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Why Better Questions Build Better Retirements

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Manage episode 522639418 series 3698579
Content provided by Taylor Demars, CFP® and Taylor Demars. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Demars, CFP® and Taylor Demars or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

We’ve all been told there’s no such thing as a bad question, but in retirement planning, how you ask the question can completely change the answer you get. Taylor breaks down why better-framed questions lead to clearer guidance, smarter strategies, and a plan that fits your life. Tune in to find out which questions could reshape your entire retirement outlook.

Here’s what we discuss in today’s show:

❓ Smarter Retirement Questions: how the quality of your questions shapes your plan

🔄 Reframing “How Much?”: why savings targets only tell part of the story

🎯 Returns vs. Lifestyle: focusing on the life you want- not just the numbers

💼 Value in Good Advice: what real financial guidance should deliver

🧾 Retirement Tax Strategy: planning around the IRS before it’s too late

🏠 Mortgage Decision Making: when paying it off does or doesn’t make sense

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/@TaylorMadeRetirement

Disclaimer: Since we don't know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Demars Financial Group, LLC or its members cannot be held liable for any use or misuse of this content. Advisory services offered through Demars Financial Group LLC, a Registered Investment Advisor. Demars Financial Group is not affiliated with LPL Financial.

  continue reading

15 episodes

Artwork
iconShare
 
Manage episode 522639418 series 3698579
Content provided by Taylor Demars, CFP® and Taylor Demars. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Demars, CFP® and Taylor Demars or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

We’ve all been told there’s no such thing as a bad question, but in retirement planning, how you ask the question can completely change the answer you get. Taylor breaks down why better-framed questions lead to clearer guidance, smarter strategies, and a plan that fits your life. Tune in to find out which questions could reshape your entire retirement outlook.

Here’s what we discuss in today’s show:

❓ Smarter Retirement Questions: how the quality of your questions shapes your plan

🔄 Reframing “How Much?”: why savings targets only tell part of the story

🎯 Returns vs. Lifestyle: focusing on the life you want- not just the numbers

💼 Value in Good Advice: what real financial guidance should deliver

🧾 Retirement Tax Strategy: planning around the IRS before it’s too late

🏠 Mortgage Decision Making: when paying it off does or doesn’t make sense

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/@TaylorMadeRetirement

Disclaimer: Since we don't know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Demars Financial Group, LLC or its members cannot be held liable for any use or misuse of this content. Advisory services offered through Demars Financial Group LLC, a Registered Investment Advisor. Demars Financial Group is not affiliated with LPL Financial.

  continue reading

15 episodes

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