Hosted by Stewart Smith · 🇺🇸 US · EN · 17 episodes
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Stewart Smith hosts ClearPath Retirement Radio, a business show with 17 episodes published.
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 Smit
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
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
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
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
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.
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 yo
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 Mitc
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 Carol
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
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 has
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 M
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 s
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®) b
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
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, pu
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
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ClearPath Retirement Radio is hosted by Stewart Smith. The show is categorised under business (investing) and has published 17 episodes.
ClearPath Retirement Radio has published 17 episodes.
ClearPath Retirement Radio regularly covers business, investing. It sits in the business category, with a investing focus.
ClearPath Retirement Radio is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
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Episodes of ClearPath Retirement Radio average 52 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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