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

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Welcome to the Beyond Your Money podcast!

In this inaugural episode, you’ll meet your host Mike Dukovich, a financial advisor and Retirement Income Certified Professional® at RBC Wealth Management. Mike explains his approach to wealth management and what it means to offer clients a one-stop-shop that addresses every aspect of their financial lives. 

In this episode, you will learn:  

• How Mike got into the business
• What kind of value he provides to his clients
• What Mike’s goals-based philosophy entails 
• Why he got his RICP® certification
• A snippet of Mike’s life outside of work
• What you can expect to hear in future episodes
• And more!

Tune in now to meet Mike Dukovich in the first episode of Beyond Your Money!

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

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | RSS | More