Mastering Debt, Debit & Credit Management (Ep. 23)

Mastering Debt, Debit & Credit Management (Ep. 23)

Ready to navigate the critical realm of debt, debit, and credit management? Do you know how to recognize their profound influence on your overall financial well-being?  In this episode, Mike Dukovich continues the financial literacy conversation by shedding light on the intricate facets of debt, debit, and credit management.   From credit reports and scores and …

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

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

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 …

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

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

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 …

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

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

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 …

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

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

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 …

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The Mortgage Process with Kevin Giza

The Mortgage Process with Kevin Giza

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 …

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The Importance of ESG in Investing With Kent McClanahan

The Importance of ESG in Investing With Kent McClanahan

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 …

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The Universal Truths in Wealth Management, Part 2

The Universal Truths in Wealth Management, Part 2

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: …

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The Misconceptions of Annuities Addressed – with Michael Clark

The Misconceptions of Annuities Addressed – with Michael Clark

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 …

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