PODCAST · business
Smart Money Moves with Marc Trost
by Marc Trost
Retire with confidence. Keep more of what you've earned. Avoid costly mistakes.Smart Money Moves with Marc Trost is the go-to podcast for pre-retirees, retirees, and federal employees who want to turn their hard-earned savings into lasting income—with fewer taxes and more peace of mind.Marc Trost brings over 35 years of real-world experience to every episode, sharing personal stories, client case studies, and practical strategies that cut through the noise and help you make smarter financial decisions. No sales pitches. No fluff. Just honest conversations about what really works in retirement planning.Whether you’re wondering when to claim Social Security, how to avoid RMD tax traps, or if a Roth conversion is right for you—this show is here to guide you every step of the way.
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Trust vs. Will—What’s the Right Choice for Your Legacy?
In this eye-opening episode of Smart Money Moves with Marc Trost, Marc shares the top financial planning errors he's seen throughout his career—and the consequences that come with them. Whether you're 25 or 65, these insights are essential to setting up a confident and secure retirement. Main Points Discussed: - Failing to plan: Why "set it and forget it" doesn't work for retirement. - Updating your plan: How often you should review your financial and estate plans. - Trusts vs. Wills: What they do, how they’re different, and who really needs them. - Managing from the grave: How trusts help protect your legacy from being squandered. - Withdrawal risk: Why taking out too much money too soon is one of the biggest retirement killers. - The cost of delay: Why starting retirement planning early—ideally 5–10 years out—makes a big difference. - A personal example: How Marc helped his 25-year-old son set up a path to tax-free retirement income. Ready to take control of your retirement plan? Subscribe to Smart Money Moves with Marc Trost on Spotify, Apple Podcasts, or our YouTube channel for more insights. YouTube Channel - https://www.youtube.com/@marctrostfinancial Apple Podcasts - https://podcasts.apple.com/us/podcast/smart-money-moves-with-marc-trost/id1815315892 Spotify - https://open.spotify.com/show/20UojkPcEdb3vz0RJHdNEg Visit www.marktrostfinancial.com to book your personalized consultation today!
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What Most Retirees Don’t Know (But Need to Learn ASAP)
Welcome to the very first episode of Smart Money Moves with Marc Trost, where we explore how to make confident, informed decisions about your retirement. In this episode, Marc opens up about a personal family experience that forever changed the way he approaches financial planning—and why clarity, transparency, and deep relationships are at the heart of his process. Main Points Discussed: Marc’s early career in banking and his transition into financial planningThe personal experience with his parents that sparked his missionThe importance of trust and education when working with clientsThe discovery process Marc uses to help clients understand what they have—and what they actually needWhy in-person meetings still matter and how body language helps build trustThe most common fear among clients: running out of money—and how Marc addresses itHis strong stance on transparency, especially around fees and commissionsReal stories of nervous retirees, patient planning, and building long-term financial confidence Call to Action (CTA): 🎧 Tune in now on your favorite platform or watch on YouTube 💬 Want personal guidance? Visit www.marktrostfinancial.com to schedule a free consultation 📲 Subscribe to Smart Money Moves with Marc Trost for more insights and real-world retirement strategies
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ABOUT THIS SHOW
Retire with confidence. Keep more of what you've earned. Avoid costly mistakes.Smart Money Moves with Marc Trost is the go-to podcast for pre-retirees, retirees, and federal employees who want to turn their hard-earned savings into lasting income—with fewer taxes and more peace of mind.Marc Trost brings over 35 years of real-world experience to every episode, sharing personal stories, client case studies, and practical strategies that cut through the noise and help you make smarter financial decisions. No sales pitches. No fluff. Just honest conversations about what really works in retirement planning.Whether you’re wondering when to claim Social Security, how to avoid RMD tax traps, or if a Roth conversion is right for you—this show is here to guide you every step of the way.
HOSTED BY
Marc Trost
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Frequently Asked Questions
How many episodes does Smart Money Moves with Marc Trost have?
Smart Money Moves with Marc Trost currently has 2 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Smart Money Moves with Marc Trost about?
Retire with confidence. Keep more of what you've earned. Avoid costly mistakes.Smart Money Moves with Marc Trost is the go-to podcast for pre-retirees, retirees, and federal employees who want to turn their hard-earned savings into lasting income—with fewer taxes and more peace of mind.Marc Trost...
How often does Smart Money Moves with Marc Trost release new episodes?
Smart Money Moves with Marc Trost has 2 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Smart Money Moves with Marc Trost?
You can listen to Smart Money Moves with Marc Trost 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 Smart Money Moves with Marc Trost?
Smart Money Moves with Marc Trost is created and hosted by Marc Trost.
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