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 Prevent Family Fallout After You’re Gone with Barbara Pretlove (Ep. 15)

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:

  • Why wills alone don’t avoid probate in California
  • The #1 mistake families make with trusts
  • How to protect minor children without triggering guardianship court
  • Why blended families need extra care in trust planning
  • And more!

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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