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, and the real stories that prove its value. Dorotea offers practical tips on finding coverage that truly fits your life.
Key highlights include:
How to protect both your assets and your family’s financial stability
The differences between term and permanent insurance, and when each makes sense
The role of income replacement in your coverage plan
Real client stories that highlight the impact of getting insured at the right time
About Our Guest: Dorotea Tuzon is a State Farm Agent based in Mota, California. With over eight years in the insurance industry, she leads a team serving thousands of clients, helping them protect what matters most through customized coverage and ongoing guidance.
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]
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.
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]
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]
