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Actual Advisor Value

By: Taylor Demars CFP® MBA
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  • Summary

  • Welcome to ’Actual Advisor Value’ – the behind-the-scenes look at how fiduciary financial advisors enrich Baby Boomers’ lives. I’m Taylor Demars, a third-generation financial advisor and CFP professional making a positive impact on hundreds of retirees. Join me to hear short, specific stories of the interactions I have with clients and discover ideas and strategies to apply to your own plan!
    Copyright 2023 All rights reserved.
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Episodes
  • Retirement Dilemma: To Sell or Rent Your Home?

    Retirement Dilemma: To Sell or Rent Your Home?
    Jun 14 2024

    I helped a retired couple who moved out of their home of 37+ years decide what the decision best met their goals.

    This should not be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. This content is for entertainment purposes only. Demars Financial Group, LLC cannot be held liable for any use or misuse of this content. Advisory services offered through Demars Financial Group LLC, a Registered Investment Advisor.
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    15 mins
  • The Trifecta Of Investment Priorities

    The Trifecta Of Investment Priorities
    Mar 19 2024

    In this episode, I relate a recent experience with a client where we discussed the importance of stability, liquidity, and growth when deciding what to invest in.

    Investment Advisory Services offered through Demars Financial Group LLC Securities are offered through Crown Capital Securities. Member FINRA/SIPC
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    11 mins
  • Wills & Wishes: The Emotions Behind Assets

    Wills & Wishes: The Emotions Behind Assets
    Aug 18 2023

    Today I discuss the anxieties many baby boomers face with estate planning and the importance of having those sometimes uncomfortable but crucial conversations that accompany it. Join me as I share relatable experiences from my recent client interactions.

    Online Resource:

    https://www.elderlawanswers.com/estate-planning/101
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    17 mins
Economics Personal Finance
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