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.
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:
When it comes to protecting your legacy, most families don’t realize how costly estate planning mistakes can be until it’s too late.
What if your home could be more than just a place to live, and instead, a powerful part of your retirement strategy?
Money is never just about numbers. It is about emotions, values, and the stories that shape our financial choices.
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.
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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