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 goals.
Reach out to Mike and the team at 757.568.7722 or https://www.ideasbymike.com/

The Importance of Personalized Retirement Plans
53:27

Milestone Birthdays and Life Planning Around Them
50:29

The Importance of Adjusting Your Financial Plan in Response to Rate Changes
50:51