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®
Storm-Proof Your Retirement Plan
Some investors stay calm when market turbulence hits. Others feel the pressure immediately. The difference often isn’t intelligence or experience; it’s…
- TaylorMade Retirement with Taylor Demars, CFP®
The 5 Retirees Who Should NOT Hire A Financial Advisor
After working with hundreds of clients, Taylor has learned a hard truth most advisors will never say out loud... He has turned away more people than he has…
- TaylorMade Retirement with Taylor Demars, CFP®
The Gray Areas That Actually Matter in Retirement
Rules of thumb make retirement planning sound simple, but simplicity can be misleading. Many of the decisions that matter most don’t fit neatly into checklists…
- TaylorMade Retirement with Taylor Demars, CFP®
Why People Dumber Than You Retire Before 60 & You Don't
Why are people with less money than you already free? Let's talk about it... Resources: Website: https://www.demarsfinancial.com/ Phone: (509) 536-9556…
- TaylorMade Retirement with Taylor Demars, CFP®
Selling an Inherited Home: The Tax Fear That Stops Families
When a parent passes away, emotions and finances tend to collide, especially when real estate is involved. One of the most common things that stalls families…
- TaylorMade Retirement with Taylor Demars, CFP®
I am 57 With $4,000,000 in Savings. How Much Can I Spend in Retirement?
Taylor recently worked with a client facing a challenge many high-net-worth individuals know all too well: analysis paralysis. Even at 57, with $4 million in…
- TaylorMade Retirement with Taylor Demars, CFP®
Mailbag: Forced to Retire Early- Now What?
What happens when retirement starts earlier than planned? In this mailbag episode, a listener facing a layoff at age 55 asks how concerned they should be- and…
- TaylorMade Retirement with Taylor Demars, CFP®
Buy These 3 Things And Your Retirement Will Never Be The Same
If you've got 7 figures saved for retirement but it still doesn't feel like enough, the problem isn't your portfolio size- it's your deployment strategy…
- TaylorMade Retirement with Taylor Demars, CFP®
Mailbag: Can an Inheritance Replace Long-Term Care Insurance?
Is it smart to skip long-term care insurance if you expect a future inheritance? In this episode, a listener’s mailbag question sparks a conversation about the…
- TaylorMade Retirement with Taylor Demars, CFP®
The Hidden Wealth Trap: Why These 5 “Safe” Assets Are Quietly Making You Poor
Taylor reveals the 5 "safe" assets that secretly make you poor- investments that seem secure, but may actually be working against you. Resources: Website…
- TaylorMade Retirement with Taylor Demars, CFP®
Financial Myths That Can Quietly Wreck a Retirement Plan (Part 2)
Some retirement myths sound reasonable enough that they start to feel true. In Part 2 of this series, Taylor continues the conversation by unpacking four more…
- TaylorMade Retirement with Taylor Demars, CFP®
Most Retirees IGNORE This Social Security Truth...
Today, we're covering the ugly truth about claiming Social Security late, and why the conventional advice to wait until 70 could cost you money and freedom…
- TaylorMade Retirement with Taylor Demars, CFP®
Financial Myths That Can Quietly Wreck a Retirement Plan (Part 1)
Some of the most damaging retirement mistakes don’t come from reckless decisions; they come from ideas that sound reasonable and get repeated often enough to…
- TaylorMade Retirement with Taylor Demars, CFP®
The 401k Change That COMPLETELY Changes Early Retirement
What if the biggest mistake preventing your early retirement isn't your account balance, but how you're thinking about your 401k? Resources: Website…
- TaylorMade Retirement with Taylor Demars, CFP®
Legacy Planning Without Overpaying the IRS: Retirement Tax Strategies
Wondering how to leave a legacy for your heirs without handing more than you need to Uncle Sam? In this episode, Taylor tackles a listener’s question about…
- TaylorMade Retirement with Taylor Demars, CFP®
The ACA Medicare Hack That Makes Early Retirement Feel Easy
Today, Taylor reveals the healthcare hack that makes early retirement feel easy and shows how the ACA marketplace can save you $20,000 a year, so the years…
- TaylorMade Retirement with Taylor Demars, CFP®
Financial Gifting: What Retirees Need to Know
With the holidays approaching, many retirees ask a simple question with complex implications: How can I help my kids financially- without creating tax…
- TaylorMade Retirement with Taylor Demars, CFP®
How Much You Really Need to Retire Early (55/60/65)
What if everything you've been told about retirement savings is wrong? According to Fidelity, by age 40, you should've saved 3x your annual salary, and by 50…
- TaylorMade Retirement with Taylor Demars, CFP®
How 2025 Changed Your Financial Plan: Year In Review
A lot happened in 2025… Big political swings, stubborn inflation, new tax rules, and even a historic government shutdown. But what actually matters for your…
- TaylorMade Retirement with Taylor Demars, CFP®
5 Smart Reasons to Start Social Security at 62
Deciding when to take Social Security is a major decision in your retirement planning, and while many people wait until full retirement age or beyond, there…
- TaylorMade Retirement with Taylor Demars, CFP®
Shiny Object Syndrome: What Smart Investors Avoid
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…
- TaylorMade Retirement with Taylor Demars, CFP®
The Surprising Cost of Delaying Retirement Past 55...
The longer you work, the better you retire...right? Well, what if that logic actually backfires after age 55? Resources: Website…
- TaylorMade Retirement with Taylor Demars, CFP®
Why Better Questions Build Better Retirements
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…
- TaylorMade Retirement with Taylor Demars, CFP®
Less Than You Think? Savings 10, 5 and 1 Year Before Retirement
Today, Taylor shares strategies that traditional planning overlooks, especially in the final 10, 5, and 1 years before retirement. LTC Calculator…
- TaylorMade Retirement with Taylor Demars, CFP®
5 Financial Advisor Red Flags You Can’t Ignore
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…
- TaylorMade Retirement with Taylor Demars, CFP®
Why Everything Changes Once You Save $2.5M In Retirement Savings
Most people think crossing $2.5 million in retirement savings means their financial worries are over. But substantial wealth doesn't eliminate problems- it…
- TaylorMade Retirement with Taylor Demars, CFP®
The Truth About Downsizing in Retirement
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…
- TaylorMade Retirement with Taylor Demars, CFP®
Retire at 55 vs 65: How Life Actually Looks Different
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…
- TaylorMade Retirement with Taylor Demars, CFP®
What It’s Really Like to Be a Client of a Financial Advisor
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…
- TaylorMade Retirement with Taylor Demars, CFP®
4 Things To Know If You're Retiring With A Pension in The US
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…
- TaylorMade Retirement with Taylor Demars, CFP®
Should You Have More Than One Financial Advisor?
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…
- TaylorMade Retirement with Taylor Demars, CFP®
My Honest Advice To Anyone Working Past 60... RETIRE NOW
In this episode, Taylor discusses the hidden cost of working past 60 and why it's much worse than you might think. Resources: Website…
- TaylorMade Retirement with Taylor Demars, CFP®
Welcome to TaylorMade Retirement
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…