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
