What if the things that teach us the most about money have very little to do with money?

In this episode of The Hey Alexa Podcast, Alexa sits down with Mike Milligan, CFP® founder of 1.oak Financial, author, educator and entrepreneur—to trace a story that begins at his grandmother's kitchen table and eventually becomes a much bigger conversation about what makes a life feel rich.

Mike grew up watching his grandmother turn necessity into entrepreneurship, selling collard sandwiches to support her family and teaching him some of his earliest lessons about money, resourcefulness and relationships. Decades later, after building a career in finance and entrepreneurship, his definition of success looks a little different.

Alexa and Mike talk about the moving finish line of “enough,” our obsession with productivity, the cost of sacrificing our health and relationships for success, why experiences may be worth investing in before retirement, and what happens when being good at making a living starts competing with being good at living.

And underneath all of it is a reminder Mike carries with him every day:

Never miss a moment.

Because the goal isn't simply to accumulate more. It's to build a life you'll actually remember.

Connect with Mike

Learn more about Mike's work, financial education and One-of-a-Kind approach to financial planning at MikeMilligan.com.

Connect with Mike on LinkedIn

Interested in working with a financial planner? Mike founded 1.oak Financial, where his team builds personalized financial plans around an individual's goals, values and life rather than a one-size-fits-all approach.

Mike also currently offers a six-week Personal Financial Planning Course, taught virtually through Old Dominion University, designed to give participants practical financial-planning knowledge and tools. You can find course information and Mike's other educational offerings through MikeMilligan.com

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