Ideas by Mike™

This is Investment Planning (Ep. 7)

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Investing is an important piece of retirement planning, but there is much more to it than just picking “the right” stocks.

This week on Ideas by Mike, Mike Milligan, CFP®, breaks down the third step in his one-of-a-kind financial planning processes, investment management. Mike explains the importance of setting specific goals and developing strategies to achieve those goals through investments. 

But that’s not everything! He also emphasizes the need for diversification and risk assessment in investment portfolios while highlighting common mistakes people make in investment planning.

Mike covers: 

  • Why tax planning is crucial for your financial health
  • How to create a sustainable retirement income plan
  • The importance of diversification when it comes to crafting an investment plan
  • Common investment mistakes and how to avoid them
  • And more!

    • Resources:

    • This is Tax Planning  (Ep. 5)
    • Tips for Strengthening Your Retirement Income Strategy (Ep. 6)

      • Connect with Mike Milligan, CFP®:

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      • YouTube: Ideas by Mike 
      • Phone: 757-909-7151
      • [email protected]
        • ...more
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        Ideas by Mike™By Mike Milligan, CFP®