Shows
TaylorMade Retirement with Taylor Demars, CFP®The Surprising Cost of Delaying Retirement Past 55...The longer you work, the better you retire...right? Well, what if that logic actually backfires after age 55?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this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or...
2025-12-0912 minTaylorMade Retirement with Taylor Demars, CFP®Why Better Questions Build Better RetirementsWe’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 on...
2025-12-0415 minTaylorMade Retirement with Taylor Demars, CFP®Less Than You Think? Savings 10, 5 and 1 Year Before RetirementToday, Taylor shares strategies that traditional planning overlooks, especially in the final 10, 5, and 1 years before retirement.LTC Calculator: https://www.carescout.com/cost-of-careResources: 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...
2025-12-0219 minTaylorMade Retirement with Taylor Demars, CFP®5 Financial Advisor Red Flags You Can’t IgnoreWhat signs reveal an advisor isn’t truly planning for your best interest? Most people only ever work with one financial advisor, which makes it easy to miss warning signs that the fit isn’t right. Taylor breaks down the subtle but important red flags that often get overlooked, especially when you don’t know what “normal” should look like. And some of these red flags are so common you may not realize they’re red flags at all.Here’s what we discuss in today’s show:📜 The “Long Resume” Problem: why a scattered work...
2025-11-2617 minTaylorMade Retirement with Taylor Demars, CFP®Why Everything Changes Once You Save $2.5M In Retirement SavingsMost people think crossing $2.5 million in retirement savings means their financial worries are over. But substantial wealth doesn't eliminate problems- it transforms them into new challenges.Taylor's Newsletter: https://demars-financial-group.kit.com/827c64fe0eResources: 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...
2025-11-2514 minTaylorMade Retirement with Taylor Demars, CFP®The Truth About Downsizing in RetirementDownsizing might sound simple until you’re the one making the decision. There’s the emotional weight of leaving a home full of memories, the financial realities of today’s real estate market, and the lifestyle questions that come with changing how you live. Today, Taylor unpacks the most common beliefs about downsizing and explains when moving makes sense and when it doesn’t. Here’s what we discuss in today’s show:🏡 Downsizing Emotions: the personal side of leaving a longtime home📉 Real Estate Reality: why a smaller home doesn...
2025-11-2017 minTaylorMade Retirement with Taylor Demars, CFP®Retire at 55 vs 65: How Life Actually Looks DifferentMost 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 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 s...
2025-11-1816 minTaylorMade Retirement with Taylor Demars, CFP®What It’s Really Like to Be a Client of a Financial AdvisorEver 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 confidence.Here’s what we discuss in today’s show:💼 Beyond Basics: support that extends past typical financial services💬 Ongoing Dialogue: covering health, cash flow, and life changes📄 Hands-On Help: from tax forms to...
2025-11-1313 minTaylorMade Retirement with Taylor Demars, CFP®4 Things To Know If You're Retiring With A Pension in The USEveryone 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 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, fi...
2025-11-1116 minTaylorMade Retirement with Taylor Demars, CFP®Should You Have More Than One Financial Advisor?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 isn’t more voices in the mix. It’s one clear, coordinated plan.Here’s what we discuss in today’s show:🚨 Hidden Pitfalls: The challenges of conflicting advice and lack of coordination between adviso...
2025-11-0619 minTaylorMade Retirement with Taylor Demars, CFP®My Honest Advice To Anyone Working Past 60... RETIRE NOWIn 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/@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...
2025-11-0418 minTaylorMade Retirement with Taylor Demars, CFP®Welcome to TaylorMade RetirementIn 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 every client. Taylor also gives a glimpse into life outside the office, explains his two-stage planning process, and previews what listeners can expect from the show ahead. Here’s what we discuss in today’s show:🎙️...
2025-10-2922 min