Tag Archives: Wealth Management

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What You Should Know Before Meeting With a Financial Advisor



Coming fully prepared for the first meeting with your financial advisor makes for a more comfortable, efficient, and rewarding experience. But what should you bring to your meeting?

In this episode of Beyond Your Money, Mike Dukovich dives into the client experience, unpacking his process and how he helps clients and prospects prepare for the first meeting. 

In this episode, you will learn:  

  • Why it’s important to understand the client experience, and how it helps both client and advisor
  • Everything Mike covers in his initial consultation meetings and how he prepares prospects and clients
  • The three different phases of the client experience
  • And more!

Tune in now to learn how to prepare for your first meeting with Mike Dukovich. 

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


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11 Tips for Handling Market Volatility



We’re always going to have periods of market volatility. Having a plan in place can help prevent emotions from dictating your decisions. 

In this episode, Mike Dukovich tackles the topic of market volatility. He uncovers 11 tips to help you stay sane during moments of volatility spikes, why it’s important to plan and not allow emotions to dictate your decisions, and how volatility is typically measured.

In this episode, you will learn:  

  • What marks a correction in stocks
  • What is a correction versus a bear market
  • How we measure volatility 
  • 11 tips for dealing with a volatile market
  • Why having a plan and diversifying can help you during volatility spikes
  • And more!

Tune in now to learn more about handling volatility!

Resources:  

RBC Wealth Management: (724) 933-4446


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The 2 Most Common Questions Advisors are Asked



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.


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What is Comprehensive Wealth Management?



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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Meet Your Host, Mike Dukovich



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