Ideas by Mike™

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

Shifting the Care Plan: From Patients to Portfolios with Barb Gleason (Ep. 26)

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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Navigating Retirement with Confidence: Strategies from Ideas by Mike (Ep. 25)

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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The Discipline Dividend: How You Do One Thing Is How You Do Everything with Josef Mehall (Ep. 24)

April 23, 2025 • 32 mins
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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Legacy & Long-Term Care: A Strategic Guide to Planning for the Future (Ep. 23)

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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Why Financial Literacy Should Start Young: January Liddell’s Mission (Ep. 22)

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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How to Live a One-of-a-Kind Life (Ep.21)

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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The Impact We Make In Our Communities (Ep.20)

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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Personal Stories of Impact with Grace Milligan (Ep.19)

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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The Impact of Strategic Partners and Clients (Ep. 18)

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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The Mission Behind Ideas by Mike™ (Ep. 17)

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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Elevate Your Finances in 2025 with One-of-a-Kind Strategies (Ep.16)

January 6, 2025 • 34 mins
Are you ready to transform your financial approach and make 2025 the year you finally achieve your one-of-a-kind life goals? Engage with captivating insights into tax planning, retirement income, and the paramount importance of having a genuinely personalized financial plan. Plus, look out for an engaging revelation of how 2025 can be your groundbreaking year. …

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

December 19, 2024 • 23 mins
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 …

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Mike, Heather, and Nicola on Health Driven Wealth (Ep. 14)

December 5, 2024 • 31 mins
Can your financial strategy unlock the secret to a longer, healthier life? This week on Ideas by Mike™, Mike Milligan, CFP®, welcomes Heather Holmes, Founder and CEO of Lumiant, and Nicola Perry, VP of Sales at Lumiant, to explore the game-changing connection between health and wealth. Drawing from their expertise, Heather and Nicola unveil Halo, …

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Mike and Steve on Purpose-Driven Investment Planning (Ep. 13)

November 21, 2024 • 25 mins
Is your portfolio working toward your dreams—or just chasing the market? This week on Ideas by Mike™, Mike Milligan, CFP®, sits down with Steve Osterink, CEO and Chief Investment Officer at Advisory Alpha, to explore the art and science of investment planning. Drawing from his vast experience managing $3.8 billion in assets, Steve shares practical …

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Mike and Jim on Retirement Income Planning (Ep. 12)

November 7, 2024 • 25 mins
Retirement planning goes beyond numbers—it’s about building a future that aligns with your values. This week on Ideas by Mike™, Mike Milligan, CFP®, and Jim Fisher unveils the value of developing a retirement income plan that remains adaptable and reliable. They cover the transition from growth to income strategies and how the Forecaster tool provides …

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Mike and Ben on Tax Planning with Holistiplan (Ep. 11)

October 24, 2024 • 29 mins
Taxes may be inevitable, but they don’t have to drain your wealth. Here’s how to turn them into a powerful tool for financial growth 💡 Mike Milligan, CFP® teams up with Ben Birkin from Holistiplan to reveal how this powerful software is transforming tax planning from a headache into a strategic advantage. It’s not just …

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This is Ideas by Mike™ (Ep. 10)

October 10, 2024 • 32 mins
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, …

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This is Legacy Planning (Ep. 9)

September 26, 2024 • 23 mins
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 …

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This is Long Term Care Planning (Ep. 8)

September 12, 2024 • 31 mins
Did you know that over 70% of people aged 65 and older will need some form of long-term care services in their lifetime?  This week, Mike Milligan, CFP®, dives into the world of long-term care planning, highlighting the difference it can make in our lives.  Follow along to explore HALO, an innovative tool designed to …

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This is Investment Planning (Ep. 7)

August 29, 2024 • 34 mins
Investing is an important piece of retirement planning, but there is much more to it than just picking “the right” stocks. This week on Ideas by Mike™, Mike Milligan, CFP®, breaks down the third step in his one-of-a-kind financial planning processes, investment management. Mike explains the importance of setting specific goals and developing strategies to …

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