Beyond Your Money

Michael Dukovich
  • 0.0 (0)
  • Investing

Beyond Your Money is a podcast designed to help listeners grasp a better understanding of their investments, the markets, the economy, and their overall financial well-being.  It is designed to educate and empower the audience, because life’s greatest returns are only realized when you invest…Beyond Your Money. It’s your money. It’s your life. Take control.

Episodes

  1. May 22

    Episode 3 | MITCH NIDERSTROS | Saving for Your Kids’ Future

    How early should parents start saving for their children’s future? 👨‍👩‍👧‍👦 In Episode 3 of Beyond Your Money, host Mike Dukovich sits down with Mitchell Niderstros to discuss smart financial strategies parents can use to prepare for their children’s future. From saving habits to long-term planning, they break down practical ways families can build a strong financial foundation for the next generation. #BeyondYourMoney #YTSWealthManagement #FinancialPlanning #WealthManagement #SavingForKids #FinancialFuture #ParentingAndMoney Disclosures Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invest into directly. Investing involves risk including loss of principal. No strategy assures success or protects against loss. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.​ The principal value of a target fund is not guaranteed at any time, including at the target date. Trump Accounts offer tax deferred growth on earnings. Family contributions are made with after tax dollars, and eligible employer contributions may be excluded from the employee’s taxable income. A one-time $1,000 federal contribution may be available for eligible children born between 2025 and 2028. Distributions are generally prohibited during the child's growth period and once permitted, are taxable as ordinary income and may be subject to a 10% IRS early distribution penalty if taken before age 59½. Contribution limits and other restrictions apply, and some rules remain subject to future Treasury and IRS guidance. Consult a qualified tax advisor or financial professional before making decisions.

    30 min

  2. Apr 17

    Episode 2 | JORDAN DUNSMORE | What You Need to Know About Rollovers

    Episode 2 of Beyond Your Money is LIVE! 🎙️ In this episode, Jordan Dunsmore joins host Mike Dukovich to break down rollovers, what they mean for your financial future, and key things you need to know. Make sure to subscribe and stay tuned for future episodes 👀 #YTSWealthManagement #BeyondYourMoney #MikeDukovich #JordanDunsmore #rollovers Disclosures Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invest into directly. Investing involves risk including loss of principal. No strategy assures success or protects against loss. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

    20 min

  3. Mar 17

    Episode 1 | Answering Your Top Wealth Management Questions

    In the very first "relaunch" episode of Beyond Your Money, host Mike Dukovich sits down with special guest Mary Lynn Meister, Client Service Associate at YTS Wealth Management, to break down some of the most common questions they hear every day from clients. From navigating financial decisions to understanding how wealth management really works, this episode is all about giving you clarity and confidence in your financial journey. Have questions of your own? Drop them in the comments, we may cover them in a future episode. 🔔 Don’t forget to like, subscribe, and follow for more episodes of Beyond Your Money. Disclosures Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invest into directly. Investing involves risk including loss of principal. No strategy assures success or protects against loss. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

    19 min
  • 3 Episodes

About

Beyond Your Money is a podcast designed to help listeners grasp a better understanding of their investments, the markets, the economy, and their overall financial well-being.  It is designed to educate and empower the audience, because life’s greatest returns are only realized when you invest…Beyond Your Money. It’s your money. It’s your life. Take control.

Information

  • Creator
    Michael Dukovich
  • Years Active
    2K
  • Episodes
    3
  • Rating
    Clean
  • Copyright
    © 2026 Beyond Your Money
  • Show Website
    Beyond Your Money