Ideas by Mike™
Welcome to Ideas by Mike™ — The Podcast with Mike Milligan, CFP®, where you will find one-of-a-kind financial planning advice for your one-of-a-kind life. With over 22 years of experience as a Certified Financial Planner®, Mike shares experiences and advice on crafting simple, easy-to-understand financial plans based on your values and priorities. He believes that taking a personalized approach is the best way to prepare for the future and gives meaning to your finances. So, follow along as Mike and his guests explore different strategies and tools that could help you secure your financial future in retirement!
Episodes
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. 👉 …
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October 20, 2025 • 33 mins
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 …
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October 3, 2025 • 37 mins
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 …
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September 19, 2025 • 27 mins
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% rule still safe in 2025? Bengen …
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September 5, 2025 • 32 mins
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 …
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August 25, 2025 • 29 mins
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 …
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August 12, 2025 • 34 mins
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 …
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August 7, 2025 • 29 mins
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 …
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June 30, 2025 • 29 mins
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 Specialist at Ideas by Mike™, to …
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June 27, 2025 • 29 mins
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 a home in the firm, and the importance of practical, personalized support …
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May 21, 2025 • 22 mins
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 insights. She shares her journey, the …
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May 7, 2025 • 42 mins
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 strategies can safeguard …
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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 he helps clients …
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April 9, 2025 • 34 mins
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 life’s later stages. Join them as Scotty shares his personal story and uncovers the …
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April 1, 2025 • 26 mins
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 …
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March 19, 2025 • 23 mins
Ever faced a mountain and thought, “I can’t do this?” This episode serves as a way to combat this thought. As the calendar turns to 2025, Mike Milligan recounts an incredible journey to Peru’s Rainbow Mountain and draws parallels to the journey of retirement planning. Learn how each individual step, supported by a trusted guide, …
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March 7, 2025 • 28 mins
What makes a team truly one of a kind? Join host Mike Milligan, a Certified Financial Planner® with over two decades of experience, as he delves into the power of individuality with team members Kelsey Vollmer and Marcus Washington. Together, they explore how their personal experiences influence their communities. Mike, Kelsey and Marcus discuss: The …
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February 20, 2025 • 32 mins
How can simple actions lead to meaningful change? Mike Milligan sits down with his daughter Grace, to explore what it truly means to make an impact. Grace shares her inspiring journey from creating fly swatters out of thrift store finds to leading charitable efforts at Grace Klein Community’s food rescue mission. This discussion dives deep …
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February 5, 2025 • 28 mins
What makes a financial plan truly stand out? Mike Milligan explores how strategic partnerships are key to creating personalized, effective financial plans. Joined by Tiffany Saunders and Liz Mundey, they discuss how working together and embracing new ways of thinking are changing the financial planning landscape. Find out how partnerships with innovative platforms like Halo …
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January 16, 2025 • 28 mins
Financial planning can truly change lives, not just through numbers but by making a real impact in our communities. Mike, Kaitlan, and Katie shed light on how they’re redefining financial planning through community impact. They dive into how Ideas by Mike is not only crafting unique financial plans but also investing in meaningful change from …
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