Ideas by Mike™

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.

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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 i...

In this episode of the Ideas by Mike Podcast, Mike Milligan, CFP®, talks with Rhyan Finch, CEO of 1st Class Real Estate, about the mindset and strategies behind real estate investing and franchise growth. Rhyan shares how to spot real estate investing opportunities in today’s market, the role of financial discipline in scaling a business, and the key decisions that helped him grow one of the fastest-expanding real estate franchises...

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 c...

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 cli...

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...

In this episode of the Ideas by Mike podcast, host Mike Milligan, CFP shares the journey of his financial planning firm, Ideas by Mike, and its evolution into 1.oak Financial.

He discusses the tumultuous financial landscape over the past few years, the founding principles of his firm, and the importance of client-centered financial planning.

Mike emphasizes the need for a unique approach to financial services that prioritizes clien...

William Bengen retirement withdrawal strategies have shaped how millions plan for retirement. Known as the creator of the famous 4% Rule, Bengen now reveals new research that challenges the old standard. In this episode of the Ideas by Mike Podcast, Mike Milligan, CFP®, asks the key question: is 4% ru...

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, Re...

In this episode, Mike Milligan discusses innovative tax planning strategies that can help individuals and businesses maximize their financial potential. He explores various tax incentives, including the Augusta Rule, advanced strategies like ‘buy, borrow, and die’, and the benefits of Donor Advised Funds and Charitable Trusts.

Additionally, he delves into estate planning tools and the advantages of real estate investmen...

Discover how to stand out in a crowded market and attract clients even in today’s competitive business landscape. Learn proven strategies to sharpen your business vision, use AI tools for clear and powerful messaging, and build trust through video, so you become the go-to choice in your industry. Whether you’re a financial advisor, entrepreneur, or small business owner, these insights will help you rise above the noise and grow wit...

In this episode of Ideas by Mike, host Mike Milligan interviews Davin Michaels, a New York Times bestselling author and entrepreneur known for his innovative approach to business and life.

The conversation explores Davin’s journey from the fashion industry to the music business and his successful ventures in outsourcing.

They discuss the importance of living intentionally, the benefits of relocating to Puerto Rico, and the cr...

Financial planning isn’t just about numbers; it’s about trust, connection, and understanding life’s goals.

How do you create meaningful client relationships? What does it take to navigate the ups and downs of the market while remaining grounded?

In this episode, Mike Milligan sits down with Christina Hill, Client Service Sp...

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 ...

Have you ever wondered how similar healthcare and financial planning can be? 

It’s all about helping people get back on their feet, whether physically or financially.

In this episode, Mike Milligan chats with Barb Gleason, who transitioned from a career in healthcare to financial planning, about her experiences and in...

What’s the secret to navigating your financial future with confidence?

Join Mike Milligan as he sits down with Tom Haines from Annexus to demystify fixed index annuities and their strategic role in crafting one-of-a-kind financial plans tailored for your unique retirement journey. Tom shares insights from his distinguished career, highlighting how indexing...

From former college hockey player to a leading retirement specialist. Join host Mike Milligan as he sits down with team member Josef Mehall, a talented entrepreneurial spirit that is passionate about leaving things better than he found them. 

With his engaging story of growth to becoming a financial expert, Josef shares how...

In this episode, Mike Milligan introduces Scotty, a dedicated team member at Ideas by Mike. Scotty shares his journey from his roots on the Ohio-West Virginia border to becoming a legacy specialist, exploring life insurance, legacy planning, and self-care strategies for...

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 ad...