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®
The Truth About Downsizing in Retirement
Downsizing might sound simple until you’re the one making the decision. There’s the emotional weight of leaving a home full of memories, the financial realities of today’s real estate market, and the lifestyle questions that come with changing how you live. Today, Taylor unpacks the most common beliefs about downsizing and explains when moving makes sense and when it doesn’t.
Here’s what we discuss in today’s show:
🏡 Downsizing Emotions: the personal side of leaving a longtime home
📉 Real Estate Reality: why a smaller home doesn’t always mean smaller expenses
🌎 Geo-Arbitrage: moving from high-cost to lower-cost areas
💰 Using Equity: when tapping home equity helps—or hurts
✈️ Travel Freedom: reducing home maintenance to increase lifestyle freedom
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this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate.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.
