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Why should your financial plans be any different? We believe every person needs their own individual, personalized plan to achieve their dreams, which means we will never sell a one-size-fits-all solution. Our ultimate goal is to help our clients build the unique financial future that allows them to thrive, especially if they’ve never had access to it before. And, through our unbiased, personalize
03/07/2026
📢 New Episode Alert: Financial Therapy 101!
In this episode of Ideas by Mike™, financial therapist Erica Wasserman joins our host Mike Milligan, CFP to explore the emotional side of retirement planning.
Moving beyond just the spreadsheet, they discuss the concept of "Phase Three," how childhood "money scripts" unconsciously influence adult financial decisions, and the importance of aligning retirement visions as a couple.
Erica provides practical frameworks—including her M.O.N.E.Y. communication method—for navigating tough conversations and setting healthy boundaries, emphasizing that a successful retirement is an emotional journey built on purpose, values, and intentionality.
Link: 🔗 https://www.youtube.com/watch?v=-cRsa_6WcX0
If you haven't imagined what your daily life, purpose, and identity look like without your career, the transition can be incredibly jarring.
🎙️ Watch the full masterclass on how to design the next 30 years of your life. Check the link in the comments!
