Rules of thumb make retirement planning sound simple, but simplicity can be misleading. Many of the decisions that matter most don’t fit neatly into checklists or headlines. Today, Taylor challenges black-and-white thinking and focuses on the trade-offs that quietly shape how retirement actually feels. Sometimes the hardest part isn’t choosing, it’s realizing there isn’t a perfect answer.
Here’s what we discuss in today’s show:
🧾 Social Security Timing: Why there’s rarely one “correct” filing age
💡 Income Ripple Effects: How one decision quietly reshapes the rest of your plan
💰 Liquidity Trade-Offs: When flexibility matters more than optimization
🎁 Spending vs. Legacy: Deciding who benefits from your money and when
⏳ Retirement Transitions: Easing in versus stopping all at once
Resources:
Website: https://www.demarsfinancial.com/
Phone: (509) 536-9556
Schedule an introduction call with Taylor: https://bit.ly/demarspodcast
Check out Taylor's YouTube Channel: https://www.youtube.com/@TaylorMadeRetirement
Taylor's Newsletter: https://demars-financial-group.kit.com/827c64fe0e
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this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate.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.
