How to Create a Financial Plan That Actually Fits Your Life w/ Mike Milligan

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About this episode

In this episode This conversation dives into what it really means to create a financial plan built around your life—not a one-size-fits-all system. We talk about why traditional financial models often feel overwhelming and impersonal, and how shifting the focus to your unique story changes everything. Mike Milligan breaks down the difference between fiduciary responsibility and suitability, how AI can support (not replace) financial conversations, and why financial planning should be accessible at every stage of life. At the core, this episode is about clarity, empowerment, and redefining how we think about money and planning for the future. Meet my guest I’m joined by Mike Milligan,…