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 tumultu

William Bengen retirement withdrawal strategies have shaped how millions plan for retirement. Known as the creator of the famous 4% Rule, Bengen now reveals new research that challenges the old standa

Tom Hegna retirement income strategies are some of the most researched, proven methods to retire with security, peace of mind, and lasting wealth. In this episode of the Ideas by Mike Podcast, Mike M

In this episode, Mike Milligan discusses innovative tax planning strategies that can help individuals and businesses maximize their financial potential. He explores various tax incentives, including t

Discover how to stand out in a crowded market and attract clients even in todays competitive business landscape. Learn proven strategies to sharpen your business vision, use AI tools for clear and po

In this episode of Ideas by Mike, host Mike Milligan interviews Davin Michaels, a New York Times bestselling author and entrepreneur known for his innovative approach to business and life. The convers

Financial planning isnt just about numbers; its about trust, connection, and understanding lifes goals. How do you create meaningful client relationships? What does it take to navigate the ups and

In this episode, Mike Milligan introduces Liz Mundey, Senior Client Services Manager at Ideas by Mike, who shares her unexpected path from massage therapist to financial services, driven by a desire

Have you ever wondered how similar healthcare and financial planning can be? Its all about helping people get back on their feet, whether physically or financially. In this episode, Mike Milligan ch

Whats 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 cr