Beyond Your Money

Beyond Your Money

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Dollar Cost Averaging and The Elements of Estate Planning

Posted September 21, 202000:44:58

Mike discusses dollar cost averaging, and then helps navigate a critical element of a comprehensive wealth plan by reviewing the elements of estate...

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

Posted August 16, 202000:28:25

While many advisors are generalists, Mike enjoys working with specific kinds of clients.  In this episode of Beyond Your Money Podcast, Mike Dukovich...

What You Should Know Before Meeting With a Financial Advisor

Posted August 10, 202000:27:42

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

The 2 Most Common Questions Advisors are Asked

Posted July 16, 202000:30:36

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...

11 Tips for Handling Market Volatility

Posted June 23, 202000:25:21

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...