FLA 197 - Mike Milligan - Designing Your ONE OF A KIND Financial Plan

Mike Milligan is the Founder of 1.oak Financial, a virtual financial planning firm built to challenge the “Paralysis Penalty” — the one-size-fits-all financial advice that leaves people unprepared for the realities of Wall Street, insurance, and the markets. With over 30 years of experience, a specialized industry degree, and insights from major banks and insurance firms, Mike delivers truly personalized strategies that help clients protect and grow their wealth. A Certified Financial Planner, adjunct professor at Old Dominion University, podcast host, and author of two books, Mike has been featured on CNBC, Fox, ABC, and NBC, and recognized nationally for both financial leadership and coaching excellence. Now based in San Juan, Puerto Rico, he continues expanding 1.oak Financial toward B Corp certification and Inc. 5000 recognition while enjoying life with his family. In this episode, Mike shares how to design a financial plan that’s one of a kind — tailored to your goals, lifestyle, and what you value most. He breaks down the key principles behind building a foundation that supports your future, no matter where you’re starting. From managing risk and setting priorities to understanding what truly drives financial freedom, this conversation will help you see money differently and make smarter, more confident decisions for your business and life. You Can Find Mike @: 🌐 Website: https://www.ideasbymike.com/ 💼 LinkedIn: www.linkedin.com/in/mikemilligancfp ▶️ YouTube: https://www.youtube.com/@Ideasbymike 📸 Instagram: https://www.instagram.com/ideasbymike/ 🏆 Click Below To Access FREE Trainings For Realtors 🏆 https://nfiniteagents.com/free-training 🏆 Join My Real Estate Group and Get Access to Free Coaching, Systems, and Tools: Book a Call Below! 🏆📲 Book a Call With Me