Beyond The Dollar Signs: Financial Clarity

Beyond The Dollar Signs: Financial Clarity


Latest Episodes

Staying Disciplined When Emotions Run High (Ep. 17)
November 28, 2025

When markets surge to new highs, emotions surge right along with them. Should you cash out and protect gains or stay invested and risk the next dip? In this episode, Mark Taylan unpacks the psychology

The Secret Retirement Tool Hiding Behind Your House (Ep. 16)
November 11, 2025

When we think about retirement income, most people imagine 401(k)s, pensions, or downsizing, but what if the most powerful income stream was already sitting in your backyard? In this eye-opening episo

How to Prevent Family Fallout After You’re Gone with Barbara Pretlove (Ep. 15)
October 28, 2025

When it comes to protecting your legacy, most families dont realize how costly estate planning mistakes can be until its too late. In this episode, Mark Taylan sits down with estate planning attorn

How to Use Home Equity as a Retirement Tool (Ep. 14)
October 14, 2025

What if your home could be more than just a place to live, and instead, a powerful part of your retirement strategy? In this episode, Mark Taylan dives into how home equity can serve as a dynamic tool

Money Is Emotional: Aligning Finances With What Matters Most (Ep. 13)
September 30, 2025

Money is never just about numbers. It is about emotions, values, and the stories that shape our financial choices. In this episode of Beyond the Dollar Signs: Financial Clarity, Mark Taylan explores w

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