Why Your Financial Plan Should Be as Unique as Your Life

From Get Ready: Before Life Happens Podcast by Tony Steuer

June 9, 2026 · 36 min

About this episode

This episode discusses the importance of creating a personalized financial plan that reflects individual values and life goals.

Send us Fan Mail The best financial plans start with who you are and the life you want to live. On this episode of The Get Ready Money Podcast, I spoke with Mike Milligan, CFP and author of The One of a Kind Financial Plan Book about how to build a personalized financial plan and retirement strategy that aligns your money, values, and relationships with the life you want to live. Takeaways 🔹 One-of-a-kind lives deserve one-of-a-kind financial plans. 🔹 Retirement Chi is what you wa...

People in this episode

Host: Tony Steuer

Guest: Mike Milligan

Topics covered

financial planning
personalized finance
retirement strategy
values alignment
money management

Keywords

financial plan
retirement
personal finance
money values
financial strategy

Mentioned in this episode

Books & works: The One of a Kind Financial Plan Book