Mike Milligan, CFP®

Ideas by Mike™

Business EN ↓ 54 Folgen

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 fut...

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Autor

Mike Milligan, CFP®

Kategorie

Business

Podcast-Website

ideas-by-mike.blubrry.net

Neueste Folge

3. Jul 2026

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This is Our Ideal Client (Ep. 3) 04.07.2024

Having a financial plan could help bring your dreams to life! But no ordinary plan will do. You need one as unique as you are. Join Mike Milligan, CFP® to hear about how he and his firm, Ideas by Mike approach the world of financial planning. Mike shares his experiences crafting custom financial strategies for a diverse range of clients, from federal employees to the quietly affluent hidden in pla...

This is Our Team (Ep. 2) 20.06.2024

Have you ever wondered what makes a financial planning firm truly dynamic and impactful? In this week’s episode, Mike Milligan, CFP® dives into the heart of Ideas by Mike by showcasing his valued team.  Tune in and get the inside scoop with unique insights into the firm’s mission, values, and the innovative approach they bring to the financial planning industry.  Whether it’s about making an...

This is Personal with Your Host, Mike Milligan, CFP® (Ep. 1) 06.06.2024

Are you ready to redefine your idea of financial planning to reflect your one-of-a-kind life? Welcome to the inaugural episode of Ideas by Mike with Mike Milligan, CFP®, a seasoned Certified Financial Planner ® and the visionary behind Ideas by Mike .  This week, Mike shares stories of crafting a unique financial advisory business that resonates with your personal goals and dreams. In this discuss...

Ideas by Mike™ Coming Soon! 29.04.2024

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...

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