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
  • Navigating Retirement with Confidence: Strategies from Ideas by Mike (Ep. 25)

    Navigating Retirement with Confidence: Strategies from Ideas by Mike (Ep. 25)
    May 7 2025
    What’s the secret to navigating your financial future with confidence? Join Mike Milligan as he sits down with Tom Haines from Annexus to demystify fixed index annuities and their strategic role in crafting one-of-a-kind financial plans tailored for your unique retirement journey. Tom shares insights from his distinguished career, highlighting how indexing strategies can safeguard …

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    43 m
  • The Discipline Dividend: How You Do One Thing Is How You Do Everything with Josef Mehall (Ep. 24)

    The Discipline Dividend: How You Do One Thing Is How You Do Everything with Josef Mehall (Ep. 24)
    Apr 23 2025
    From former college hockey player to a leading retirement specialist. Join host Mike Milligan as he sits down with team member Josef Mehall, a talented entrepreneurial spirit that is passionate about leaving things better than he found them. With his engaging story of growth to becoming a financial expert, Josef shares how he helps clients …

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    33 m
  • Legacy & Long-Term Care: A Strategic Guide to Planning for the Future (Ep. 23)

    Legacy & Long-Term Care: A Strategic Guide to Planning for the Future (Ep. 23)
    Apr 9 2025
    In this episode, Mike Milligan introduces Scotty, a dedicated team member at Ideas by Mike™. Scotty shares his journey from his roots on the Ohio-West Virginia border to becoming a legacy specialist, exploring life insurance, legacy planning, and self-care strategies for life’s later stages. Join them as Scotty shares his personal story and uncovers the …

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    35 m
  • Why Financial Literacy Should Start Young: January Liddell’s Mission (Ep. 22)

    Why Financial Literacy Should Start Young: January Liddell’s Mission (Ep. 22)
    Apr 1 2025
    What do planning for the future and teaching financial literacy to the next generation have in common? In this unique episode, Mike Milligan welcomes January Liddell to the show. Money isn’t just about numbers; it’s about narratives. Explore how January, a dynamic financial professional, balances roles as a mother, wife, and author, while fiercely advocating …

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    27 m
  • How to Live a One-of-a-Kind Life (Ep.21)

    How to Live a One-of-a-Kind Life (Ep.21)
    Mar 19 2025
    Ever faced a mountain and thought, “I can’t do this?” This episode serves as a way to combat this thought. As the calendar turns to 2025, Mike Milligan recounts an incredible journey to Peru’s Rainbow Mountain and draws parallels to the journey of retirement planning. Learn how each individual step, supported by a trusted guide, …

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    23 m