TaylorMade Retirement with Taylor Demars, CFP®

Taylor explores why so many investors get distracted by flashy ideas that promise more than they deliver. Instead of chasing hype, he breaks down the mindset and habits that help people stay focused on what truly drives long-term success. You’ll learn how to recognize a “shiny object” before it derails your financial plan.  Here’s what we discuss in today’s show: ✨ Beware of “shiny objects” in in...

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://bit.ly/demarspodcast Check out Taylor's YouTube Channel : https://www.youtube.com/@TaylorMadeRetirement Taylor's Newsletter: https://demars-financial-gro...

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 sh...

Today, 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-care 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/...

What 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 reali...

Most 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/827c64fe0e Resources: Website:  https://www.demarsfinancial.com/ Phone: (509) 536-9556 Schedule an introduction call with Taylor: https:/...

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 makes sense and when it doesn’t.  Here’s what we disc...

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 introduction call with Taylor: https://bit.ly/demarsp...

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

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://bit.ly/demarspodcast Check out Taylor's YouTube Channel : https://www.youtube.c...

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, co...

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://bit.ly/demarspodcast Check out Taylor's YouTube Channel : https://www.youtube.com/@TaylorMadeRetirement Taylor's Newsletter: https://demars-fin...

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 every client. Taylor also gives a glimpse into lif...