{"store":{"baseInfo":{"podcastTitle":"Actual Advisor Value","slug":"actualadvisorvalue","podcastDescription":"Welcome to ’Actual Advisor Value’ – the behind-the-scenes look at how fiduciary financial advisors enrich Baby Boomers’ lives. \n\n\nI’m Taylor Demars, a third-generation financial advisor and CFP professional making a positive impact on hundreds of retirees. \n\n\nJoin me to hear short, specific stories of the interactions I have with clients and discover ideas and strategies to apply to your own plan!","podcastLogo":"https://pbcdn1.podbean.com/imglogo/image-logo/16337773/8_Copy_of_Grey_Blue_White_Clean_Cutout_Tech_1_1_1__7yzixw.png","podcastShareLogo":null,"podcastUrl":"https://actualadvisorvalue.podbean.com","podcastCanSearched":false,"feedUrl":"https://feed.podbean.com/actualadvisorvalue/feed.xml","theme":"double-tree","podcastDeepLink":"https://www.podbean.com/pu/pbblog-2bjpn-f94b6d","removePodbeanBranding":"no","brandingLogo":null,"timeZone":{"timeZoneId":5,"gmtAdjustment":"GMT-08:00","useDaylightTime":1,"value":-8,"text":"(GMT-08:00) Pacific Time (US & Canada)","daylightStartTime":"Second Sunday Of March +2 Hours","daylightEndTime":"First Sunday Of November +2 Hours","timezone":"America/Los_Angeles"},"podcastDownloads":null,"totalEpisodes":9,"showComments":true,"iOSAppDownloadLink":null,"customizeCssUrl":null,"androidAppDownloadLink":null,"showPostShare":true,"showLike":true,"author":"Taylor Demars CFP®, MBA","engagementStatsBaseUrl":null,"shareEmbedLink":"https://admin5.podbean.com/embed.html?id=pbblog-2bjpn-f94b6d-playlist","language":"en","sensitivitySessionExpireTime":3600,"podcastApps":[{"name":"Apple Podcasts","link":"https://podcasts.apple.com/us/podcast/actual-advisor-value/id1684405518","image":"https://pbcdn1.podbean.com/fs1/site/images/admin5/apple-podcast.png","title":null},{"name":"Podbean App","link":"https://r4j68.app.goo.gl/?link=https%3A%2F%2Factualadvisorvalue.podbean.com%3Faction%3DopenPodcast%26podcastId%3Dpbblog16337773%26podcastIdTag%3D2bjpn&dfl=https%3A%2F%2Factualadvisorvalue.podbean.com&utm_campaign=pb_web&utm_source=podbean_web&utm_medium=dlink&imv=670&amv=530&isi=973361050&ibi=com.podbean.app.podcast&ipbi=com.podbean.app.podcast&apn=com.podbean.app.podcast","image":"https://pbcdn1.podbean.com/fs1/site/images/admin5/podbean-app.png","title":null},{"name":"Amazon Music","link":"https://music.amazon.com/podcasts/0e2c0e55-bbda-46b4-a65c-c9d720b9fb81","image":"https://pbcdn1.podbean.com/fs1/site/images/admin5/AmazonMusic.png","title":null},{"name":"TuneIn + Alexa","link":"https://tunein.com/radio/Actual-Advisor-Value-p3727476/","image":"https://pbcdn1.podbean.com/fs1/site/images/admin5/tunein.png","title":null},{"name":"iHeartRadio","link":"https://iheart.com/podcast/114030393","image":"https://pbcdn1.podbean.com/fs1/site/images/admin5/iHeartRadio.png","title":null},{"name":"PlayerFM","link":"https://player.fm/series/3471204","image":"https://pbcdn1.podbean.com/fs1/site/images/admin5/PlayerFM.png","title":null},{"name":"Podchaser","link":"https://www.podchaser.com/podcasts/actual-advisor-value-5302626","image":"https://pbcdn1.podbean.com/fs1/site/images/admin5/Podchaser.webp","title":null},{"name":"BoomPlay","link":"https://www.boomplaymusic.com/podcasts/64154","image":"https://pbcdn1.podbean.com/fs1/site/images/admin5/BoomPlay.png","title":null}],"components":{"base":[{"id":"MainStyle","val":"light"},{"id":"Font","val":"Oswald"},{"id":"SecondaryFont","val":"PT Sans"},{"id":"PlayerColor","val":"#FFBE00"},{"id":"PlayerStyle","val":"player1"},{"id":"PlayerWave","val":"show"},{"id":"Favicon","val":null},{"id":"CookiesNotice","val":"hide"},{"id":"CookiesNoticeContent","val":"

Cookies Notice

This website uses cookies to improve your experience while you navigate through the website. By using our website you agree to our use of cookies.

"}],"home-header":[{"id":"HomeHeaderTextColor","val":"#000000"},{"id":"HomeHeaderBackgroundColor","val":"#FAF7F4"},{"id":"BackgroundImage","val":"https://mcdn.podbean.com/mf/web/g96igb/pod_cover_jpg356ca9dc-d710-a1c8-a6e2-baff86d32f06.jpg"}],"page-header":[{"id":"PageHeaderTextColor","val":"#ffffff"},{"id":"SecondaryPageBackgroundImage","val":"/assets/doubletree-episode-light.jpg"},{"id":"SecondaryPageBackgroundImageForMobile","val":null}],"episode-list":[{"id":"EpisodeListType","val":"simple-list"},{"id":"EpisodesPerPage","val":10},{"id":"EpisodeStats","val":"show"}],"navigation":[{"id":"NavigationFontColor","val":"#000000"},{"id":"NavigationBackgroundColor","val":"#FAF7F4"},{"id":"NavigationSearch","val":"show"},{"id":"NavigationLinks","val":[{"id":"Home","type":"Link","value":"/","text":"Home","subitems":[]},{"id":"Subscribe","type":"Link","value":"https://www.podbean.com/site/podcatcher/index/blog/kNg3dOSzvu6l","text":"Subscribe","subitems":[]},{"id":"Profile","type":"Link","value":"https://www.podbean.com/user-JgKpoxI2gI3G","text":"Profile","subitems":[]}]}],"footer":[{"id":"FooterType","val":"Footer1"},{"id":"FooterFontColor","val":"#000000"},{"id":"FooterBackgroundColor","val":"#ffffff"},{"id":"FooterCopyright","val":"Copyright 2023 All rights reserved."},{"id":"SocialMediaLinks","val":{"facebook_username":"","twitter_username":"","instagram_username":"","youtube_username":"","linkedin_username":""}}],"customize-container1":[],"customize-container2":[]},"allLinks":[],"mainStylesDefaultSettings":null,"defaultCustomizeComponents":null,"scripts":["https://www.googletagmanager.com/gtag/js?id=G-TP93LLY3WQ","\n window.dataLayer = window.dataLayer || [];\n function gtag(){dataLayer.push(arguments);}\n gtag('js', new Date());\n\n gtag('config', 'G-TP93LLY3WQ',{'allow_enhanced_conversions':true});\n"],"metas":null,"appConfig":{"package":"com.podbean.app.podcast","app_store_id":973361050,"app_name":"Podbean","scheme":"podbean"},"customizeCss":null,"canEditCss":null,"enableJsCodeInCustomizeContent":false,"enabledIframeCodeInCustomizeContent":false,"sectionMaxCount":10,"enableEditorLink":false,"enableEditCookiesNotice":false,"siteRedirectToFeed":false,"podcatcherRssUrl":null,"showFeed":true,"showTopBar":true,"enableWebSiteLike":true,"organizationName":null,"organizationPageLink":null},"backToListUrl":"/","tinymceLoaded":false,"listEpisodes":[],"userLikedEpisodes":[],"topBarIframeLoaded":false,"listTotalCount":0,"listTotalPage":0,"listPage":0,"listType":"all","listValue":"","listName":"","pageLoading":false,"apiBaseUrl":"https://actualadvisorvalue.podbean.com","apiCommonParams":{"t":"68120f7a","clientSignature":"488f092ca5aa5a91680f73389672297e","u":null,"customizing":null},"apiCommonHeaders":{},"comments":[],"commentsTotalCount":0,"commentsTotalPage":0,"commentsPage":1,"commentEpisodeId":"pb22759762-t76yy","episode":{"id":"pb22759762","idTag":"t76yy","title":"The Trifecta Of Investment Priorities","logo":"https://pbcdn1.podbean.com/imglogo/image-logo/16337773/8_Copy_of_Grey_Blue_White_Clean_Cutout_Tech_1_1_1__7yzixw_300x300.png","shareLogo":null,"largeLogo":"https://pbcdn1.podbean.com/imglogo/image-logo/16337773/8_Copy_of_Grey_Blue_White_Clean_Cutout_Tech_1_1_1__7yzixw.png","previewContent":null,"content":"

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

","publishTimestamp":1710885086,"duration":669,"mediaUrl":"https://mcdn.podbean.com/mf/web/tca86y/published_744b5ce5-4efa-43ca-8355-c817e993bb57_original_913xC07ul1.m4a","mediaType":"audio/x-m4a","shareLink":"https://admin5.podbean.com/embed.html?id=pb-t76yy-15b4952","likedCount":0,"deepLink":"https://www.podbean.com/ew/pb-t76yy-15b4952","transcriptUrl":"https://mcdn.podbean.com/mf/web/qqgpq9/transcript_913xC07ul1.srt","permalink":"/e/the-trifecta-of-investment-priorities/","downloadLink":"https://www.podbean.com/site/EpisodeDownload/PB15B4952T76YY","fallbackResource":null,"fallbackResourceMimetype":null,"downloadCount":14,"status":"publish","hasMoreContent":false,"chaptersUrl":null,"explicit":false},"episodeShareLink":null,"deepLink":"https://www.podbean.com/ew/pb-t76yy-15b4952","playlist":{"episodes":[],"current":0,"start":0,"stop":0,"playing":true,"playerLoading":true,"playbackRate":1,"playbackRateIndex":1},"toasts":[],"confirm":null,"customizeEditorFormZIndex":999,"lastRequestTime":null,"validateChangesOnBeforeunload":true,"windowWidth":1000,"VITE_FS1_CDN_URL_PREFIX":"https://pbcdn1.podbean.com/fs1","reloadStats":false},"episode":{"id":"pb22759762","idTag":"t76yy","title":"The Trifecta Of Investment Priorities","logo":"https://pbcdn1.podbean.com/imglogo/image-logo/16337773/8_Copy_of_Grey_Blue_White_Clean_Cutout_Tech_1_1_1__7yzixw_300x300.png","shareLogo":null,"largeLogo":"https://pbcdn1.podbean.com/imglogo/image-logo/16337773/8_Copy_of_Grey_Blue_White_Clean_Cutout_Tech_1_1_1__7yzixw.png","previewContent":null,"content":"

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

The Trifecta Of Investment Priorities

Comments (0)