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

September 25, 2026 • 36 mins

After listening to this episode, you'll consider thinking about these provocative thoughts and ask yourself, 'Does your business treat customers as mere transactions, or as the organizing principle for every decision you make?', 'If your market dipped by 25% tomorrow, would your team simply execute your orders, or would they proactively challenge you to stick to your long-term plan?', 'Are you using AI to build a more efficient mac...

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Dan Chuparkoff is an international keynote speaker, technology strategist, and AI expert. Having previously worked as a team lead at Google, Dan left the tech giant to help individuals and businesses navigate the massive transformation brought on by Artificial Intelligence.

With decades of experience at the forefront of major technological shifts (including cloud computing, web platforms, and mobile tech), Dan specializes in transl...

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In this episode of the Ideas by Mike™ podcast, host Mike Milligan, CFP sits down with Cody Lutz, a coach who helps high-performing people think more clearly, act more courageously, and get better results with less wasted effort. Cody shares the path that took him from rural farm kid to event coordinator, SaaS leader, entrepreneur, and full-time executive coach.They also dig into practical tools for major life transitions, includin...

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In this episode of the Ideas by Mike™ podcast, host Mike Milligan sits down with Tracy Lownsberry, an industry-leading financial professional, trusted trainer, and founder of The Annuity Giants.

Tracy shares his unique journey from a small Michigan town to serving in the U.S. Army Special Operations and law enforcement, and how his faith and family values ultimately guided him into reshaping the financial services industry.

The two...

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In this prequel episode of Ideas by Mike™, Mike steps up to the mic alone to break down the 6 Moves to Stop Borrowing Desires and Start Living a One-of-a-Kind Life.

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Is your financial advisor still stuck in the 1960s? In this episode of Ideas by Mike™, host Mike Milligan, CFP sits down with Eric Runge, a third-generation entrepreneur and founder of Veritas Wealth, to discuss the institutionalization of financial planning and why standard commoditized products like the 60/40 portfolio are failing modern investors.

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In this episode of Ideas by Mike™, financial therapist Erica Wasserman joins host Mike Milligan, CFP to explore the emotional side of retirement planning. Moving beyond just the spreadsheet, they discuss the concept of "Phase Three," how childhood "money scripts" unconsciously influence adult financial decisions, and the importance of aligning retirement visions as a couple. Erica provides practical frameworks—including her M...

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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 “...

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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.

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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 infor...

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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. …

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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 …

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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 …

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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 …

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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 …

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Unlock the secret to living a brave, fulfilling life—at any age. In this episode, Mike Milligan, CFP & Jill Schulman, a Marine turned corporate leader and bravery expert, reveals how embracing fear can propel you to your biggest dreams. Whether you’re nearing retirement, navigating career transitions, or seeking to elevate your personal growth, you’ll discover …

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Most high earners are leaving money on the table—failing to leverage tax strategies, automation, and personalized financial planning that can skyrocket their wealth. Today’s guest, Adam Dell, reveals how innovative technology and tailored advice are transforming the landscape for affluent individuals and advisors alike. Discover how Domain Money is rewriting the rules of wealth management …

...

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In this episode of Ideas by Mike podcast, we dive deep into the intersection of love and money with Financial Therapist and “Fractional Financial Behavior Officer,” Ashley Quamme. 🎧 What You’ll Learn: Many couples struggle with financial arguments, not because the math doesn’t work, but because the psychology doesn’t align. Mike and Ashley discuss why …

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What if retirement isn’t about money at All? In this episode of the Ideas by Mike Podcast, we explore retirement without fear through a powerful real-life transformation. From losing 80 pounds to redefining freedom, purpose, and identity after work, this conversation challenges everything most people believe about retirement.   **We’d love to hear your thoughts! …

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In this 40th Episode of Ideas by Mike Podcast, Mike Milligan, CFP, sits down with financial experts Coach Pete D’Arruda & Gary Nolan to discuss the history of the US economy, the stock market, and personal finance strategies. Whether you are looking for retirement planning advice, trying to understand inflation, or just want a nostalgic …

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