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.
In this episode, Mark Taylan dives into how home equity can serve as a dynamic tool in retirement planning. From home equity lines of credit to reverse mortgages, Mark shares how your house can provide flexibility, bridge unexpected expenses, and even support long-term care needs.
Mark discusses:
When it comes to protecting your legacy, most families don’t realize how costly estate planning mistakes can be until it’s too late.
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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