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.

Contributors

Host

Mitch Davies

Mitch is dedicated to elevating the firm by providing an exceptional planning experience for its clients. He passed the CFP® and Series 65 exams and is licensed in insurance in multiple states. Mitch has had a passion for financial markets, economics, and asset management since he began college. He brings a youthful, fresh perspective to the planning process within Stewart Smith Financial.

Mitch was raised in Charleston with roots in Spartanburg, SC and has spent the majority of his life in the Carolinas. He is a recent graduate of Coker University in Hartsville, where he played on the tennis team. Mitch understands the value of hard work and team building and is extremely excited about the opportunity to serve clients and provide a thorough, holistic experience at the firm.

Beyond his professional pursuits, Mitch stays active through workouts and various sports. He’s also a dedicated traveler, always seeking new experiences and connections.

https://clearpathretirement.com/mitch

Host

Stewart Smith

President, Wealth Advisor Fiduciary, RICP®, LUTCF®

Stewart focuses on educating clients and helping them achieve their goals by using a well-thought-out financial strategy. He is a U.S. military veteran who prides himself on being a resource for pre-retirees.

With 24 years of experience in the financial services industry, Stewart focuses on helping clients make informed financial decisions as they move from the asset accumulation to the distribution phase of retirement planning. He offers easy-to-understand retirement income planning and helps clients make informed financial decisions.

Stewart is a financial professional offering investment and insurance products. He has passed his Series 6, 63, and 65 securities exams and holds insurance licenses in life and health, annuities, long-term care, and variable life.

Outside the office, Stewart is an avid runner and passionate about fitness and a healthy lifestyle.

https://clearpathretirement.com/stewart

Guests

Guest

Kathy Farah

Kathy Farah brings nearly two decades of corporate leadership and six years of entrepreneurial experience to her role as Marketing Director at ClearPath Retirement Planning.

Kathy first joined the ClearPath team as a consultant, and it didn't take long to see why.

She connected with the firm's commitment to education, integrity, and genuinely serving pre-retirees and decided to bring her skills in-house.

Today, she oversees social media, email marketing strategy, content creation, podcast production, and marketing automation, helping clients find, trust, and stay connected with the ClearPath Retirement advisors guiding them forward.

Born in Florida and proud to call the Greenville, SC area home, Kathy enjoys being in nature, hiking, walking, living a healthy lifestyle, and exploring new places.

Guest appearance on:

Your Retirement Questions, Answered: Social Security, Medicare, and the Mistakes We See Most