Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
Content provided by Business Innovators Radio Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Business Innovators Radio Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!
Go offline with the Player FM app!
Interview with Mike Milligan, Founder of 1 Oak Financial, Discussing The Sea of Sameness
MP3•Episode home
Manage episode 493399904 series 1007475
Content provided by Business Innovators Radio Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Business Innovators Radio Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Mike Milligan, a Certified Financial Planning Professional, author, podcast and radio show host, and university lecturer, brings 26 years of experience to the financial planning industry. After beginning his career in large banks and insurance companies, he founded his first firm 15 years ago with the belief that “everyone is One of a Kind; and they deserve a One of a Kind Financial Plan.”
Challenging the “One Size Fits All” approach to financial advice, which he refers to as “Retirement Déjà Vu™,” Mike developed The One of a Kind Financial Plan™. This comprehensive plan addresses taxes, retirement income, investments, long-term care, and legacy, enabling clients to live a “One of a Kind Life.” Recognizing the need for a clear retirement vision, he then created Retirement CHI™ to supplement the plan. This innovative approach focuses on community, health, and impact, further reducing stress for his clients. Mike leads a team of over 20 professionals across the United States, including Hawaii.
Learn more: http://www.1OakFinancial.com
The information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Information is obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Neither Mike Milligan nor his guests are liable for the use of information discussed. Always consult with a qualified investment, tax, or legal professional before taking any action or schedule a meeting with Mike Milligan. Annuity guarantees are based solely on the financial strength and claims-paying ability of the issuing company. Individuals should thoroughly review the contract for specific product features and costs. Income payments and withdrawals from deferred annuities are generally taxable as ordinary income in the year they are taken.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mike-milligan-founder-of-1-oak-financial-discussing-the-sea-of-sameness
…
continue reading
Challenging the “One Size Fits All” approach to financial advice, which he refers to as “Retirement Déjà Vu™,” Mike developed The One of a Kind Financial Plan™. This comprehensive plan addresses taxes, retirement income, investments, long-term care, and legacy, enabling clients to live a “One of a Kind Life.” Recognizing the need for a clear retirement vision, he then created Retirement CHI™ to supplement the plan. This innovative approach focuses on community, health, and impact, further reducing stress for his clients. Mike leads a team of over 20 professionals across the United States, including Hawaii.
Learn more: http://www.1OakFinancial.com
The information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Information is obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Neither Mike Milligan nor his guests are liable for the use of information discussed. Always consult with a qualified investment, tax, or legal professional before taking any action or schedule a meeting with Mike Milligan. Annuity guarantees are based solely on the financial strength and claims-paying ability of the issuing company. Individuals should thoroughly review the contract for specific product features and costs. Income payments and withdrawals from deferred annuities are generally taxable as ordinary income in the year they are taken.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mike-milligan-founder-of-1-oak-financial-discussing-the-sea-of-sameness
1023 episodes
MP3•Episode home
Manage episode 493399904 series 1007475
Content provided by Business Innovators Radio Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Business Innovators Radio Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Mike Milligan, a Certified Financial Planning Professional, author, podcast and radio show host, and university lecturer, brings 26 years of experience to the financial planning industry. After beginning his career in large banks and insurance companies, he founded his first firm 15 years ago with the belief that “everyone is One of a Kind; and they deserve a One of a Kind Financial Plan.”
Challenging the “One Size Fits All” approach to financial advice, which he refers to as “Retirement Déjà Vu™,” Mike developed The One of a Kind Financial Plan™. This comprehensive plan addresses taxes, retirement income, investments, long-term care, and legacy, enabling clients to live a “One of a Kind Life.” Recognizing the need for a clear retirement vision, he then created Retirement CHI™ to supplement the plan. This innovative approach focuses on community, health, and impact, further reducing stress for his clients. Mike leads a team of over 20 professionals across the United States, including Hawaii.
Learn more: http://www.1OakFinancial.com
The information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Information is obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Neither Mike Milligan nor his guests are liable for the use of information discussed. Always consult with a qualified investment, tax, or legal professional before taking any action or schedule a meeting with Mike Milligan. Annuity guarantees are based solely on the financial strength and claims-paying ability of the issuing company. Individuals should thoroughly review the contract for specific product features and costs. Income payments and withdrawals from deferred annuities are generally taxable as ordinary income in the year they are taken.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mike-milligan-founder-of-1-oak-financial-discussing-the-sea-of-sameness
…
continue reading
Challenging the “One Size Fits All” approach to financial advice, which he refers to as “Retirement Déjà Vu™,” Mike developed The One of a Kind Financial Plan™. This comprehensive plan addresses taxes, retirement income, investments, long-term care, and legacy, enabling clients to live a “One of a Kind Life.” Recognizing the need for a clear retirement vision, he then created Retirement CHI™ to supplement the plan. This innovative approach focuses on community, health, and impact, further reducing stress for his clients. Mike leads a team of over 20 professionals across the United States, including Hawaii.
Learn more: http://www.1OakFinancial.com
The information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Information is obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Neither Mike Milligan nor his guests are liable for the use of information discussed. Always consult with a qualified investment, tax, or legal professional before taking any action or schedule a meeting with Mike Milligan. Annuity guarantees are based solely on the financial strength and claims-paying ability of the issuing company. Individuals should thoroughly review the contract for specific product features and costs. Income payments and withdrawals from deferred annuities are generally taxable as ordinary income in the year they are taken.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mike-milligan-founder-of-1-oak-financial-discussing-the-sea-of-sameness
1023 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.