Month: September 2020

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Dollar Cost Averaging and The Elements of Estate Planning

Dollar Cost Averaging and The Elements of Estate Planning

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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 you through the fundamentals with attorney Jay Hagerman, managing partner of the firm Abernethy and Hagerman. Mike and Jay will discuss why your estate plan is an important part of your overall comprehensive wealth plan.

In this episode, you will learn:  

  • What dollar cost averaging is, and when it makes sense
  • What does estate planning mean  
  • Who needs a plan and when is the best time to create one
  • Why beneficiary designation is so very important
  • If you don’t have an estate plan what happens
  • And more!

Tune in to learn more about Mike’s approach and consider what it would be like to work together!

Resources:  RBC Wealth Management: (724) 933-4446 | michael.dukovich@rbc.com | Abernethy and Hagerman

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

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

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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 educational approach sets him apart from other advisors.

In this episode, you will learn:  

  • The number one mistake that young professionals make with their 401(k)
  • Why it makes sense for young professionals and families to save money in non-qualified accounts
  • The steps that make up the sequence of savings and why Mike recommends this approach to all young professionals
  • What helps retirees become more comfortable with spending money in retirement
  • Which professionals tend to click the most with Mike’s approach
  • And more!

Tune in to learn more about Mike’s approach and consider what it would be like to work together!

Resources:  RBC Wealth Management: (724) 933-4446 | michael.dukovich@rbc.com

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | RSS | More

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