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 of Beyond the Dollar Signs: Financial Clarity, Mark Taylan explores why understanding the emotional side of money is essential to building clarity and confidence in financial decisions. He explains how emotions influence everything from risk tolerance to spending habits, often more than numbers or charts ever could. Tune in to hear practical tools, real client stories, and strategies that align money with what truly matters most.
Mark discusses:
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.
Reverse mortgages carry a lot of baggage, misconceptions, fear, and outdated assumptions.
But what if they could actually be a powerful financial tool to help you stay in your home, fund your lifestyle, or protect your retirement income?
Bringing up a prenup doesn’t have to kill the romance. It can actually create a stronger foundation.
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