The Discipline Dividend: How You Do One Thing Is How You Do Everything with Josef Mehall (Ep. 24)

From former college hockey player to a leading retirement specialist. Join host Mike Milligan as he sits down with team member Josef Mehall, a talented entrepreneurial spirit that is passionate about leaving things better than he found them.  With his engaging story of growth to becoming a financial expert, Josef shares how he helps clients shape their retirement dreams with personalized financial plans that reflect their unique values and aspirations. Other key discussion points include: The transition from entrepreneurial ventures to financial planning (04:00) Differences between Roth IRAs and traditional investments (12:00) The impact of early retirement planning for young adults (11:00) Unique insights on ‘Assets under Influence’ vs. ‘Assets under Management’ (17:00) Personal strategies for tackling student loans and retirement savings (20:54) Connect with Mike Milligan, CFP®: Ideas by Mike  LinkedIn: Mike Milligan, CFP® Facebook: Ideas by Mike  Instagram: @ideasbymike YouTube: Ideas by Mike  757-909-7151 [email protected] Connect with Josef Mehall: LinkedIn: Josef Mehall About Our Guest: Josef Mehall is a dedicated financial professional with a unique background that combines the discipline of a former collegiate hockey player with the strategic mindset developed through years of entrepreneurship and experience in the insurance industry. Originally from Berkley, Michigan, just outside of Detroit, Mehall attended Iowa State University, where he refined his skills on the ice as a collegiate hockey player while cultivating a strong work ethic and a deep appreciation for teamwork. His professional journey has been diverse, spanning from a real estate apprenticeship to a career in financial services. He spent a decade as an entrepreneur, owning and operating his own car detailing business, where he developed a keen attention to detail, built strong customer relationships, and experienced the rewards of growing a business from the ground up. Following this entrepreneurial endeavor, he transitioned into the insurance industry, spending the past year and a half as an independent insurance professional, gaining valuable insights into risk management and financial planning.