EP- 178 -Unique Investing with Mike Milligan
- 00:25:27
- July 2, 2026
- 34.95M
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](https://mikemilligan.com)
🏦 One Oak Financial: [https://oneoakfinancial.com](https://oneoakfinancial.com)
📘 Book – *The One-of-a-Kind Financial Plan*: [https://www.amazon.com](https://www.amazon.com)
🎙 Podcast – *Ideas by Mike*: [https://mikemilligan.com](https://mikemilligan.com)
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