Tag: Legacy Planning

What You’ve Heard About Reverse Mortgages Is Probably Wrong Part II with Mike Brouse (Ep. 10)

What You’ve Heard About Reverse Mortgages Is Probably Wrong Part II with Mike Brouse (Ep. 10)

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 Bonnie, who used a reverse mortgage to stop working, repair her home, and reconnect with family before passing, to strategic conversations about right-sizing homes and preserving equity, this episode is a must-listen for anyone navigating retirement planning.

Here’s what you can expect from part II of this episode:

  • How reverse mortgages help retirees live, not just survive
  • The emotional and financial power of staying in your home
  • Why right-sizing is better than downsizing
  • What happens to your reverse mortgage when you pass away
  • And more!

Resources:

Connect with Mark Taylan: 

Connect with Mike Brouse:

About Our Guest: 

With 24 years of experience in the mortgage industry, including senior leadership roles, Mike has dedicated the past five years to specializing in reverse mortgages. His passion lies in helping retirees and older homeowners unlock financial stability and security through strategic home equity solutions.

Throughout his career, he has led teams, driven growth, and navigated the evolving mortgage landscape with a commitment to integrity and client-focused solutions. He believes in educating homeowners, financial professionals, and industry partners about the benefits of reverse mortgages, ensuring they have the knowledge and confidence to make informed decisions.

If you’re looking for a trusted resource in the reverse mortgage space—whether as a client, financial advisor, or industry peer—Mike welcomes the opportunity to connect and explore how he can help.

The Questions You Should Be Asking About Retirement (Ep. 7)

The Questions You Should Be Asking About Retirement (Ep. 7)

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 given fragmented advice, bits and pieces of financial strategies, but no comprehensive plan. Mark shares why it’s so important to look at the full picture: your assets, liabilities, income streams, expenses (yes, including takeout and travel!), and the risks like market volatility, inflation, taxes, and long-term care.

He also breaks down the Wealth Path Process, a step-by-step system he’s built over two decades to help families create a clear roadmap to retirement, and why conversations about legacy, lifestyle, and financial freedom can’t wait until it’s too late.

Here’s what you can expect from this episode:

  • Why fragmented financial advice falls short
  • The six factors every retirement plan needs
  • How to map your assets and expenses in detail
  • Why lifestyle choices matter as much as the numbers

Connect with Mark Taylan: