Month: May 2025
The Sandwich Generation: “Caught in the Middle” (Ep. 4)

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

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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 these folks in managing long-term care, emotional stresses, and financial strains. Mark touches on the importance of setting boundaries and having open lines of communication to ensure family harmony.

Other key conversations in the episode include:

  • The reality of the sandwich generation [00:01:10]
  • Handling financial pressures from multi-generational living [00:08:49]
  • Planning for long-term care and stress testing finances [00:10:39]
  • Establishing boundaries and effective communication [00:14:03]
  • And more!

Connect with Mark Taylan: 

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

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

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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 “number” for retirement. It’s not just about the savings but also about understanding and planning income streams post-retirement. 

Key discussions in this release include:

  • Common retirement fears and how to overcome them [00:01:04]
  • Prioritizing income protection and understanding retirement income [00:03:56]
  • The importance of creating a comprehensive budget before retirement [00:05:41]
  • Five critical risks to your retirement plan and how to mitigate them [00:08:13]
  • Roth conversions and tax implications for retirement planning [00:14:12]
  • Ways to establish a strong client-advisor relationship [00:16:31]
  • And more!

Connect with Mark Taylan: 

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