//podcastplus.net/feed/podcast~35deef401e36b9c54e4353f7bd5b33ee065b8ea61e876eb25a13909989c33b62 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! Fri, 10 Apr 2026 10:47:31 +0000 https://mcdn.podbean.com/mf/web/yu6876/published_b390c3c6-9c70-43ef-a8c9-148c6e8006e3_original_nyDs8wTwV.m4a 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 Fri, 18 Aug 2023 03:21:55 +0000 https://mcdn.podbean.com/mf/web/yu6876/published_b390c3c6-9c70-43ef-a8c9-148c6e8006e3_original_nyDs8wTwV.m4a https://mcdn.podbean.com/mf/web/r3exxt/Value_From_Beyond_the_Grave_-_5_9_23_242_PM9easj.mp3 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 emotionally taxing times. Fri, 19 May 2023 22:05:43 +0000 https://mcdn.podbean.com/mf/web/r3exxt/Value_From_Beyond_the_Grave_-_5_9_23_242_PM9easj.mp3 https://mcdn.podbean.com/mf/web/58tmec/Taxes-To_Refund_or_Not_to_Refund_81a9h.mp3 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! Fri, 19 May 2023 19:20:50 +0000 https://mcdn.podbean.com/mf/web/58tmec/Taxes-To_Refund_or_Not_to_Refund_81a9h.mp3