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.
TaylorMade Retirement with Taylor Demars, CFP®
Latest Episodes
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 401(k) for a down payment can cost $60,000-$65,000 in taxes— for a cash need that last...
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 understanding the numbers, but about interest and engagement. The goal isn’t to turn your...
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 access to tools and information continues to grow. But what once felt straightforward ...
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 never needed to pay.Taylor breaks down the three tax traps that punish you for...
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...
