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
67 episodes
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...
$2.5M Saved. But How Much Can You Actually Spend?
Find out if you're working longer than you need to: https://www.demarsfinancial.com/start-here?utm_source=Youtube&utm_me...
Once You Understand This, You'll Stop Working Past 58
Find out if you're working longer than you need to: https://www.demarsfinancial.com/start-here?utm_source=Youtube&utm_me...
Why You Can't Retire (Even When the Numbers Say You Can)
Find out if you're working longer than you need to: https://www.demarsfinancial.com/start-here?utm_source=Youtube&utm_me...
Mailbag: PTO, Vacation Pay & Social Security
A listener question came in with a deceptively simple retirement question: Should you start Social Security right away if you don’t actually need the income yet? Taylor explains why the answer involves much more than math, touching on PTO, reti...
At 60 With $1.5M? You're Beating The $5M Retirees
Taylor has seen retirees with $5 million feel broke and retirees with $1.5 million feel free. The difference isn't their portfolio — it's five planning pitfalls that smart savers make over and over.In this episode, he walks through the 5...
If Financial Tools Had Yearbook Awards
Graduation season is here, and we’re handing out “class superlatives” to popular retirement tools and strategies. Taylor hands out “yearbook awards” to some of the most talked-about financial tools and strategies and breaks down where common fi...
$4 Million Saved, Here's How He Retired 5 Years Earlier
A client came to us with $4 million saved, convinced he had to work until 63. His advisor of 12 years said he was on track. But when we rebuilt his plan from the ground up, we found three assumptions that were costing him five of his healthiest...
My Investments Underperformed the Market - Should I Fire My Advisor?
It’s one of the most common (and emotional) questions investors ask: If my portfolio isn’t keeping up with the market, is my advisor doing their job? On the surface, it feels like a simple comparison, but there’s usually a lot more going on ben...
Pension Payout Decision: The Break-Even Analysis Most People Miss
Should you take the pension lump sum or monthly payments? It's one of the most important — and most permanent — financial decisions you'll make in retirement. And most of the advice out there starts and ends with the math.Today, Taylor ...
Volunteering: The Best Investment You Might Make In Retirement
Retirement isn’t just about stepping away from work. It’s about stepping into something meaningful. While most people focus on finances, the happiest retirees often find something deeper: purpose, connection, and a reason to get out of bed each...
5 Reasons To Retire Before 62 With $3.2M in a 401(k)
Can you really retire before 62 with $3.2 million in a 401(k)? Taylor walks you through a real client case study where a couple with $3.2M chose a retirement plan that scored lower, projected less money — and gave them a better retirement than ...
The Surprisingly Hard Part of Retirement Nobody Warns You About
Most retirement conversations are about saving enough. Today we're talking about the other side of that. What happens when you've saved, you're there, and you still can't bring yourself to spend it? It's more common than people admit. And it ca...
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...