Ideas by Mike™ Podcast Por Mike Milligan CFP® arte de portada

Ideas by Mike™

Ideas by Mike™

De: Mike Milligan CFP®
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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!Copyright © 2024 Ideas by Mike™ Economía
Episodios
  • Building Financial Confidence and Authentic Connections with Christina Hill (Ep. 28)

    Building Financial Confidence and Authentic Connections with Christina Hill (Ep. 28)
    Jun 30 2025
    Financial planning isn’t just about numbers; it’s about trust, connection, and understanding life’s goals. How do you create meaningful client relationships? What does it take to navigate the ups and downs of the market while remaining grounded? In this episode, Mike Milligan sits down with Christina Hill, Client Service Specialist at Ideas by Mike™, to …

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    30 m
  • From Massage Therapy to Financial Empowerment: Liz Mundey’s Journey (Ep. 27)

    From Massage Therapy to Financial Empowerment: Liz Mundey’s Journey (Ep. 27)
    Jun 27 2025
    In this episode, Mike Milligan introduces Liz Mundey, Senior Client Services Manager at Ideas by Mike™, who shares her unexpected path from massage therapist to financial services, driven by a desire to make a lasting impact. Liz discusses her motivations, how she found a home in the firm, and the importance of practical, personalized support …

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    29 m
  • Shifting the Care Plan: From Patients to Portfolios with Barb Gleason (Ep. 26)

    Shifting the Care Plan: From Patients to Portfolios with Barb Gleason (Ep. 26)
    May 21 2025
    Have you ever wondered how similar healthcare and financial planning can be? It’s all about helping people get back on their feet, whether physically or financially. In this episode, Mike Milligan chats with Barb Gleason, who transitioned from a career in healthcare to financial planning, about her experiences and insights. She shares her journey, the …

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    23 m
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