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 Group, at Crosscountry Mortgage, LLC as they discuss mortgages. Kevin shares his … Continue reading The Mortgage Process with Kevin Giza →

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, social and governance.  In this episode, Mike Dukovich sits down with Kent McClanahan, vice … Continue reading The Importance of ESG in Investing With Kent McClanahan →

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 truths that he thinks you need to know to make better informed decisions. Mike discusses: … Continue reading The Universal Truths in Wealth Management, Part 2 →

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 walks you through these truths and helps you understand what you need to know … Continue reading The Universal Truths in Wealth Management, Part One →

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 consultant with RBC, as they discuss all things annuity! Mike shares an in-depth look at … Continue reading The Misconceptions of Annuities Addressed – with Michael Clark →

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 speak about some of the most common biases that exist when making financial decisions. … Continue reading The Psychology Behind Your Financial Decisions →

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 Founder and President of Discover Organizing. Together, they dive deeper into organizing clutter and … Continue reading The Importance of Staying Organized, Part Two – with Guest Jill Yesko →

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 conversation about how a professional organizer could help you with your personal and financial life. In this … Continue reading The Importance of Staying Organized, Part One – with Guest Jill Yesko →

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 breaks down a financial strategy that fits into every stage of life. In … Continue reading The Financial Flow Chart →

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 between active and passive investments. Then, while going ‘Beyond Your Money’ he is joined … Continue reading Active vs. Passive Investments / Trusts with Attorney Jay Hagerman →

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 investment strategy called dollar cost averaging.  He then discusses the basics of estate planning, as he walks … Continue reading Dollar Cost Averaging and The Elements of Estate Planning →

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 solutions to young professionals’ top financial challenges, which professionals tend to embrace the planning process, and why his … Continue reading Why Mike Focuses on Helping Young Professionals and Retirees Solve Their Biggest Financial Problems →

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 the client experience, unpacking his process and how he helps clients and prospects prepare for the … Continue reading What You Should Know Before Meeting With a Financial Advisor →

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 stay sane during moments of volatility spikes, why it’s important to plan and not allow … Continue reading 11 Tips for Handling Market Volatility →

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 Dukovich offers a look into how he gets paid and shares why transparency … Continue reading The 2 Most Common Questions Advisors are Asked →

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 financial advisor provides? In this episode of the Beyond Your Money Podcast, host Mike Dukovich provides … Continue reading What is Comprehensive Wealth Management? →

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 management and what it means to offer clients a one-stop-shop that addresses every aspect of their financial lives.  In this … Continue reading Meet Your Host, Mike Dukovich →