Shows / TaylorMade Retirement with Taylor Demars, CFP®
TaylorMade Retirement with Taylor Demars, CFP®
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 life…
Episodes
- TaylorMade Retirement with Taylor Demars, CFP®
Financial Moves That Aren't as Simple as They Seem
Some financial decisions look complicated and turn out to be pretty simple. Others look simple and are anything but. Today we're taking a list of common money…
- TaylorMade Retirement with Taylor Demars, CFP®
The Exact Moment You No Longer Need To Save For Retirement
Work with Taylor: https://www.demarsfinancial.com/start-here?utm_source=Youtube&utm_medium=Videolink&utm_campaign=46313 See a $10,000 Sample Plan Here…
- TaylorMade Retirement with Taylor Demars, CFP®
The Tax Planning Window Is Open (But Not for Long)
Most people don't think about taxes until they're sitting down to file, and by then, most of the best opportunities are gone. The moves that actually lower…
- TaylorMade Retirement with Taylor Demars, CFP®
If You Only Watch One Pre-Retirement Video, Make It This
Work with Taylor: https://www.demarsfinancial.com/start-here?utm_source=Youtube&utm_medium=Videolink&utm_campaign=46292 Get The $10,000 Sample Plan Here…
- TaylorMade Retirement with Taylor Demars, CFP®
May the Force Be With Your Financial Plan
What can a galaxy far, far away teach us about retirement planning? More than you might think! Taylor brings his love of Star Wars into the financial world…
- TaylorMade Retirement with Taylor Demars, CFP®
Why Everything Changes After $3M in Retirement Savings
Work with Taylor: https://www.demarsfinancial.com/start-here?utm_source=Youtube&utm_medium=Videolink&utm_campaign=46298 Get The $10,000 Sample Plan Here…
- TaylorMade Retirement with Taylor Demars, CFP®
Why Your Financial Plan Shouldn't Feel Like IKEA Instructions
Almost everyone has an IKEA story, whether it's getting lost in the showroom, leaving with way more than you planned, or spending a Saturday afternoon arguing…
- TaylorMade Retirement with Taylor Demars, CFP®
If I Started Planning For Retirement in 2026, I'd Do This
Work with Taylor: https://www.demarsfinancial.com/start-here?utm_source=Youtube&utm_medium=Videolink&utm_campaign=46291 Get The $10,000 Sample Plan Here…
- TaylorMade Retirement with Taylor Demars, CFP®
Should Real Estate Be in Your Retirement Plan?
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…
- TaylorMade Retirement with Taylor Demars, CFP®
I’m 55 With $3,000,000 Saved. Can I Retire?
Work with Taylor: https://www.demarsfinancial.com/start-here?utm_source=Youtube&utm_medium=Videolink&utm_campaign=46284 Get The $10,000 Sample Plan…
- TaylorMade Retirement with Taylor Demars, CFP®
Conversation Starters: Questions Worth Asking About Your Financial Future
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…
- TaylorMade Retirement with Taylor Demars, CFP®
5 Things I Wish Every Couple Knew Before Retirement
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…
- TaylorMade Retirement with Taylor Demars, CFP®
Retirement Reality Check: 2026 Version
Retirement planning in 2026 looks very different from what prior generations experienced, and some of the biggest shifts have little to do with investment…
- TaylorMade Retirement with Taylor Demars, CFP®
Everyone Is Wrong About the 4% Rule
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…
- TaylorMade Retirement with Taylor Demars, CFP®
Picking a Retirement Date
"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…
- TaylorMade Retirement with Taylor Demars, CFP®
When You Retire With $2M+, Tell No One, Here’s Why
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…
- TaylorMade Retirement with Taylor Demars, CFP®
The Word "Safe" Is Doing a Lot of Work in Your Portfolio
“Safe” sounds reassuring, but in retirement planning, it can sometimes create more questions than answers. Taylor explores why people often gravitate toward…
- TaylorMade Retirement with Taylor Demars, CFP®
Early Retirement Is Hard Until You Build Systems Like This
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…
- TaylorMade Retirement with Taylor Demars, CFP®
Retiring Early Isn't Always a Choice- Here's What the Data Shows
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…
- TaylorMade Retirement with Taylor Demars, CFP®
How to Fix Your Retirement Plan (Before It's Too Late)
Work with Taylor: https://taylor-demars.showrunner.one/r/f87fbf48cf81 Get the full sample plan…
- TaylorMade Retirement with Taylor Demars, CFP®
The Fear of Running Out of Money in Retirement
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…
- TaylorMade Retirement with Taylor Demars, CFP®
Retired, But Still Clocking In — Why?
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…
- TaylorMade Retirement with Taylor Demars, CFP®
My Honest Advice To Anyone Retiring With $2M+
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…
- TaylorMade Retirement with Taylor Demars, CFP®
The 5 D's of Retirement Planning
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…
- TaylorMade Retirement with Taylor Demars, CFP®
Just Retired at 63? It's the Most Dangerous Year of Your Financial Life - Here's Why
Get started on your retirement strategy here: https://www.demarsfinancial.com/start-here?utm_source=Youtube&utm_medium=Videolink&utm_campaign=46210 📋 The…
- TaylorMade Retirement with Taylor Demars, CFP®
The Danger of Being Well-Informed The Financial World
Having more financial information at your fingertips should make decisions easier, but often, it does the opposite. In this episode, Taylor explores why…
- TaylorMade Retirement with Taylor Demars, CFP®
I'm A 3rd Gen Advisor. Here's What I Tell Every Client At 62
Get started on your retirement strategy here: https://www.demarsfinancial.com/start-here?utm_source=Youtube&utm_medium=Videolink&utm_campaign=46203 📋 The…
- TaylorMade Retirement with Taylor Demars, CFP®
How to Plan a Guilt-Free Vacation in Retirement
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…
- TaylorMade Retirement with Taylor Demars, CFP®
I Retired at 61 With $3.4M. Now Where Does the Money Come From?
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&u…
- TaylorMade Retirement with Taylor Demars, CFP®
They Had $3.5M and a 98% Score — Here's the Catch.
Want a retirement plan optimized for what matters most? Start here: https://www.demarsfinancial.com/start-here?utm_source=Youtube&utm_medium=Videolink&utm_campa…
- TaylorMade Retirement with Taylor Demars, CFP®
Why the Year You Retire Matters More Than How Much You Have Saved
👉 Find out if your portfolio is ready for retirement: https://www.demarsfinancial.com/start-here?utm_source=Youtube&utm_medium=Videolink&utm_campaign=46175 👉…
- TaylorMade Retirement with Taylor Demars, CFP®
Why 62 Is The Most Important Age For Your Retirement
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…
- TaylorMade Retirement with Taylor Demars, CFP®
First-Time Grandparents: How You Can Help Build Lasting Wealth
Becoming a grandparent often brings a new question: how can you help create opportunities for the next generation? In this episode, Taylor explores several…
- TaylorMade Retirement with Taylor Demars, CFP®
I'm 60 With $3.5M Saved. How Much Can I Spend in Retirement? (Full Breakdown)
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…
- TaylorMade Retirement with Taylor Demars, CFP®
Reacting to the Most Watched Retirement Video of the Year
Over the past year, one retirement video on YouTube pulled in 3.7 million views. The title: "Sell These 5 Things Before You Retire." We thought it was worth a…
- TaylorMade Retirement with Taylor Demars, CFP®
Retire NOW If You Honestly Answer "YES" to All 5 Questions
Download the free Retire Once Guide: https://www.demarsfinancial.com/retire-once-guide The 5 yeses in this episode help you decide if you're ready to retire…
- TaylorMade Retirement with Taylor Demars, CFP®
The IPO Buzz- What Hopeful Retirees Actually Need to Know
SpaceX. OpenAI. These and other names have been dominating the headlines. The IPO market is heating up, and clients are asking questions. Today we're keeping…
- TaylorMade Retirement with Taylor Demars, CFP®
$2.5M Saved. But How Much Can You Actually Spend?
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…
- TaylorMade Retirement with Taylor Demars, CFP®
Once You Understand This, You'll Stop Working Past 58
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=46147 Get…
- TaylorMade Retirement with Taylor Demars, CFP®
Why You Can't Retire (Even When the Numbers Say You Can)
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=46139 If…
- TaylorMade Retirement with Taylor Demars, CFP®
Mailbag: PTO, Vacation Pay & Social Security
A listener question came in with a deceptively simple retirement question: Should you start Social Security right away if you don’t actually need the income…
- TaylorMade Retirement with Taylor Demars, CFP®
At 60 With $1.5M? You're Beating The $5M Retirees
Taylor has seen retirees with $5 million feel broke and retirees with $1.5 million feel free. The difference isn't their portfolio — it's five planning…
- TaylorMade Retirement with Taylor Demars, CFP®
If Financial Tools Had Yearbook Awards
Graduation season is here, and we’re handing out “class superlatives” to popular retirement tools and strategies. Taylor hands out “yearbook awards” to some of…
- TaylorMade Retirement with Taylor Demars, CFP®
$4 Million Saved, Here's How He Retired 5 Years Earlier
A client came to us with $4 million saved, convinced he had to work until 63. His advisor of 12 years said he was on track. But when we rebuilt his plan from…
- TaylorMade Retirement with Taylor Demars, CFP®
My Investments Underperformed the Market - Should I Fire My Advisor?
It’s one of the most common (and emotional) questions investors ask: If my portfolio isn’t keeping up with the market, is my advisor doing their job? On the…
- TaylorMade Retirement with Taylor Demars, CFP®
Pension Payout Decision: The Break-Even Analysis Most People Miss
Should you take the pension lump sum or monthly payments? It's one of the most important — and most permanent — financial decisions you'll make in retirement…
- TaylorMade Retirement with Taylor Demars, CFP®
Volunteering: The Best Investment You Might Make In Retirement
Retirement isn’t just about stepping away from work. It’s about stepping into something meaningful. While most people focus on finances, the happiest retirees…
- TaylorMade Retirement with Taylor Demars, CFP®
5 Reasons To Retire Before 62 With $3.2M in a 401(k)
Can you really retire before 62 with $3.2 million in a 401(k)? Taylor walks you through a real client case study where a couple with $3.2M chose a retirement…
- TaylorMade Retirement with Taylor Demars, CFP®
The Surprisingly Hard Part of Retirement Nobody Warns You About
Most retirement conversations are about saving enough. Today we're talking about the other side of that. What happens when you've saved, you're there, and you…
- TaylorMade Retirement with Taylor Demars, CFP®
Moving With $3M in a 401(k)? What Nobody Tells You
Planning to relocate in retirement with $2M-$4M+ in a 401(k)? Before you list your house, listen to this. Most people don't realize that pulling money from a…
- TaylorMade Retirement with Taylor Demars, CFP®
Getting Your Spouse Involved in Planning
We got a great question from a listener: “How do I get my spouse more involved in our retirement planning?” It’s a common challenge, and usually not about…
- TaylorMade Retirement with Taylor Demars, CFP®
You've Managed Your Own Money Successfully - Why Would You Need an Advisor Now?
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…
- TaylorMade Retirement with Taylor Demars, CFP®
Your Retirement Claiming Strategy is Probably Backwards (Here's Why)
Most people with a 401k, Social Security, and pension claim them in the order that feels safest — but that sequence can quietly cost six figures in taxes you…
- TaylorMade Retirement with Taylor Demars, CFP®
Give Me 8 Minutes And I'll Explain Why Everyone’s Claiming Early
Social Security claims are up 16% — and most people are making this decision based on one angle. In this video, Taylor breaks down the three angles of the…
- TaylorMade Retirement with Taylor Demars, CFP®
Tax Implications on Inherited Accounts
Receiving an inheritance can feel like a financial blessing, but when part of it comes from an IRA or retirement account, the tax rules can quickly get…
- TaylorMade Retirement with Taylor Demars, CFP®
New Health Insurance Rules Just Created a Hack For Early Retirees
The 2026 health insurance subsidy cliff is back — and it could cost early retirees over $20,000 a year in unnecessary premiums. In this video, I break down the…
- TaylorMade Retirement with Taylor Demars, CFP®
Should You Buy More Company Stock?
When your company stock has treated you well, buying more might feel like the obvious move. But investing decisions tied to your employer carry unique risks…
- TaylorMade Retirement with Taylor Demars, CFP®
The Retirement Tax Strategy Most People Overlook Completely
Your healthiest retirement years are also your best tax planning years, but many people miss this crucial window 🎯. This video explains how individuals often…
- TaylorMade Retirement with Taylor Demars, CFP®
Financial Gifts for Grandkids: Smart Moves or Costly Mistakes?
Becoming a grandparent changes everything, including how you think about money. For many families, the natural instinct is to help financially. But the “how”…
- TaylorMade Retirement with Taylor Demars, CFP®
The 5 Levels of Retirement Wealth in 2026
After helping hundreds of retirees, Taylor has discovered a dirty secret about wealth... net-worth does not equate to net lifestyle. Resources: Website…