PODCAST · business
Actual Advisor Value
by Taylor Demars CFP®, MBA
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 value I deliver, and decide: is hiring a financial advisor right for you?
Episodes
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Your 4 Options For Long Term Care Policy Premium Hikes
This isn't tax, legal, financial, or insurance advice, may be outdated, and is for entertainment only. Advisory services offered through Demars Financial Group, LLC, a Registered Investment Advisor, and cannot be held liable for any use or misuse of this content.
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Retirement Dilemma: To Sell or Rent Your Home?
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 This should not be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate.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....
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The Trifecta Of Investment Priorities
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.…
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Wills & Wishes: The Emotions Behind Assets
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:...
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Price is What You Pay, Value is What You Get
In this episode, I delve into the costs associated with hiring a fiduciary financial advisor, highlighting the importance of understanding not just the advisory fee, but also the underlying costs in investments that contribute to the total cost. I emphasize the importance of transparency,...
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Value From Beyond the Grave
In this episode, I share a meaningful experience while working with, John, to navigate and consolidate his late mother's intricate estate. I highlight the critical importance of thorough record-keeping and estate planning, while underlining the comforting role a financial advisor can play during...
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Family & Finances-Make Me the Bad Guy!
I had a great conversation with Lucy today, a widow who was debating about how to proceed with topics that can be sensitive when it comes to talking about money with family-specifically about whether to add family members to her bank account, and whether to loan money to other family members.
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Taxes-To Refund, or Not to Refund?
Today I met with Rick and discussed the pros and cons of choosing to plan for a tax refund, or expect a tax bill instead!
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”I Need A Lot of Money, Fast!”
Today an urgent client request brought up a key question: Where to pull a lot of funds from his various investments while balancing retirement income needs and tax planning?
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ABOUT THIS SHOW
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 value I deliver, and decide: is hiring a financial advisor right for you?
HOSTED BY
Taylor Demars CFP®, MBA
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Frequently Asked Questions
How many episodes does Actual Advisor Value have?
Actual Advisor Value currently has 9 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Actual Advisor Value about?
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...
How often does Actual Advisor Value release new episodes?
Actual Advisor Value has 9 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Actual Advisor Value?
You can listen to Actual Advisor Value on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Actual Advisor Value?
Actual Advisor Value is created and hosted by Taylor Demars CFP®, MBA.
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