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 is important for both himself and his clients. Mike also explains his unique process when analyzing and selecting investments for his portfolios.

In this episode, you will learn:  

• The two methods of payment that advisors typically use
• Mike’s investment selection process
• How investments are reviewed
• The difference between “how often are you looking at my account?” versus “how often are you looking at my investments?”
• And more!

Tune in now to learn the answers to these most common questions!

Resources:  RBC Wealth Management | (724) 933-4446

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | RSS | More

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 an extensive look into comprehensive wealth management. From estate planning and tax-aware investing, to retirement planning, this episode delivers great insight into the additional value that can be gained in working with a financial advisor that practices comprehensive wealth management.

In this episode, you will learn:  

• What comprehensive wealth management is, and how it works
• Why it’s important to begin retirement planning early
• The six aspects of your financial world that are addressed by comprehensive wealth management
• And more!

Tune in now to learn all about comprehensive wealth management!

Resources:  RBC Wealth Management: (724) 933-4446

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | RSS | More