Ideas by Mike™

Ideas by Mike™


Latest Episodes

The Impact We Make In Our Communities (Ep.20)
March 07, 2025

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)
February 20, 2025

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)
February 05, 2025

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)
January 16, 2025

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)
January 06, 2025

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)
December 19, 2024

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)
December 05, 2024

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)
November 21, 2024

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)
November 07, 2024

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)
October 24, 2024

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