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Beyond Your Money

Business & Economics Podcasts

Welcome to Beyond Your Money with Mike Dukovich from RBC Wealth Management. It’s your money, it’s your life, and it’s time for you to take control. We believe life’s greatest returns are realized when you invest beyond your money. Join us, and we’ll help you build the financial foundation for the life you envision

Location:

United States

Description:

Welcome to Beyond Your Money with Mike Dukovich from RBC Wealth Management. It’s your money, it’s your life, and it’s time for you to take control. We believe life’s greatest returns are realized when you invest beyond your money. Join us, and we’ll help you build the financial foundation for the life you envision

Language:

English

Contact:

724-933-4446


Episodes
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Budgeting & Cash Flow Management: What You Really Need To Know (Ep. 22)

6/25/2024
Are your expenses controlling you, or are you controlling your expenses? Budgeting is the first step to achieving financial success and comfortability. In this episode, Mike Dukovich unveils the importance of financial literacy and budgeting for achieving financial success. Mike sheds light on the SMART acronym while detailing the value of tracking and analyzing expenses … Read More Read More

Duration:00:27:23

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Breaking Down Financial Jargon: Understanding the Basics of Financial Literacy (Ep. 21)

11/9/2023
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 importance of financial literacy, budgeting, understanding credit, managing debt, and retirement planning. Mike highlights the … Read More Read More

Duration:00:42:29

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

7/26/2023
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, Mike Dukovich reveals the truth about paying for college tuition and expenses. Mike unveils everything … Read More Read More

Duration:00:39:29

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

6/28/2023
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 a significant update to the retirement savings landscape. The original … Read More Read More

Duration:00:33:49

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The Mortgage Process with Kevin Giza

9/1/2021
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 … Read More Read More

Duration:00:53:05

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The Importance of ESG in Investing With Kent McClanahan

8/9/2021
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 … Read More Read More

Duration:00:39:20

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The Universal Truths in Wealth Management, Part 2

6/30/2021
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: … Read More Read More

Duration:01:02:37

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The Universal Truths in Wealth Management, Part One

6/14/2021
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 … Read More Read More

Duration:00:47:29

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The Misconceptions of Annuities Addressed – with Michael Clark

4/7/2021
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 … Read More Read More

Duration:00:38:29

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The Psychology Behind Your Financial Decisions

3/12/2021
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. … Read More Read More

Duration:00:37:42

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

1/20/2021
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 … Read More Read More

Duration:00:34:44

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

12/23/2020
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 … Read More Read More

Duration:00:38:31

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The Financial Flow Chart

12/3/2020
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 … Read More Read More

Duration:00:38:50

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Active vs. Passive Investments / Trusts with Attorney Jay Hagerman

10/9/2020
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 … Read More Read More

Duration:01:04:16

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Dollar Cost Averaging and The Elements of Estate Planning

9/23/2020
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 … Read More Read More

Duration:00:44:58

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

9/9/2020
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 is then joined by Dr. Kelly Fradin, Pediatric M.D., to unpack evidence-based guidance for parenting … Continue reading Episode 7: 529 College Saving Programs and A Pediatrician’s Advice for Keeping Kids Safe During COVID-19 –– With Kelly Fradin, M.D. →

Duration:01:01:18

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

9/2/2020
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 … Read More Read More

Duration:00:45:20

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What You Should Know Before Meeting With a Financial Advisor

8/19/2020
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 … Read More Read More

Duration:00:51:40

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11 Tips for Handling Market Volatility

8/5/2020
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 … Read More Read More

Duration:00:25:21

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The 2 Most Common Questions Advisors are Asked

7/22/2020
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 … Read More Read More

Duration:00:30:35