The truth is that not everyone across the United States knows about money, savings, and retirement planning. In fact, the average 65-year-old has yet to save for retirement. Mike Dukovich wants to help change that… This week, Mike explores the

Dollars and Degrees: College Planning 101 (Ep. 20)

Jul 26th, 2023 39m 29s

No more hiding behind the couch cushions to escape the tuition talk! It’s time to face the facts, set realistic goals, and find the perfect balance between supporting your child’s dreams while preserving your wealth and sanity, too. This week,

Here’s What You Need To Know About The SECURE 2.0 Act (Ep. 19)

Jun 28th, 2023 33m 49s

Get ready to kick off the start of season 2 of Beyond Your Money with an in-depth look at the SECURE 2.0 Act (Setting Every Community Up For Retirement Enhancement). In this episode, Mike Dukovich is back to share its ins and outs, which entail

The Mortgage Process with Kevin Giza

Sep 1st, 2021 53m 6s

When going through the process of obtaining a mortgage, you likely have a lot of questions. Like, what type of mortgage should you apply for, and at what term? In this episode, Mike Dukovich sits down with Kevin Giza, president of The Giza Grou

The Importance of ESG in Investing With Kent McClanahan

Aug 4th, 2021 39m 21s

In recent years, we have seen an increase in ESG Scores being used to determine whether or not individuals get involved with a specific investment. ESG Scores are used to determine the efforts made by companies in the areas of environment, soc

The Universal Truths in Wealth Management, Part 2

Jun 30th, 2021 41m 59s

The universal truths in wealth management – guidelines designed to help you reach your financial goals. In this episode, Mike Dukovich welcomes you to part 2 of his series on the universal truths of wealth management. Mike discusses even more

The Universal Truths in Wealth Management, Part One

Jun 10th, 2021 32m 16s

There are universal truths that you should be following that can help you make better and more informed decisions with your money. In this episode, Mike Dukovich takes you through some of his own personal universal truths he has developed. Mike

The Misconceptions of Annuities Addressed – with Michael Clark

Apr 5th, 2021 38m 29s

For one reason or another, people tend to have misconceptions or confusion around the topic of annuities and whether or not they make sense in a wealth plan. In this episode, Mike Dukovich is joined with Michael Clark, divisional annuity consu

The Psychology Behind Your Financial Decisions

Mar 12th, 2021 37m 43s

Whenever you make a decision to enter or pull out of the market, there is behavioral psychology behind it. This psychology could be leading you to make the wrong decisions! In this episode, Mike Dukovich uses his background in psychology to sp

The Importance of Staying Organized, Part Two – with Guest Jill Yesko

Jan 20th, 2021 41m 51s

It’s possible to keep your memories alive while reducing clutter throughout your home — getting rid of physical items doesn’t mean you have to lose connection to the memories. In this episode, Mike Dukovich is joined once again by Jill Yesko,

The Importance of Staying Organized, Part One – with Guest Jill Yesko

Dec 23rd, 2020 40m 6s

Have you ever wondered what a Professional Organizer could do for you? In this episode of the Beyond Your Money Podcast, Mike Dukovich speaks with Jill Yesko, the Founder and President of Discover Organizing. Together they dive into conversat

The Financial Flow Chart

Dec 3rd, 2020 36m 9s

Have you ever wondered where to put your discretionary investable dollars, and in what order? In this episode of the Beyond Your Money Podcast, Mike Dukovich provides a financial flowchart that will help guide you on what to fund and when. Mike

Active vs. Passive Investments / Trusts with Attorney Jay Hagerman

Oct 9th, 2020 50m 14s

Ever wonder about trusts? There is so much conflicting information out there about trusts that it can be overwhelming. In this episode of the Beyond your Money podcast Mike Dukovich talks about an ongoing debate by discussing the pros and cons

Dollar Cost Averaging and The Elements of Estate Planning

Sep 23rd, 2020 44m 58s

Mike discusses dollar cost averaging, and then helps navigate a critical element of a comprehensive wealth plan by reviewing the elements of estate planning. In this episode of the Beyond Your Money Podcast, Mike Dukovich talks about the invest

Episode 7: 529 College Saving Programs and A Pediatrician’s Advice for Keeping Kids Safe During COVID-19 –– With Kelly Fradin, M.D.

Sep 9th, 2020 48m 22s

Do you have questions about putting money away for a child’s education? Do you have questions about the risks of sending your child back to school during this pandemic?In this episode, Mike Dukovich discusses 529 college savings programs. He

Why Mike Focuses on Helping Young Professionals and Retirees Solve Their Biggest Financial Problems

Sep 2nd, 2020 28m 25s

While many advisors are generalists, Mike enjoys working with specific kinds of clients. In this episode of Beyond Your Money Podcast, Mike Dukovich talks about why he enjoys serving young professionals and retirees. He walks you through solut

What You Should Know Before Meeting With a Financial Advisor

Aug 19th, 2020 27m 42s

Coming fully prepared for the first meeting with your financial advisor makes for a more comfortable, efficient, and rewarding experience. But what should you bring to your meeting? In this episode of Beyond Your Money, Mike Dukovich dives into

11 Tips for Handling Market Volatility

Aug 5th, 2020 25m 21s

We’re always going to have periods of market volatility. Having a plan in place can help prevent emotions from dictating your decisions. In this episode, Mike Dukovich tackles the topic of market volatility. He uncovers 11 tips to help you sta

The 2 Most Common Questions Advisors are Asked

Jul 22nd, 2020 30m 36s

As a client, do you feel it is important to know how your advisor is getting paid? Do you wonder what goes into building portfolios, and how advisors review those investments? In this episode of the Beyond Your Money Podcast, host Mike Dukovic

What is Comprehensive Wealth Management?

Jul 8th, 2020 25m 35s

In the financial world, there are countless names for advisors, and each means something a little bit different from the next. What sets each apart from the other? How is comprehensive wealth management different from the services a typical fi

Episode 3: The Investment And Account Reviewing Process

Jun 22nd, 2020 29m 28s

As a client, do you feel it is important to know how your advisor is getting paid? What goes into choosing investments, and how do advisors go about reviewing accounts?In this episode of the Beyond Your Money Podcast, host Mike Dukovich offers

Meet Your Host, Mike Dukovich

Jun 19th, 2020 27m 14s

Welcome to the Beyond Your Money podcast! In this inaugural episode, you’ll meet your host Mike Dukovich, a financial advisor and Retirement Income Certified Professional® at RBC Wealth Management. Mike explains his approach to wealth managemen

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