Couverture de TaylorMade Retirement with Taylor Demars, CFP®

TaylorMade Retirement with Taylor Demars, CFP®

TaylorMade Retirement with Taylor Demars, CFP®

De : Taylor Demars CFP®
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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.

© 2026 TaylorMade Retirement with Taylor Demars, CFP® Economie Finances privées
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    Épisodes
    • Why People Dumber Than You Retire Before 60 & You Don't

      Why People Dumber Than You Retire Before 60 & You Don't
      Feb 10 2026

      Why are people with less money than you already free? Let's talk about it...

      Resources:

      Website: https://www.demarsfinancial.com/

      Phone: (509) 536-9556

      Schedule an introduction call with Taylor: https://bit.ly/demarspodcast

      Check out Taylor's YouTube Channel: https://www.youtube.com/@TaylorMadeRetirement

      Taylor's Newsletter: https://demars-financial-group.kit.com/827c64fe0e

      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this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate.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.
      Afficher plus Afficher moins
      13 min
    • Selling an Inherited Home: The Tax Fear That Stops Families

      Selling an Inherited Home: The Tax Fear That Stops Families
      Feb 6 2026

      When a parent passes away, emotions and finances tend to collide, especially when real estate is involved. One of the most common things that stalls families is fear of taxes, even when that fear isn’t fully understood. Today’s listener question is about an inherited home and hesitant siblings.

      Here’s what we discuss in today’s show:

      🏡 How the step-up in basis works for inherited homes
      💸 Why most families overestimate the tax hit
      📊 What gains are actually taxable after inheritance
      👨‍👩‍👧‍👦 Common sibling and estate planning pitfalls
      ⚖️ When emotions- not taxes- cause the biggest problems

      Resources:

      Website: https://www.demarsfinancial.com/

      Phone: (509) 536-9556

      Schedule an introduction call with Taylor: https://bit.ly/demarspodcast

      Check out Taylor's YouTube Channel: https://www.youtube.com/@TaylorMadeRetirement

      Taylor's Newsletter: https://demars-financial-group.kit.com/827c64fe0e

      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.
      Afficher plus Afficher moins
      17 min
    • I am 57 With $4,000,000 in Savings. How Much Can I Spend in Retirement?

      I am 57 With $4,000,000 in Savings. How Much Can I Spend in Retirement?
      Feb 3 2026

      Taylor recently worked with a client facing a challenge many high-net-worth individuals know all too well: analysis paralysis. Even at 57, with $4 million in savings and no debt, he was frozen by fear at the thought of taking the leap into retirement...

      Resources:

      Website: https://www.demarsfinancial.com/

      Phone: (509) 536-9556

      Schedule an introduction call with Taylor: https://bit.ly/demarspodcast

      Check out Taylor's YouTube Channel: https://www.youtube.com/@TaylorMadeRetirement

      Taylor's Newsletter: https://demars-financial-group.kit.com/827c64fe0e

      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.
      Afficher plus Afficher moins
      17 min
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