TaylorMade Retirement with Taylor Demars, CFP®

Taylor Demars, CFP®
  • 5.0 (4)
  • INVESTING

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 should shape your money, not the other way around. 

  1. 17H AGO

    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 savings and no debt, he was frozen by fear at the thought of taking the leap into retirement... 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-group.kit.com/827c64fe0e Disclaimer: Since we don't know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Demars Financial Group, LLC or its members cannot be held liable for any use or misuse of this content. Advisory services offered through Demars Financial Group LLC, a Registered Investment Advisor. Demars Financial Group is not affiliated with LPL Financial.

    17 min

  2. 5D AGO

    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 what options they actually have. The conversation walks through why early retirement is more common than people expect, how the Rule of 55 can provide access to income, and why replacing your full salary may not be necessary. Here’s what we discuss in today’s show: 🚪 Why many retirees leave work earlier than planned  📅 How the Rule of 55 can unlock penalty-free income  💰 Which accounts can help bridge the gap before 59½  🏥 How to plan for health insurance before Medicare  📊 Turning a forced change into a strategic planning opportunity 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-group.kit.com/827c64fe0e Disclaimer: Since we don't know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Demars Financial Group, LLC or its members cannot be held liable for any use or misuse of this content. Advisory services offered through Demars Financial Group LLC, a Registered Investment Advisor. Demars Financial Group is not affiliated with LPL Financial.

    11 min

  3. JAN 27

    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.  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-group.kit.com/827c64fe0e Disclaimer: Since we don't know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Demars Financial Group, LLC or its members cannot be held liable for any use or misuse of this content. Advisory services offered through Demars Financial Group LLC, a Registered Investment Advisor. Demars Financial Group is not affiliated with LPL Financial.

    11 min

  4. JAN 22

    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 risks of planning around money that isn’t guaranteed. The discussion explores why inheritances are unpredictable, how parents’ own care needs can change the outcome, and why uncertainty makes assumptions dangerous. You’ll hear practical insights on scenario planning, self-insurance considerations, and the importance of building a retirement strategy that doesn’t rely on “maybe” money. Here’s what we discuss in today’s show: 🐘 Why inheritances are an unreliable long-term care strategy ⚠️ The risks of planning on money you don’t control  📉 The real financial impact of in-home care, assisted living, and memory care 📊 How running scenarios brings clarity and peace of mind 🏠 Using personal assets as a last line of defense 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-group.kit.com/827c64fe0e Disclaimer: Since we don't know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Demars Financial Group, LLC or its members cannot be held liable for any use or misuse of this content. Advisory services offered through Demars Financial Group LLC, a Registered Investment Advisor. Demars Financial Group is not affiliated with LPL Financial.

    11 min

  5. JAN 20

    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: 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-group.kit.com/827c64fe0e Disclaimer: Since we don't know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Demars Financial Group, LLC or its members cannot be held liable for any use or misuse of this content. Advisory services offered through Demars Financial Group LLC, a Registered Investment Advisor. Demars Financial Group is not affiliated with LPL Financial.

    14 min

  6. JAN 15

    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 of those assumptions and where they tend to fall apart. Because in retirement, small assumptions can carry much bigger consequences. Here’s what we discuss in today’s show: 💸 Lower Taxes? Why retirement doesn’t always mean a smaller tax bill 📝 No Written Plan: The danger of relying on mental math ⏳ Working Longer: Why this backup plan often fails ⚠️ Easier Decisions: How retirement actually adds complexity 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-group.kit.com/827c64fe0e Disclaimer: Since we don't know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Demars Financial Group, LLC or its members cannot be held liable for any use or misuse of this content. Advisory services offered through Demars Financial Group LLC, a Registered Investment Advisor. Demars Financial Group is not affiliated with LPL Financial.

    13 min

  7. JAN 13

    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.  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-group.kit.com/827c64fe0e Disclaimer: Since we don't know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Demars Financial Group, LLC or its members cannot be held liable for any use or misuse of this content. Advisory services offered through Demars Financial Group LLC, a Registered Investment Advisor. Demars Financial Group is not affiliated with LPL Financial.

    21 min

  8. JAN 8

    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 feel true. In part 1 of this 2-part series, Taylor tackles retirement myths that quietly undermine otherwise solid plans. These beliefs can create blind spots that don’t show up until it’s too late. If you want fewer assumptions and more clarity, this episode helps separate fact from fiction. Here’s what we discuss in today’s show: 🧠 Myth Overload: Why common beliefs stick even when they’re wrong 📚 More Isn’t Always Better: When overly detailed plans create confusion 📜 Estate Planning Gap: Why a will alone usually isn’t enough ❤️ Spousal Assumptions: The hidden risk of “they’ll be fine” thinking 🚨 Market Panic: Why stopping spending during drops isn’t necessary if you’re prepared  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-group.kit.com/827c64fe0e Disclaimer: Since we don't know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Demars Financial Group, LLC or its members cannot be held liable for any use or misuse of this content. Advisory services offered through Demars Financial Group LLC, a Registered Investment Advisor. Demars Financial Group is not affiliated with LPL Financial.

    15 min
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5
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About

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 should shape your money, not the other way around. 

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