

The Catch-Up Rule Shift
In this episode, Mike Milligan discusses the latest retirement planning strategies, including the 2026 catch-up rule, Roth contributions, and the importance of personalized financial plans. Learn how to navigate complex regulations and create a one-of-a-kind financial plan tailored to your life goa…

The Rollover Crossroads
In this episode, Mike Milligan from One Oak Financial shares expert insights on retirement planning, including the importance of comprehensive financial plans, managing fees, handling debt, and planning for solo aging. Learn how to create a personalized, stress-free retirement strategy that aligns …

HAPPY 4TH OF JULY
In this episode, Mike Milligan discusses the importance of a personalized, comprehensive financial plan inspired by America's 250-year history. He highlights key financial concepts, recent developments like the Trump Account, and lessons from historical figures to help listeners build a one-of-a-ki…

You Need a Plan
Where do I start a One of a Kind Financial Plan? Reach out to Mike and the team at 757.568.7722 or https://www.ideasbymike.com/

The Forced Retirement Test
In this episode, Mike Milligan from One Oak Financial discusses key aspects of retirement planning, including early retirement, phased retirement, the importance of a comprehensive financial plan, and managing retirement risks. Learn how to prepare for life's unexpected decisions and create a perso…

The Pension Feeling
In this episode of the One of a Kind Financial Show, Mike Milligan discusses the importance of guaranteed income, planning for longevity, and creating a personalized financial plan to ensure a secure retirement. Topics include the rise of annuities, the impact of gray divorce, and protecting agains…

Inflation Meets Retirement Income
In this episode, Mike Milligan discusses essential retirement planning topics including income strategies, Social Security, healthcare costs, estate planning, and tax management. Learn how to create a dynamic, personalized financial plan to live a one-of-a-kind retirement life. Reach out to Mik…

Confidence Needs a Plan
In this episode, Mike Milligan discusses the complexities of retirement planning, including Social Security strategies, tax considerations, healthcare costs, and creating a personalized financial plan to live a confident, stress-free retirement. Reach out to Mike and the team at 757.568.7722 or ht…

The Pressure to Look Wealthy
Explore how social media influences financial perceptions, success, and retirement planning with expert Mike Milligan. Learn about the emotional side of money, the FIRE movement, and creating a personalized financial plan. Reach out to Mike and the team at 757.568.7722 or https://www.ideasbymike.c…

Playing it Too Safe?
In this episode of the One of a Kind Financial Show, Mike Milligan shares expert insights on retirement planning, emphasizing the importance of a personalized, coordinated approach to secure your financial future. Discover common mistakes, strategies to avoid them, and how to build a unique financi…