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 of Beyond the Dollar Signs, host Mark Taylan breaks down one of the most misunderstood parts of retirement planning for high-income earners: the surprising tax implications of success. From pensions and Social Security stacking up in your highest tax bracket to strategies that can help reduce unnecessary taxes, Mark offers a clear-eyed look at how to keep more of what you’ve built.
Key takeaways include:
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.
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Reverse mortgages carry a lot of baggage, misconceptions, fear, and outdated assumptions.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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