Are your childhood memories secretly managing your money?

We ALL have these stories.

On this week’s episode of the Ideas by Mike podcast, I sat down with Dr. Megan McCoy, one of the top academic minds in financial therapy. We went deep into the psychology of how we handle money across every generation.

Dr. McCoy even shared her own vulnerable money story about how wanting to “save the world” made her think she had to take a vow of poverty—and how she rewrote that narrative. It was absolute podcast gold.

If you’ve ever felt paralyzed by a financial decision, or if you’re arguing with your spouse about money, this episode is basically a free therapy session.

Connect with Dr. Megan McCoy:
LinkedIn: https://www.linkedin.com/in/megan-mccoy-phd/

Watch the full episode here: YouTube Link

To learn more about us, visit www.1oakfinancial.com | Don’t forget to subscribe to our YouTube Channel for latest updates!

Is your wealth over-concentrated in company stock? In this episode of Ideas by Mike podcast, host Mike Milligan, CFP, sits down with Keshav Kolur—a former software engineer at Amazon and Meta who walked away from the cubicle to build Clive Capital.

Keshav reveals how he applies a “tech brain” to evaluate real estate, oil, and gas deals to minimize downside risk. If you are a high-income earner who is “time poor but cash rich,” this episode is your blueprint for rewriting your financial story through passive income and sophisticated tax strategies.

In this episode, you’ll learn:

• Why tech employees are often dangerously over-concentrated in RSUs.
• The specific “engineering guardrails” Keshav uses to vet private equity deals.
• How to legally and ethically slash your tax bill through alternative assets.
• The journey from Georgia Tech robotics to managing a multi-million dollar fund of funds.
• Alternative Investments 2026 and the Passive Income for Tech Employees.
• Real Estate Syndication Strategies and how to do RSU Diversification.
• Tax Saving Strategies for High Earners.
• Meta & Amazon Employee Wealth.
• Oil and Gas Passive Income and doing Engineering Mindset in Investing.

Connect with Keshav Kolur:
Website: https://www.clivecap.com
LinkedIn: https://www.linkedin.com/in/keshavkolur
Free Resource: 100+ Question Due Diligence Checklist – https://www.clivecap.com/alternative-assets

Watch the full episode here: YouTube Link

To learn more about us, visit www.1oakfinancial.com | Don’t forget to subscribe to our YouTube Channel for latest updates!

In Episode 48 of Ideas by Mike podcast, Mike Milligan, CFP sat down with Ronnie Sadka, Chair of the Finance Department at Boston College and co-founder of MKT MediaStats. We dove deep into a fascinating concept he calls “Narrative Momentum.”

We humans have bounded rationality—we simply cannot process the millions of articles, tweets, and news stories published every single day. Because of this, the market often underreacts to a narrative as it slowly gains traction.

Ronnie’s research uses technology to systematically analyze these narratives, identify which topics are gaining momentum, and correlate them with asset class returns.

It’s not about guessing what the next big thing will be; it’s about systematically measuring what the world is already talking about, and positioning your portfolio accordingly.

In this episode, we cover:

• How “Narrative Momentum” differs from traditional price momentum.
• The danger of the “trampoline effect” (why buying the dip isn’t always smart).
• How technology is bridging the gap between academic theory and actionable trading strategies.

If you want to understand how the flow of information is actively moving markets, you need to hear Ronnie break this down.

Watch the full episode here: YouTube Link

To learn more about us, visit www.1oakfinancial.com | Don’t forget to subscribe to our YouTube Channel for latest updates!