Ideas by Mike™

Ideas by Mike™


Latest Episodes

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

This is Ideas by Mike™ (Ep. 10)
October 10, 2024

Imagine a financial plan that not only builds your wealth but also enriches your life. This week, Mike reflects on the values he learned from his grandmothers sandwich shop values that now shape hi

This is Legacy Planning (Ep. 9)
September 26, 2024

Legacy planning is more than just dividing up financial assets; its about preserving the values, traditions, and harmony within a family. This week on Ideas by Mike, Mike Milligan, CFP, highlights

This is Long Term Care Planning (Ep. 8)
September 12, 2024

Did you know that over 70% of people aged 65 and older will need some form of long-term care services in their lifetime? This week, Mike Milligan, CFP, dives into the world of long-term care plannin

This is Investment Planning (Ep. 7)
August 29, 2024

Investing is an important piece of retirement planning, but there is much more to it than just picking the right stocks. This week on Ideas by Mike, Mike Milligan, CFP, breaks down the third step

Tips for Strengthening Your Retirement Income Strategy (Ep. 6)
August 15, 2024

Paychecks do not need to stop in retirement With the right financial plan, its entirely possible to keep those paychecks coming, even after you stop working. This week on Ideas by Mike, Mike Mill

This is Tax Planning (Ep. 5)
August 01, 2024

Did you know that over 56% of Americans now feel they pay more than their fair share in taxes? This frustration is only growing. So, lets dive into how you can approach tax planning to keep more of

This is WHY Money is Important: IBM Employee Edition (Ep. 4)
July 18, 2024

Your financial journey is as unique as you are. So, in order to plan for a bright future you first need to ask yourself one simple question: Why is money important to you? This week on Ideas by Mike,

This is Our Ideal Client (Ep. 3)
July 04, 2024

Having a financial plan could help bring your dreams to life! But no ordinary plan will do. You need one as unique as you are. Join Mike Milligan, CFP to hear about how he and his firm, Ideas by Mike