Ideas by Mike™

By Mike Milligan, CFP®

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Episodes: 51

Description

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!

Episode Date
Information is Cheap, Transformation is Rare | Ideas by Mike™ (EP. 51)
May 22, 2026
Family Wealth Strategy: From One Generation to the Next | Dr. Megan McCoy (EP. 50)
Apr 24, 2026
Tax Strategies for High-Income Earners Who is “Time Poor But Cash Rich” with Keshav Kolur (EP. 49)
Apr 10, 2026
(Ep. 48) How Narrative Momentum Predicts Market Shifts Before the Data | Ronnie Sadka
Mar 27, 2026
(Ep. 47) 3 Communication Mistakes Financial Advisors Make (And How To Fix Them) | Deirdre Van Nest
Mar 13, 2026
(Ep. 46) Real Reason Why Rich People Pay Less in Taxes – Tax Planning Tips & Tricks with KC Chohan
Feb 27, 2026
(Ep. 45) The Science behind Fear & Bravery | Jill Schulman Answers Why many #solopreneurs Stay Stuck
Feb 13, 2026
(Ep. 44) Building Personalized Financial Plans That Speak to Your Values with Adam Dell
Jan 30, 2026
(Ep. 43) How to Stop Fighting About Money: “Financial Therapy” Tips w/ Ashley Quamme
Jan 16, 2026
(Ep. 42) LOSING 80 POUNDS AT AGE 64: How to RECLAIM Your HEALTH for an active Retirement
Jan 02, 2026
(Ep. 40)How Inflation Reshaped America’s Cost of Living (1909 vs 2025 Historic Prices Changes)
Dec 19, 2025
(Ep. 39) AI and the Age of Abundance: A Futurist Perspective from Dr. Axel Meierhoefer
Dec 05, 2025
Real Estate Investing Tips & Franchise Growth Strategies with Rhyan Finch (Ep. 38)
Nov 28, 2025
Tom Hegna’s Book for Getting Your First $1M | Financial Mistakes Young Adults Should Avoid (Ep. 37)
Nov 14, 2025
Answering Why Taxes Could Derail Your Retirement | David McKnight’s New Insights (Ep. 36)
Oct 31, 2025
Understanding The 4 Phases of Retirement & How to Thrive in Each One w Dr. Riley Moynes (EP. 35)
Oct 20, 2025
1.OAK Financial’s True Meaning: Guiding People to Overcome Fear & Anxiety Around Finances (Ep. 34)
Oct 03, 2025
William P. Bengen’s Newest Updates: How Retirees Can Safely Withdraw 4.7% or Even 5.5% Ep. 33
Sep 19, 2025
Conversation with Tom Hegna: Proven Formula for Retirement Income, Wealth & Peace of Mind (Ep. 32)
Sep 05, 2025
Tax Strategies For Wealth Building You Probably Didn’t Know (Ep. 31)
Aug 25, 2025
How to Stand Out in a Crowded Market using Vision, AI & Personal Connection (Ep. 30)
Aug 12, 2025
Daven Michaels Talks About The #1 Mistake Business Owners Make When Growing (Ep. 29)
Aug 07, 2025
Building Financial Confidence and Authentic Connections with Christina Hill (Ep. 28)
Jun 30, 2025
From Massage Therapy to Financial Empowerment: Liz Mundey’s Journey (Ep. 27)
Jun 27, 2025
Shifting the Care Plan: From Patients to Portfolios with Barb Gleason (Ep. 26)
May 21, 2025
Navigating Retirement with Confidence: Strategies from Ideas by Mike (Ep. 25)
May 07, 2025
The Discipline Dividend: How You Do One Thing Is How You Do Everything with Josef Mehall (Ep. 24)
Apr 23, 2025
Legacy & Long-Term Care: A Strategic Guide to Planning for the Future (Ep. 23)
Apr 09, 2025
Why Financial Literacy Should Start Young: January Liddell’s Mission (Ep. 22)
Apr 01, 2025
How to Live a One-of-a-Kind Life (Ep.21)
Mar 19, 2025
The Impact We Make In Our Communities (Ep.20)
Mar 07, 2025
Personal Stories of Impact with Grace Milligan (Ep.19)
Feb 20, 2025
The Impact of Strategic Partners and Clients (Ep. 18)
Feb 05, 2025
The Mission Behind Ideas by Mike™ (Ep. 17)
Jan 16, 2025
Elevate Your Finances in 2025 with One-of-a-Kind Strategies (Ep.16)
Jan 06, 2025
This is Estate Planning with Mike and Scott (Ep. 15)
Dec 19, 2024
Mike, Heather, and Nicola on Health Driven Wealth (Ep. 14)
Dec 05, 2024
Mike and Steve on Purpose-Driven Investment Planning (Ep. 13)
Nov 21, 2024
Mike and Jim on Retirement Income Planning (Ep. 12)
Nov 07, 2024
Mike and Ben on Tax Planning with Holistiplan (Ep. 11)
Oct 24, 2024
This is Ideas by Mike™ (Ep. 10)
Oct 10, 2024
This is Legacy Planning (Ep. 9)
Sep 26, 2024
This is Long Term Care Planning (Ep. 8)
Sep 12, 2024
This is Investment Planning (Ep. 7)
Aug 29, 2024
Tips for Strengthening Your Retirement Income Strategy (Ep. 6)
Aug 15, 2024
This is Tax Planning (Ep. 5)
Aug 01, 2024
This is WHY Money is Important: IBM Employee Edition (Ep. 4)
Jul 18, 2024
This is Our Ideal Client (Ep. 3)
Jul 04, 2024
This is Our Team (Ep. 2)
Jun 20, 2024
This is Personal with Your Host, Mike Milligan, CFP® (Ep. 1)
Jun 06, 2024
Ideas by Mike™ Coming Soon!
Apr 29, 2024