Latest Stories in "In The News"

Paul Castner, President of C & K Healthcare Advisors, Featured on NBC News Affiliate Interview Champions Women’s Empowerment Through Empower Her Collective Initiative

Paul Castner, President and Co-Founder of C & K Healthcare Advisors, used his recent appearance on NBC News affiliate interview on The Morning Blend to spotlight the EmpowerHer Collective, a transformative women’s movement reshaping how female professionals navigate the healthcare and insurance industries. During the interview, Castner passionately discussed the critical need for women’s empowerment in traditionally male-dominated sectors, emphasizing how the initiative is breaking down barriers and creating unprecedented opportunities for female leaders and entrepreneurs.
“The EmpowerHer Collective represents more than just professional development—it’s about fundamentally changing how women see themselves in positions of influence and leadership,” Castner explained during the broadcast. The timing of his advocacy coincides with remarkable success for his recently released book, which achieved #1 bestseller status in three categories within its first 72 hours on Amazon, extending his mission beyond traditional business boundaries to reach women across various industries.
Castner’s extensive background in Medicare and healthcare planning has positioned him as a unique voice in championing women’s advancement. His Pittsburgh-based organization, C & K Healthcare Advisors, has become a model for how companies can actively support and elevate female professionals while maintaining excellence in client service. “Women have an innate ability to connect, to listen, and to guide people through complex decisions with empathy and clarity,” Castner noted, explaining how the EmpowerHer Collective harnesses these strengths.
The initiative extends beyond the insurance industry, creating connections and opportunities for women across healthcare, technology, and business sectors through mentorship programs, leadership development, and networking opportunities. As the movement gains momentum, Castner’s dual role as a successful business leader and advocate for women’s empowerment demonstrates how industry veterans can use their platforms to drive meaningful social change while achieving business excellence.
Learn more: http://www.ckhealthcareadvisors.com/

About Paul Castner
Paul Castner serves as President and Co-Founder of C & K Healthcare Advisors and is a passionate advocate for women’s empowerment through the EmpowerHer Collective initiative. With deep expertise in Medicare and healthcare planning, he has established himself as both a trusted industry leader and a champion for female professionals. His recently released book, which became a #1 bestseller in three categories, continues his mission to educate and empower professionals while advancing women’s leadership across multiple industries.
Disclosures: Plans and products may not be available in all areas. Certain exclusions and limitations may apply. Our Website serves as an educational invitation for you, the customer, to inquire about further information regarding your health insurance options, and submission of your contact information constitutes permission for a Licensed Insurance Representative to contact you with further information, including complete details on cost and coverage of this insurance. Contact will be made by a licensed insurance agent/producer or insurance company. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. This is a solicitation for Insurance. C & K Healthcare Advisors, LLC and their agents are licensed and certified representatives of a Health and Life Insurance organization. Enrollment in any plan depends on contract renewal.
Recent News & Interviews:

Paul Castner Discusses Why Top Agents Choose C & K Healthcare Advisors for Senior Market Success https://authoritypresswire.com/paul-castner-president-co-founder-of-ck-healthcare-advisorson-influential-entrepreneurs-podcast-why-top-agents-choose-ck-healthcare-advisors-for-senior-market-success/
Paul Castner Discusses Building Life Insurance Practices That Last https://authoritypresswire.com/paul-castner-president-co-founder-of-ck-healthcare-advisors-interviewed-on-the-influential-entrepreneurs-podcast-discusses-building-life-insurance-practices-that-last/
Paul Castner Discusses Becoming the Business Owner’s Trusted Advisor https://authoritypresswire.com/paul-castner-president-co-founder-of-ck-healthcare-on-the-influential-entrepreneurs-podcast-discussing-becoming-the-business-owners-trusted-advisor/

An Extraordinary Event Will Revolutionize the Way Entrepreneurs and CEOs Approach Success

“Take Your Quantum Leap: Brain Soul Integration Retreat” is a transformational event that promises to be a powerful force for change for all participants.

“The Bus Stop Blues” Is Rolling Across America — Now Seeking Blues Fans in Alaska, Vermont, and Hawaii to Complete the Map

Step aboard The Bus Stop Blues—the funniest, down-to-earth blues podcast rolling coast to coast. Hosted by Road Bill and bluesman Kevin Purcell, each episode delivers raw music, real stories, and the soul of America’s greatest art form.

Owen Edwards, Founder of Edwards Investments, Interviewed on the Influential Entrepreneurs Podcast, Discussing Building a Reliable Retirement Income Plan

Owen Edwards discusses building reliable retirement income plan
Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-owen-edwards-with-edwards-investments-building-a-reliable-retirement-income-plan/
In this episode of Influential Entrepreneurs, Owen Edwards from Edwards Investments shared his insights about building a reliable retirement income plan. Owen brings nearly three decades of experience in the financial services industry and holds certifications in financial planning and as a certified financial fiduciary. His firm manages approximately $1.4 billion in assets, serving clients nationwide.
Strategic Social Security Maximizes Income
In the realm of retirement planning, the importance of understanding and strategically utilizing Social Security benefits cannot be overstated. As highlighted by financial advisor Owen Edwards in a recent podcast episode, Social Security often represents the largest guaranteed income stream that retirees will ever have. Thus, the way in which individuals approach claiming their Social Security benefits can significantly impact their overall financial health in retirement. A strategic approach to Social Security can lead to maximized income, enabling retirees to enjoy their golden years without the stress of financial insecurity.
The Foundation of a Reliable Retirement Income Plan
To appreciate the role of Social Security in retirement income planning, it is essential to recognize the foundational elements of a reliable retirement income plan. According to Owen, a robust plan comprises three main pillars: guaranteed income sources, investment income accounts, and flexibility and liquidity. Social Security falls squarely within the first pillar, alongside pensions and annuities, providing retirees with predictable and stable income. This foundational income allows retirees to cover their essential expenses, creating a safety net that fosters peace of mind.
Timing and Coordination
One of the most critical aspects of Social Security is the timing of when to claim benefits. The decision to claim Social Security is not merely a matter of choosing a date; it is a strategic decision that can have far-reaching financial implications. For instance, claiming benefits too early can result in reduced monthly payments, while delaying benefits can lead to increased payouts. Edwards emphasizes that the timing of Social Security claims can mean the difference of tens or even hundreds of thousands of dollars over a retiree’s lifetime.
Moreover, the coordination of Social Security with other income sources is vital. Retirees often have various accounts, such as IRAs, 401(k)s, and brokerage portfolios, from which they can withdraw funds. By strategically delaying Social Security benefits, retirees can withdraw from these investment accounts in a tax-efficient manner. This approach not only prolongs the longevity of their investment accounts but also maximizes the overall income received throughout retirement. For example, delaying Social Security can allow retirees to take withdrawals from their investment accounts at a lower tax rate, thereby preserving their wealth for the long term.
Maximizing Survivor Benefits
Another critical consideration in the strategic planning of Social Security is the potential impact on survivor benefits for spouses. The decision on when to claim Social Security can affect the benefits received by a surviving spouse in the event of one partner’s death. By understanding the nuances of Social Security benefits, retirees can make informed decisions that ensure their family is financially secure, even in the face of unforeseen circumstances.
In conclusion, Social Security should not be viewed merely as a government check; rather, it is a strategic cornerstone of a comprehensive retirement income plan. By recognizing its significance and employing a strategic approach to claiming benefits, retirees can maximize their income and enhance their financial stability. As Owen articulates, a well-structured retirement income plan that incorporates Social Security allows individuals to replace fear with peace of mind, enabling them to truly enjoy their retirement years.
In a world where financial markets can be unpredictable and economic uncertainties abound, having a reliable income stream from Social Security is invaluable. Therefore, it is crucial for individuals approaching retirement to seek guidance from financial professionals who can help them navigate the complexities of Social Security and integrate it into a broader retirement income strategy. By doing so, retirees can ensure that they are making the most of their benefits, ultimately leading to a more secure and fulfilling retirement.
Owen shared: “As fiduciaries, we put clients first—always.”
Video Link: https://www.youtube.com/embed/y1Ht_tBsQjo
About Owen Edwards
Owen Edwards was born and raised in Northeastern Pennsylvania, where he continues to live and serve his community through his financial advisory practice. With nearly 30 years of experience, he is dedicated to empowering individuals and families to achieve financial freedom through education—bringing clarity to complex choices and guiding them toward confident, informed decisions. Owen is a Certified Financial Fiduciary® and holds a Certificate in Financial Planning from Boston University.
Learn more: https://edwardsinvestments.com/

Advisory services are offered through Royal Fund Management, LLC, Royal Fund Management LLC is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance products offered through Edwards investments LLC. Insurance guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products.

Mike Milligan, Founder of 1 Oak Financial Interviewed on The Influential Entrepreneurs Podcast, Discussing Results Beyond Money

Mike Milligan discusses highlights of results beyond money
Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-mike-milligan-founder-of-1-oak-financial-discussing-results-beyond-money/
Mike Milligan, the founder of 1 Oak Financial. He delved into the concept of achieving results beyond just financial metrics, emphasizing the importance of emotional well-being, family legacy, and long-term vision in retirement planning.
In today’s fast-paced and often materialistic world, the emphasis on financial success can overshadow the deeper, more meaningful aspects of life. While it is undeniable that money plays a crucial role in achieving comfort and security, focusing solely on monetary wealth can lead individuals and families to overlook the importance of legacy, emotional well-being, and the values that truly enrich our lives. As discussed in a recent episode of the podcast “Influential Entrepreneurs,” hosted by Mike Saunders and featuring financial expert Mike Milligan centered around the idea of “getting results beyond money.” This concept urges to shift our perspective from merely accumulating wealth to building a lasting legacy that reflects our values, aspirations, and the impact people wish to leave on future generations.
The discussion highlights that living a fulfilling retirement—or any stage of life—requires a comprehensive approach that balances financial growth, safety, and flexibility. According to a 2024 Schwab survey, retirees who feel confident about their finances report higher life satisfaction and lower stress levels. This confidence stems not just from having a substantial bank balance, but from having a well-structured plan that encompasses various aspects of life, including emotional health, family legacy, and long-term goals.
To achieve this balance, individuals must develop what Milligan refers to as “retirement chi,” a vision that transcends mere financial metrics. This involves understanding one’s purpose and the legacy one wishes to create. By focusing on the emotional and relational aspects of wealth, individuals can cultivate a mindset that prioritizes well-being over worry. This perspective shift allows for a more proactive approach to financial planning—one that emphasizes security, peace of mind, and the ability to adapt to changing circumstances.
One of the key insights from the podcast is the phenomenon of “retirement deja vu,” which describes the anxiety many people feel when approaching retirement. This sensation can create a sense of familiarity with the stress and uncertainty surrounding financial security, even if one has not experienced retirement before. To combat this anxiety, it is essential to break the cycle of fear and replace it with a clear vision of what a fulfilling retirement looks like.
Milligan suggests that this can be achieved through a structured financial plan that addresses critical areas such as tax management, income stability, investment strategies, and long-term care. However, he emphasizes that the ultimate measure of success in retirement is not found in numerical figures but rather in the feeling of security and comfort. This feeling comes from knowing that one’s family will be taken care of, regardless of external economic pressures.
To foster a mindset focused on legacy rather than just money, individuals must engage in self-reflection and ask themselves meaningful questions. What do I want my life to represent? How do I want to be remembered? What values do I wish to pass on to my children and grandchildren? These questions can serve as a compass, guiding individuals toward identifying what is most important to them beyond financial gain.
In his discussion, Milligan references Simon Sinek’s concept of “Start With Why,” which encourages individuals to explore their underlying motivations. By understanding the “why” behind financial goals, people can align their wealth-building efforts with their core values and aspirations. This alignment creates a sense of purpose that transcends mere accumulation and fosters a desire to contribute to the well-being of others.
Ultimately, focusing on legacy involves recognizing that wealth is not just about what people have but about what they give back. It is about creating opportunities for future generations, supporting causes that matter, and nurturing relationships that enrich our lives. By prioritizing legacy, individuals can cultivate a sense of fulfillment that money alone cannot provide.

Mike shared: “I believe everyone is One of a Kind; and You deserve a One of a Kind Financial Plan that is about You.”
In conclusion, Mike Milligan serves as a powerful reminder that while financial security is important, it should not be the sole focus of our lives. By shifting the mindset to prioritize legacy, they can create a more meaningful existence that leaves a lasting impact on those who care about them. As people navigate our financial journeys, let them remember to look beyond the numbers and embrace the values and relationships that truly define our lives. In doing so, they can ensure that our legacies are rich—not just in wealth, but in love, purpose, and lasting significance.
Video Link: https://www.youtube.com/embed/SI0TK0vw2vo

About Mike Milligan
Mike Milligan, a Certified Financial Planning Professional, author, podcast and radio show host, and university lecturer, brings 26 years of experience to the financial planning industry. After beginning his career in large banks and insurance companies, he founded his first firm 15 years ago with the belief that “everyone is One of a Kind; and they deserve a One of a Kind Financial Plan.”
Challenging the “One Size Fits All” approach to financial advice, which he refers to as “Retirement Déjà Vu,” Mike developed The One of a Kind Financial Plan. This comprehensive plan addresses taxes, retirement income, investments, long-term care, and legacy, enabling clients to live a “One of a Kind Life.” Recognizing the need for a clear retirement vision, he then created Retirement CHI to supplement the plan. This innovative approach focuses on community, health, and impact, further reducing stress for his clients. Mike leads a team of over 20 professionals across the United States, including Hawaii.
Learn more: http://www.1OakFinancial.com
Recent News & Interviews:

Mike Milligan discusses The Sea of Sameness https://authoritypresswire.com/mike-milligan-founder-of-1-oak-financial-interviewed-on-the-influential-entrepreneurs-podcast-discussing-the-sea-of-sameness/
Mike Milligan discusses “Deja vu Traps” in the Context of Retirement Planning https://authoritypresswire.com/mike-milligan-founder-of-one-oak-financial-interviewed-on-the-influential-entrepreneurs-podcast-discussing-deja-vu-traps-in-the-context-of-retirement-planning/
Mike Milligan discusses Insights of the Paralysis Penalty https://authoritypresswire.com/mike-milligan-founder-of-1-oak-financial-interviewed-on-the-influential-entrepreneurs-podcast-discussing-the-paralysis-penalty/
Mike Milligan discusses the concept of your retirement CHI https://authoritypresswire.com/mike-milligan-founder-of-1-oak-financial-interviewed-on-the-influential-entrepreneurs-podcast-discussing-your-retirement-chi/
Mike Milligan discusses The Five Pillars of a Unique Plan https://authoritypresswire.com/mike-milligan-founder-of-1-oak-financial-interviewed-on-the-influential-entrepreneurs-podcast-discussing-the-five-pillars-of-a-unique-plan/

The information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Information is obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Neither Mike Milligan nor his guests are liable for the use of information discussed. Always consult with a qualified investment, tax, or legal professional before taking any action or schedule a meeting with Mike Milligan. Annuity guarantees are based solely on the financial strength and claims-paying ability of the issuing company. Individuals should thoroughly review the contract for specific product features and costs. Income payments and withdrawals from deferred annuities are generally taxable as ordinary income in the year they are taken.

Charles Automotive & Tire Launches New Vehicle Inspection Services Amid Unprecedented Community Response

Charles Automotive & Tire has launched its new state-certified vehicle inspection service—and the response has been incredible. With business busier than ever, the Rockville community is turning to Charles for trusted, expert care.

Len R. Martinez, Founder of LRM Retirement Interviewed on The Influential Entrepreneurs Podcast, Discussing “The Fear of Going Broke”

Len Martinez discusses the fear of going broke
Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-len-r-martinez-founder-of-lrm-retirement-discussing-the-fear-of-going-broke/
Len Martinez, founder of LRM Retirement, shares insights into the top financial worries people face when planning for retirement, including rising healthcare costs, the death of a spouse, and the anxiety of outliving their savings. He emphasizes the importance of understanding these fears and building retirement strategies that provide both financial security and peace of mind.
As individuals approach retirement, one of the most pressing concerns they face is the fear of running out of money. This anxiety, often referred to as the “fear of going broke,” is not unfounded. With increasing life expectancies and rising healthcare costs, the prospect of financial insecurity in retirement looms larger than ever. To alleviate this fear, it is essential to adopt a proactive and strategic approach to retirement planning—one that prioritizes not only the accumulation of wealth but also the sustainable management of resources throughout one’s retirement years.
In recent decades, the landscape of retirement has shifted dramatically. In the 1980s, the average life expectancy was around 65 to 66 years; today, it exceeds 88 years. This increase in longevity means that retirees must plan for potentially 20 to 30 years of living expenses beyond their working years. Traditional retirement models, which relied heavily on pensions and Social Security, are no longer sufficient for many individuals. Instead, retirees must take a more active role in managing their financial futures, ensuring that their savings will last throughout their extended lifetimes.
A well-structured retirement plan should encompass a variety of factors, including income sources, expenses, healthcare needs, and personal values. The fear of going broke often stems from uncertainty about how to navigate these complexities. Therefore, it is crucial to develop a comprehensive financial strategy that allows retirees to enjoy their lifestyle with confidence and without fear.
One effective approach is to conduct educational workshops that educate individuals on the principles of retirement planning. These sessions can cover topics such as social security timing, the truth about annuities, and investment strategies that align with one’s financial goals. By equipping individuals with knowledge, they can make informed decisions and approach the future with confidence.
A robust retirement plan should include provisions for regular reviews and adjustments. Life circumstances and market conditions can change, and a flexible plan allows individuals to adapt to these changes without compromising their financial security. The objective is to establish a retirement strategy that adapts to life’s changes while ensuring peace of mind.
One of the most critical shifts in mindset for retirees is the understanding that financial success in retirement is not merely about accumulating wealth. As one financial advisor aptly put it, “There are no trophies given for being the richest person in the graveyard.” The true measure of a successful retirement lies in the ability to maintain the desired lifestyle throughout one’s life.
Retirees should focus on spending their savings in a way that enhances their quality of life rather than hoarding wealth for the sake of leaving a legacy. This involves making intentional decisions about how to allocate resources to fulfill personal values and desires, whether that means traveling, spending time with family, or pursuing hobbies.
The fear of running out of money in retirement is a legitimate concern that requires careful planning and proactive management. By adopting a comprehensive approach to retirement planning, one that addresses risks, emphasizes lifestyle, and encourages regular reviews, individuals can alleviate their fears and build a secure financial future. Ultimately, the goal should be to create a retirement plan that not only provides financial security but also allows for a fulfilling and enjoyable life during the golden years.
Len shared: “We spend a lot of time being taught by industry leaders what’s transpiring in the industry and what people are concerned about.”
Video Link: https://www.youtube.com/embed/OqXTGAv5p0Y
About Len R Martinez
Len R Martinez is an Investment Advisor and a Fiduciary in Texas. Len is a fee-based planner and works primarily with clients planning for or in retirement. His goal for his clients is to replace “hopefully, we will” retirement with “we know we will” retirement. With 25 years of client relationships and success, Len focuses on educating his clients on how to plan for and pay for retirement.
Learn more: https://lrmretirement.com/
Recent News & Interviews:

Len Martinez Discussing The Truth about Annuities https://authoritypresswire.com/len-r-martinez-founder-of-lrm-retirement-interviewed-on-the-influential-entrepreneurs-podcast-discussing-the-truth-about-annuities/

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through LRM Retirement. LRM Retirement is a separate and unaffiliated entity from Simplicity Wealth.

AgentIQ Unveils Founders Club — Linda Kaye Leads Launch of Industry’s First Emotionally Intelligent AI for Real Estate

Malibu, CA – Under the leadership of renowned industry innovator Linda Kaye, AgentIQ today announced the pre-launch of its emotionally intelligent AI suite for real estate agents — a platform designed to blend cutting-edge technology with the irreplaceable human connection at the heart of every property transaction.
This debut marks a pivotal moment in real estate technology. AgentIQ’s Founders Club is opening its doors to just 100 distinguished real estate professionals, offering them first access to a tool poised to set a new standard for how agents build relationships, close deals, and deliver client care.
“AgentIQ is for those who want more than technology—they want to lead and create lasting client stories,” said Kaye. “We’re merging the precision of AI with the empathy of a trusted advisor. This isn’t about replacing the human touch — it’s about amplifying it.”
A Defining Shift in Real Estate AI
While the real estate tech market is crowded with data-driven and automation-focused platforms, AgentIQ stands apart by integrating emotional intelligence into every function. Its design acknowledges that property transactions are not just financial exchanges but deeply personal milestones.
Key elements of AgentIQ’s approach include:

Emotionally Intelligent Interactions – AI trained to respond to client needs with nuance, context, and care.
Strategic Exclusivity – Limiting early access to 100 agents to foster collaboration and shared leadership within a high-caliber network.
Enhanced Early Access – The first 25 Founders Club members will receive a dedicated AgentIQ Virtual Assistant, designed to accelerate deal flow and elevate client communication.

Why This Matters Now
The global agent AI market is forecast to soar from $28 billion in 2024 to $127 billion by 2029 — a transformation that will reshape how real estate is practiced. Linda Kaye believes the agents who adopt emotionally intelligent AI early will not just survive this evolution, but define it.
“This is a once-in-a-lifetime opportunity to join a movement where influence matters as much as innovation,” Kaye explained. “We’re building a platform for leaders who see beyond the transaction and into the lifetime value of trust.”
An Invitation to Visionaries
Membership in the Founders Club is not simply an early access pass — it is an invitation to help shape the next chapter of real estate technology. By capping the group at 100, AgentIQ ensures each member’s voice influences the evolution of the platform.
“Applications are now open,” Kaye announced. “Once the hundred are chosen, the doors will close permanently. Those first 25 will have an advantage that can’t be replicated.”
Video Link: https://www.youtube.com/embed/mamxarZrv1o
About AgentIQ
AgentIQ is a technology leader redefining real estate’s future by combining advanced AI with human empathy. Built specifically for elite real estate agents, the platform delivers highly personalized, crisis-sensitive client care and integrates seamlessly into existing workflows. With Linda Kaye at the helm, AgentIQ is committed to empowering agents who refuse to settle for business as usual — agents who lead with both innovation and authenticity.

Mike Milligan, Founder of 1 Oak Financial, Interviewed on The Influential Entrepreneurs Podcast Discussing the Five Pillars of a Unique Plan

Mike Milligan discusses the five pillars of a unique plan
Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-mike-milligan-founder-of-1-oak-financial-discussing-the-five-pillars-of-your-unique-plan/
Mike Milligan, the founder of 1 Oak Financial. He delved into the concept of the “five pillars of your unique plan,” which form the foundation of his book, The One-of-a-Kind Financial Plan.
Mike shared his belief that everyone is unique and that financial planning should reflect that individuality rather than adhere to a one-size-fits-all approach. He emphasized the importance of being present in our lives and embracing our uniqueness, which is crucial when planning for retirement.
He explored the five pillars in detail:

Tax Planning: Mike highlighted that taxes are often the largest expense individuals face and that proactive tax planning can significantly impact one’s financial life.
Retirement Income Planning: This pillar focuses on ensuring a steady income stream during retirement, allowing individuals to enjoy their lives without financial stress.
Investment Planning: Mike pointed out that investment strategies should align with one’s retirement vision and not just be about chasing returns.
Long-Term Care Planning: He stressed the importance of preparing for future health needs and understanding the costs associated with long-term care.
Legacy Planning: This often-overlooked pillar is essential for ensuring that one’s wishes are honored and that loved ones are taken care of after one’s passing.

Throughout the podcast conversation, Mike emphasized the need for a dynamic and flexible financial plan that can adapt to life’s changes. He also discussed the importance of strategic withdrawal sequencing and tax strategies to maximize retirement income while minimizing taxes.
He wrapped up with a client success story that illustrated the transformative power of the one-of-a-kind financial plan, showcasing how it can provide clarity, peace of mind, and a sense of security for individuals approaching retirement.
Mike shared: “I believe everyone is One of a Kind; and You deserve a One of a Kind Financial Plan that is about You.”
Video Link: https://www.youtube.com/embed/zjWQ1ajli7s
About Mike Milligan
Mike Milligan, a Certified Financial Planning Professional, author, podcast and radio show host, and university lecturer, brings 26 years of experience to the financial planning industry. After beginning his career in large banks and insurance companies, he founded his first firm 15 years ago with the belief that “everyone is One of a Kind; and they deserve a One of a Kind Financial Plan.”
Challenging the “One Size Fits All” approach to financial advice, which he refers to as “Retirement Déjà Vu,” Mike developed The One of a Kind Financial Plan. This comprehensive plan addresses taxes, retirement income, investments, long-term care, and legacy, enabling clients to live a “One of a Kind Life.” Recognizing the need for a clear retirement vision, he then created Retirement CHI to supplement the plan. This innovative approach focuses on community, health, and impact, further reducing stress for his clients. Mike leads a team of over 20 professionals across the United States, including Hawaii.

Learn more: http://www.1OakFinancial.com

NFL M.O.M.S. Hosts “The Next Play Networking Mixer” to Show How Listening Can Save Lives On and Off the Field

NFL M.O.M.S. hosts The Next Play Networking Mixer Sept. 6 in Hampton, GA—bringing athletes, moms, and community leaders together around one core theme: the power of truly listening. The event, held during National Suicide Awareness Month, will explore how listening with empathy can break silence, prevent tragedy, and prepare families for life beyond sports.