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 …
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 …
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, …
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 …
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 …
Reverse mortgages carry a lot of baggage, misconceptions, fear, and outdated assumptions.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 …
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, …
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 …
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 …
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 …