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!

Ideas by Mike™ is a business podcast hosted by Mike Milligan, CFP®, with 59 episodes on record and a Required Pod Score of 80.

Mike Milligan, CFP® hosts Ideas by Mike™, a business show with 59 episodes published.

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  Episode #59

  Customer-Centric vs. Customer-Driven: How to Grow Your Business| Ideas by Mike™ EP59

  Sep 25, 202636 min

  Is your business customer-centric or truly customer-driven? On this episode of Ideas by Mike, host Mike Milligan sits down with organizational psychologist and author Dr. James Killian to break down why customer service isn’t enough . Discover actionable strategies to build compounding trust, prevent customer churn, and ethically leverage AI without sacrificing human connection .

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  Episode #58

  How AI is Transforming Retirement, Business, and Wealth Building | Ideas by Mike™ EP58

  Sep 11, 202632 min

  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 translating complex technical concepts into clear, practical strategies. In this episode, he explains how generative transformers operate, why AI should be used as a personal "ranking coach" rather than a decision-maker, and how both professionals and retirees can safely integrate AI tools into their long-term planning.

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  Episode #57

  Curiosity, Clarity, and the Four Doors into Better Retirement | Ideas by Mike™ EP57

  Aug 28, 202639 min

  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, including retirement, business growth, and figuring out what you actually want before you chase it. Mike and Cody also go deep on why money is a lagging indicator of value and impact, how blind spots keep even high performers stuck, and why the best coaching often starts by asking what you really want - not just what you think you should want. This one is especially powerful if you’re considering a career move, nearing retirement, building a business, or simply feeling pulled in too many directions. Cody’s perspective is practical, direct, and refreshingly different - and it just might be the nudge you need to move before you feel ready.

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  Episode #41

  Find Your One of a Kind: From Knowing the Problem to Fixing Your Retirement | Ideas by Mike™ EP41

  Jul 31, 202633 min

  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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  Episode #55

  The Massive Structural Differences When Evaluating Bitcoin vs Crypto | Ideas by Mike™ EP55

  Jul 17, 202640 min

  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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