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 flags that often get overlooked, especially when you don’t know what “normal” should look like. And some of these red flags are so common you may not realize they’re red flags at all.

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

📜 The “Long Resume” Problem: why a scattered work history can be misleading

📦 One-Size-Fits-All Advice: when every client gets the same solution

📝 Weak Information Gathering: advisors who don’t listen or ask the right questions

🔥 Over-Promising Results: big claims that signal trouble

💸 Missing Tax Strategy: ignoring taxes and costing you real money

Resources:

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

Phone: (509) 536-9556

Schedule an introduction call with Taylor: https://www.demarsfinancial.com/start-here

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

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this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate.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.

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: https://demars-financial-group.kit.com/827c64fe0e

Resources:

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

Phone: (509) 536-9556

Schedule an introduction call with Taylor: https://www.demarsfinancial.com/start-here

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

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.

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 how you live. Today, Taylor unpacks the most common beliefs about downsizing and explains when moving makes sense and when it doesn’t.

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

🏡 Downsizing Emotions: the personal side of leaving a longtime home

📉 Real Estate Reality: why a smaller home doesn’t always mean smaller expenses

🌎 Geo-Arbitrage: moving from high-cost to lower-cost areas

💰 Using Equity: when tapping home equity helps—or hurts

✈️ Travel Freedom: reducing home maintenance to increase lifestyle freedom

Resources:

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

Phone: (509) 536-9556

Schedule an introduction call with Taylor: https://www.demarsfinancial.com/start-here

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

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.