“… the legendary Mike Milligan — a purpose-driven financial advisor, educator, entrepreneur, author, podcast host, radio show host, adjunct professor, CFP, and Accredited Investment Fiduciary… He's helped thousands of clients make sense of their wealth and build plans that fit their one-of-a-kind lives.”

“I don't know if anybody out there knows Mike Milligan… he's that big in the industry… he's a 20-year career producer, personal producer, 700 million dollars in annuity production. I don't need to quantify that for you — you all know what that would mean….”

“I assure you, Mike has forgotten more about financial services than the average entrepreneur will ever know.”

“Today we are going to chat with one of the top entrepreneurs in the financial service industry.”

“One of the leading voices in client-centered, impact-driven financial planning. What I love about Mike's approach is how he blends decades of expertise with empathy and a genuine focus on helping people design lives that reflect who they truly are… He has a gift for turning financial jargon into simple, actionable strategies that anyone can use.”

“One of the most compelling voices in personal finance today. Mike's story about his grandmother and his brother Jonathan was just such a powerful reminder that a one-of-a-kind life… is not something you wait for one day, it's something you choose to live today”

“Mike Milligan grew up in extreme poverty, endured personal tragedy, and still built a thriving multi–seven-figure business while living life on his own terms. His story of resilience and intentional living is a masterclass in turning adversity into fuel.”

“He breaks down financial planning without the fear piece… he doesn't just talk with the numbers, but he talks the values, the intention, the legacy, and the grounded decision making.”

“Knowledge is power and Mike has a plethora of it.”

“Mike's journey started in the hills of North Carolina, ended up with him as a dominant authority on the subject of financial planning.”

“I love when I meet people that are a living message to what they are trying to teach.”

“Known for blending practical strategy with heart… Mike brings clarity and inspiration to every audience he serves… He's not here to impress — he's here to impact.”

“What is really great about Mike's approach is that he tailors his planning and strategy to his client, creating a client-centric experience.”

“Mike doesn't just teach this stuff, he lives it. His kids have ROTH IRAs. He moved to Puerto Rico to change his tax bill. He has a One of a Kind Financial Plan.”

“Reading The One of a Kind Financial Plan felt surprisingly empowering. So much financial advice is written for people who already have privilege, but Mike Milligan approaches things differently. He centers your story—your background, your struggles, your hopes—and makes you realize that your financial future doesn't have to follow someone else's script. As a Black woman studying finance, I appreciated how he connects money with identity and self-worth. The Retirement CHI™ method pushes you to define success beyond survival—it's about building generational power and joy. This isn't a “get rich” book; it's a blueprint for liberation through intentional choices. It gave me both practical tools and a sense of belonging in a world that often leaves us out.”