“Life is not a simple pie chart of diversified priorities and passions to spread out risk. Life is so much more. We go all in, all the time.”
–Mike Milligan, CFP®
With over 27 years in the financial industry, Mike has seen it all: the portfolios, the products, the one-size-fits-all advice that often leaves real people feeling unseen. But what sets him apart isn’t just experience—it’s intention. Mike believes that financial planning should be personal, not prescriptive. He’s on a mission to shift the culture from chasing numbers to building legacy—where wealth is measured not only by what you have, but by what you leave behind.
Mike’s speaking style is equal parts strategy and soul. Whether he's on a national stage, leading a workshop, or sitting across from someone at a kitchen table, he shows up with heart, humor, and the deep belief that everyone deserves a plan that fits who they are. His talks spark mindset shifts. His stories stick with you. And his message is simple: if you can be anything in this world—be one of a kind.
From keynote addresses on redefining retirement to panels on purpose-driven entrepreneurship, Mike brings clarity, inspiration, and action to every room he enters. He’s not here to impress—he’s here to impact.
Speaking His Truth.
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I am here to boldly and authentically help you inspire, engage, and transform your community.
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Bold ideas. Real conversations. Industry-shifting insight.
When Mike Milligan steps onto a stage, he brings more than financial expertise—he brings a movement. As a panelist or conference speaker, Mike challenges outdated narratives around wealth, retirement, and legacy with stories that hit home and strategies that spark change. He speaks from 27+ years in the industry, but more importantly, from the heart—breaking down complex systems and offering actionable tools that empower people to plan boldly and live intentionally. -
From strategy to soul, Mike meets people where they are.
Whether he’s teaching a masterclass for financial advisors or hosting a live webinar for everyday folks trying to figure out their future, Mike makes financial clarity feel personal. His virtual sessions are interactive, motivating, and full of tools that actually stick. Expect stories, aha moments, and frameworks that make money make sense. Attendees leave feeling more prepared, more inspired, and more connected to their own definition of success. -
Your listeners won’t just get advice—they’ll get a shift.
Mike Milligan is the kind of guest who brings a story for every principle, a laugh for every truth, and a lesson that lingers long after the episode ends. As a podcast guest, he shares his journey from kitchen-table entrepreneurship to industry leader, breaking down how money, mindset, and meaning are deeply connected. Whether the conversation leans spiritual, strategic, or somewhere in between—Mike knows how to show up, show love, and show out.
Press Kit
Short Bio:
Mike Milligan, CFP®, founder of 1 OAK Financial (f/k/a Ideas By Mike) is a financial educator, speaker, and legacy builder with over 27 years in the industry. Known for blending strategy with story, Mike is on a mission is to disrupt the financial industry by serving those who don’t fit the mold.
Through his books, podcast, Youtube channel, live masterclasses, and signature approach to values-based planning, he empowers people to turn their money into meaning—and their stories into legacy.
Tagline:
Because wealth isn’t just what you have—it’s what you leave behind.
Speaking Topics & Signature Talks
Legacy Over Liquidity: How to Build a Financial Plan That Outlives You
Rewrite the Rules: The New Language of Money, Impact & Identity
One-of-a-Kind Planning Book: Why the Financial Industry Needs to Ditch the Big Mac Model
Your Story is the Strategy: Build the Life You Actually Want
Don’t Wait for Retirement to Live