Tag: Personalized Finance
From Massage Therapy to Financial Empowerment: Liz Mundey’s Journey (Ep. 27)

From Massage Therapy to Financial Empowerment: Liz Mundey’s Journey (Ep. 27)

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In this episode, Mike Milligan introduces Liz Mundey, Senior Client Services Manager at Ideas by Mike™, who shares her unexpected path from massage therapist to financial services, driven by a desire to make a lasting impact. Liz discusses her motivations, how she found a home in the firm, and the importance of practical, personalized support in clients’ lives.

Mike and Liz discuss:

  • Liz’s surprising career test results in high school (03:13)
  • The transition from massage therapy to financial planning (05:32) 
  • Balancing work and family with purpose (10:31) 
  • Assisting clients through life transitions (14:45) 
  • And more!

Connect with Mike Milligan, CFP®:

Connect with Liz Mundey:

About our Guest:

Liz Mundey is the Senior Relationship Manager at Ideas by Mike, LLC. Her role was designed to give additional support to the clients! She does this by keeping accounts up to date, ensuring information is easy to access and understand, and staying closely connected with clients to ensure their financial plans stay in alignment with their evolving lives.

She is licensed in general life and insurance and is continuing her education every year in the world of finance. Becoming financially literate and getting to know all of the clients is her favorite part of the job. She truly loves what she does, which not everyone can say!

While she was born and raised in Arizona, she spent her twenties traveling the country, and it was a blast. 

Before working with Mike, she was a National Trainer (4 years), Licensed Massage Therapist (6 years), and a Business Consultant (5 years). The common denominator for all of these jobs is directly impacting people’s lives!

Today, she is incredibly grateful to be where she is. Embarking into the financial space has been a gift in her life! She is honored to be part of this team, to be making an impact as a financial office, and to be supporting the clients in a meaningful way.

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This is Our Ideal Client (Ep. 3)

This is Our Ideal Client (Ep. 3)

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Having a financial plan could help bring your dreams to life!

But no ordinary plan will do. You need one as unique as you are.

Join Mike Milligan, CFP® to hear about how he and his firm, Ideas by Mike™ approach the world of financial planning. Mike shares his experiences crafting custom financial strategies for a diverse range of clients, from federal employees to the quietly affluent hidden in plain sight. 

So, listen in as Mike uncovers the transformative journey clients embark upon working alongside the team at Ideas by Mike™, from the initial discovery call to the creation of a one-page financial plan that distills complex financial goals into actionable, understandable steps.

Mike discusses: 

  • The process of becoming a client of Ideas by Mike™ and the experience you can expect
  • The value of discovery meetings and getting to know one another
  • How to craft a one-page financial plan that simplifies and clarifies financial objectives
  • Reasons specialized financial planning needs federal employees and the quietly affluent
  • The importance of celebrating life’s milestones and managing life’s challenges through financial strategies
  • 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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