In this episode, Mike Milligan introduces Scotty, a dedicated team member at Ideas by Mike. Scotty shares his journey from his roots on the Ohio-West Virginia border to becoming a legacy specialist, exploring life insurance, legacy planning, and self-care strategies for life’s later stages. Join them as Scotty shares his personal story and uncovers the significance of personalized financial strategies

Mike and Scotty discuss:

• Legacy and long-term care planning (01:28)
• The importance of life insurance (14:18)
• Dealing with underinsurance (15:17)
• The benefits of life insurance while living (22:34)

Connect with Mike Milligan, CFP®:

• Ideas by Mike 
• LinkedIn: Mike Milligan, CFP®
• Facebook: Ideas by Mike 
• Instagram: @ideasbymike
• YouTube: Ideas by Mike 
• mike@mikemilligancfp.com

Connect with Scotty Liberatore:

• Ideas by Mike: Scotty Liberatore