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

Lynn Baird

Lynn is a Senior Living Advisor at Oasis Senior Advisors

With deep roots in Upstate South Carolina, she lives in Greer with her husband Alan and our two beloved dogs, Felix and Poppi. She is also a proud grandmother and loves every moment she gets to make special memories with her grandson.

She spent 30 years working in senior care, taking on everything from insurance management to admissions and marketing in home health, skilled nursing, assisted living, and memory care. She is a Certified Dementia Practitioner, and she truly understands how emotional and complicated the journey can be for families. At Oasis Greenville, she loves helping others find the right fit for their loved ones; whether that means a community offering Independent Living, Assisted Living, Memory Care or care at home. Her goal is always to make things less stressful and more reassuring for everyone she works with.

https://www.oasissenioradvisors.com/locations/greenville-sc/

Guest appearance on:

Greenville SC Senior Living: Plan Now or Face a 5-Year Waitlist