Beyond The Dollar Signs: Financial Clarity

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

The Great Wealth Transfer: How to Protect Your Legacy and Your Family (Ep. 18)

December 9, 2025 • 24 mins
The greatest wealth transfer in history is already underway, and for many families, it’s about more than just money. It’s about legacy, values, and trust. In this episode, Mark Taylan breaks down what the Great Wealth Transfer really means for families as trillions move from baby boomers to the next generation. He shares how intentional …

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Staying Disciplined When Emotions Run High (Ep. 17)

November 28, 2025 • 23 mins
When markets surge to new highs, emotions surge right along with them. Should you cash out and protect gains or stay invested and risk the next dip? In this episode, Mark Taylan unpacks the psychology of investing, including the fear of missing out, loss aversion, and the myth of perfect timing. Drawing on decades of …

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The Secret Retirement Tool Hiding Behind Your House (Ep. 16)

November 11, 2025 • 24 mins
When we think about retirement income, most people imagine 401(k)s, pensions, or downsizing, but what if the most powerful income stream was already sitting in your backyard? In this eye-opening episode, Mark Taylan explores Accessory Dwelling Units (ADUs) as a strategic financial planning tool. From boosting retirement income to supporting multigenerational living, ADUs offer creative, …

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How to Prevent Family Fallout After You’re Gone with Barbara Pretlove (Ep. 15)

October 28, 2025 • 27 mins
When it comes to protecting your legacy, most families don’t realize how costly estate planning mistakes can be until it’s too late.  In this episode, Mark Taylan sits down with estate planning attorney Barbara Pretlove to unpack the real-world risks of skipping or mishandling your trust planning. From avoiding probate nightmares to understanding the difference …

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How to Use Home Equity as a Retirement Tool (Ep. 14)

October 14, 2025 • 25 mins
What if your home could be more than just a place to live, and instead, a powerful part of your retirement strategy? In this episode, Mark Taylan dives into how home equity can serve as a dynamic tool in retirement planning. From home equity lines of credit to reverse mortgages, Mark shares how your house …

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Money Is Emotional: Aligning Finances With What Matters Most (Ep. 13)

September 30, 2025 • 24 mins
Money is never just about numbers. It is about emotions, values, and the stories that shape our financial choices. In this episode of Beyond the Dollar Signs: Financial Clarity, Mark Taylan explores why understanding the emotional side of money is essential to building clarity and confidence in financial decisions. He explains how emotions influence everything …

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Life Insurance Simplified: Protecting Your Assets and Loved Ones (Ep. 12)

September 16, 2025 • 24 mins
Life insurance is a conversation many avoid, but it’s one of the most important tools for protecting your loved ones and the life you’ve built. In this episode, Mark Taylan sits down with Dorotea Tuzon, a State Farm Agent from Northern California, for a candid conversation on life insurance; how it works, why it matters, …

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Smart Tax Moves for High Earners Nearing Retirement (Ep. 11)

September 2, 2025 • 23 mins
You’ve worked hard, built wealth, and saved diligently, so why does retirement suddenly feel like a tax trap? In this episode of Beyond the Dollar Signs, host Mark Taylan breaks down one of the most misunderstood parts of retirement planning for high-income earners: the surprising tax implications of success. From pensions and Social Security stacking …

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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 …

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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 …

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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 …

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Beyond The Dollar Signs Coming Soon!

February 28, 2025 • 30 secs
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.
Mark as Played
Transcript

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