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TaylorMade Retirement with Taylor Demars, CFP®

TaylorMade Retirement with Taylor Demars, CFP®

Auteur(s): Taylor Demars CFP®
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À propos de cet audio

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.

© 2025 TaylorMade Retirement with Taylor Demars, CFP®
Finances personnelles Économie
Épisodes
  • My Honest Advice To Anyone Working Past 60... RETIRE NOW
    Nov 4 2025

    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://www.demarsfinancial.com/start-here

    Check out Taylor's YouTube Channel: https://www.youtube.com/@TaylorMadeRetirement

    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this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate.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.

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    19 min
  • Welcome to TaylorMade Retirement
    Oct 29 2025

    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 life outside the office, explains his two-stage planning process, and previews what listeners can expect from the show ahead.

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

    🎙️ How a family legacy sparked Taylor’s passion for financial planning

    💬Building trust and connection with clients

    🧭 Inside Taylor's two-stage planning process

    🌴 A peek into Taylor’s routines, travels, and life outside the office

    🔮 What’s ahead: What you can expect from future episodes

    Resources:

    Website: https://www.demarsfinancial.com/

    Phone: (509) 536-9556

    Schedule an introduction call with Taylor: https://www.demarsfinancial.com/start-here

    Check out Taylor's YouTube Channel: https://www.youtube.com/@TaylorMadeRetirement

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    23 min
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