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.

Episodes

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.

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.

Legal Must-Knows Before You Say ’I Do’ with Yau Lee (Ep. 5)

Think a prenup is just for the ultra-wealthy? Think again. In this eye-opening conversation, family law attorney Yau Lee joins Mark Taylan to demystify the world of prenuptial agreements and why they matter for everyday couples. From legal must-haves to emotional landmines, this episode unpacks the realities behind one of the most misunderstood legal tools in relationships today.

The Sandwich Generation: “Caught in the Middle” (Ep. 4)

What does it really mean to be sandwiched between life’s responsibilities? Picture this: an adult trying to balance caring for aging parents with raising children or even grandchildren. Mark Taylan is diving into the lives of the ‘Sandwich Generation’—those navigators juggling their own life goals with family commitments. Mark also highlights the complexities faced by these folks in managing long-term care, emotional stresses, and financial strains. Mark touches on the importance of setting boundaries and having open lines of communication to ensure family harmony.

The Retirement Blueprint: 5 Critical Principles You Need to Know (Ep. 3)

What does your dream retirement look like, and are you confident it’s achievable? This episode explores the real concerns and hopes that arise as we prepare for retirement. Mark Taylan tackles the heart of the matter: crafting a foolproof retirement plan that will last decades.

The Story Behind Advisors360 (Ep. 2)

Ever felt like financial planning is more “dollar confusion” than “dollar clarity”? We’re diving into the unique story of Advisors360 with founder Mark Taylan, revealing how a genuine heart and an informed mind can transform financial advice into a journey of trust, clarity, and legacy-building.

Financial Clarity (Ep. 1)

Join Mark Taylan on this inaugural episode of “Beyond Dollar Signs: Financial Clarity”. Explore Mark’s path from curious young adult to seasoned financial planner, highlighting his early experiences with life insurance and the pivotal role that meeting his first financial advisor played in sparking his career.

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