EP- 178 -Unique Investing with Mike Milligan
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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