Curiosity might be the most underrated success skill on the planet – and Cody Lutz shows why it can change everything from your career to your retirement years. If you’re stuck, scaling, transitioning, or wondering what’s next, this conversation will challenge the assumptions that are keeping you small.
Cody’s path is anything but conventional: from growing up on a dirt road in a farming county, to working in a warehouse at Answers in Genesis, to traveling the world coordinating events, to leading teams in SaaS, to launching his own coaching business from a 12 by 20 shed on his property. That shed, now known as “the Shred,” became the home base for Backyard Shreds and the springboard into the executive coaching work he does today.
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Leave us an email – contact@mikemilligancfp.com
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Episode 57 of Ideas by Mike™ with Cody Lutz also available on YouTube!
In this latest episode of Ideas by Mike™, our guest speaker, Erika Wasserman shares a deep-frame work and explains the history why retirement as an emotional and subconscious journey, drawing in listeners searching for deeper understanding. It then unpacks Erica’s key insights with concrete examples, tools, and frameworks—highlighting tangible benefits and outcomes.
Erica Wasserman, a renowned financial therapist, reveals how childhood stories, cultural beliefs, and subconscious patterns shape your money decisions today—and how recognizing these stories can transform your retirement journey. Erica guides us through how to identify and reframe these deep-rooted beliefs, so they serve your future—not sabotage it.
You’ll discover the surprising power of renaming your retirement accounts to boost motivation, learn simple exercises to connect with your retirement vision, and understand why emotional readiness is equally vital as financial planning.
With practical tools like conversation cards and a step-by-step framework, Erica shows how even the toughest talks—about money, aging parents, or transitioning roles—can be approached with confidence and clarity.
This episode breaks down the common money myths that keep couples silent, explores the critical conversations for harmony, and shares how to create a flexible, meaningful retirement—what Erica calls Phase Three—where passion, purpose, and financial security blend seamlessly.
If you or your clients are approaching retirement or questioning their money mindset, this is your essential guide to navigating it with emotional intelligence and purpose.
Perfect for financial advisors, couples preparing for retirement, or anyone ready to make their money story work for them—not against them.
Don’t let subconscious scripts define your future; learn to tell a new, empowering story today.
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About Our Guest:
Erika Wasserman is CEO of Your Financial Therapist, which she founded in 2019. As a Certified Financial Therapist CFT™, a sought-after certification held by only 100 people in the world, she combines her education in finance and international economics with her passion for helping others, empowering individuals, couples, and companies to reshape the way they think about money.
Do you have any financial inquiries wanting to get answered?
Leave us an email – contact@mikemilligancfp.com
Or Call/Text Mike Milligan to help you out – 757-909-7151
