Ideas by Mike™

Latest Episodes
The Impact We Make In Our Communities (Ep.20)
What makes a team truly one of a kind? Join host Mike Milligan, a Certified Financial Planner with over two decades of experience, as he delves into the power of individuality with team members Kelse
Personal Stories of Impact with Grace Milligan (Ep.19)
How can simple actions lead to meaningful change? Mike Milligan sits down with his daughter Grace, to explore what it truly means to make an impact. Grace shares her inspiring journey from creating fl
The Impact of Strategic Partners and Clients (Ep. 18)
What makes a financial plan truly stand out? Mike Milligan explores how strategic partnerships are key to creating personalized, effective financial plans. Joined by Tiffany Saunders and Liz Mundey, t
The Mission Behind Ideas by Mike™ (Ep. 17)
Financial planning can truly change lives, not just through numbers but by making a real impact in our communities. Mike, Kaitlan, and Katie shed light on how theyre redefining financial planning thr
Elevate Your Finances in 2025 with One-of-a-Kind Strategies (Ep.16)
Are you ready to transform your financial approach and make 2025 the year you finally achieve your one-of-a-kind life goals? Engage with captivating insights into tax planning, retirement income, and
This is Estate Planning with Mike and Scott (Ep. 15)
Can a legacy be more than assets? Discover how to leave a love letter to your family This week on Ideas by Mike, Mike Milligan, CFP, welcomes Scott Cary, Founder of Snug, to unveil how his groundb
Mike, Heather, and Nicola on Health Driven Wealth (Ep. 14)
Can your financial strategy unlock the secret to a longer, healthier life? This week on Ideas by Mike, Mike Milligan, CFP, welcomes Heather Holmes, Founder and CEO of Lumiant, and Nicola Perry, VP o
Mike and Steve on Purpose-Driven Investment Planning (Ep. 13)
Is your portfolio working toward your dreamsor just chasing the market? This week on Ideas by Mike, Mike Milligan, CFP, sits down with Steve Osterink, CEO and Chief Investment Officer at Advisory A
Mike and Jim on Retirement Income Planning (Ep. 12)
Retirement planning goes beyond numbersits 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 re
Mike and Ben on Tax Planning with Holistiplan (Ep. 11)
Taxes may be inevitable, but they dont have to drain your wealth. Heres how to turn them into a powerful tool for financial growth Mike Milligan, CFP teams up with Ben Birkin from Holistiplan to