Family Wealth Strategy: From One Generation to the Next | Dr. Megan McCoy (EP. 50)

Information is Cheap, Transformation is Rare | Ideas by Mike™ (EP. 51)

Are you endlessly consuming financial content but still feeling stuck? In this special solo episode of the Ideas by Mike™ [https://s.w.org/images/core/emoji/17.0.2/72x72/2122.png] podcast [https://youtube.com/@1.oakfinancial?si=JSgJnnUAAaEBBpBt], Mike Milligan, CFP® [https://www.linkedin.com/in/mikemilligancfp/?skipRedirect=true] takes a step back to connect the dots. Over the last fifteen episodes, we’ve explored wealth, health, fear, and communication—but how do all these pieces actually fit together into a real, actionable plan for your future? Join Mike as he bridges the gap between cheap information and rare transformation. You won’t hear any guests today, just a powerful look back so we can look forward to the next level of the show. Discover why building a “one-of-a-kind life” is about much more than just a spreadsheet, and find out the single most important question you need to ask yourself to finally get unstuck. Stop doom-scrolling and start planning. Subscribe to our YouTube [https://youtube.com/@1.oakfinancial?si=JSgJnnUAAaEBBpBt] and Tune in to find your starting line! Also Get the Book “The One of a Kind Financial Plan” on Amazon: https://a.co/d/hAOPAgM [https://a.co/d/hAOPAgM] #moneymanagementpodcast #financialplanningpodcast #Finance #Inflation #RetirementPlanning #EconomicHistory #IdeasByMikePodcast

Family Wealth Strategy: From One Generation to the Next | Dr. Megan McCoy (EP. 50)

Are your childhood memories secretly managing your money? 🤔 [https://s.w.org/images/core/emoji/17.0.2/72x72/1f914.png] We ALL have these stories. On this week’s episode of the Ideas by Mike podcast, I sat down with Dr. Megan McCoy, one of the top academic minds in financial therapy. We went deep into the psychology of how we handle money across every generation. Dr. McCoy even shared her own vulnerable money story about how wanting to “save the world” made her think she had to take a vow of poverty—and how she rewrote that narrative. It was absolute podcast gold. If you’ve ever felt paralyzed by a financial decision, or if you’re arguing with your spouse about money, this episode is basically a free therapy session. Connect with Dr. Megan McCoy: LinkedIn: https://www.linkedin.com/in/megan-mccoy-phd/ [https://www.linkedin.com/in/megan-mccoy-phd/] ---------------------------------------- Watch the full episode here: YouTube Link [https://www.youtube.com/watch?v=ZqA27aX0s2Q] To learn more about us, visit www.1oakfinancial.com  [https://www.1oakfinancial.com/]  |  Don’t forget to subscribe to our YouTube Channel for latest updates! [http://youtube.com/channel/UCQ0PSRjtJ3csDLFl-GfNLkg/]

Tax Strategies for High-Income Earners Who is “Time Poor But Cash Rich” with Keshav Kolur (EP. 49)

Is your wealth over-concentrated in company stock? In this episode of Ideas by Mike podcast [https://www.youtube.com/playlist?list=PLZ3KupZ4PKZW7NBOjRRQxRCSOSpS0G2ok], host Mike Milligan, CFP, sits down with Keshav Kolur—a former software engineer at Amazon and Meta who walked away from the cubicle to build Clive Capital. Keshav reveals how he applies a “tech brain” to evaluate real estate, oil, and gas deals to minimize downside risk. If you are a high-income earner who is “time poor but cash rich,” this episode is your blueprint for rewriting your financial story through passive income and sophisticated tax strategies. ---------------------------------------- In this episode, you’ll learn: * Why tech employees are often dangerously over-concentrated in RSUs. * The specific “engineering guardrails” Keshav uses to vet private equity deals. * How to legally and ethically slash your tax bill through alternative assets. * The journey from Georgia Tech robotics to managing a multi-million dollar fund of funds. * Alternative Investments 2026 and the Passive Income for Tech Employees. * Real Estate Syndication Strategies and how to do RSU Diversification. * Tax Saving Strategies for High Earners. * Meta & Amazon Employee Wealth. * Oil and Gas Passive Income and doing Engineering Mindset in Investing. Connect with Keshav Kolur: Website: https://www.clivecap.com [https://www.clivecap.com] LinkedIn: https://www.linkedin.com/in/keshavkolur [https://www.linkedin.com/in/keshavkolur] Free Resource: 100+ Question Due Diligence Checklist – https://www.clivecap.com/alternative-assets [https://www.clivecap.com/alternative-assets] ---------------------------------------- Watch the full episode here: YouTube Link [https://www.youtube.com/watch?v=4mUaEd6mc94&t=8s] To learn more about us, visit www.1oakfinancial.com  [https://www.1oakfinancial.com/]  |  Don’t forget to subscribe to our YouTube Channel for latest updates! [http://youtube.com/channel/UCQ0PSRjtJ3csDLFl-GfNLkg/]

(Ep. 48) How Narrative Momentum Predicts Market Shifts Before the Data | Ronnie Sadka

In Episode 48 of Ideas by Mike podcast, Mike Milligan, CFP [https://www.linkedin.com/in/mikemilligancfp/] sat down with Ronnie Sadka [https://www.linkedin.com/in/ronnie-sadka-404130/], Chair of the Finance Department at Boston College and co-founder of MKT MediaStats. We dove deep into a fascinating concept he calls “Narrative Momentum.” We humans have bounded rationality—we simply cannot process the millions of articles, tweets, and news stories published every single day. Because of this, the market often underreacts to a narrative as it slowly gains traction. Ronnie’s research uses technology to systematically analyze these narratives, identify which topics are gaining momentum, and correlate them with asset class returns. It’s not about guessing what the next big thing will be; it’s about systematically measuring what the world is already talking about, and positioning your portfolio accordingly. ---------------------------------------- In this episode, we cover: * How “Narrative Momentum” differs from traditional price momentum. * The danger of the “trampoline effect” (why buying the dip isn’t always smart). * How technology is bridging the gap between academic theory and actionable trading strategies. If you want to understand how the flow of information is actively moving markets, you need to hear Ronnie break this down. Watch the full episode here: YouTube Link [https://www.youtube.com/watch?v=woRn_XMdvjc] ---------------------------------------- To learn more about us, visit www.1oakfinancial.com  [https://www.1oakfinancial.com/]  |  Don’t forget to subscribe to our YouTube Channel for latest updates! [http://youtube.com/channel/UCQ0PSRjtJ3csDLFl-GfNLkg/]

(Ep. 47) 3 Communication Mistakes Financial Advisors Make (And How To Fix Them) | Deirdre Van Nest

Cut through the “sea of sameness” in financial advice by using communication as your competitive edge. In this episode of Ideas by Mike (Ep. 47), Mike Milligan, CFP [https://www.linkedin.com/in/mikemilligancfp/], talks with communication expert Deirdre Van Ness [https://www.linkedin.com/in/dvannest/] about the three common mistakes advisors make, why effective speaking starts with strong content and emotional resonance, and how AI and gender dynamics are shaping the industry.  Main points: three advisor mistakes, content-first speaking, emotional connection, AI’s role, fewer women in finance. Like, comment, and subscribe for more episodes on financial communication and advisor growth. ---------------------------------------- Episode Summary: This episode of Ideas by Mike features Deirdre Van Ness discussing how financial advisors can escape the “sea of sameness” through powerful communication. Main Topics: * The Power of Communication: Using communication as a “superpower” to build trust and influence. * Three Communication Mistakes: Avoiding common pitfalls by treating every conversation as a leadership audition. * Human-AI Collaboration: Leveraging AI for efficiency while using the human element to customize the Final Output. To learn more about us, visit www.1oakfinancial.com  [https://www.1oakfinancial.com/]  |  Don’t forget to subscribe to our YouTube Channel for latest updates! [http://youtube.com/channel/UCQ0PSRjtJ3csDLFl-GfNLkg/]