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In this episode of The Cashflow Chronicles, I sit down with Mike Milligan, CFP®, author of The One of a Kind Financial Plan, for a powerful conversation about why so many people have accounts, products, and investments… but still don’t have a real financial plan.

Mike and I dig into the broken “one-size-fits-all” model that dominates the financial industry and talk about what it really means to build a plan around your life, your goals, and your vision—not just some generic retirement number. We cover the importance of organization, taxes, retirement income, long-term care, liquidity, legacy, and why true planning should be driven by dreams rather than just performance charts and account balances.

We also talk about Mike’s personal story, how his grandmother and brother shaped the way he thinks about money and legacy, and why his Retirement CHI framework—Community, Health, and Impact—is such an important part of preparing for life after work. If you’re tired of cookie-cutter financial advice and want to start thinking more intentionally about how your money supports your actual life, this is an episode you don’t want to miss.

Learn more about Mike Milligan, 1 Oak Financial, and his book The One of a Kind Financial Plan through the link below

(Click Here to visit website)

(Grab a copy of his book)

If you'd like more information on how you too can start the journey of Becoming Your Own Banker, or you have questions and you'd like to chat, feel free to visit our website & book a Free Consultation now!

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