You've Managed Your Own Money Successfully - Why Would You Need an Advisor Now?

TaylorMade Retirement with Taylor Demars, CFP® · Apr 2, 2026 · 13m · transcript

You’ve managed your own money for years and done well. So why would you need a financial advisor now? It’s a fair question, and one more people are asking as access to tools and information continues to grow. But what once felt straightforward can quickly become more complex, with higher stakes and less room for error. Today, Taylor explores why the transition into retirement introduces a new set of challenges and where professional guidance can make a difference.

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

🧗 Retirement Transition: Moving into retirement introduces new challenges

🧭 Advisor Role…