Beyond The Dollar Signs: Financial Clarity

Latest Episodes
What You’ve Heard About Reverse Mortgages Is Probably Wrong Part II with Mike Brouse (Ep. 10)
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)
Reverse mortgages carry a lot of baggage, misconceptions, fear, and outdated assumptions.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)
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)
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)
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)
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)
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)
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
The Story Behind Advisors360 (Ep. 2)
Ever felt like financial planning is more dollar confusion than dollar clarity? Were diving into the unique story of Advisors360 with founder Mark Taylan, revealing how a genuine heart and an inf
Introducing Beyond The Dollar Signs: Financial Clarity (Ep. 1)
What makes a great financial advisor? Join Mark Taylan on this inaugural episode of Beyond Dollar Signs: Financial Clarity. Explore Marks path from curious young adult to seasoned financial planner