Beyond The Dollar Signs: Financial Clarity

Beyond The Dollar Signs: Financial Clarity


Latest Episodes

Life Insurance Simplified: Protecting Your Assets and Loved Ones (Ep. 12)
September 16, 2025

Life insurance is a conversation many avoid, but its one of the most important tools for protecting your loved ones and the life youve built. In this episode, Mark Taylan sits down with Dorotea Tuzo

Smart Tax Moves for High Earners Nearing Retirement (Ep. 11)
September 02, 2025

Youve 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 m

What You’ve Heard About Reverse Mortgages Is Probably Wrong Part II with Mike Brouse (Ep. 10)
August 19, 2025

When it comes to retirement, many homeowners feel stuckeither emotionally tied to their homes or financially strapped with limited options. In this powerful Part Two of the reverse mortgage conversat

What You’ve Heard About Reverse Mortgages Is Probably Wrong Part I with Mike Brouse (Ep. 9)
August 05, 2025

Reverse mortgages carry a lot of baggage, misconceptions, fear, and outdated assumptions.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 lifesty

Love, Legacy, and Legal Clarity: Why Every Couple Should Talk Prenups with Yau Lee (Ep. 8)
July 22, 2025

Bringing up a prenup doesnt have to kill the romance. It can actually create a stronger foundation. In this episode, Mark Taylan welcomes back Yau Lee, a family attorney based in San Francisco, to ta

The Questions You Should Be Asking About Retirement (Ep. 7)
July 08, 2025

When it comes to retirement, most people think theyre on the right trackuntil theyre faced with the big picture. In this episode of Beyond the Dollar Signs, Mark Taylan reflects on what he and his

How to Prepare for Life Without a Spouse (Ep. 6)
June 24, 2025

Losing a spouse isnt just an emotional blow; its a shift in everything youve known and planned for. In this episode of Beyond the Dollar Signs, Mark Taylan shares insights from his years of sittin

Legal Must-Knows Before You Say ‘I Do’ with Yau Lee (Ep. 5)
June 10, 2025

Think a prenup is just for the ultra-wealthy? Think again. In this eye-opening conversation, family law attorney Yau Lee joins Mark Taylan to demystify the world of prenuptial agreements and why they

The Sandwich Generation: “Caught in the Middle” (Ep. 4)
May 27, 2025

What does it really mean to be sandwiched between lifes responsibilities? Picture this: an adult trying to balance caring for aging parents with raising children or even grandchildren. Mark Taylan

The Retirement Blueprint: 5 Critical Principles You Need to Know (Ep. 3)
May 13, 2025

What does your dream retirement look like, and are you confident its achievable? This episode explores the real concerns and hopes that arise as we prepare for retirement. Mark Taylan tackles the he