How to Use Home Equity as a Retirement Tool (Ep. 14)
What if your home could be more than just a place to live, and instead, a powerful part of your retirement strategy?
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 it comes to protecting your legacy, most families don’t realize how costly estate planning mistakes can be until it’s too late.
In this episode, Mark Taylan sits down with estate planning attorney Barbara Pretlove to unpack the real-world risks of skipping or mishandling your trust planning. From avoiding probate nightmares to understanding the difference between revocable and irrevocable trusts, Barbara shares real stories from the courtroom and the cattle ranch (yes, really) that reveal why clarity in your documents is everything.
They dive into:
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
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.
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