1oak Financial
Welcome to 1oak Financial, the home of the Ideas by Mike™ Podcast, helping everyday people design a One of a Kind Financial Plans for their One of a Kind Lives.
We specialize in Financial Planning & Wealth Protection, Tax planning, Retirement Income, Long-term Care, & Legacy planning, offering clear answers particularly for individuals nearing retirement, for healthcare and to those federal employees navigating complex benefits.
1.oak Financial is a Client-Centered; Client-First firm, we start by asking the deeper questions like:
• What is truly important to you in life?
• How can we minimize retirement tax surprises and maximize your guaranteed income strategies?
• What legacy do you want to build for your kids?
Our goal is to help you understand the relationship you have with money, ensuring every dollar works for you; so you never have to worry about running out.
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Based in Virginia, offering Virtual and in-person consulting.
Tom Hegna's Book for Getting Your First $1M | Financial Mistakes Young Adults Should Avoid (Ep. 37)
The Causes of U.S. healthcare industry Collapse, What’s Next for the Americans in 2040 #debtcrisis
The Most Powerful Wealth Building Habit You Don't Want to Miss
Answering Why Taxes Could Derail Your Retirement | David McKnight's New Insights (Ep. 36)
Learn about The 2026 COLA Increase & Other Rule Changes You Often Overlook #cola2026
Everything You Need Know About The "4 Phases of Retirement" with Dr. Riley Moynes | (Ep. 35)
Why ‘Client-First Planning’ Could Save You Thousands in Retirement | The 1.oak Story (Ep. 34)
3 Steps to Create an Effective DIY Retirement Plan For Yourself #retirementplanning
Prepare Before It’s too Late: America’s Long-Term Care Crisis in the Future | Episode 32 Highlights
You DON'T Need Millions: New Withdrawal Methods & Schemes to Retire Happy (Ep. 33)
A Retirement Playbook You Need to Know: Generating Lifetime Income That Outlives You | Ep. 32
Effective Tax Hacks Explained: Augusta Rule, Buy Borrow Die & Puerto Rico Act 60 (EP. 31)
How to Attract Clients in this Crowded Market: BEST TIPS every #Entrepreneurs Should Learn (EP. 30)
Daven Michaels Talks About The #1 Mistake Business Owners Make When Growing (Ep. 29)
Meet Christina Hill: The Calm Voice Behind Market-Sensitive Financial Planning (Ep. 28)
Mike's One-of-a-Kind Life: From North Carolina Roots to Financial Planning Excellence #ideasbymike
WE are different | Achieve Long Term Financial Goals with Mike Milligan, CFP
“Finance Found Me”: Liz Mundey’s Unexpected Career Shift That Changed Everything (Ep. 26)
Shifting the Care Plan: From Patients to Portfolios with Barb Gleason (Ep. 26)
The Truth About Fixed Index Annuities: Insights from Industry Experts (Ep. 25)
The Discipline Dividend: How You Do One Thing Is How You Do Everything with Josef Mehall (Ep. 24)
What is ROTH IRA Conversion? | Easiest Explanation and Illustration #IdeasByMike #rothira #ira
This Is How Ideas by Mike Started | From Collard Sandwiches to One Of A Kind Financial Planner
Legacy & Long-Term Care: A Strategic Guide to Planning for the Future (Ep.23)
Why Financial Literacy Should Start Young: January Liddell's Mission (Ep. 22)
How to Live a One-of-a-Kind Life (Ep.21)
The Impact We Make In Our Communities (Ep.20)
Hidden Truth About Target Date Funds Explained (Why It Doesn't Work?) #ideasbymike #tdf
Is Your Retirement Plan Built to Last? Avoid These Costly Mistakes #retirementplanning #ideasbymike
Personal Stories of Impact with Grace Milligan (Ep.19)