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 …

Read More Read More

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 …

Read More Read More

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 …

Read More Read More

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 …

Read More Read More

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 …

Read More Read More

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: …

Read More Read More

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 …

Read More Read More

The Psychology Behind Your Financial Decisions

The Psychology Behind Your Financial Decisions

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

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

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

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