Tag: Personalized Financial Plans
Why Financial Literacy Should Start Young: January Liddell’s Mission (Ep. 22)

Why Financial Literacy Should Start Young: January Liddell’s Mission (Ep. 22)

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What do planning for the future and teaching financial literacy to the next generation have in common?

In this unique episode, Mike Milligan welcomes January Liddell to the show. Money isn’t just about numbers; it’s about narratives. Explore how January, a dynamic financial professional, balances roles as a mother, wife, and author, while fiercely advocating for financial literacy beginning in childhood. January’s insights into minimizing taxes and the challenges of traditional retirement savings plans will transform how you think about your financial future.

Mike and January discuss key topics including:

  • January Liddell’s journey (02:00)
  • Financial mistakes and learning opportunities (04:00)
  • Teaching financial literacy to children (05:23)
  • Strategies to tackle taxes and financial burdens (10:38)
  • The philosophy behind the Ideas by Mike™ approach (12:44)
  • Personal growth, motivation, and community engagement (13:51)
  • Tips to take control of your finances (20:43)

January shares her story and insights to inspire listeners to create personalized financial plans that resonate with their values.

References: 

Connect with Mike Milligan, CFP®:

Connect with January Liddell:

About Our Guest:

January Liddell has over three years of experience in the financial industry, dedicated to helping clients achieve tax-free gains and secure access to their finances. She focuses on the ERFT method, “Eliminating Risk, Fees, and Taxes.” With a focus on protecting money from market risk and volatility, January provides her clients with peace of mind, knowing that their hard-earned assets are safe. 

Her extensive knowledge of financial products is matched by her unwavering commitment to client success. January radiates positive energy and is a pleasure to interact with. She understands that communication is essential, regularly keeping in touch with clients to ensure their financial goals are on track. Most importantly, January makes her clients’ success her top priority, giving them the confidence that she truly has their back every step of the way

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This is WHY Money is Important: IBM Employee Edition (Ep. 4)

This is WHY Money is Important: IBM Employee Edition (Ep. 4)

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Your financial journey is as unique as you are. So, in order to plan for a bright future you first need to ask yourself one simple question:

Why is money important to you?

This week on Ideas by Mike™, Mike Milligan, CFP® brings on a few members of his dynamic team, including Kaitlan Costner, Marcus Washington, Nicole Stam, and Liz Mundey, to dive into this fundamental question they ask all their clients.

Tune in and explore the team’s unique roles and hear different perspectives on financial priorities, the role of money in achieving life goals, and how understanding client relationships can lead to impactful, one-of-a-kind financial plans.

Episode highlights include: 

  • An introduction to the team and their unique roles at Ideas by Mike™
  • Marcus discusses varying client responses and the universal fear of running out of money
  • Nicole shares her journey to financial literacy and the importance of budgeting and autonomy
  • Liz highlights the need for security, legacy, and the personal touch in financial planning
  • Kaitlan emphasizes the value of transparency and expectations in managing client trust and money
  • And more!

Resources:

Connect with Mike Milligan, CFP®:

About Our Guests:

Kaitlan Costner is the Chief Operating Officer (COO) at Ideas by Mike™. She oversees and manages the day-to-day operations of the company, ensuring they align with its strategic goals. She is responsible for handling all business submissions and processing, nurturing relationships with partners, and closely monitoring the company’s financial performance.

Marcus Washington is a Retirement Specialist at Ideas By Mike™. He graduated from Abilene Christian University in 2011 with a Bachelor of Science. With extensive experience in the Financial Service Industry, Marcus has specialized in assisting Federal Employees in navigating their retirement plans, particularly focusing on the complexities of FERS and CSRS retirement plans.

Nicole Stam serves as the Marketing & Lead Generation Strategist for Ideas By Mike™. With a background in digital marketing and cybersecurity, she has cultivated a keen interest in staying abreast of technological trends. Nicole leverages this expertise to transform innovative methodologies into successful marketing and lead-generation strategies. With a proven track record of success, she remains committed to making significant strides in the marketing industry through pioneering campaigns.

Liz Mundey is the Senior Relationship Manager at Ideas by Mike™ tasked with providing enhanced client support. Her responsibilities include maintaining up-to-date accounts, ensuring accessible and comprehensible information, and maintaining close communication with clients to ensure their financial plans evolve in alignment with their lives.

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