ClearPath Retirement Radio

About 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.

Publisher

Stewart Smith

Category

business · business · education

Language

en

Explicit

No

First episode

3 Feb 2026

Latest episode

10 Oct 2026

Latest episodes

30 episodes in the feed.

1. 

   10 Oct 2026

   Are All Annuities Bad? Separating Fact From Fiction

   Most people think an annuity is an annuity. They hear the word and picture one bad product. But there are several kinds, and they work in very different ways. That mix-up may be a big reason annuities get such a bad name. In this episode, Stewart Smith, RICP®, LUTCF® and Mitch Davies, CFP® break down four types of annuities. You will hear how each one works, what it may cost, and where it could fit in a retirement plan. Then you can decide for yourself. Stewart also walks throug...

2. 

   3 Oct 2026

   Considering a Roth Conversion? 5 Things to Think Through First

   Most people think a Roth conversion comes down to one question: will my tax rate be lower later? That question matters, but it is only the start. Some of the biggest surprises show up on your tax return and your Medicare bill, sometimes two years after you convert. In this episode, Stewart Smith and Mitch Davies walk through what to think about before you convert. They explain why the simple "pay tax now or pay tax later" math may miss the point, and where people get tripped up. Whethe...

3. 

   19 Sept 2026

   What Does The Bible Really Say About Retirement?

   As you approach retirement or as a retiree, have you ever said this to yourself... "What am I gonna do, just sleep and watch TV all day?" "If I stop working, my brain's gonna slow down." "I'll just keep working, I guess. I don't know what else I'd do." If any of that sounds familiar, this episode is for you. Stewart Smith and Mitch Davies step away from the usual playbook this week to explore something Stewart has never talked about on the show before: his faith, and what the Bible actually s...

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Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.