Dec 17, 2025
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
- Website: Mike Milligan
- LinkedIn: Mike Milligan, CFP®
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/.
Follow Keith’s social media pages
- LinkedIn: Keith Borie
- Investor Club: Secret Passive Cashflow Investors Club
- Facebook: Keith Borie
- X: @BoboLlc80554