Some People Own a Business. Some People Own a Job. Featuring Mike Milligan, EP 285
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Some People Own a Business. Some People Own a Job. Featuring Mike Milligan, EP 285
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What's the most important financial document a practice owner will ever have? It's not a mutual fund, a will, or a trust — according to this episode's guest, it's a written financial plan. Tracy Cherpeski sits down with Mike Milligan, founder of One Oak Financial, a B Corp certified firm that works with high-income earners, especially physicians and practice owners.
Mike spent his early career on Wall Street before building a firm around impact over profit. In this conversation, he draws a sharp line between practices that are thriving and practices that are just surviving, and explains why some people own a business while others just own a job.
They also dig into money scripts, why taxes may be the biggest expense practice owners never address, and how a written plan can keep you from making decisions out of fear when the market gets shaky. If you've been meaning to have the money conversation but keep putting it off, this one's for you.
Read the full show notes, memorable quotes, and key takeaways.
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