# Mike Milligan

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Visualizing A Financial Plan For Your Life - Mike Milligan Ep 690

Mike Milligan is a purpose-driven financial advisor, educator, and entrepreneur,whose career began in his family’s small business as a boy in North Carolina. Today,Mike is the founder of Ideas By Mike, and 1.oak Financial, and a leading voice inclient-centered, impact-driven financial planning worl…

You Can't Take It With You: Rethinking Wealth and Regret | Mike Milligan

Mike Milligan does things differently as a Financial Advisor.In this episode of the Wealthy Mind Podcast, Misty Rose Gold and Mike discuss a powerful concept that many people avoid thinking about:"You can't take it with you."Mike shares his perspective on using money as a tool to create a meaningfu…

Guest Episode: Ideas by Mike™ Podcast The 'Leadership Spectrum': Avoidant, Tolerant, Centric, & Customer-Driven

In this episode of Ideas by Mike, I joined host Mike Milligan of 1.oak Financial and explain why being customer-centric isn’t the same as being customer-driven. Drawing from Obsessed, we discuss how leaders build lasting trust by listening closely, respectfully challenging customers, and making cus…

IRMAA Explained: The Hidden Medicare Surcharge That Costs Retirees Thousands | Ideas by Mike™ EP60

Did you know crossing an income line by just $1 in retirement could cost you and your spouse thousands of dollars every year? In this episode 60 of the Ideas by Mike, Mike Milligan, CFP sits down with Mark Annese, IRMAACP, a technologist, data analyst, and creator of the IRMAA Certified Planner de…

The Role of Psychology in Financial Decision-Making and Legacy with Mike Milligan

In this episode, Mike Milligan shares his journey from a small town in North Carolina to becoming an award-winning financial planner living in Puerto Rico. He discusses the importance of understanding the tax code as a partnership, building a personal financial plan, and the role of legacy and psyc…

Mike Milligan: QLACs, Annuity Choices, and the Total Retirement Picture (Part 4)

Coach Pete D’Arruda and Mike Milligan discuss qualified longevity annuity contracts, retirement-account withdrawal requirements, and the differences among annuity products. They consider why evaluating a financial product requires more than a blanket endorsement or rejection, and why income, access…

Mike Milligan: A Retirement Plan That Fits Your Life (Part 3)

Mike Milligan continues his conversation with Coach Pete D’Arruda about matching a retirement strategy to the person who will live with it. They discuss risk, the tendency to rely on familiar products, and lessons from past planning conversations. Hear why the group favors reviewing the full pictur…

Mike Milligan: Income Riders and Questions to Ask Before Retirement (Part 2)

Coach Pete D’Arruda and Mike Milligan discuss dedicating part of a retirement plan to income and understanding how an income rider works. They examine why a saver’s priorities can change near retirement, the importance of asking how a strategy is structured, and the difference between product recom…

Mike Milligan: The Retirement Asset Beyond Your Account Balance (Part 1)

Mike Milligan of One Oak Financial joins Coach Pete D’Arruda and Thomas Lipscomb to discuss retirement income as an asset. They explore the difference between an account balance and a plan for monthly spending, the uncertainty of market returns, and the role income can play in supporting a retireme…

256. You Are One Of A Kind with Mike Milligan and Cedric Francis

"Be One of a Kind." That's the mission driving Mike Milligan, Founder of 1.oak Financial, a dynamic virtual financial planning firm. Mike believes most people are unprepared to navigate Wall Street, insurance companies, and financial markets. As a result, they fall into one-size-fits-all solutions …