Welcome to TaylorMade Retirement! Featuring Taylor Demars, a 3rd-generation financial advisor and CFP®, this podcast explores what it really takes to build a retirement that works- for your money and your life. Each episode breaks down strategies, stories, and steps to help listeners approach retirement with clarity and confidence. From cutting taxes to avoiding common retirement traps, Taylor draws on decades of family expertise to make complex financial ideas easy to understand. Because li ...
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Taylor Demars Cfp Podcasts
Welcome to ’Actual Advisor Value’ – the behind-the-scenes look at how fiduciary financial advisors enrich Baby Boomers’ lives. I’m Taylor Demars, a third-generation financial advisor and CFP professional making a positive impact on hundreds of retirees. Join me to hear short, specific stories of the interactions I have with clients and discover ideas and strategies to apply to your own plan!
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Retire at 55 vs 65: How Life Actually Looks Different
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16:38
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Most people think choosing between retiring at 55 vs 65 comes down to one question: Do you have enough money to stop working early? But after working with hundreds of retirees, Taylor has identified stark differences that go far beyond your savings account. Resources: Website: https://www.demarsfinancial.com/ Phone: (509) 536-9556 Schedule an intro…
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What It’s Really Like to Be a Client of a Financial Advisor
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Ever wonder what it’s actually like to work with a financial advisor long-term? In this episode, Taylor pulls back the curtain on the client experience, from regular check-ins and tax planning to navigating life’s biggest transitions. Discover how true planning goes far beyond numbers, focusing on relationships, strategy, and lifelong financial con…
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4 Things To Know If You're Retiring With A Pension in The US
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Everyone treats pensions like the holy grail of retirement benefits. Guaranteed income for life, so what could go wrong? Almost everything if you don’t understand these four key factors... Resources: Website: https://www.demarsfinancial.com/ Phone: (509) 536-9556 Schedule an introduction call with Taylor: https://www.demarsfinancial.com/start-here …
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Should You Have More Than One Financial Advisor?
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Some people believe having two financial advisors means double the wisdom. But does it really equal double the problems? In today’s episode, Taylor breaks down the hidden challenges and provides insights into why a unified approach with one financial advisor might be a better strategy, especially as you near retirement. What most people really need…
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My Honest Advice To Anyone Working Past 60... RETIRE NOW
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In this episode, Taylor discusses the hidden cost of working past 60 and why it's much worse than you might think. Resources: Website: https://www.demarsfinancial.com/ Phone: (509) 536-9556 Schedule an introduction call with Taylor: https://www.demarsfinancial.com/start-here Check out Taylor's YouTube Channel: https://www.youtube.com/@TaylorMadeRet…
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In this kickoff episode of TaylorMade Retirement, Taylor Demars shares his journey as a third-generation advisor and how his family’s legacy shaped his passion for helping others build a secure, meaningful retirement. He reflects on lessons learned from his dad and grandpa, the values that guide his approach, and the trust he works to build with ev…
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Your 4 Options For Long Term Care Policy Premium Hikes
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This isn't tax, legal, financial, or insurance advice, may be outdated, and is for entertainment only. Advisory services offered through Demars Financial Group, LLC, a Registered Investment Advisor, and cannot be held liable for any use or misuse of this content.By Taylor Demars CFP®, MBA
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Retirement Dilemma: To Sell or Rent Your Home?
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I helped a retired couple who moved out of their home of 37+ years decide what the decision best met their goals. This should not be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. This content is for entertainment purposes only. Demars Financial Group, LLC cannot be held liable fo…
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In this episode, I relate a recent experience with a client where we discussed the importance of stability, liquidity, and growth when deciding what to invest in. Investment Advisory Services offered through Demars Financial Group LLC Securities are offered through Crown Capital Securities. Member FINRA/SIPC…
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Wills & Wishes: The Emotions Behind Assets
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16:35
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Today I discuss the anxieties many baby boomers face with estate planning and the importance of having those sometimes uncomfortable but crucial conversations that accompany it. Join me as I share relatable experiences from my recent client interactions. Online Resource: https://www.elderlawanswers.com/estate-planning/101…
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Price is What You Pay, Value is What You Get
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In this episode, I delve into the costs associated with hiring a fiduciary financial advisor, highlighting the importance of understanding not just the advisory fee, but also the underlying costs in investments that contribute to the total cost. I emphasize the importance of transparency, cost-effectiveness, and acting in the client's best interest…
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In this episode, I share a meaningful experience while working with, John, to navigate and consolidate his late mother's intricate estate. I highlight the critical importance of thorough record-keeping and estate planning, while underlining the comforting role a financial advisor can play during emotionally taxing times.…
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I had a great conversation with Lucy today, a widow who was debating about how to proceed with topics that can be sensitive when it comes to talking about money with family-specifically about whether to add family members to her bank account, and whether to loan money to other family members.By Taylor Demars
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Today I met with Rick and discussed the pros and cons of choosing to plan for a tax refund, or expect a tax bill instead!By Taylor Demars, CFP®, MBA
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Today an urgent client request brought up a key question: Where to pull a lot of funds from his various investments while balancing retirement income needs and tax planning?By Taylor Demars
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