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 sits down with Dorotea Tuzon, a State Farm Agent from Northern California, for a candid conversation on life insurance; how it works, why it matters, and the real stories that prove its value. Dorotea offers practical tips on finding coverage that truly fits your life.
Key highlights include:
When we think about retirement income, most people imagine 401(k)s, pensions, or downsizing, but what if the most powerful income stream was already sitting in your backyard?
When it comes to protecting your legacy, most families don’t realize how costly estate planning mistakes can be until it’s too late.
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.
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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