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

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

By |

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: 

Podcast: Play in new window | Download | Embed

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

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

By |

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: 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
The Story Behind Advisors360 (Ep. 2)

The Story Behind Advisors360 (Ep. 2)

By |

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 of Advisors360, a firm born from Mark’s vision of offering comprehensive, unbiased advice. Tired of product-pushing in large corporations? Mark certainly was, and that’s why he established Advisors360, putting less focus on sales and more on genuinely understanding and guiding clients through life’s financial challenges.

Mark discusses: 

  • The origin story and mission of Advisors360 [00:01:18]
  • Understanding the Wealth Path process [00:05:02]
  • The commitment to family-focused financial advice [00:06:16]
  • Integrating new generations into wealth management [00:10:23]
  • Expectations for new clients [00:19:13]
  • And more

Connect with Mark Taylan: 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Introducing Beyond The Dollar Signs: Financial Clarity (Ep. 1)

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

By |

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 influences of early family dynamics on his communication skills [00:01:24]
  • The moment a financial advisor widened his perspective beyond banking [00:07:09]
  • His journey through education and a gratifying career with multiple licenses [00:09:36]
  • The philosophy of treating clients as family and the importance of holistic planning [00:11:37]
  • And more

Resources:

Connect with Mark Taylan: 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More