Most high earners are leaving money on the table—failing to leverage tax strategies, automation, and personalized financial planning that can skyrocket their wealth. Today’s guest, Adam Dell, reveals how innovative technology and tailored advice are transforming the landscape for affluent individuals and advisors alike.
Discover how Domain Money is rewriting the rules of wealth management for the mass affluent, offering flat-fee models, sophisticated tax strategies, and a relationship-driven approach that keeps clients engaged and on track. Adam shares insider insights on building a truly personalized financial plan—focusing on values, goals, and behavioral economics—to prevent costly mistakes like underinvesting during market dips or neglecting estate transfer complexities. You’ll break down:
The future of wealth management beyond AUM fees, emphasizing transparency and choice.
How high-yield savings accounts (like Marcus by Goldman Sachs) are critical in building robust emergency funds.
The real power of behavioral economics in helping clients stay disciplined, especially amid market volatility.
The role of advanced tax planning—HSAs, Roth conversions, and long-term care strategies—that most advisors overlook.
The innovative partnership between Domain and 1.oak, designed to serve clients with smaller assets and nurture their growth toward more complex needs.
In this episode of Ideas by Mike podcast, we dive deep into the intersection of love and money with Financial Therapist and “Fractional Financial Behavior Officer,” Ashley Quamme.
🎧 What You’ll Learn: Many couples struggle with financial arguments, not because the math doesn’t work, but because the psychology doesn’t align. Mike and Ashley discuss why financial planning often fails without a psychological component, how to identify your “money scripts,” and the secrets to building a “Wealthy Marriage.”
Whether you are a saver married to a spender, or a financial advisor looking to better serve your clients’ emotional needs, this episode bridges the gap between the spreadsheet and real life.
In this 40th Episode of Ideas by Mike Podcast, Mike Milligan, CFP, sits down with financial experts Coach Pete D’Arruda & Gary Nolan to discuss the history of the US economy, the stock market, and personal finance strategies. Whether you are looking for retirement planning advice, trying to understand inflation, or just want a nostalgic look back at the “good old days,” this episode is packed with value.
Coach Pete D’Arruda – Known nationally as “Coach Pete,” Peter J. D’Arruda is the President of the Capital Financial Advisory Group and a fiduciary dedicated to helping clients navigate retirement with confidence.
With over 30 years in the financial arena, he is the host of the nationally syndicated radio show The Financial Safari, which airs weekly on over 50 stations across the country.
**We’d love to hear your thoughts! Don’t forget to subscribe and leave a comment below!**
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.
In this 37th episode of Ideas by Mike Podcast, Mike Milligan, CFP® and Tom Hegna went for another one to discuss his newest book “Who Wants To Be a Millionaire?”.
They revealed these HUGE financial mistakes younger generation can avoid because these financial mistakes are stopping them from reaching their First Million mark on their professional careers.
Tom Hegna explains Why the First Million is the Hardest and the critical importance of patience in wealth building.
Learn the math behind the $10.8 million mistake couples make and the essential savings discipline: The 10/20/70 Rule. They both discuss how to use the SEC Savings Goal Calculator to hit your targets, and Tom’s secret to career success: Finding Riches by being the Best in your Niche.
This episode provides the mindset and the math for building wealth faster and helping you execute your One of a Kind Financial Plan.
In this episode of the Ideas by Mike™ Podcast, Mike Milligan sits down with best-selling author David McKnight, creator of The Power of Zero. They dive deep into the truth about rising taxes, why the next 10 years are critical for retirement savers, and how to build a tax-free strategy before rates climb again.
When people talk about retirement, most conversations revolve around money — but what about what comes after the paychecks stop?
In our latest Ideas by Mike™ Podcast, we sit down with Dr. Riley Moynes, author of The Four Phases of Retirement, to unpack the emotional and psychological journey that every retiree goes through — and why so many struggle to find meaning once the “vacation” phase fades.
William Bengen retirement withdrawal strategies have shaped how millions plan for retirement. Known as the creator of the famous 4% Rule, Bengen now reveals new research that challenges the old standard. In this episode of the Ideas by Mike™ Podcast, Mike Milligan, CFP®, asks the key question: is 4% rule still safe in 2025?
Bengen explains why his updated research supports a 4.7% withdrawal rate, when retirees might take even 5.5%, and how diversification, inflation, and market conditions impact retirement success.
📞 Book your free complimentary portfolio analysis today: https://calendly.com/ideasbymike/linkedin-strategy-call?month=2025-07
**We’d love to hear your thoughts! Don’t forget to subscribe and leave a comment below!**
William P. Bengen is the pioneering financial planner who first formulated the now-famous “4 % Rule” for retirement withdrawals and coined the term “SAFEMAX.” With over 30 years of research on maximizing sustainable income in retirement, he’s updated the rule to 4.7 % in his new book A Richer Retirement. Bengen holds a B.S. in Aeronautics & Astronautics from MIT and an advanced degree in financial planning, and runs a website where he shares his charts, tables, and ongoing research.
Discover how to stand out in a crowded market and attract clients even in today’s competitive business landscape. Learn proven strategies to sharpen your business vision, use AI tools for clear and powerful messaging, and build trust through video, so you become the go-to choice in your industry. Whether you’re a financial advisor, entrepreneur, or small business owner, these insights will help you rise above the noise and grow with purpose.
In this episode of Ideas by Mike™, Mike Milligan sits down with Jeremy Houser, VP and Senior Advisor Development Consultant at Simplicity InsurMark, to explore how clarity of vision, belief in yourself, and purposeful communication can set you apart.
Jeremy shares how writing your vision down (“vapor to paper”), using video to build trust when you’re not in the room, and embracing the mindset shift of “Why not me?” can fundamentally reshape your business and your life.
You’ll discover:
How video builds trust and credibility, even when you’re not there
Why documenting your vision matters more than perfecting it
How AI tools can help bring clarity to your message and mission
The concept of “Retirement Chi” and creating a vision built around health, impact, and community
How small mindset shifts and consistent habits lead to big growth
Why personal connection is still the greatest differentiator in a crowded market
If you’re ready to move from ideas to action, and stop blending in, this episode is for you.
About our Guest:
As a trusted consultant and advisor to the financial professionals he serves, Jeremy is committed to helping you professionalize all aspects of your practice and unlock your full potential.
In early 2018, he identified a clear gap in service and support for advisors across the nation and built the Advisor Mentorship Program to address and close it. One of his passions within AMP is to help advisors refine their own process and attract clients instead of chasing them.
Today, this program continues to help a select group of advisors stay focused on achieving consistent growth, while adding value to their practice and developing Business Alpha through the resources available through InsurMark.
Do you have any financial inquiries wanting to get answered?
Leave us an email – mike@mikemilligancfp.com
Or Call/Text Mike Milligan to help you out – 757-909-7151
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Financial planning isn’t just about numbers; it’s about trust, connection, and understanding life’s goals.
How do you create meaningful client relationships? What does it take to navigate the ups and downs of the market while remaining grounded?
In this episode, Mike Milligan sits down with Christina Hill, Client Service Specialist at Ideas by Mike™, to discuss her approach to making financial planning accessible and personal. From balancing a bustling household of six daughters to helping clients stay calm during market fluctuations, Christina brings empathy and insight to every conversation.
Join us as Christina unravels:
(02:00) The art of personalized client service and navigating market sensitivity
(03:00) Her personal life, from raising six incredible daughters to managing household chaos
(11:00) Insights on client empowerment and financial education
(12:07) The philosophy behind nurturing her home garden with her husband, Frank
