Ideas by Mike™
de Mike Milligan, CFP®
Último episodio
Story of a Successful Generational Change: What Business Owners…
Story of a Successful Generational Change: What Business Owners…
Sobre este podcast
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!
Episodios
Los 20 episodios más recientes de 62
- Story of a Successful Generational Change: What Business Owners Really Need | Ideas by Mike™ EP61 · 33 min · Episodio 61Why do few family businesses reach a third generation? Jason Shupp shares how legacy, work ethic, and advisory boards help businesses endure.
- IRMAA Explained: The Hidden Medicare Surcharge That Costs Retirees Thousands | Ideas by Mike™ EP60 · 40 minDid you know crossing an income line by just $1 in retirement could cost you and your spouse thousands of dollars every year? In this episode 60 of the Ideas by Mike, Mike…
- Customer-Centric vs. Customer-Driven: How to Grow Your Business| Ideas by Mike™ EP59 · 36 min · Episodio 59After listening to this episode, you'll consider thinking about these provocative thoughts and ask yourself, 'Does your business treat customers as mere transactions, or as the…
- How AI is Transforming Retirement, Business, and Wealth Building | Ideas by Mike™ EP58 · 32 min · Episodio 58Dan Chuparkoff is an international keynote speaker, technology strategist, and AI expert. Having previously worked as a team lead at Google, Dan left the tech giant to help…
- Curiosity, Clarity, and the Four Doors into Better Retirement | Ideas by Mike™ EP57 · 39 min · Episodio 57In this episode of the Ideas by Mike™ podcast, host Mike Milligan, CFP sits down with Cody Lutz, a coach who helps high-performing people think more clearly, act more…
- A Story of Faith, Portfolio Design & Hidden Reasons to Get Annuities Right | Ideas by Mike™ EP56 · 49 min · Episodio 56In this episode of the Ideas by Mike™ podcast, host Mike Milligan sits down with Tracy Lownsberry, an industry-leading financial professional, trusted trainer, and founder of The…
- Find Your One of a Kind: From Knowing the Problem to Fixing Your Retirement | Ideas by Mike™ EP41 · 33 min · Episodio 41In this prequel episode of Ideas by Mike™, Mike steps up to the mic alone to break down the 6 Moves to Stop Borrowing Desires and Start Living a One-of-a-Kind Life.
- The Massive Structural Differences When Evaluating Bitcoin vs Crypto | Ideas by Mike™ EP55 · 40 min · Episodio 55Is your financial advisor still stuck in the 1960s? In this episode of Ideas by Mike™, host Mike Milligan, CFP sits down with Eric Runge, a third-generation entrepreneur and…
- Financial Therapy 101: How Your “Money Scripts” Controls Your Future | Ideas by Mike™ EP54 · Episodio 54In this episode of Ideas by Mike™, financial therapist Erica Wasserman joins host Mike Milligan, CFP to explore the emotional side of retirement planning. Moving beyond just the…
- How to Never Miss a Moment in Your Next Chapter with Dr. Gary David | Ideas by Mike™ Ep. 53 · 35 min · Episodio 53Stop 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…
- How to Retire into a Dream Job: The Emotional Nature of Retirement | Ideas by Mike™ (Ep. 52) · 56 min · Episodio 52In this episode of Ideas by Mike™, Mike Milligan, CFP® sits down with Dr. Ives Machiz, PhD, CFP®, a fee-only pioneer, shares lessons from 4 careers on retiring into purpose…
- Information is Cheap, Transformation is Rare | Ideas by Mike™ (EP. 51) · 26 min · Episodio 51Are 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…
- Family Wealth Strategy: From One Generation to the Next | Dr. Megan McCoy (EP. 50) · 40 min · Episodio 44Are 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…
- Tax Strategies for High-Income Earners Who is “Time Poor But Cash Rich” with Keshav Kolur (EP. 49) · 40 min · Episodio 49Is 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…
- (Ep. 48) How Narrative Momentum Predicts Market Shifts Before the Data | Ronnie Sadka · 35 min · Episodio 48In 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…
- (Ep. 47) 3 Communication Mistakes Financial Advisors Make (And How To Fix Them) | Deirdre Van Nest · 34 min · Episodio 47Cut 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…
- (Ep. 46) Real Reason Why Rich People Pay Less in Taxes – Tax Planning Tips & Tricks with KC Chohan · 38 min · Episodio 46In 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…
- (Ep. 45) The Science behind Fear & Bravery | Jill Schulman Answers Why many #solopreneurs Stay Stuck · 28 min · Episodio 45Unlock 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…
- (Ep. 44) Building Personalized Financial Plans That Speak to Your Values with Adam Dell · 34 min · Episodio 44Most 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…
- (Ep. 43) How to Stop Fighting About Money: “Financial Therapy” Tips w/ Ashley Quamme · 35 min · Episodio 43In 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…
