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business
Hosted by Mike Milligan, CFP® · business · EN-US · 57 episodes
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!
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Signup to Generate a PitchIdeas by Mike™ is a business podcast hosted by Mike Milligan, CFP®, with 57 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.
Mike Milligan, CFP® hosts Ideas by Mike™, a business show with 57 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Episode #41
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.
Episode #55
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.
Episode #54
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.O.N.E.Y. communication method—for navigating tough conversations and setting healthy boundaries, emphasizing that a successful retirement is an emotional journey built on purpose, values, and intentionality.
Episode #53
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 “storyable” experiences that last a lifetime. Whether you are a pre-retiree or already in your next phase, discover why retirement is a sociology project, not just a financial one. Watch it on YouTube and don’t forget to subscribe for more! About our Guest: About our Guest: Dr. Gary David is a professor of sociology and experience design at Bentley University, where he has taught for over 25 years. He holds a PhD in sociology from Wayne State University and specializes in the intersection of how humans relate to one another and the art of designing meaningful experiences. As a design sociologist, keynote speaker, and host of the Experience by Design podcast, Dr. David studies how individuals build connection, belonging, and meaning, particularly during major life transitions like retirement. His professional background also includes judging international customer experience awards and applying his expertise in conversational analysis and linguistics to help people navigate the complex human elements of work, identity, and personal relationships. Websites: https://www.garycdavid.com/ | https://garyconnects.com/ LinkedIn: Gary C. David **We’d love to hear your thoughts! Don’t forget to subscribe and leave a comment below!**
Episode #52
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.
Recent guests on Ideas by Mike™. Study who booked and why before you pitch.
Certified Financial Planning Professional, author, podcast and radio show host, university lecturer, one oak financial
former United States Marine, positive psychology expert, speaker, author of The Bravery Effect, Breakthrough Leadership Group
licensed therapist and financial behavior specialist, Beyond the Plan®
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