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
15 episodes
How 2025 Changed Your Financial Plan: Year In Review
A lot happened in 2025… Big political swings, stubborn inflation, new tax rules, and even a historic government shutdown. But what actually matters for your financial life? Today, Taylor looks back at the year’s biggest headlines and what they ...
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13:37
5 Smart Reasons to Start Social Security at 62
Deciding when to take Social Security is a major decision in your retirement planning, and while many people wait until full retirement age or beyond, there are some solid reasons to start at age 62. Today, Taylor breaks down why taking early c...
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12:01
Shiny Object Syndrome: What Smart Investors Avoid
Taylor explores why so many investors get distracted by flashy ideas that promise more than they deliver. Instead of chasing hype, he breaks down the mindset and habits that help people stay focused on what truly drives long-term success. You’l...
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14:10
The Surprising Cost of Delaying Retirement Past 55...
The longer you work, the better you retire...right? Well, what if that logic actually backfires after age 55?
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12:15
Why Better Questions Build Better Retirements
We’ve all been told there’s no such thing as a bad question, but in retirement planning, how you ask the question can completely change the answer you get. Taylor breaks down why better-framed questions lead to clearer guidance, smarter strateg...
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15:35
Less Than You Think? Savings 10, 5 and 1 Year Before Retirement
Today, Taylor shares strategies that traditional planning overlooks, especially in the final 10, 5, and 1 years before retirement.LTC Calculator: https://www.carescout.com/cost-of-c...
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19:01
5 Financial Advisor Red Flags You Can’t Ignore
What signs reveal an advisor isn’t truly planning for your best interest? Most people only ever work with one financial advisor, which makes it easy to miss warning signs that the fit isn’t right. Taylor breaks down the subtle but important red...
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17:21
Why Everything Changes Once You Save $2.5M In Retirement Savings
Most people think crossing $2.5 million in retirement savings means their financial worries are over. But substantial wealth doesn't eliminate problems- it transforms them into new challenges.Taylor's Newsletter:
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14:10
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 ...
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17:28
Retire at 55 vs 65: How Life Actually Looks Different
Most people think choosing between retiring at 55 vs 65 comes down to one question: Do you have enough money to stop working early? But after working with hundreds of retirees, Taylor has identified stark differences that go far beyond...
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16:38
What It’s Really Like to Be a Client of a Financial Advisor
Ever wonder what it’s actually like to work with a financial advisor long-term? In this episode, Taylor pulls back the curtain on the client experience, from regular check-ins and tax planning to navigating life’s biggest transitions. Discover ...
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13:30
4 Things To Know If You're Retiring With A Pension in The US
Everyone treats pensions like the holy grail of retirement benefits. Guaranteed income for life, so what could go wrong? Almost everything if you don’t understand these four key factors...
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16:09
Should You Have More Than One Financial Advisor?
Some people believe having two financial advisors means double the wisdom. But does it really equal double the problems? In today’s episode, Taylor breaks down the hidden challenges and provides insights into why a unified approach ...
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19:36