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.
Episodes
79 episodes
Picking a Retirement Date
"When can I retire?" might be the question we get asked more than any other. Some people are chasing an age. Others are chasing a number. Today, Taylor breaks down what actually determines the answer. The date on the calendar or the number in t...
When You Retire With $2M+, Tell No One, Here’s Why
Work with Taylor: https://www.demarsfinancial.com/start-here?utm_source=Youtube&utm_medium=Videolink&utm_campaign=46...
The Word "Safe" Is Doing a Lot of Work in Your Portfolio
“Safe” sounds reassuring, but in retirement planning, it can sometimes create more questions than answers. Taylor explores why people often gravitate toward certainty and what that instinct can reveal about the bigger concerns they have around ...
Early Retirement Is Hard Until You Build Systems Like This
Work with Taylor: https://www.demarsfinancial.com/start-here?utm_source=Youtube&utm_medium=Videolink&utm_campaign=46...
Retiring Early Isn't Always a Choice- Here's What the Data Shows
Most people plan to retire around 65. New research shows most people actually retire around 62 and it's often not by choice. Today we're digging into why that gap exists and what it means for your plan.Here’s what we discuss in today’...
How to Fix Your Retirement Plan (Before It's Too Late)
Work with Taylor: https://taylor-demars.showrunner.one/r/f87fbf48cf81Get the full sample plan:
The Fear of Running Out of Money in Retirement
Work with Taylor: https://taylor-demars.showrunner.one/r/7a25a8f6cb18One of the biggest challenges in retirement isn't building wealth—it's feeling confident enough to us...
Retired, But Still Clocking In — Why?
Retirement doesn’t always mean walking away from work for good. For some people, continuing to clock in provides purpose, structure, connection, or simply a little extra confidence about what comes next. In this episode, Taylor explores why peo...
My Honest Advice To Anyone Retiring With $2M+
My Honest Advice To Anyone Retiring With $2M+Work with Taylor: https://www.demarsfinancial.com/start-hereRetiring with $2 million or more can create incredible opportuniti...
The 5 D's of Retirement Planning
Based on a recent article from Kiplinger, there are five keys to a retirement plan that actually holds up over time. They all happen to start with the same letter — which either means it's a great framework or someone really wanted it to work o...
Just Retired at 63? It's the Most Dangerous Year of Your Financial Life - Here's Why
Get started on your retirement strategy here: https://www.demarsfinancial.com/start-here?utm_source=Youtube&utm_medium=V...
The Danger of Being Well-Informed The Financial World
Having more financial information at your fingertips should make decisions easier, but often, it does the opposite. In this episode, Taylor explores why constant access to research, opinions, and advice can leave investors overwhelmed or falsel...
I'm A 3rd Gen Advisor. Here's What I Tell Every Client At 62
Get started on your retirement strategy here: https://www.demarsfinancial.com/start-here?utm_source=Youtube&utm_medium=Videolink&utm_campaign=46203📋 The Retire Once Guide (free) — find out whether you're actually ready to pull t...
How to Plan a Guilt-Free Vacation in Retirement
Dreaming of big trips in retirement but worried they’ll derail your nest egg? Travel is one of the biggest goals people have for retirement, but actually spending the money can bring more anxiety than excitement. In this episode, Taylor explain...
I Retired at 61 With $3.4M. Now Where Does the Money Come From?
If you want your own custom portfolio-to-paycheck system, book a call here: https://www.demarsfinancial.com/start-here?utm_s...
They Had $3.5M and a 98% Score — Here's the Catch.
Want a retirement plan optimized for what matters most? Start here: https://www.demarsfinancial.com/start-here?utm_source=Yo...
Why the Year You Retire Matters More Than How Much You Have Saved
👉 Find out if your portfolio is ready for retirement: https://www.demarsfinancial.com/start-here?utm_source=Youtube&...
Why 62 Is The Most Important Age For Your Retirement
Find out if you're working longer than you need to: https://www.demarsfinancial.com/start-here?utm_source=Youtube&utm_me...
First-Time Grandparents: How You Can Help Build Lasting Wealth
Becoming a grandparent often brings a new question: how can you help create opportunities for the next generation? In this episode, Taylor explores several ways grandparents can support their grandchildren financially while maintaining flexibil...
I'm 60 With $3.5M Saved. How Much Can I Spend in Retirement? (Full Breakdown)
Find out if you're working longer than you need to: https://www.demarsfinancial.com/start-here?utm_source=Youtube&utm_me...
Reacting to the Most Watched Retirement Video of the Year
Over the past year, one retirement video on YouTube pulled in 3.7 million views. The title: "Sell These 5 Things Before You Retire." We thought it was worth a conversation — not to tear it apart, but to react honestly. Do we agree? How often do...
Retire NOW If You Honestly Answer "YES" to All 5 Questions
Download the free Retire Once Guide: https://www.demarsfinancial.com/retire-once-guideThe 5 yeses in this episode help you decide if you're ready to retire. The next 5—avail...
The IPO Buzz- What Hopeful Retirees Actually Need to Know
SpaceX. OpenAI. These and other names have been dominating the headlines. The IPO market is heating up, and clients are asking questions. Today we're keeping it simple. What do retirees and pre-retirees need to understand about IPOs before they...