Category: Wealth Management

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

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

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 in relationships today.

What you’ll learn about in this episode:

  • Dive deep into the often mysterious ‘marriage contract’ and learn what it really entails [00:03:57] 
  • [00:06:03] Discover the importance of being curious and proactive about the financial rules you’re marrying into [00:06:03] 
  • Understand why having separate legal representation is crucial for a prenup [00:09:20] 
  • Explore discussions on family planning and the rights of future children regarding finances [00:16:01]
  • And more!

Connect with Mark Taylan: 

Connect with Yau Lee:

About Our Guest: 

Yau Lee is a Partner and Mediator at Nachlis | Cohade | Lopez-Whitaker, LLP. She practices all aspects of Family Law. Though she is a fierce litigator, she finds that it is always a defining moment when she can settle cases without going to trial because she truly believes that is in the best interest of her client in terms of cost and efficiency. Her dedication to this result has yielded 95 percent of her cases to be settled out of court. Her advocacy happens in the pleadings and negotiations with the opposing counsel. Laying out a thoughtful argument in writing is one of the strongest negotiating tools that she can use to convince the opposing counsel that it is more of a risk to take the case to court.

Yau understands that Family law matters are inherently emotionally charged, and it is important in her approach to not fire up more drama or tension. Emotions won’t get a case heard any better or keep it out of court. Instead, she focuses on how the case aligns with the law and craft a creative agreement that jointly meets the needs of her clients and the opposing party. Although difficult, she is always honest with her clients about the strategic need to work with the opposing side. Her clients appreciate her strong interpersonal communication skills, responsiveness and ability to actively listen.

Yau served as a judicial extern to the Honorable Judge Monica F. Wiley, Judge Lillian K. Sing (retired), and Judge Ronald E. Alberts of the San Francisco Unified Family Court.  She received her Juris Doctor from Golden Gate University School of Law and earned her Bachelor of Arts degree in Ethnic Studies from the University of California, San Diego.

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

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

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: 

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

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

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: 

The Story Behind Advisors360 (Ep. 2)

The Story Behind Advisors360 (Ep. 2)

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: