Ideas by Mike™

Welcome to Ideas by Mike™ — The Podcast with Mike Milligan, CFP®, where you will find one-of-a-kind financial planning advice for your one-of-a-kind life. With over 22 years of experience as a Certified Financial Planner®, Mike shares experiences and advi

Recent Episodes

From Massage Therapy to Financial Empowerment: Liz Mundey’s Journey (Ep. 27)

Posted June 27, 2025 • 00:29:28

In this episode, Mike Milligan introduces Liz Mundey, Senior Client Services Manager at Ideas by Mike, who shares her unexpected path from massage therapist...

Shifting the Care Plan: From Patients to Portfolios with Barb Gleason (Ep. 26)

Posted May 21, 2025 • 00:22:57

Have you ever wondered how similar healthcare and financial planning can be?

It’s all about helping people get back on their feet, whether...

Navigating Retirement with Confidence: Strategies from Ideas by Mike (Ep. 25)

Posted May 7, 2025 • 00:42:59

What’s the secret to navigating your financial future with confidence?

Join Mike Milligan as he sits down with Tom Haines from Annexus to demystify...

The Discipline Dividend: How You Do One Thing Is How You Do Everything with Josef Mehall (Ep. 24)

Posted April 23, 2025 • 00:32:41

From former college hockey player to a leading retirement specialist. Join host Mike Milligan as he sits down with team member Josef Mehall, a talented...

Legacy & Long-Term Care: A Strategic Guide to Planning for the Future (Ep. 23)

Posted April 9, 2025 • 00:34:34

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...