ClearPath Retirement Radio
Every week, Stewart Smith and Mitch Davies sit down to talk about the retirement questions that matter most to pre-retirees and retirees in Greenville, Columbia, and Upstate South Carolina from retirement income and Social Security timing to tax planning, Roth conversions, Medicare, and protecting the savings you've spent a lifetime building. This is real-world financial talk designed for real people. People who want clear answers so they can make informed decisions and retire with confidence. Each episode includes Mitch's Market Minute: market commentary designed specifically for retirees who are living off their investments. Stewart Smith, LUTCF®, RICP® is a financial advisor, veteran, and author of Live a Fuller, Richer Retirement. He brings 25 years of experience working with South Carolina families and they start every conversation with planning, not products. 864-775-5033 clearpathretirement.com
Investment advisory services offered through Alphastar Capital Management, LLC, an SEC Registered Investment Adviser.
ClearPath Retirement Radio
Latest Episodes
The Retirement Questions That Keep You Up at Night: And Why a Plan Beats an Opinion
Retirement planning isn't about having the right advisor. It's about having a real plan — one that shows you in black and white how your money holds up against taxes, inflation, market risk, and time.Today, Stewart Smith and Mitch Davies...
Greenville SC Senior Living: Plan Now or Face a 5-Year Waitlist
Retirement planning involves many conversations about income, taxes, and investments. But one of the questions Stewart Smith and Mitch Davies hear most often from families across Upstate South Carolina is this: How do we figure out the seni...
Behind the Plan: Meet the Team Driving ClearPath's Planning-First Process
Something a little different this week on ClearPath Retirement Radio.Stewart is traveling, so Mitch Davies takes the helm — joined by Servicing Adviser Lara Bishop and Marketing Director Kathy Farah — for a conversation that gives listen...
The New Senior Scams That Even Smart People Fall For And How to Fight Back
ClearPath Retirement Planning's Stewart Smith, LUTCF®, RICP®, and Mitch Davies break down the fastest-growing threat to retirement security in 2026. AI-powered scams that are so sophisticated that even financially savvy people are falling for t...
The Long-Term Care Problem SC Retirees Can't Afford to Ignore
7 out of 10 Americans over the age of 65 will need some form of long-term care. A multi-year stay in a skilled nursing facility could easily consume a significant portion of your retirement savings. And most people don't have a plan for any of ...
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