retirement income – Beyond The Dollar Signs

The Secret Retirement Tool Hiding Behind Your House (Ep. 16)

By BeyondTheDollarSigns | November 11, 2025

When we think about retirement income, most people imagine 401(k)s, pensions, or downsizing, but what if the most powerful income stream was already sitting in your backyard?

In this eye-opening episode, Mark Taylan explores Accessory Dwelling Units (ADUs) as a strategic financial planning tool. From boosting retirement income to supporting multigenerational living, ADUs offer creative, values-aligned solutions for families navigating aging, housing shortages, and rising care costs.

What to expect:

How retirees are using ADUs to unlock $4,000+ in monthly income
Cost breakdowns and permit incentives you need to know
Multigenerational living strategies that support aging parents
How ADUs can help adult children during job transitions
And more!

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Smart Tax Moves for High Earners Nearing Retirement (Ep. 11)

By BeyondTheDollarSigns | September 2, 2025

You’ve worked hard, built wealth, and saved diligently, so why does retirement suddenly feel like a tax trap?

In this episode of Beyond the Dollar Signs, host Mark Taylan breaks down one of the most misunderstood parts of retirement planning for high-income earners: the surprising tax implications of success. From pensions and Social Security stacking up in your highest tax bracket to strategies that can help reduce unnecessary taxes, Mark offers a clear-eyed look at how to keep more of what you’ve built.

Key takeaways include:

Why many retirees are not in a lower tax bracket and what to do about it
Direct indexing: what it is, how it works, and who it’s best for
How Roth conversions may reduce lifetime tax burdens
Why IRMAA and Medicare surcharges catch so many retirees off guard
And more!

Connect with Mark Taylan:

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