EP-178 - Unique Investing with Mike Milligan

About this episode

Mark Yegge interviews Mike Milligan about innovative financial strategies and the flaws in traditional financial planning.

In this episode of the Wealth Architect Podcast, Mark sits down with Mike Milligan, founder of One Oak Financial, to discuss what's broken in traditional financial planning — and how to build a truly one-of-a-kind financial strategy. With 30 years of experience in banking and financial planning, Mike shares insights on Wall Street fee structures, S&P 500 concentration risk, tax planning, behavioral finance, and why education is the foundation of real wealth. If you want to move beyond cookie-cutter advice and build a plan aligned with your life, this episode is for you. Connect with Mike Milligan: 🌐 Website: https://mikemilligan.com 🏦 One Oak Financial: https://oneoakfinancial.com 📘 Book – The One-of-a-Kind Financial Plan : https://www.amazon.com 🎙 Podcast – Ideas by Mike : https://mikemilligan.com

People in this episode

Host: Mark Yegge

Guest: Mike Milligan

Topics covered

• financial planning
• investing strategies
• behavioral finance
• tax planning
• wealth education

Keywords

• financial strategy
• investment advice
• fee structures
• S&P 500 risk
• wealth building

Mentioned in this episode

Organizations: One Oak Financial, S&P 500

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

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