Beyond The Dollar Signs: Financial Clarity

About 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.

Publisher

Mark Taylan

Category

business

Language

en

Explicit

No

First episode

28 Feb 2025

Latest episode

3 Feb 2026

Latest episodes

23 episodes in the feed.

1. 

   3 Feb 2026

   Building Wealth vs Protecting Wealth (Ep. 22)

   Strong markets feel good, but growth alone is not a strategy. As the year winds down, this episode asks a simple but often overlooked question: Are you still playing offense, or is it time to protect what you have built? In this episode, Mark Taylan walks through the critical difference between building wealth and protecting wealth, and why knowing which mode you are in matters more than market headlines. Mark discusses: The offense vs. defense mindset when it comes to wealth Why strong market years can quietly create hidden risk How rebalancing works and why it is more than just stocks vs. bonds The role of diversification across sectors and regions And more! Connect with Mark Taylan: LinkedIn: Mark Taylan (https://www.linkedin.com/in/marktaylan/) Advisors 360 (http://www.advisors360pwm.com)

2. 

   20 Jan 2026

   What If I Go First? Planning for Your Spouse’s Financial Future (Part 1) (Ep. 21)

   Financial advisor Mark Taylan explores essential estate planning strategies, including income protection and transition simplicity, to ensure a spouse's financial stability after unexpected loss in this episode.

3. 

   6 Jan 2026

   Understanding Indexed Universal Life as a Long-Term Planning Tool (Ep. 20)

   Mark Taylan elucidates indexed universal life insurance as a multifaceted financial instrument, exploring its potential for retirement income, tax advantages, and long-term financial flexibility in this interview.

Who has been a guest on Beyond The Dollar Signs: Financial Clarity

Names identified in recent episode analyses. Showing up to five guests.

• Barbara Pretlove
• Dorotea Tuzon
• Sarah Chen
• Mike Brouse
• Yau Lee

Podcast Authority Score: 7 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

14

Social presence

0

YouTube

0

Engagement

0

Contact Beyond The Dollar Signs: Financial Clarity

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.