EP-178 - Unique Investing with Mike Milligan
Wealth Architect Podcast · Destiny Creation LLC
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Show Notes
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