TaylorMade Retirement with Taylor Demars, CFP®

Real estate can sound like an attractive way to generate retirement income, but is owning a rental property really worth it? In this episode, Taylor breaks down the differences between buying investment property and investing through a REIT, along with the pros, cons, costs, and risks that can come with each. He also explains why it’s important to look beyond the potential income and make sure any...

Work with Taylor: https://www.demarsfinancial.com/start-here?utm_source=Youtube&utm_medium=Videolink&utm_campaign=46284 Get The $10,000 Sample Plan: https://www.demarsfinancial.com/sample-plan?utm_source=Youtube&utm_medium=Videolink&utm_campaign=46251 What could it actually look like to retire at 55 with $3 million saved? In this retirement case study, Taylor breaks down the key nu...

Talking about money can be hard for some people, and sometimes it just takes the right question to get things rolling. In this episode, we share some conversation starters that can help you think beyond the numbers and focus on what you want retirement to look like. From how you’d spend your time if money were no object to the goals you’d regret putting off, these questions can reveal a lot about...

Work with Taylor: https://www.demarsfinancial.com/start-here?utm_source=Youtube&utm_medium=Videolink&utm_campaign=46277 Download A Sample of Our $10,000 Retirement Plan: https://www.demarsfinancial.com/sample-plan?utm_source=Youtube&utm_medium=Videolink&utm_campaign=46250 Retirement can change a relationship in ways most couples never expect. In this video, Taylor shares five impor...

Retirement planning in 2026 looks very different from what prior generations experienced, and some of the biggest shifts have little to do with investment returns. In this episode, Taylor gives you 5 realities you need to be aware of in 2026 to build toward a successful retirement. Retirement isn't the same finish line it used to be, and pretending otherwise makes it harder to plan for. The r...

Work with Taylor: https://www.demarsfinancial.com/start-here?utm_source=Youtube&utm_medium=Videolink&utm_campaign=46257 Download a sample of our $10,000 retirement plan: https://www.demarsfinancial.com/sample-plan?utm_source=Youtube&utm_medium=Videolink&utm_campaign=46249 The 4% rule is one of the most widely repeated ideas in retirement, but following it blindly could lead to a re...

"When can I retire?" might be the question we get asked more than any other. Some people are chasing an age. Others are chasing a number. Today, Taylor breaks down what actually determines the answer. The date on the calendar or the number in the account might feel like the finish line, but neither one tells the whole story. That's what the planning process is actually for. Taylor a...

Work with Taylor: https://www.demarsfinancial.com/start-here?utm_source=Youtube&utm_medium=Videolink&utm_campaign=46250 Download a sample of our $10,000 retirement plan: https://www.demarsfinancial.com/sample-plan?utm_source=Youtube&utm_medium=Videolink&utm_campaign=46249 If you’ve built up $2 million or more for retirement, you may naturally want to share that milestone with the p...

“Safe” sounds reassuring, but in retirement planning, it can sometimes create more questions than answers. Taylor explores why people often gravitate toward certainty and what that instinct can reveal about the bigger concerns they have around retirement. He also explains how a clear financial plan can help replace vague worries with greater confidence and clarity. If you’ve ever wondered whether...

Work with Taylor: https://www.demarsfinancial.com/start-here?utm_source=Youtube&utm_medium=Videolink&utm_campaign=46243 Download a sample of our $10,000 retirement plan: https://www.demarsfinancial.com/sample-plan?utm_source=Youtube&utm_medium=Videolink&utm_campaign=46242 Early retirement gets much easier when you stop treating every financial decision as a one-time judgment call a...

Most people plan to retire around 65. New research shows most people actually retire around 62 and it's often not by choice. Today we're digging into why that gap exists and what it means for your plan. Here’s what we discuss in today’s show: ⚠️ Early Retirement: Why plans may shift unexpectedly 📉 Market Risk: Protect against poor early returns 🧾 Tax Buckets: Coordinate taxable and ret...

Work with Taylor: https://taylor-demars.showrunner.one/r/f87fbf48cf81 Get the full sample plan: https://www.demarsfinancial.com/sample-plan?utm_source=Youtube&utm_medium=Videolink&utm_campaign=46235 A retirement plan isn't something you create once and forget. Even a well-built plan can develop hidden weaknesses over time. In this episode, Taylor walks through the most important diagn...

Work with Taylor: https://taylor-demars.showrunner.one/r/7a25a8f6cb18 One of the biggest challenges in retirement isn't building wealth—it's feeling confident enough to use it. The fear of running out of money retirement is incredibly common, and it often affects people who have saved diligently for decades. Even financially secure retirees can struggle with retirement psychology, making...

Retirement doesn’t always mean walking away from work for good. For some people, continuing to clock in provides purpose, structure, connection, or simply a little extra confidence about what comes next. In this episode, Taylor explores why people often keep working beyond the traditional retirement age and how a well-built retirement plan can help separate the things you want to do from the thing...

My Honest Advice To Anyone Retiring With $2M+ Work with Taylor: https://www.demarsfinancial.com/start-here Retiring with $2 million or more can create incredible opportunities—but it also comes with important financial decisions that can have a lasting impact on your lifestyle, taxes, and legacy. If you're thinking about retiring with 2 million or wondering how to retire with 2 million, this...

Based on a recent article from Kiplinger, there are five keys to a retirement plan that actually holds up over time. They all happen to start with the same letter — which either means it's a great framework or someone really wanted it to work out that way. Taylor explores how these five areas provide a practical framework for evaluating the strength and sustainability of your retirement strat...

Get started on your retirement strategy here: https://www.demarsfinancial.com/start-here?utm_source=Youtube&utm_medium=Videolink&utm_campaign=46210 📋 The Retire Once Guide (free) — find out whether you're actually ready to pull the trigger: https://www.demarsfinancial.com/retire-once-guide Master your first year of retirement by navigating crucial financial decisions. Learn how to ma...

Having more financial information at your fingertips should make decisions easier, but often, it does the opposite. In this episode, Taylor explores why constant access to research, opinions, and advice can leave investors overwhelmed or falsely confident. You’ll also hear how to evaluate what you’re hearing and recognize when more information is no longer helping. Are you truly informed, or has a...

Get started on your retirement strategy here: https://www.demarsfinancial.com/start-here?utm_source=Youtube&utm_medium=Videolink&utm_campaign=46203 📋 The Retire Once Guide (free) — find out whether you're actually ready to pull the trigger:  https://www.demarsfinancial.com/retire-once-guide Most retirement advice was built to help you grow your money. Almost none of it was built to h...

Dreaming of big trips in retirement but worried they’ll derail your nest egg? Travel is one of the biggest goals people have for retirement, but actually spending the money can bring more anxiety than excitement. In this episode, Taylor explains how a thoughtful retirement plan can permit people to enjoy the experiences they have spent decades saving for. Tune in to learn how to permit yourself to...

If you want your own custom portfolio-to-paycheck system, book a call here: https://www.demarsfinancial.com/start-here?utm_source=Youtube&utm_medium=Videolink&utm_campaign=46195 👉 Get free access to the same professional retirement planning software we use with our clients: https://www.demarsfinancial.com/right-express Retirement income sounds simple until the paychecks stop. This couple...

Want a retirement plan optimized for what matters most? Start here: https://www.demarsfinancial.com/start-here?utm_source=Youtube&utm_medium=Videolink&utm_campaign=46186 👉 Get free access to the same professional retirement planning software we use with our clients:  https://www.demarsfinancial.com/right-express We made this couple's retirement plan better — and their Monte Carlo &qu...

👉 Find out if your portfolio is ready for retirement: https://www.demarsfinancial.com/start-here?utm_source=Youtube&utm_medium=Videolink&utm_campaign=46175 👉 Get free access to the same professional retirement planning software we use with our clients: https://www.demarsfinancial.com/right-express Two retirees. Same $2M portfolio. Same market crash in year one. Completely different retir...

Find out if you're working longer than you need to: https://www.demarsfinancial.com/start-here?utm_source=Youtube&utm_medium=Videolink&utm_campaign=46150 Get free access to the same professional retirement planning software we use with our clients: https://www.demarsfinancial.com/right-express Age 62 isn't just when Social Security becomes available. It's the first point whe...

Becoming a grandparent often brings a new question: how can you help create opportunities for the next generation? In this episode, Taylor explores several ways grandparents can support their grandchildren financially while maintaining flexibility and control. He discusses how different strategies can align with different goals, whether you're thinking about education, retirement, or creating...