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

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.

Reverse mortgages carry a lot of baggage, misconceptions, fear, and outdated assumptions.

But what if they could actually be a powerful financial tool to help you stay in your home, fund your lifestyle, or protect your retirement income?

Bringing up a prenup doesn’t have to kill the romance. It can actually create a stronger foundation.

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.

Losing a spouse isn’t just an emotional blow; it’s a shift in everything you’ve known and planned for.

Think a prenup is just for the ultra-wealthy? Think again.

What does it really mean to be sandwiched between life’s responsibilities?

What does your dream retirement look like, and are you confident it’s achievable?

Ever felt like financial planning is more “dollar confusion” than “dollar clarity”?

Join Mark Taylan on this inaugural episode of “Beyond Dollar Signs: Financial Clarity”.