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!