

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(Ep. 45) The Untold Science Behind Fear & Bravery and the #1 Reason Many Solopreneurs Stay Stuck
(Ep. 45) The Science behind Fear & Bravery | Jill Schulman Answers Why many #solopreneurs Stay Stuck

(Ep. 45) The Science behind Fear & Bravery | Jill Schulman Answers Why many #solopreneurs Stay Stuck

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Unlock the secret to living a brave, fulfilling life—at any age.

In this episode, Mike Milligan, CFP & Jill Schulman, a Marine turned corporate leader and bravery expert, reveals how embracing fear can propel you to your biggest dreams. Whether you’re nearing retirement, navigating career transitions, or seeking to elevate your personal growth, you’ll discover proven science-backed strategies to build courage, conquer doubts, and take bold steps forward.

This episode is perfect for anyone feeling stuck—from entrepreneurs and executives to retirees aiming to live intentionally. If you want to turn fear into your greatest motivator and craft a life of purpose, this conversation is your blueprint. Don’t let fear hold you back from reaching your highest potential—your brave new chapter starts here.

YT Link: Ideas by Mike Podcast Episode 45 – Click this link to watch it on YouTube

Connect with Jill Schulman on LinkedIn or at www.jillschulman.com for your free bravery assessment and blueprint. Her book, The Bravery Effect, is available everywhere books are sold. Whether you’re looking to boost confidence, pivot careers, or inspire loved ones, this episode will leave you motivated to step into your own bravery.

To learn more about us, visit www.1oakfinancial.com   |  Don’t forget to subscribe to our YouTube Channel for latest updates!

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Elevate Your Finances in 2025 with One-of-a-Kind Strategies (Ep.16)

Elevate Your Finances in 2025 with One-of-a-Kind Strategies (Ep.16)

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Are you ready to transform your financial approach and make 2025 the year you finally achieve your one-of-a-kind life goals?

Engage with captivating insights into tax planning, retirement income, and the paramount importance of having a genuinely personalized financial plan. Plus, look out for an engaging revelation of how 2025 can be your groundbreaking year.

Mike Milligan looks forward to helping you seize 2025 with fresh financial resolutions and personalized planning!

Key conversations include:

  • Implementing a “one-of-a-kind” financial plan that aligns with your personal goals and priorities from the outset of 2025
  • Learning from professionals about the importance of future tax scenario preparedness
  • Exploring innovative retirement income strategies to ensure financial security.
  • Embracing the art of human connection as a vital part of maintaining mental and financial well-being throughout the year
  • And more!

Connect with Mike Milligan, CFP®:

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