Beyond the Dollar $igns
Podcast

Beyond the Dollar $igns Podcast

Your financial future deserves more than advice—it deserves purpose.

Our podcast helps families build wealth, protect legacies, and make confident, values-driven decisions. With expert insights and a family-focused approach, we focus on what matters most: securing your dreams and creating a meaningful future. Your family’s legacy starts here.

How to Prepare for Life Without a Spouse (Ep. 6)

Losing a spouse isn’t just an emotional blow; it’s a shift in everything you’ve known and planned for. In this episode of Beyond the Dollar Signs, Mark Taylan shares insights from his years of sitting across the table from couples, families, and individuals navigating the complexities of grief. It’s about allowing yourself to grieve, not rushing into decisions, and understanding that if you’ve planned, you can find some peace of mind. Mark walks through the key steps you need to take, both emotionally and financially, when a spouse passes: from understanding income changes and revisiting estate plans to knowing who your support system is. He shares why it’s critical to have these conversations before loss strikes, because when it does, it’s hard to think clearly. And for those stepping into his office for the first time after a loss, Mark offers steady guidance: take care of what’s immediate, breathe, and know there’s no rush.

Past Episodes

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

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

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