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
What Scares You About Retirement? (And Why It Doesn't Have To)
As you approach retirement or as a retiree, have you ever said this to yourself..."Please protect what I've worked so hard to grow.""I'd like to see some real growth along the way.""I'm going to need some income I can count...
How to Choose the Right Retirement Planning Advisor (And Red Flags to Avoid)
As you approach retirement or as a retiree, have you ever said this to yourself..."Am I going to run out of money before I run out of life?""When do I start Social Security?""Do I have the right Medicare plan?"If any...
Why Two-Thirds of People Feel Behind And How to Actually Retire
As you approach retirement or as a retiree, have you ever said this to yourself..."I'm just going to have to work forever.""What if I retire and end up like my dad — gone within six months?""I don't see the path. It just fe...
What's Your Relationship With Money? A Wealth-Building Conversation for Every Generation
Have you ever said this to yourself..."I'm terrible with money.""I'm so tired of working and having nothing to show for it.""I'm never going to have the advantages that rich people do."If any of that sounds familiar,...
The Cracks We See Every Day in Retirement Plans (And How to Fix Them)
Stewart Smith and Mitch Davies are back from a few weeks off, and they're diving straight into the things they see most often when they sit down with clients. Much like a doctor reading an EKG, Stewart and Mitch spend their days lo...