Ideas by Mike™

Mike Milligan, CFP®

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! read less

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

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

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 … Read More Read More

Episodes

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

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

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 … Read More Read More

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

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

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 … Read More Read More

This is Ideas by Mike™ (Ep. 10)

This is Ideas by Mike™ (Ep. 10)

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, … Read More Read More

This is Legacy Planning (Ep. 9)

This is Legacy Planning (Ep. 9)

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 … Read More Read More

This is Long Term Care Planning (Ep. 8)

This is Long Term Care Planning (Ep. 8)

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 … Read More Read More

This is Investment Planning (Ep. 7)

This is Investment Planning (Ep. 7)

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 … Read More Read More

Tips for Strengthening Your Retirement Income Strategy (Ep. 6)

Tips for Strengthening Your Retirement Income Strategy (Ep. 6)

Paychecks do not need to stop in retirement… With the right financial plan, it’s entirely possible to keep those “paychecks” coming, even after you stop working. This week on Ideas by Mike™, Mike Milligan, CFP®, dives into the second critical element of the Ideas by Mike™ one-of-a-kind financial planning process, retirement income. Highlighting personal experiences … Read More Read More

This is Tax Planning (Ep. 5)

This is Tax Planning (Ep. 5)

Did you know that over 56% of Americans now feel they pay more than their fair share in taxes? This frustration is only growing. So, let’s dive into how you can approach tax planning to keep more of your hard-earned money! Join Mike Milligan, CFP®, as he unpacks the history of taxes in the United … Read More Read More

This is WHY Money is Important: IBM Employee Edition (Ep. 4)

This is WHY Money is Important: IBM Employee Edition (Ep. 4)

Your financial journey is as unique as you are. So, in order to plan for a bright future you first need to ask yourself one simple question: Why is money important to you? This week on Ideas by Mike™, Mike Milligan, CFP® brings on a few members of his dynamic team, including Kaitlan Costner, Marcus … Read More Read More

This is Our Ideal Client (Ep. 3)

This is Our Ideal Client (Ep. 3)

Having a financial plan could help bring your dreams to life! But no ordinary plan will do. You need one as unique as you are. Join Mike Milligan, CFP® to hear about how he and his firm, Ideas by Mike™ approach the world of financial planning. Mike shares his experiences crafting custom financial strategies for … Read More Read More

This is Our Team (Ep. 2)

This is Our Team (Ep. 2)

Have you ever wondered what makes a financial planning firm truly dynamic and impactful? In this week’s episode, Mike Milligan, CFP® dives into the heart of Ideas by Mike™ by showcasing his valued team. Tune in and get the inside scoop with unique insights into the firm’s mission, values, and the innovative approach they bring … Read More Read More

This is Personal with Your Host, Mike Milligan, CFP® (Ep. 1)

This is Personal with Your Host, Mike Milligan, CFP® (Ep. 1)

Are you ready to redefine your idea of financial planning to reflect your one-of-a-kind life? Welcome to the inaugural episode of Ideas by Mike™ with Mike Milligan, CFP®, a seasoned Certified Financial Planner® and the visionary behind Ideas by Mike™. This week, Mike shares stories of crafting a unique financial advisory business that resonates with … Read More Read More

Ideas by Mike™ Coming Soon!

Ideas by Mike™ Coming Soon!

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 … Read More Read More