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

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Recent Episodes

Mike and Jim on Retirement Income Planning (Ep. 12)

Posted November 7, 2024 • 00:25:29

Retirement planning goes beyond numbers—it’s about building a future that aligns with your values.

This week on Ideas by Mike, Mike Milligan,...

Mike and Ben on Tax Planning with Holistiplan (Ep. 11)

Posted October 24, 2024 • 00:29:23

Taxes may be inevitable, but they don’t have to drain your wealth. Here’s how to turn them into a powerful tool for financial growth

This is Ideas by Mike™ (Ep. 10)

Posted October 10, 2024 • 00:32:52

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...

This is Legacy Planning (Ep. 9)

Posted September 26, 2024 • 00:23:46

Legacy planning is more than just dividing up financial assets; it’s about preserving the values, traditions, and harmony within a family.

This...

This is Long Term Care Planning (Ep. 8)

Posted September 12, 2024 • 00:31:29

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,...