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
Stop focusing only on the spreadsheet and start designing a life that matters. Join Mike Milligan, CFP® and design sociologist Dr. Gary David as they explore the human side of retirement, from navigating the “identity cliff” to the sociology of meaningful moments.
Learn how to transition from a job title to a purposeful new chapter, bridge the communication gap with your spouse about legacy and money, and create “...
Are you endlessly consuming financial content but still feeling stuck?
In this special solo episode of the Ideas by Mike podcast, Mike Milligan, CFP® takes a step back to connect the dots. Over the last fifteen episodes, we’ve explored wealth, health, fear, and communication—but how do all these pieces actually fit together into a real, actionable plan for your future?
Join Mike as he bridges the gap between cheap infor...
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 ha...
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 p...
In Episode 48 of Ideas by Mike podcast, Mike Milligan, CFP sat down with Ronnie Sadka, Chair of the Finance Department at Boston College and co-founder of MKT MediaStats. We dove deep into a fascinating concept he calls “Narrative Momentum.”
We humans have bounded rationality—we simply cannot process the millions of articles, tweets, and news stories published every single day. Because of this, the market often un...
Cut through the “sea of sameness” in financial advice by using communication as your competitive edge. In this episode of Ideas by Mike (Ep. 47), Mike Milligan, CFP, talks with communication expert Deirdre Van Ness about the three common mistakes advisors make, why effective speaking starts with strong content and emotional resonance, and how AI and gender dynamics are shaping the industr...
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 to...
(Ep. 45) The Science behind Fear & Bravery | Jill Schulman Answers Why many #solopreneurs Stay Stuck
Unlock the secret to living a brave, fulfilling life—at any age.
In this episode, Mike Milligan, CFP & Jill Schulman, a Marine turned corporate leader and bravery expert, reveals how embracing fear can propel you to your biggest dreams. Whether you’re nearing retirement, navigating career transitions, or seeking to elevate your personal growth, you’ll discover proven science-backed strategies to build courage,...
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.
In this episode of Ideas by Mike podcast, we dive deep into the intersection of love and money with Financial Therapist and “Fractional Financial Behavior Officer,” Ashley Quamme.
What You’ll Learn: Many couples struggle with financial arguments, not because the math doesn’t work, but because the psychology doesn’t align. Mike and Ashley discuss why financial planning often fails without a psychologic...
What if retirement isn’t about money at All?
In this episode of the Ideas by Mike Podcast, we explore retirement without fear through a powerful real-life transformation. From losing 80 pounds to redefining freedom, purpose, and identity after work, this conversation challenges everything most people believe about retirement.
**We’d love to hear your thoughts! Don’t forget to subscribe and leave a comment below!*...
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.
Coac...
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 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 fran...
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 climb again.
Watch it on YouTube: https://www.youtube.com/watch?v=RKVYnUY-NoY
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 Read more
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...
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