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.
Episodes
17 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 ...
Wills, Trusts & What Most SC Families Get Wrong About Estate Planning
Most people assume that having a will means their estate is taken care of. But a will does not avoid probate, and probate could cost your family thousands of dollars, months of waiting, and more stress than you'd expect. If you've b...
Feeling Behind on Retirement Savings? Here's What You Can Still Do
Nearly half of Americans over 55 feel they haven't saved enough for retirement. If you've looked at your 401 (k) statement and felt that familiar knot in your stomach, this episode of Clearpath Retirement Radio is for you.Stewart Smith, ...
Claim Smart: Social Security Mistakes You Can't Take Back
This week episode of ClearPath Retirement Radio covers Social Security claiming strategies for retirees and pre-retirees in Greenville and Upstate South Carolina.Retirement advisor Stewart Smith, LUTCF®, RICP®, and Mitch Davies break dow...
South Carolina's Hidden Retirement Tax Advantages: What Most Retirees Are Still Missing
ClearPath Retirement Planning's Stewart Smith, LUTCF®, RICP®, and Mitch Davies break down the retirement tax advantages most people in South Carolina don't know they're missing, even after they've moved here.South Carolina is strategical...
The Retirement Income Gap: What Most People Don't Discover Until It's Too Late
As you approach retirement or as a SC or NC retiree, have you ever said this to yourself..."I've been saving for years and the number on my statement looks good but I honestly don't know if it's actually enough to last 20 or 30 years."&n...
The Key to a Fuller, Richer South Carolina Retirement Starts With a Real Plan
As you approach retirement or as a retiree, have you ever said this to yourself..."I have a pile of statements in a drawer but I honestly don't know if I have a real plan.""My advisor talks about returns but nobody ha...
SC Retirees: What to Do With Your Portfolio When Markets Get Scary
With geopolitical tensions rising and markets reacting, this episode is essential listening for anyone within five years of retirement or already living off their retirement portfolio.Stewart Smith (LUTCF®, RICP®) and Mitch Davies break ...
The Retirement Red Zone: 5 Critical Decisions in the 5 Years Before Retirement
If you're within 5 years of retirement, this episode is essential listening.Stewart Smith (LUTCF®, RICP®) and Mitch Davies cover five critical planning areas in the Retirement Red Zone where portfolio positioning, tax strategy, healthcar...
How Taxes Work Differently in Retirement (What to Consider Before Filing)
Tax season is here, and if you're retired or approaching retirement, your tax situation looks very different than it did during your working years. In this episode, Stewart Smith (LUTCF®, RICP®) and Mitch Davies (CFP®) break down th...
Retirement Income Strategies and Living Trusts: How Your Investment Approach May Need to Change
Hosts Stewart Smith and Mitch Davies tackle two retirement-planning topics that are often overlooked: how your investment strategy evolves when you shift from accumulation to distribution, and why a living trust might be one of the smartest mov...
The Emotional Side of Retirement: Retiring to a New Life & Thriving with the Right Plan | ClearPath Retirement Radio
Welcome to Episode 2 of ClearPath Retirement Radio! Hosts Stewart Smith and Mitch Davies explore the emotional side of retirement—the often-overlooked psychological transition that can feel like losing your identity, purpos...
5 Retirement Mistakes Most People Don't See Coming
Welcome to the inaugural episode of ClearPath Retirement Radio! Hosts Stewart Smith and Mitch Davies kick off the show by breaking down the most common retirement planning mistakes they see after 24 years of working with re...