Start With Your Retirement Plan, Then Choose the Tools

Mike Milligan welcomes Morgan Patrick and discusses why a retirement plan should guide the choice of financial products. They consider a product's purpose, costs, access to money and alternatives instead of starting with a favorite investment or rejecting a tool without understanding it. Call 800-…

The Silent Partner in Your IRA—and What Your Bank Is Paying

The number on a retirement statement does not show the whole agreement about future taxes. In this solo episode, Mike Milligan draws on The Retirement Handshake to discuss retirement-account taxes, year-end deduction questions and the conditions behind bank CD offers. Call 800-748-1838 or text IDE…

Retirement Planning Can be Complex, Are You Prepared?

In this episode, Mike Milligan from One Oak Financial discusses the complexities of retirement planning, including Medicare costs, the impact of losing a spouse, 401k rollovers, and the importance of a comprehensive financial plan. Learn how to prepare for life's unexpected changes and make informe…

Customizing Retirement Income Plans Based on Individual Needs

In this episode, Mike Milligan from One Oak Financial shares insights on retirement planning. Conversation centers around emphasizing personalized strategies, the importance of beneficiary updates, and balancing financial and lifestyle goals for a fulfilling retirement. If you have any questions a…

The Importance of Personalized Retirement Plans

In this episode, Mike Milligan explores the complexities of retirement planning, including tax strategies, Medicare considerations, beneficiary designations, and the importance of personalized financial plans. Learn how to navigate these critical areas to secure your financial future. If you have …

Milestone Birthdays and Life Planning Around Them

Mike Milligan of The One of a Kind Financial Show is celebrating a milestone birthday. Mike will have insights on market signals, financial planning, and life milestones. Learn how to navigate market fluctuations, plan for key ages, and build a personalized financial strategy. Reach out to Mike an…

The Importance of Adjusting Your Financial Plan in Response to Rate Changes

In this episode, Mike Milligan discusses the impact of the Federal Reserve's rate hike on household finances, covering what gets more expensive, what benefits from higher rates, and how to adapt your financial plan accordingly. All that more on this edition of "The One of a Kind Financial Show". R…

The State-by-State Retirement Gap

In this episode, Mike Milligan and Gary Nolan discuss the latest retirement planning strategies, including state-by-state retirement costs, Social Security warnings, and the importance of a personalized financial plan. They explore how to adapt your retirement plan to changing circumstances and ens…

The Number Isn’t the Plan

In this episode, Mike Milligan discusses the realities of retirement planning, including the significance of a personalized financial plan, the pitfalls of relying on generic rules of thumb, and strategies for managing home equity and other assets effectively.   Reach out to Mike and the team at …

The Longevity Fear Gap

In this episode, Mike Milligan discusses the critical aspects of retirement planning, including longevity risk, healthcare costs, debt management, and tax strategies. Learn how to create a personalized financial plan to live a one-of-a-kind life and secure your financial future.   Reach out to Mi…