Money Is Emotional: Aligning Finances With What Matters Most (Ep. 13)
October 1, 2025
Money is never just about numbers. It is about emotions, values, and the stories that shape our financial choices.
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:
Money is never just about numbers. It is about emotions, values, and the stories that shape our financial choices.
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Reverse mortgages carry a lot of baggage, misconceptions, fear, and outdated assumptions.
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