Beyond the Dollar $igns Podcast

Your financial future deserves more than advice—it deserves purpose.

(Ep. 14) How to Use Home Equity as a Retirement Tool

What if your home could be more than just a place to live, and instead, a powerful part of your retirement strategy?

n 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:

  • Why establishing a home equity line of credit before retirement can make future planning easier
  • How downsizing or right-sizing your home creates freedom and liquidity
  • The role of real estate in legacy planning for your family
  • Creative strategies like rentals and ADUs for generating income
  • And more!

Resources:

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Past Episodes

(Ep. 22) Building Wealth vs Protecting Wealth

Many people avoid thinking about life insurance, believing they’re invincible or that it’s too expensive....

(Ep. 21) What If I Go First? Planning for Your Spouse's Financial Future

Many people avoid thinking about life insurance, believing they’re invincible or that it’s too expensive....

(Ep. 20) Understanding Indexed Universal Life as a Long-Term Planning Tool

Many people avoid thinking about life insurance, believing they’re invincible or that it’s too expensive....

(Ep. 19) Understanding Term Life Insurance: Protection Your Family Can’t Afford to Miss

Many people avoid thinking about life insurance, believing they’re invincible or that it’s too expensive....

(Ep. 18) The Great Wealth Transfer: How to Protect Your Legacy and Your Family 

The greatest wealth transfer in history is already underway, and for many families, it’s about...

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