Tag: Podcast
Tips for Strengthening Your Retirement Income Strategy (Ep. 6)

Tips for Strengthening Your Retirement Income Strategy (Ep. 6)

By |

Paychecks do not need to stop in retirement…

With the right financial plan, it’s entirely possible to keep those “paychecks” coming, even after you stop working.

This week on Ideas by Mike™, Mike Milligan, CFP®, dives into the second critical element of the Ideas by Mike™ one-of-a-kind financial planning process, retirement income. Highlighting personal experiences and historical insights, Mike unveils actionable steps to help secure your financial future without fear of running out of money. 

Mike discusses: 

  • The first step of his one-page financial plans, tax planning, and how retirement income planning builds off of that
  • Different methods to help you obtain consistent retirement income
  • Historical insights into the evolution of pensions and retirement systems
  • Innovative tools such as income forecasters that the Ideas by Mike™ team uses to alleviate financial fears for retirees
  • And more!

Resources:

Connect with Mike Milligan, CFP®:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
This is Tax Planning (Ep. 5)

This is Tax Planning (Ep. 5)

By |

Did you know that over 56% of Americans now feel they pay more than their fair share in taxes?

This frustration is only growing. 

So, let’s dive into how you can approach tax planning to keep more of your hard-earned money!

Join Mike Milligan, CFP®, as he unpacks the history of taxes in the United States, the impact of tax planning on your financial future, and practical steps to take control of your tax liabilities. Follow along to hear about the partnership Ideas by Mike™ has to help you navigate your tax situation and how their holistic approach could help you reach your retirement goals.

Mike discusses: 

  • The historical context of tax rates in the United States and their current implications
  • How tax planning is the foundation of all real financial planning
  • The top 3 frustrations surrounding tax obligations
  • How their partnership with Holistiplan provides clients with comprehensive, personalized tax planning strategies
  • And more!

Resources:

Connect with Mike Milligan, CFP®:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
This is Our Ideal Client (Ep. 3)

This is Our Ideal Client (Ep. 3)

By |

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®:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More