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 should shape your money, not the other way around.
Podcasting since 2025 • 40 episodes
TaylorMade Retirement with Taylor Demars, CFP®
Latest Episodes
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 Social Security Triangle: quantitative, qualitative, and survivorship. It's that third an...
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8:40
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 complicated. In this episode, Taylor breaks down the key factors that determine how inherite...
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15:20
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 exact withdrawal strategy we used to drop a couple's health insurance premium from $...
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11:36
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 that many people underestimate. In this episode, Taylor walks through the psychology be...
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11:32
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 waste their health by working longer and their tax planning for retirees opportunities...
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16:38
