Dec. 17, 2025

EP192: One-of-a-Kind Financial Planning and Tax Diversification - Mike Milligan, CFP®

EP192: One-of-a-Kind Financial Planning and Tax Diversification - Mike Milligan, CFP®
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Want to build wealth without a one-size-fits-all plan? In this episode, Mike Milligan shares how personalized strategies and proactive tax planning can change the trajectory of your financial life. Plus, powerful stories behind his “one-of-a-kind” approach, lessons from family entrepreneurship, and why every dollar should have a purpose.

 

Key Takeaways To Listen For

  • The #1 financial skill most people lack
  • Why tax rates in retirement won’t automatically be lower
  • Tax diversification tools every investor should know
  • End-of-life planning: why 80% of men die married, and 80% of women die single
  • An expert advice on true legacy you need to hear

 

Resources/Links Mentioned In This Episode

  • The One of a Kind Financial Plan by Mike Milligan | Kindle and Paperback
  • Build: An Unorthodox Guide to Making Things Worth Making by Tony Fadell | Kindle and Hardcover

 

About Mike Milligan, CFP®
Mike Milligan, CFP®, is the Founder and Chief Financial Planner of One Oak Financial, where he helps families and business owners design simple, values-based financial plans that create clarity and long-term confidence. With more than 15 years of experience as a CERTIFIED FINANCIAL PLANNER™, Mike specializes in retirement planning, purposeful wealth-building, risk management, and personalized investment strategies. He is known for his relationship-driven approach and for helping clients navigate major life and career transitions with wisdom and financial stewardship. Mike also hosts educational workshops and community events focused on financial literacy and generational planning.

 

Connect with Mike

 

Connect With Us
If you’re looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.

 

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