Beyond The Dollar Signs: Financial Clarity

Your financial future deserves more than advice—it deserves purpose. Our podcast helps families build wealth, protect legacies, and make confident, values-driven decisions. With expert insights and a family-focused approach, we focus on what matters most: securing your dreams and creating a meaningful future. Your family’s legacy starts here.

Episodes

What You’ve Heard About Reverse Mortgages Is Probably Wrong Part II with Mike Brouse (Ep. 10)

August 19, 2025 • 37 mins

When it comes to retirement, many homeowners feel stuck—either emotionally tied to their homes or financially strapped with limited options. In this powerful Part Two of the reverse mortgage conversation, Mark Taylan sits down again with reverse mortgage specialist Mike Brouse to go beyond the mechanics and into the impact. From the heartfelt story of …

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What You’ve Heard About Reverse Mortgages Is Probably Wrong Part I with Mike Brouse (Ep. 9)

August 5, 2025 • 32 mins

Reverse mortgages carry a lot of baggage, misconceptions, fear, and outdated assumptions. But what if they could actually be a powerful financial tool to help you stay in your home, fund your lifestyle, or protect your retirement income? In this episode, Mark Taylan is joined by reverse mortgage specialist Mike Brouse, who brings two decades …

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Love, Legacy, and Legal Clarity: Why Every Couple Should Talk Prenups with Yau Lee (Ep. 8)

July 22, 2025 • 32 mins

Bringing up a prenup doesn’t have to kill the romance. It can actually create a stronger foundation. In this episode, Mark Taylan welcomes back Yau Lee, a family attorney based in San Francisco, to talk about the emotional, legal, and financial aspects of premarital agreements. They discuss how to approach the prenup conversation with compassion, …

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The Questions You Should Be Asking About Retirement (Ep. 7)

July 8, 2025 • 21 mins

When it comes to retirement, most people think they’re on the right track—until they’re faced with the big picture. In this episode of Beyond the Dollar Signs, Mark Taylan reflects on what he and his team learned after hosting eight retirement planning dinner workshops with over 200 families. What stood out? Many attendees had been …

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How to Prepare for Life Without a Spouse (Ep. 6)

June 24, 2025 • 17 mins

Losing a spouse isn’t just an emotional blow; it’s a shift in everything you’ve known and planned for. In this episode of Beyond the Dollar Signs, Mark Taylan shares insights from his years of sitting across the table from couples, families, and individuals navigating the complexities of grief. It’s about allowing yourself to grieve, not …

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Legal Must-Knows Before You Say ‘I Do’ with Yau Lee (Ep. 5)

June 10, 2025 • 20 mins

Think a prenup is just for the ultra-wealthy? Think again. In this eye-opening conversation, family law attorney Yau Lee joins Mark Taylan to demystify the world of prenuptial agreements and why they matter for everyday couples. From legal must-haves to emotional landmines, this episode unpacks the realities behind one of the most misunderstood legal tools …

The Sandwich Generation: “Caught in the Middle” (Ep. 4)

May 27, 2025 • 18 mins

What does it really mean to be sandwiched between life’s responsibilities? Picture this: an adult trying to balance caring for aging parents with raising children or even grandchildren. Mark Taylan is diving into the lives of the ‘Sandwich Generation’—those navigators juggling their own life goals with family commitments. Mark also highlights the complexities faced by …

The Retirement Blueprint: 5 Critical Principles You Need to Know (Ep. 3)

May 13, 2025 • 18 mins

What does your dream retirement look like, and are you confident it’s achievable? This episode explores the real concerns and hopes that arise as we prepare for retirement. Mark Taylan tackles the heart of the matter: crafting a foolproof retirement plan that will last decades. Join the conversation as Mark debunks myths surrounding the magic …

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The Story Behind Advisors360 (Ep. 2)

April 29, 2025 • 24 mins

Ever felt like financial planning is more “dollar confusion” than “dollar clarity”? We’re diving into the unique story of Advisors360 with founder Mark Taylan, revealing how a genuine heart and an informed mind can transform financial advice into a journey of trust, clarity, and legacy-building. Join your host, Mark Taylan, as he explores the origins …

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Introducing Beyond The Dollar Signs: Financial Clarity (Ep. 1)

April 15, 2025 • 25 mins

What makes a great financial advisor? Join Mark Taylan on this inaugural episode of “Beyond Dollar Signs: Financial Clarity”. Explore Mark’s path from curious young adult to seasoned financial planner, highlighting his early experiences with life insurance and the pivotal role that meeting his first financial advisor played in sparking his career. Mark discusses: The …

Beyond The Dollar Signs Coming Soon!

February 28, 2025 • 30 secs

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Transcript

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Beyond The Dollar Signs: Financial Clarity

Episodes

.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}What You’ve Heard About Reverse Mortgages Is Probably Wrong Part II with Mike Brouse (Ep. 10)

.css-r6mb8g{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:1;overflow:hidden;}What You’ve Heard About Reverse Mortgages Is Probably Wrong Part I with Mike Brouse (Ep. 9)

Love, Legacy, and Legal Clarity: Why Every Couple Should Talk Prenups with Yau Lee (Ep. 8)

The Questions You Should Be Asking About Retirement (Ep. 7)

How to Prepare for Life Without a Spouse (Ep. 6)

Legal Must-Knows Before You Say ‘I Do’ with Yau Lee (Ep. 5)

The Sandwich Generation: “Caught in the Middle” (Ep. 4)

The Retirement Blueprint: 5 Critical Principles You Need to Know (Ep. 3)

The Story Behind Advisors360 (Ep. 2)

Introducing Beyond The Dollar Signs: Financial Clarity (Ep. 1)

Beyond The Dollar Signs Coming Soon!

Popular Podcasts

What You’ve Heard About Reverse Mortgages Is Probably Wrong Part II with Mike Brouse (Ep. 10)

What You’ve Heard About Reverse Mortgages Is Probably Wrong Part I with Mike Brouse (Ep. 9)