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:
No transcript available.
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