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 planning
• The personal experience with his parents that sparked his mission
• The importance of trust and education when working with clients
• The discovery process Marc uses to help clients understand what they have—and what they actually need
• Why in-person meetings still matter and how body language helps build trust
• The most common fear among clients: running out of money—and how Marc addresses it
• His strong stance on transparency, especially around fees and commissions
• Real stories of nervous retirees, patient planning, and building long-term financial confidence

Call to Action (CTA):

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