Are your childhood memories secretly managing your money? 🤔
We ALL have these stories.
On this week’s episode of the Ideas by Mike podcast, I sat down with Dr. Megan McCoy, one of the top academic minds in financial therapy. We went deep into the psychology of how we handle money across every generation.
Dr. McCoy even shared her own vulnerable money story about how wanting to “save the world” made her think she had to take a vow of poverty—and how she rewrote that narrative. It was absolute podcast gold.
If you’ve ever felt paralyzed by a financial decision, or if you’re arguing with your spouse about money, this episode is basically a free therapy session.
Is your wealth over-concentrated in company stock? In this episode of Ideas by Mike podcast, host Mike Milligan, CFP, sits down with Keshav Kolur—a former software engineer at Amazon and Meta who walked away from the cubicle to build Clive Capital.
Keshav reveals how he applies a “tech brain” to evaluate real estate, oil, and gas deals to minimize downside risk. If you are a high-income earner who is “time poor but cash rich,” this episode is your blueprint for rewriting your financial story through passive income and sophisticated tax strategies.
In this episode, you’ll learn:
Why tech employees are often dangerously over-concentrated in RSUs.
The specific “engineering guardrails” Keshav uses to vet private equity deals.
How to legally and ethically slash your tax bill through alternative assets.
The journey from Georgia Tech robotics to managing a multi-million dollar fund of funds.
Alternative Investments 2026 and the Passive Income for Tech Employees.
Real Estate Syndication Strategies and how to do RSU Diversification.
Tax Saving Strategies for High Earners.
Meta & Amazon Employee Wealth.
Oil and Gas Passive Income and doing Engineering Mindset in Investing.
In this 46th episode of the Ideas by Mike podcast, host Mike Milligan, CFP interviews KC Chohan, founder of Together CFO, who specializes in tax strategies for high-net-worth individuals and entrepreneurs.
KC shares his journey from working in a Fortune 500 company to becoming a fractional CFO, emphasizing the importance of understanding tax loopholes and structures to optimize financial outcomes.
The conversation covers various topics, including the future of taxes, the differences between W-2 employees and entrepreneurs, charitable giving, and real-time tax planning scenarios. KC also warns about scams in the tax planning space and stresses the importance of understanding tax strategies before signing any agreements.
KC Chohan is a tax strategist and the founder of Together CFO, a firm dedicated to helping entrepreneurs, solopreneurs, and high-net-worth individuals legally minimize their tax liabilities. He specializes in transitioning business owners into family office structures to protect their assets and optimize their long-term wealth.
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 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.
Tom Hegna retirement income strategies are some of the most researched, proven methods to retire with security, peace of mind, and lasting wealth. In this episode of the Ideas by Mike™ Podcast, Mike Milligan, CFP®, sits down with Tom Hegna—renowned author of Paychecks and Playchecks and Don’t Worry, Retire Happy—to uncover his formula for creating guaranteed lifetime income, reducing taxes, and protecting family wealth. #TomHegna #RetirementIncomeStrategies #ideasbymike
Stream all past episode of Ideas by Mike™ Podcast for Expert Financial Planning Insights in our YouTube channel!
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👤 About Our Guest: Tom Hegna
Tom Hegna is a world-renowned retirement income expert, economist, and author widely known as the “Retirement Income Guru.” With decades of experience as a financial industry executive, retirement strategist, and keynote speaker, Tom has helped thousands of individuals and advisors understand how to retire happy and secure.
– Why annuities must play a foundational role in retirement income.
– The truth about fake fiduciaries—and how to spot them.
– Strategies for Roth conversions and cash value life insurance.
– How to build a wealth floor with life insurance for your family.
– Why guaranteed income leads to happier, longer retirements.
– How to prepare for the long-term care crisis with hybrid solutions.
– The balance between short-term liquidity and long-term stability.
This conversation with Tom Hegna is packed with insights that every retiree and pre-retiree should hear. This conversation is a masterclass in building a plan that actually works—covering income, taxes, legacy, investments, and healthcare.
📖 Episode Chapters:
00:00 – Tom Hegna Retirement Income Strategies (Intro)
22:59 – Safe Withdrawal Rate vs. Lifetime Guarantees
24:14 – Building a Wealth Floor with Life Insurance
25:56 – Creating a Comprehensive Financial Plan
27:38 – Short-Term vs. Long-Term Balance in Retirement
28:53 – Which Tom Hegna Book to Start With
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