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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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The Truth About Downsizing in Retirement
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17:28
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17:28
Downsizing 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 make…
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Retire at 55 vs 65: How Life Actually Looks Different
16:38
16:38
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16:38
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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13:30
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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19:36
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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18:51
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18:51
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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Welcome to TaylorMade Retirement
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22:39
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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