



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…

The Scam Stress Test
This episode covers the rising threat of financial scams targeting retirees, the importance of comprehensive financial planning, and key decisions like pensions, beneficiary designations, and long-term care. Hosted by Gary Nolan with expert Mike Milligan, it offers practical advice to protect and o…

How to Live a One of a Kind Life
Mike Milligan discusses the latest earnings season, the impact of AI and consumer spending, annuity bonuses, long-term care planning, and how oil prices influence the economy and personal finances. This episode provides actionable insights to help you craft a one-of-a-kind financial plan. Reach…

Mid Year Review
In this episode, Mike Milligan discusses mid-year financial review strategies, market trends for July and August, and how recent Fed decisions impact your investments and retirement planning. Learn practical tips to optimize your finances in 2026. Reach out to Mike and the team at 757.568.7722 …

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/