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®
Financial Gifting: What Retirees Need to Know
With the holidays approaching, many retirees ask a simple question with complex implications: How can I help my kids financially- without creating tax headaches or hurting my own retirement? This conversation walks through smart gifting strategies, IRS rules to watch, and thoughtful guardrails that help generosity stay intentional. If you’re considering helping children or grandchildren, a little planning here can go a long way.
🎁 Annual gifting limits and what you can give without paperwork
📄 What happens when gifts exceed the IRS threshold
🎓 Tuition and medical expense exceptions most people overlook
💰 Which accounts are smartest to gift from in retirement
⚠️ Why generosity should never derail your own financial plan
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this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate.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.
