Many people avoid thinking about life insurance, believing they’re invincible or that it’s too expensive. But what happens to your family if the unexpected occurs?How do you determine the right coverage amount? When is the best time to secure

The greatest wealth transfer in history is already underway, and for many families, its about more than just money. Its about legacy, values, and trust.In this episode, Mark Taylan breaks down what the Great Wealth Transfer really means for families as

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 of investing, including the fear of missing out, loss

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 episode, Mark Taylan explores Accessory Dwelling Units (ADUs

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 attorney Barbara Pretlove to unpack the real-world risks of s

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 in retirement planning. From home equity lines of cred

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 why understanding the emotional side of money is essenti

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 Tuzon, a State Farm Agent from Northern California, for a c

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 misunderstood parts of retirement planning for high-inco

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 conversation, Mark Taylan sits down again with reverse mortgage