Tag: SNUG
This is Estate Planning with Mike and Scott (Ep. 15)

This is Estate Planning with Mike and Scott (Ep. 15)

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Can a legacy be more than assets? 

Discover how to leave a love letter to your family…

This week on Ideas by Mike™, Mike Milligan, CFP®, welcomes Scott Cary, Founder of Snug, to unveil how his groundbreaking platform is transforming estate planning. 

From safe document storage to AI-powered updates, Snug offers a modern, affordable approach to creating a legacy that reflects your values. Whether preparing for retirement or crafting a heartfelt “final love letter” for your loved ones, this episode will equip you with the insights to take action today.

Key Highlights:

  • Snug’s Mission: Redefining estate planning with simplicity and accessibility
  • Legacy Made Personal: Incorporate meaningful messages for loved ones alongside essential documents
  • Technology Meets Planning: Real-time updates and safe storage for ease of use
  • Debunking Myths: Estate planning is for everyone, not just the wealthy
  • Future Trends: How tools like Snug are reshaping holistic financial services
  • And much more!

Connect with Mike Milligan, CFP®:

Connect with Scott Cary:

About Our Guest:

Scott Cary is the Founder of Snug, a groundbreaking platform designed to simplify estate planning for everyone. With a passion for making legacy planning accessible, Scott has created a solution that combines cutting-edge technology with personalized financial services, helping individuals and families navigate the complexities of protecting their assets and safeguarding their future. Driven by a commitment to empower people with affordable, user-friendly tools, Scott is dedicated to redefining how we think about estate planning—ensuring it’s not just for the wealthy but for everyone.

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This is Ideas by Mike™ (Ep. 10)

This is Ideas by Mike™ (Ep. 10)

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Imagine a financial plan that not only builds your wealth but also enriches your life.

This week, Mike reflects on the values he learned from his grandmother’s sandwich shop — values that now shape his approach to financial planning. 

For Mike, wealth is more than money. It’s about aligning your finances with what matters most, like a secure retirement, supporting loved ones, or giving back.

So, his takeaway? 

Start early, focus on what’s important, and partner with someone who understands that true wealth serves your life, not the other way around.

Key Highlights:

  • Lessons from Mike’s entrepreneurial grandmother and their lasting impact
  • Why aligning your money with your values is essential for financial success
  • How integrating health and wealth creates a balanced, fulfilling life
  • The key areas of financial planning (taxes, retirement income, investments, long-term care)
  • Ways tools like HolistaPlan, Halo, and Snug simplify and enhance financial planning
  • A real-life case study: How Mike helped a high-earning family reduce stress through smart planning
  • Practical advice for beginners
  • And much more!

Resources:

Connect with Mike Milligan, CFP®:

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This is Legacy Planning (Ep. 9)

This is Legacy Planning (Ep. 9)

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Legacy planning is more than just dividing up financial assets; it’s about preserving the values, traditions, and harmony within a family.

This week on Ideas by Mike™, Mike Milligan, CFP®, highlights the importance of this often-overlooked step in his unique financial planning approach. 

By incorporating SNUG — a powerful platform designed to streamline the organization of essential documents, final wishes, and family legacies — Mike empowers families to face the emotional and practical challenges that come with losing a loved one with greater ease and confidence.

Key Highlights:

  • How legacy planning is the final piece of a comprehensive financial strategy, working alongside tax planning, retirement income, investment, and long-term care
  • The importance of preserving more than just financial assets — ensuring family stories, values, and traditions live on
  • SNUG and its unique benefits in simplifying the organization of critical documents, wills, and final wishes to avoid disorganization after death
  • Real-life stories that highlight the emotional and practical burdens families face without a proper legacy plan
  • And much more!

Resources:

Connect with Mike Milligan, CFP®:

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