Ideas by Mike™

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 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!

Episodes

August 12, 2025 34 mins
Discover how to stand out in a crowded market and attract clients even in today’s competitive business landscape. Learn proven strategies to sharpen your business vision, use AI tools for clear and powerful messaging, and build trust through video, so you become the go-to choice in your industry. Whether you’re a financial advisor, entrepreneur, or …

Read More Read More

Mark as Played
In this episode of Ideas by Mike, host Mike Milligan interviews Davin Michaels, a New York Times bestselling author and entrepreneur known for his innovative approach to business and life. The conversation explores Davin’s journey from the fashion industry to the music business and his successful ventures in outsourcing. They discuss the importance of living …

Read More Read M...

Mark as Played
Financial planning isn’t just about numbers; it’s about trust, connection, and understanding life’s goals. How do you create meaningful client relationships? What does it take to navigate the ups and downs of the market while remaining grounded? In this episode, Mike Milligan sits down with Christina Hill, Client Service Specialist at Ideas by Mike™, to …

Read More Read More

In this episode, Mike Milligan introduces Liz Mundey, Senior Client Services Manager at Ideas by Mike™, who shares her unexpected path from massage therapist to financial services, driven by a desire to make a lasting impact. Liz discusses her motivations, how she found a home in the firm, and the importance of practical, personalized support …

Read More Read More

Mark as Played
Have you ever wondered how similar healthcare and financial planning can be?  It’s all about helping people get back on their feet, whether physically or financially. In this episode, Mike Milligan chats with Barb Gleason, who transitioned from a career in healthcare to financial planning, about her experiences and insights. She shares her journey, the …

Read More Read More

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 fixed index annuities and their strategic role in crafting one-of-a-kind financial plans tailored for your unique retirement journey. Tom shares insights from his distinguished career, highlighting how indexing strategies can safeguard …

Read More Read more

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 entrepreneurial spirit that is passionate about leaving things better than he found them.  With his engaging story of growth to becoming a financial expert, Josef shares how he helps clients …

Read More Read More

Mark as Played
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 …

Read More Read More

What do planning for the future and teaching financial literacy to the next generation have in common? In this unique episode, Mike Milligan welcomes January Liddell to the show. Money isn’t just about numbers; it’s about narratives. Explore how January, a dynamic financial professional, balances roles as a mother, wife, and author, while fiercely advocating …

Read More Read M...

Mark as Played
Ever faced a mountain and thought, “I can’t do this?” This episode serves as a way to combat this thought. As the calendar turns to 2025, Mike Milligan recounts an incredible journey to Peru’s Rainbow Mountain and draws parallels to the journey of retirement planning. Learn how each individual step, supported by a trusted guide, …

Read More Read More

Mark as Played
What makes a team truly one of a kind? Join host Mike Milligan, a Certified Financial Planner® with over two decades of experience, as he delves into the power of individuality with team members Kelsey Vollmer and Marcus Washington. Together, they explore how their personal experiences influence their communities.  Mike, Kelsey and Marcus discuss:  The …

Read More Read More

How can simple actions lead to meaningful change? Mike Milligan sits down with his daughter Grace, to explore what it truly means to make an impact. Grace shares her inspiring journey from creating fly swatters out of thrift store finds to leading charitable efforts at Grace Klein Community’s food rescue mission. This discussion dives deep …

Read More Read More

Mark as Played
What makes a financial plan truly stand out? Mike Milligan explores how strategic partnerships are key to creating personalized, effective financial plans. Joined by Tiffany Saunders and Liz Mundey, they discuss how working together and embracing new ways of thinking are changing the financial planning landscape. Find out how partnerships with innovative platforms like Halo …

Read More Read more

Financial planning can truly change lives, not just through numbers but by making a real impact in our communities. Mike, Kaitlan, and Katie shed light on how they’re redefining financial planning through community impact. They dive into how Ideas by Mike is not only crafting unique financial plans but also investing in meaningful change from …

Read More Read More

Mark as Played
Are you ready to transform your financial approach and make 2025 the year you finally achieve your one-of-a-kind life goals? Engage with captivating insights into tax planning, retirement income, and the paramount importance of having a genuinely personalized financial plan. Plus, look out for an engaging revelation of how 2025 can be your groundbreaking year. …

Read More Read...

Mark as Played
Can a legacy be more than assets?  Discover how to leave a love letter to your family… This week on Ideas by Mike™, Mike Milligan, CFP®, welcomes Scott Cary, Founder of Snug, to unveil how his groundbreaking platform is transforming estate planning.  From safe document storage to AI-powered updates, Snug offers a modern, affordable approach …

Read More Read More

Mark as Played
Can your financial strategy unlock the secret to a longer, healthier life? This week on Ideas by Mike™, Mike Milligan, CFP®, welcomes Heather Holmes, Founder and CEO of Lumiant, and Nicola Perry, VP of Sales at Lumiant, to explore the game-changing connection between health and wealth. Drawing from their expertise, Heather and Nicola unveil Halo, …

Read More Read More

Mark as Played
Is your portfolio working toward your dreams—or just chasing the market? This week on Ideas by Mike™, Mike Milligan, CFP®, sits down with Steve Osterink, CEO and Chief Investment Officer at Advisory Alpha, to explore the art and science of investment planning. Drawing from his vast experience managing $3.8 billion in assets, Steve shares practical …

Read More Read More

Mark as Played
Retirement planning goes beyond numbers—it’s 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 retirement income plan that remains adaptable and reliable. They cover the transition from growth to income strategies and how the Forecaster tool provides …

Read More Read More

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 💡 Mike Milligan, CFP® teams up with Ben Birkin from Holistiplan to reveal how this powerful software is transforming tax planning from a headache into a strategic advantage. It’s not just …

Read More Read More

Mark as Played

Popular Podcasts

    If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.

    My Favorite Murder with Karen Kilgariff and Georgia Hardstark

    My Favorite Murder is a true crime comedy podcast hosted by Karen Kilgariff and Georgia Hardstark. Each week, Karen and Georgia share compelling true crimes and hometown stories from friends and listeners. Since MFM launched in January of 2016, Karen and Georgia have shared their lifelong interest in true crime and have covered stories of infamous serial killers like the Night Stalker, mysterious cold cases, captivating cults, incredible survivor stories and important events from history like the Tulsa race massacre of 1921. My Favorite Murder is part of the Exactly Right podcast network that provides a platform for bold, creative voices to bring to life provocative, entertaining and relatable stories for audiences everywhere. The Exactly Right roster of podcasts covers a variety of topics including historic true crime, comedic interviews and news, science, pop culture and more. Podcasts on the network include Buried Bones with Kate Winkler Dawson and Paul Holes, That's Messed Up: An SVU Podcast, This Podcast Will Kill You, Bananas and more.

    The Joe Rogan Experience

    The official podcast of comedian Joe Rogan.

    The Breakfast Club

    The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!

    New Heights with Jason & Travis Kelce

    Football’s funniest family duo — Jason Kelce of the Philadelphia Eagles and Travis Kelce of the Kansas City Chiefs — team up to provide next-level access to life in the league as it unfolds. The two brothers and Super Bowl champions drop weekly insights about the weekly slate of games and share their INSIDE perspectives on trending NFL news and sports headlines. They also endlessly rag on each other as brothers do, chat the latest in pop culture and welcome some very popular and well-known friends to chat with them. Check out new episodes every Wednesday. Follow New Heights on the Wondery App, YouTube or wherever you get your podcasts. You can listen to new episodes early and ad-free, and get exclusive content on Wondery+. Join Wondery+ in the Wondery App, Apple Podcasts or Spotify. And join our new membership for a unique fan experience by going to the New Heights YouTube channel now!

Advertise With Us
Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2025 iHeartMedia, Inc.