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goals.This should not be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccur

The Trifecta Of Investment Priorities

Mar 19th, 2024 11m 9s

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 LLCSecurit

Wills & Wishes: The Emotions Behind Assets

Aug 18th, 2023 16m 35s

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 int

Price is What You Pay, Value is What You Get

May 20th, 2023 9m 55s

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

Value From Beyond the Grave

May 19th, 2023 5m 56s

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

Family & Finances-Make Me the Bad Guy!

May 19th, 2023 19m 1s

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, a

Taxes-To Refund, or Not to Refund?

May 19th, 2023 10m 4s

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!

”I Need A Lot of Money, Fast!”

Apr 24th, 2023 11m 55s

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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