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.

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