This is Ideas by Mike™ (Ep. 10)

Imagine a financial plan that not only builds your wealth but also enriches your life.
This week, Mike reflects on the values he learned from his grandmother’s sandwich shop - values that now shape his approach to financial planning.
For Mike, wealth is more than money. It’s about aligning your finances with what matters most, like a secure retirement, supporting loved ones, or giving back.
So, his takeaway?
Start early, focus on what’s important, and partner with someone who understands that true wealth serves your life, not the other way around.
Key Highlights:
Lessons from Mike’s entrepreneurial grandmother and their lasting impact
Why aligning your money with your values is essential for financial success
How integrating health and wealth creates a balanced, fulfilling life
The key areas of financial planning (taxes, retirement income, investments, long-term care)
Ways tools like HolistaPlan, Halo, and Snug simplify and enhance financial planning
A real-life case study: How Mike helped a high-earning family reduce stress through smart planning
Practical advice for beginners
And much more!
Resources:
Snug
About HALO
Ideas by Mike™: HALO
This is Personal with Your Host, Mike Milligan, CFP® (Ep. 1)
This is Our Team (Ep. 2)
Connect with Mike Milligan, CFP®:
Ideas by Mike™
LinkedIn: Mike Milligan, CFP®
Facebook: Ideas by Mike™
Instagram: @ideasbymike
RUclips: Ideas by Mike™
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