HeyJaredIdeas by Mike™
Welcome to Ideas by Mike™ — The Podcast with Mike Milligan, CFP®, where you will find one-of-a-kind financial planning advice for your one-of-a-kind life.
- Indexed episodes, last 90 days
- 5
- Latest publication
- Aug 28, 2026
- Audience
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- Earliest in this view
- Jul 3, 2026
Latest episodes
Curiosity, Clarity, and the Four Doors into Better Retirement | Ideas by Mike™ EP57 (opens the original)
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In this episode of the Ideas by Mike™ podcast, host Mike Milligan, CFP sits down with Cody Lutz, a coach who helps high-performing people think more clearly, act more courageously, and get better results with less wasted effort. Cody shares the path that took him from rural farm kid to event coordinator, SaaS leader, entrepreneur, and full-time executive coach.They also dig into practical tools for major life transitions, including retirement, business growth, and figuring out what you actually
A Story of Faith, Portfolio Design & Hidden Reasons to Get Annuities Right | Ideas by Mike™ EP56 (opens the original)
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In this episode of the Ideas by Mike™ podcast, host Mike Milligan sits down with Tracy Lownsberry, an industry-leading financial professional, trusted trainer, and founder of The Annuity Giants. Tracy shares his unique journey from a small Michigan town to serving in the U.S. Army Special Operations and law enforcement, and how his faith and family values ultimately guided him into reshaping the financial services industry. The two dive deep into the nuances of portfolio construction, the realit
Find Your One of a Kind: From Knowing the Problem to Fixing Your Retirement | Ideas by Mike™ EP41 (opens the original)
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In this prequel episode of Ideas by Mike™, Mike steps up to the mic alone to break down the 6 Moves to Stop Borrowing Desires and Start Living a One-of-a-Kind Life.
The Massive Structural Differences When Evaluating Bitcoin vs Crypto | Ideas by Mike™ EP55 (opens the original)
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Is your financial advisor still stuck in the 1960s? In this episode of Ideas by Mike™, host Mike Milligan, CFP sits down with Eric Runge, a third-generation entrepreneur and founder of Veritas Wealth, to discuss the institutionalization of financial planning and why standard commoditized products like the 60/40 portfolio are failing modern investors.
Financial Therapy 101: How Your “Money Scripts” Controls Your Future | Ideas by Mike™ EP54 (opens the original)
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In this episode of Ideas by Mike™, financial therapist Erica Wasserman joins host Mike Milligan, CFP to explore the emotional side of retirement planning. Moving beyond just the spreadsheet, they discuss the concept of "Phase Three," how childhood "money scripts" unconsciously influence adult financial decisions, and the importance of aligning retirement visions as a couple. Erica provides practical frameworks—including her M.O.N.E.Y. communication method—for navigating tough conversations and s
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