Ideas by Mike™

Mike Milligan, CFP®
  • 5.0 (3)
  • Business
  • Updated Semimonthly

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 advice on crafting simple, easy-to-understand financial plans based on your values and priorities. He believes that taking a personalized approach is the best way to prepare for the future and gives meaning to your finances. So, follow along as Mike and his guests explore different strategies and tools that could help you secure your financial future in retirement!

  1. 6d ago

    How to Never Miss a Moment in Your Next Chapter with Dr. Gary David | Ideas by Mike™ Ep. 53

    Stop focusing only on the spreadsheet and start designing a life that matters. Join Mike Milligan, CFP® and design sociologist Dr. Gary David as they explore the human side of retirement, from navigating the “identity cliff” to the sociology of meaningful moments. Learn how to transition from a job title to a purposeful new chapter, bridge the communication gap with your spouse about legacy and money, and create “storyable” experiences that last a lifetime. Whether you are a pre-retiree or already in your next phase, discover why retirement is a sociology project, not just a financial one. Watch it on YouTube and don’t forget to subscribe for more! About our Guest: About our Guest: Dr. Gary David is a professor of sociology and experience design at Bentley University, where he has taught for over 25 years. He holds a PhD in sociology from Wayne State University and specializes in the intersection of how humans relate to one another and the art of designing meaningful experiences. As a design sociologist, keynote speaker, and host of the Experience by Design podcast, Dr. David studies how individuals build connection, belonging, and meaning, particularly during major life transitions like retirement. His professional background also includes judging international customer experience awards and applying his expertise in conversational analysis and linguistics to help people navigate the complex human elements of work, identity, and personal relationships. Websites: https://www.garycdavid.com/ | https://garyconnects.com/ LinkedIn: Gary C. David   **We’d love to hear your thoughts! Don’t forget to subscribe and leave a comment below!**

    35 min

  2. Jun 5

    How to Retire into a Dream Job: The Emotional Nature of Retirement | Ideas by Mike™ (Ep. 52)

    In this episode of Ideas by Mike™, Mike Milligan, CFP® sits down with Dr. Ives Machiz, PhD, CFP®, a fee-only pioneer, shares lessons from 4 careers on retiring into purpose. Learn how coaching and financial education build self-sufficiency & reduce anxiety.

    56 min

  3. May 22

    Information is Cheap, Transformation is Rare | Ideas by Mike™ (EP. 51)

    Are you endlessly consuming financial content but still feeling stuck? In this special solo episode of the Ideas by Mike podcast, Mike Milligan, CFP® takes a step back to connect the dots. Over the last fifteen episodes, we’ve explored wealth, health, fear, and communication—but how do all these pieces actually fit together into a real, actionable plan for your future? Join Mike as he bridges the gap between cheap information and rare transformation. You won’t hear any guests today, just a powerful look back so we can look forward to the next level of the show. Discover why building a “one-of-a-kind life” is about much more than just a spreadsheet, and find out the single most important question you need to ask yourself to finally get unstuck. Stop doom-scrolling and start planning. Subscribe to our YouTube and Tune in to find your starting line! Also Get the Book “The One of a Kind Financial Plan” on Amazon: https://a.co/d/hAOPAgM #moneymanagementpodcast #financialplanningpodcast #Finance #Inflation #RetirementPlanning #EconomicHistory #IdeasByMikePodcast

    26 min

  4. Apr 24

    Family Wealth Strategy: From One Generation to the Next | Dr. Megan McCoy (EP. 50)

    Are your childhood memories secretly managing your money? We ALL have these stories. On this week’s episode of the Ideas by Mike podcast, I sat down with Dr. Megan McCoy, one of the top academic minds in financial therapy. We went deep into the psychology of how we handle money across every generation. Dr. McCoy even shared her own vulnerable money story about how wanting to “save the world” made her think she had to take a vow of poverty—and how she rewrote that narrative. It was absolute podcast gold. If you’ve ever felt paralyzed by a financial decision, or if you’re arguing with your spouse about money, this episode is basically a free therapy session. Connect with Dr. Megan McCoy: LinkedIn: https://www.linkedin.com/in/megan-mccoy-phd/ Watch the full episode here: YouTube Link To learn more about us, visit www.1oakfinancial.com   |  Don’t forget to subscribe to our YouTube Channel for latest updates!

    40 min

  5. Apr 10

    Tax Strategies for High-Income Earners Who is "Time Poor But Cash Rich" with Keshav Kolur (EP. 49)

    Is your wealth over-concentrated in company stock? In this episode of Ideas by Mike podcast, host Mike Milligan, CFP, sits down with Keshav Kolur—a former software engineer at Amazon and Meta who walked away from the cubicle to build Clive Capital. Keshav reveals how he applies a “tech brain” to evaluate real estate, oil, and gas deals to minimize downside risk. If you are a high-income earner who is “time poor but cash rich,” this episode is your blueprint for rewriting your financial story through passive income and sophisticated tax strategies. In this episode, you’ll learn: Why tech employees are often dangerously over-concentrated in RSUs. The specific “engineering guardrails” Keshav uses to vet private equity deals. How to legally and ethically slash your tax bill through alternative assets. The journey from Georgia Tech robotics to managing a multi-million dollar fund of funds. Alternative Investments 2026 and the Passive Income for Tech Employees. Real Estate Syndication Strategies and how to do RSU Diversification. Tax Saving Strategies for High Earners. Meta & Amazon Employee Wealth. Oil and Gas Passive Income and doing Engineering Mindset in Investing. Connect with Keshav Kolur: Website: https://www.clivecap.com LinkedIn: https://www.linkedin.com/in/keshavkolur Free Resource: 100+ Question Due Diligence Checklist – https://www.clivecap.com/alternative-assets Watch the full episode here: YouTube Link To learn more about us, visit www.1oakfinancial.com   |  Don’t forget to subscribe to our YouTube Channel for latest updates!

    40 min

  6. Mar 27

    (Ep. 48) How Narrative Momentum Predicts Market Shifts Before the Data | Ronnie Sadka

    In Episode 48 of Ideas by Mike podcast, Mike Milligan, CFP sat down with Ronnie Sadka, Chair of the Finance Department at Boston College and co-founder of MKT MediaStats. We dove deep into a fascinating concept he calls “Narrative Momentum.” We humans have bounded rationality—we simply cannot process the millions of articles, tweets, and news stories published every single day. Because of this, the market often underreacts to a narrative as it slowly gains traction. Ronnie’s research uses technology to systematically analyze these narratives, identify which topics are gaining momentum, and correlate them with asset class returns. It’s not about guessing what the next big thing will be; it’s about systematically measuring what the world is already talking about, and positioning your portfolio accordingly. In this episode, we cover: How “Narrative Momentum” differs from traditional price momentum. The danger of the “trampoline effect” (why buying the dip isn’t always smart). How technology is bridging the gap between academic theory and actionable trading strategies. If you want to understand how the flow of information is actively moving markets, you need to hear Ronnie break this down. Watch the full episode here: YouTube Link To learn more about us, visit www.1oakfinancial.com   |  Don’t forget to subscribe to our YouTube Channel for latest updates!

    35 min

  7. Mar 13

    (Ep. 47) 3 Communication Mistakes Financial Advisors Make (And How To Fix Them) | Deirdre Van Nest

    Cut through the “sea of sameness” in financial advice by using communication as your competitive edge. In this episode of Ideas by Mike (Ep. 47), Mike Milligan, CFP, talks with communication expert Deirdre Van Ness about the three common mistakes advisors make, why effective speaking starts with strong content and emotional resonance, and how AI and gender dynamics are shaping the industry.  Main points: three advisor mistakes, content-first speaking, emotional connection, AI’s role, fewer women in finance. Like, comment, and subscribe for more episodes on financial communication and advisor growth. Episode Summary: This episode of Ideas by Mike features Deirdre Van Ness discussing how financial advisors can escape the “sea of sameness” through powerful communication. Main Topics: The Power of Communication: Using communication as a “superpower” to build trust and influence. Three Communication Mistakes: Avoiding common pitfalls by treating every conversation as a leadership audition. Human-AI Collaboration: Leveraging AI for efficiency while using the human element to customize the Final Output. To learn more about us, visit www.1oakfinancial.com   |  Don’t forget to subscribe to our YouTube Channel for latest updates!

    34 min

  8. Feb 27

    (Ep. 46) Real Reason Why Rich People Pay Less in Taxes | Tax Planning Tips & Tricks with KC Chohan

    In this 46th episode of the Ideas by Mike podcast, host Mike Milligan, CFP interviews KC Chohan, founder of Together CFO, who specializes in tax strategies for high-net-worth individuals and entrepreneurs. KC shares his journey from working in a Fortune 500 company to becoming a fractional CFO, emphasizing the importance of understanding tax loopholes and structures to optimize financial outcomes. The conversation covers various topics, including the future of taxes, the differences between W-2 employees and entrepreneurs, charitable giving, and real-time tax planning scenarios. KC also warns about scams in the tax planning space and stresses the importance of understanding tax strategies before signing any agreements. YT Link: Ideas by Mike Podcast Episode 46 – Click this link to watch it on YouTube   About our Guest: KC Chohan is a tax strategist and the founder of Together CFO, a firm dedicated to helping entrepreneurs, solopreneurs, and high-net-worth individuals legally minimize their tax liabilities. He specializes in transitioning business owners into family office structures to protect their assets and optimize their long-term wealth. Connect with KC Chohan on LinkedIn Together CFO – (YouTube –‪@TogetherCFO‬) Instagram – Kc Chohan Together CFO To learn more about us, visit www.1oakfinancial.com   |  Don’t forget to subscribe to our YouTube Channel for latest updates!

    38 min
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Ratings & Reviews

5
out of 5
3 Ratings

About

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 advice on crafting simple, easy-to-understand financial plans based on your values and priorities. He believes that taking a personalized approach is the best way to prepare for the future and gives meaning to your finances. So, follow along as Mike and his guests explore different strategies and tools that could help you secure your financial future in retirement!

Information

  • Creator
    Mike Milligan, CFP®
  • Years Active
    2024 - 2026
  • Episodes
    53
  • Rating
    Clean
  • Copyright
    Copyright © 2024 Ideas by Mike™
  • Show Website
    Ideas by Mike™

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