Beyond The Dollar Signs: Financial Clarity

Your financial future deserves more than advice—it deserves purpose. Our podcast helps families build wealth, protect legacies, and make confident, values-driven decisions. With expert insights and a family-focused approach, we focus on what matters most: securing your dreams and creating a meaningful future. Your family’s legacy starts here.

Episodes

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

June 10, 2025 • 20 mins

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 matter for everyday couples. From legal must-haves to emotional landmines, this episode unpacks the realities behind one of the most misunderstood legal tools …

The Sandwich Generation: “Caught in the Middle” (Ep. 4)

May 27, 2025 • 18 mins

What does it really mean to be sandwiched between life’s responsibilities? Picture this: an adult trying to balance caring for aging parents with raising children or even grandchildren. Mark Taylan is diving into the lives of the ‘Sandwich Generation’—those navigators juggling their own life goals with family commitments. Mark also highlights the complexities faced by …

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

May 13, 2025 • 18 mins

What does your dream retirement look like, and are you confident it’s achievable? This episode explores the real concerns and hopes that arise as we prepare for retirement. Mark Taylan tackles the heart of the matter: crafting a foolproof retirement plan that will last decades. Join the conversation as Mark debunks myths surrounding the magic …

The Story Behind Advisors360 (Ep. 2)

April 29, 2025 • 24 mins

Ever felt like financial planning is more “dollar confusion” than “dollar clarity”? We’re diving into the unique story of Advisors360 with founder Mark Taylan, revealing how a genuine heart and an informed mind can transform financial advice into a journey of trust, clarity, and legacy-building. Join your host, Mark Taylan, as he explores the origins …

Introducing Beyond The Dollar Signs: Financial Clarity (Ep. 1)

April 15, 2025 • 25 mins

What makes a great financial advisor? Join Mark Taylan on this inaugural episode of “Beyond Dollar Signs: Financial Clarity”. Explore Mark’s path from curious young adult to seasoned financial planner, highlighting his early experiences with life insurance and the pivotal role that meeting his first financial advisor played in sparking his career. Mark discusses: The …

Beyond The Dollar Signs Coming Soon!

February 28, 2025 • 30 secs

Mark as Played

Transcript

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