Mike Milligan - Wealth Isn't Just What You Have
Mon Feb 02 2026
GUEST DESCRIPTION:
Mike Milligan, CFP®, founder of 1 OAK Financial is a financial educator, speaker, and legacy builder with over 27 years in the industry. After decades of seeing one-size-fits-all advice fall short, he's made it his mission to redefine financial planning as something deeply personal which focused not just on numbers, but on legacy, purpose, and impact.
Known for blending practical strategy with heart, Mike brings clarity and inspiration to every audience he serves. Whether delivering a keynote, leading a workshop, or joining a panel discussion, his talks spark mindset shifts, encourage intentional living, and remind people that true wealth is measured by what you build and what you leave behind.
Mike will discuss outdated narratives around wealth, retirement, and legacy with strategies that spark change. He will share tools that empower people to plan boldly and live intentionally.
GUEST BIO:
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.
GUEST WEBSITE:
https://www.mikemilligan.com/epk
https://www.linkedin.com/company/1oak-financial/
More
GUEST DESCRIPTION: Mike Milligan, CFP®, founder of 1 OAK Financial is a financial educator, speaker, and legacy builder with over 27 years in the industry. After decades of seeing one-size-fits-all advice fall short, he's made it his mission to redefine financial planning as something deeply personal which focused not just on numbers, but on legacy, purpose, and impact. Known for blending practical strategy with heart, Mike brings clarity and inspiration to every audience he serves. Whether delivering a keynote, leading a workshop, or joining a panel discussion, his talks spark mindset shifts, encourage intentional living, and remind people that true wealth is measured by what you build and what you leave behind. Mike will discuss outdated narratives around wealth, retirement, and legacy with strategies that spark change. He will share tools that empower people to plan boldly and live intentionally. GUEST BIO: 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. GUEST WEBSITE: https://www.mikemilligan.com/epk https://www.linkedin.com/company/1oak-financial/