ClearPath Retirement Radio

Stewart Smith
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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.comInvestment advisory services offered through Alphastar Capital Management, LLC, an SEC Registered Investment Adviser. 

  1. 6d ago

    What Changes for a Woman's Retirement That No One Tells Her

    Retirement planning looks different for women — longer time horizons, different income patterns, and decisions that often fall on their shoulders sooner than expected. Stewart Smith and Mitch Davies break down what to actually watch for. In this episode of ClearPath Retirement Radio, Stewart and Mitch talk through the factors that make retirement planning unique for women and the specific things worth understanding before you're navigating them alone. ➜ Why a woman's retirement timeline and income needs often differ from her spouse's  ➜ How the loss of a spouse can reshape a household's income and tax picture  ➜ The ClearPath Fiscal House framework — safe money, income-producing assets, and growth  ➜ Social Security strategy: spousal, survivor, and ex-spouse benefits  ➜ How Roth conversion strategy may help protect a surviving spouse's financial picture  ➜ Common mistakes to watch for when converting retirement accounts 00:00 — Why this episode is for women  01:00 — Stewart's family story  06:00 — What makes a woman's retirement different  09:00 — The three stages of retirement income needs  12:00 — Five retirement challenges unique to women  18:00 — Modeling the loss of a spouse  23:00 — The Fiscal House: foundation, walls, and roof  36:00 — Social Security: spousal, survivor, and ex-spouse benefits  45:00 — Roth conversions and the golden window  54:00 — Common Roth conversion mistakes  57:00 — Recap If this episode raised questions about your own plan — or your spouse's — Start Your ClearPath Retirement Review → clearpathretirement.com/our-process Download the Free Retirement Red Zone Guide → clearpathretirement.com/free-guides Ready to build your retirement plan? ClearPath Retirement Planning helps retirees and pre-retirees in the Upstate SC and Columbia areas and Western NC create tax-efficient retirement income strategies.  📍 300 Executive Center Drive, Suite 104 | Greenville, SC 29615  📞 (864) 775-5033 Schedule your ClearPath Retirement Review today  www.clearpathretirement.com Subscribe & Connect: YouTube: @ClearPathRetirementPlanning Facebook: https://www.facebook.com/ClearPathRetirement LinkedIn: https://www.linkedin.com/company/clearpathretirement Important Disclosure: Investment advisory services offered through Alphastar Capital Management, LLC, a SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability. Fixed insurance products are offered through Clearpath Retirement Planning, LLC and Alphastar Capital Management is not involved in the offer, recommendation, sale or management of commission-based fixed Insurance products. Alphastar Capital Management and Clearpath Retirement...

    1 hr

  2. Jun 27

    The 3 Strategies That Keep Your Retirement Wealth in Your Family

    ClearPath Retirement Planning's Stewart Smith, LUTCF®, RICP®, and Mitch Davies walk through three strategies they use every week with Upstate SC families to make sure the wealth built over a lifetime doesn't get eroded by probate, unnecessary taxes, and poor timing. Estate planning and tax efficiency aren't two separate conversations. The decisions you make about trusts, Roth conversions, and life insurance all connect and getting them right before you retire makes a significant difference in what actually passes to the people you care about. On this episode of ClearPath Retirement Radio, Stewart and Mitch break down: → Why a will alone doesn't avoid probate — and what a living revocable trust actually does for you  → How to properly fund a trust and which assets get retitled vs. named as beneficiary  → The IRMAA trap — how a Roth conversion at the wrong time can raise your Medicare premiums two years later  → Why the 10-year rule turns pre-tax IRA money into a tax problem for your kids at the worst possible time  → Roth conversions as an estate planning tool — leaving tax-free money instead of a taxable inheritance  → Life insurance as a legacy multiplier — and as an estate equalizer when you have a family business  → Mitch's Market Minute: rate hike outlook, IPO caution, and where markets stand Timestamps:  → 0:00 — Introduction: Estate Planning & Tax Efficiency Overview  → 1:59 — Living Revocable Trusts: What They Do and Why You Need One  → 9:42 — How to Fund a Trust: Retitling vs. Beneficiary Designation  → 17:59 — Segment 2: Controlling Asset Distribution & Tax Planning  → 22:19 — IRMAA, Medicare Premiums & the Two-Year Lookback  → 25:45 — Roth Conversions as an Estate Planning Tool  → 27:34 — The 10-Year Rule and the Inherited IRA Tax Problem  → 37:44 — Mitch's Market Minute  → 43:03 — Life Insurance as a Legacy Multiplier in Retirement  → 49:34 — Life Insurance as an Estate Equalizer for Family Businesses If you've been putting off the estate planning conversation — or you've never heard it explained this way — this episode is worth your time. Reach out to the team at ClearPath Retirement to find out where you actually stand. Ready to build your retirement plan? ClearPath Retirement Planning helps retirees and pre-retirees in the Upstate SC and Columbia areas and Western NC create tax-efficient retirement income strategies.  📍 300 Executive Center Drive, Suite 104 | Greenville, SC 29615  📞 (864) 775-5033 Schedule your ClearPath Retirement Review today  www.clearpathretirement.com Subscribe & Connect: YouTube: @ClearPathRetirementPlanning Facebook: https://www.facebook.com/ClearPathRetirement LinkedIn: https://www.linkedin.com/company/clearpathretirement Important Disclosure: Investment advisory services offered through Alphastar Capital Management, LLC, a SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability. Fixed insurance products are offered through Clearpath Retirement Planning, LLC and Alphastar Capital Management is not involved in the offer, recommendation, sale or management of commission-based fixed Insurance products. Alphastar Capital Management and Clearpath Retirement...

    57 min

  3. Jun 20

    When You're Suddenly on Your Own: Financial Planning for Widows and Divorcees

    Eight out of 10 women will manage their household finances alone at some point — through widowhood, divorce, or simply outliving their spouse. Most aren't prepared when it happens. In Season 2 of ClearPath Retirement Radio, Stewart Smith and Mitch Davies walk through what actually changes when a spouse is suddenly gone and what couples can do right now, before anything happens, to protect the person they love most. This episode covers: → Why you should wait 12–18 months before making any major financial decisions after losing a spouse → The one-to-two page document every couple should have, and almost none do → Why expenses don't drop in half when a spouse passes (and what that means for your income plan) → How your tax brackets, Social Security taxation, IRMAA thresholds, and capital gains strategy all change dramatically when you go from filing jointly to filing single → Why Roth conversions while both spouses are still alive — and still filing jointly — may be one of the most underused planning moves available right now → The divorce timing trap: why your marital status on December 31st determines your filing status for the entire year → Survivor benefits at age 60 and the little-known strategy that lets you claim a survivor benefit early, let your own benefit grow, then switch later → Ex-spouse survivor benefits: if you were married 10+ years and your ex passes away, you may be entitled to up to 100% of their benefit and they never even have to know → Pension elections, beneficiary designations, titling, and why an outdated 401(k) beneficiary can override everything in your will → What a QDRO is — and why a 60-year-old woman who never worked outside the home is not starting over with nothing Stewart shares the story of his mother losing her spouse in her early 50s, and a client he's still in touch with more than 23 years later. This episode comes from 25 years of working with real SC families through some of their hardest seasons. If you or someone you love is navigating this — or if you want to make sure your spouse is protected before anything happens — this one is worth your time. 🎙️ Subscribe on YouTube, Apple Podcasts, and Spotify — search ClearPath Retirement Radio 📋 Start Your ClearPath Retirement Review → clearpathretirement.com/our-process 00:00 — Welcome to Season 2 & New Studio  01:00 — Why This Topic Is Personal to Stewart  02:30 — The 8-in-10 Statistic  04:00 — How Tax Brackets Change When You Go from Married to Single  05:00 — What We Hear When Couples Come In Unprepared  07:00 — Rule #1: Don't Make Major Financial Decisions for 12–18 Months  08:30 — What the First Year Really Looks Like  12:00 — How to Document Your Financial Life for Your Spouse  17:00 — Automating Bills and Understanding Your Real Expenses  19:00 — Social Security: The Surviving Spouse Keeps the Larger Check  20:30 — Pension Elections: Life-Only vs. Survivor Benefit  23:30 — Divorce and the Urge to Start Over Immediately  26:00 — Survivor Benefits at Age 60 — and the Switch Strategy  30:00 — Ex-Spouse Survivor Benefits: The Most Overlooked Benefit in Retirement  32:00 — Mitch's Market Minute: Ceasefire, Oil Prices, Fed Chair, SpaceX IPO  37:00 — Tax Bracket Changes for Single Filers  38:00 — Roth Conversions While Still Filing Jointly  40:00 — The One Big Beautiful Bill and What It Means for Single Filers  41:00 — Divorce Timing and the December 31st Filing Trap  45:00 — Estate Planning, Trusts, and Getting Both Spouses in the Room  46:00 — Titling, Probate, and What Happens Without a Will in South Carolina  50:00 — Beneficiary Designations Override Your Will  53:00 — IRMAA, Capital Gains Thresholds, and the Full Tax Picture  56:00 — QDROs and Why Divorced Women Have More Rights Than They Think  58:00 — Closing Thoughts and CTA Ready to build your retirement plan? ClearPath Retirement Planning helps retirees and pre-retirees in the Upstate SC and Columbia areas and Western NC create tax-efficient retirement income strategies.  📍 300 Executive Center Drive, Suite 104 | Greenville, SC 29615  📞 (864) 775-5033 Schedule your ClearPath Retirement Review today  www.clearpathretirement.com Subscribe & Connect: YouTube: @ClearPathRetirementPlanning Facebook: https://www.facebook.com/ClearPathRetirement LinkedIn: https://www.linkedin.com/company/clearpathretirement Important Disclosure: Investment advisory services offered through Alphastar Capital Management, LLC, a SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability. Fixed insurance products are offered through Clearpath Retirement Planning, LLC and Alphastar Capital Management is not involved in the offer, recommendation, sale or management of commission-based fixed Insurance products. Alphastar Capital Management and Clearpath Retirement...

    1h 1m

  4. May 23

    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 tackle the questions that genuinely keep pre-retirees awake:  Will I have enough?  What will taxes do to my IRA?  When should I take Social Security?  Can we survive a major healthcare event? These aren't hypothetical worries — they're conversations happening every week at ClearPath. In this ClearPath Retirement Radio episode: Why "your advisor said you're fine" isn't the same as a plan and what that difference costs peopleThe psychology of retiring after 30+ years: identity, anxiety, and the shift from saving to spendingMitch's Market Minute: What's keeping the market picture cloudy right now — the war in Iran, inflation, and record corporate earnings all at onceQualified Charitable Deductions (QCDs): The most-missed tax strategy for retirees who give to charityWithdrawal order: Why the account you tap first matters just as much as how much you've savedRoth conversions explained plainly — including the truth about the five-year rule most people get wrongThe "magic window" between retirement and age 73 — and why it may be your best tax planning opportunityThe tax torpedo and how it hits surviving spouses hardestHow the One Big Beautiful Bill Act's extra standard deduction may create a short-term Roth conversion opportunity through 2028This is the Season 1 finale of ClearPath Retirement Radio. We're taking a short break and coming back in June for Season 2 — recorded live from our Greenville office and available every week on Apple Podcasts, Spotify, and YouTube.  If you've been listening this season, thank you. We're just getting started. If any of this has been sitting with you, we'd love to help. Call us at 864-775-5033 or visit clearpathretirement.com to start the conversation. ClearPath Retirement Planning serves pre-retirees and retirees across Upstate South Carolina, Columbia, and Western NC. We're veteran-owned, fiduciary, and planning-first — always. Ready to build your retirement plan? ClearPath Retirement Planning helps retirees and pre-retirees in the Upstate SC and Columbia areas and Western NC create tax-efficient retirement income strategies.  📍 300 Executive Center Drive, Suite 104 | Greenville, SC 29615  📞 (864) 775-5033 Schedule your ClearPath Retirement Review today  www.clearpathretirement.com Subscribe & Connect: YouTube: @ClearPathRetirementPlanning Facebook: https://www.facebook.com/ClearPathRetirement LinkedIn: https://www.linkedin.com/company/clearpathretirement Important Disclosure: Investment advisory services offered through Alphastar Capital Management, LLC, a SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability. Fixed insurance products are offered through Clearpath Retirement Planning, LLC and Alphastar Capital Management is not involved in the offer, recommendation, sale or management of commission-based fixed Insurance products. Alphastar Capital Management and Clearpath Retirement...

    53 min

  5. May 16

    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 senior care piece and how do we pay for it? This week, Stewart and Mitch are joined in the studio by Lynn Baird of Oasis Senior Advisors, a 30-year veteran who helps families navigate independent living, assisted living, memory care, and skilled nursing facilities across the Greenville area. Think of her as a real estate agent and advocate for families going through one of the most complicated transitions of their lives. In this episode: The four levels of senior care and exactly what triggers the move from one to the nextHow activities of daily living (ADLs) connect to insurance and long-term care benefitsWhat senior living actually costs in Upstate SC — and why it may surprise youWhy some of the most sought-after Greenville communities have five-year waiting listsThe questions every family should ask when touring a facilityHow to recognize the signs that a loved one may need more help — and why it's harder to spot than most people thinkMedicaid planning and the five-year lookback — what you need to know before you need itStewart's personal story about his father, a power of attorney, and a stroke that changed everything eight months laterMitch also covers this week's market update — inflation numbers, the new Federal Reserve chair, and what continued volatility means for retirees who haven't stress-tested their portfolios lately. For senior living placement in Upstate SC, visit Lynn at oasissenioradvisors.com and search for the Greenville location. Ready to build your retirement plan? ClearPath Retirement Planning helps retirees and pre-retirees in the Upstate SC and Columbia areas and Western NC create tax-efficient retirement income strategies.  📍 300 Executive Center Drive, Suite 104 | Greenville, SC 29615  📞 (864) 775-5033 Schedule your ClearPath Retirement Review today  www.clearpathretirement.com Subscribe & Connect: YouTube: @ClearPathRetirementPlanning Facebook: https://www.facebook.com/ClearPathRetirement LinkedIn: https://www.linkedin.com/company/clearpathretirement Important Disclosure: Investment advisory services offered through Alphastar Capital Management, LLC, a SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability. Fixed insurance products are offered through Clearpath Retirement Planning, LLC and Alphastar Capital Management is not involved in the offer, recommendation, sale or management of commission-based fixed Insurance products. Alphastar Capital Management and Clearpath Retirement...

    52 min

  6. May 9

    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 listeners a real look at the people and philosophy behind ClearPath's planning-first approach. If you've ever wondered what it actually feels like to work with a firm that leads with your plan and not a product pitch, this episode answers that question from the inside out. Mitch opens with the Market Minute — markets have recovered to all-time highs, the AI trade continues to show strong earnings, and what the possibility of a peace deal could mean going forward. Plus a look at GDP and PCE numbers heading into summer. Then the conversation shifts to the team itself. Mitch and Lara share how they each found their way into retirement planning, what drives them, and how Stewart has built an environment where different personalities, perspectives, and approaches all work together toward one goal — helping clients get to a place where retirement feels secure, not stressful. You'll also hear: Why retirement income planning starts with your expenses and goals, not your assets or returnsWhat clients wish they'd known before picking up the phone — and why you don't need to have it all together before you callHow the planning-first process works in practice, and at what point products even enter the conversationWhat it means that ClearPath advisors have no back-office pressure to sell — and why that changes everything about the client experienceHow the team stays proactively connected with clients, especially when markets get noisyAs Kathy put it during the conversation: the ages haven't mattered. What comes through consistently is that this is a team that genuinely wants to help people and has built a process that reflects that. If you're in the retirement red zone — roughly the three to five years leading up to retirement — or you're already retired and wondering if your plan is as solid as it should be, this is a good episode to sit with. Ready to build your retirement plan? ClearPath Retirement Planning helps retirees and pre-retirees in the Upstate SC and Columbia areas and Western NC create tax-efficient retirement income strategies.  📍 300 Executive Center Drive, Suite 104 | Greenville, SC 29615  📞 (864) 775-5033 Schedule your ClearPath Retirement Review today  www.clearpathretirement.com Subscribe & Connect: YouTube: @ClearPathRetirementPlanning Facebook: https://www.facebook.com/ClearPathRetirement LinkedIn: https://www.linkedin.com/company/clearpathretirement Important Disclosure: Investment advisory services offered through Alphastar Capital Management, LLC, a SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability. Fixed insurance products are offered through Clearpath Retirement Planning, LLC and Alphastar Capital Management is not involved in the offer, recommendation, sale or management of commission-based fixed Insurance products. Alphastar Capital Management and Clearpath Retirement...

    51 min

  7. May 2

    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 them. In 2024, seniors lost nearly $5 billion to fraud. That number is probably much higher because most victims never report it, out of shame. And the old red flags are gone.  No more obvious tells. AI has changed everything. On this episode of ClearPath Retirement Radio, Stewart and Mitch walk through exactly how these scams work and what you can do right now to protect yourself and your family: → The grandparent scam 2.0 — how scammers clone your grandchild's actual voice from a 10-second social media clip and why you can't trust what you hear  → The imposter advisor call — what your real financial advisor will never ask you over the phone  → Fake investment opportunities — how a wrong number text can lead to losing your life savings  → The $250,000 real estate scam — a real client story about a savvy businessman who never saw it coming  → Email phishing scams — why you should never log into a financial account from a link in a text or email  → The three red flags that apply to every scam — urgency, fear, and secrecy  → The never pay rule — the four payment methods that mean it is always a scam  → The ClearPath Protection Playbook — family safe words, credit freezes, multi-factor authentication, and more  → Mitch's Market Minute — where the markets stand and what the new Fed chairman means for retirees If you are retired or approaching retirement, this episode could be the most important one you listen to this year. These scams happen every day to people who never thought they would happen to them. Reach out to the team at ClearPath Retirement Planning to make sure your retirement assets are protected with a plan built around your full picture. Ready to build your retirement plan? ClearPath Retirement Planning helps retirees and pre-retirees in the Upstate SC and Columbia areas and Western NC create tax-efficient retirement income strategies.  📍 300 Executive Center Drive, Suite 104 | Greenville, SC 29615  📞 (864) 775-5033 Schedule your ClearPath Retirement Review today  www.clearpathretirement.com Subscribe & Connect: YouTube: @ClearPathRetirementPlanning Facebook: https://www.facebook.com/ClearPathRetirement LinkedIn: https://www.linkedin.com/company/clearpathretirement Important Disclosure: Investment advisory services offered through Alphastar Capital Management, LLC, a SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability. Fixed insurance products are offered through Clearpath Retirement Planning, LLC and Alphastar Capital Management is not involved in the offer, recommendation, sale or management of commission-based fixed Insurance products. Alphastar Capital Management and Clearpath Retirement...

    52 min

  8. Apr 25

    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 it. If you've been putting off this conversation because it felt too expensive, too complicated, or too uncomfortable, this episode of ClearPath Retirement Radio is for you. Stewart Smith, LUTCF®, RICP®, and Mitch Davies walk through the real costs of long-term care, why traditional long-term care insurance is failing people, and what a newer hybrid solution can do that the old approach never could. Stewart also shares his own experience watching his father's health decline — a man who signed a power of attorney convinced he would never need it, only to spend the last six years of his life in memory care. It is a story that brings this topic off the spreadsheet and into real life. In This Episode:  → What long-term care actually covers — home healthcare, assisted living, skilled nursing, and memory care  → Why the cost of care compounds faster than regular inflation and what the national averages look like today  → The hard truth about self-insuring, Medicaid spend-down, and what it really costs the surviving spouse  → Why traditional long-term care insurance is failing people — rising premiums, strict underwriting, and the use-it-or-lose-it problem  → A newer hybrid product — an indexed annuity with long-term care benefits — that may address nearly every problem with the old approach  → How a single premium could potentially give you a meaningful multiplier for long-term care benefits with no use-it-or-lose-it risk  → The 1035 exchange strategy that may turn an old non-qualified annuity into a tax-free long-term care payout  → How this product may allow you to pay a family caregiver tax-free — replacing their income while they help care for you  → Mitch's Market Minute: volatility, the market recovery, and why your allocation matters more than the headlines Call 864-775-5033 or visit clearpathretirement.com to schedule a conversation. Ready to build your retirement plan? ClearPath Retirement Planning helps retirees and pre-retirees in the Upstate SC and Columbia areas and Western NC create tax-efficient retirement income strategies.  📍 300 Executive Center Drive, Suite 104 | Greenville, SC 29615  📞 (864) 775-5033 Schedule your ClearPath Retirement Review today  www.clearpathretirement.com Subscribe & Connect: YouTube: @ClearPathRetirementPlanning Facebook: https://www.facebook.com/ClearPathRetirement LinkedIn: https://www.linkedin.com/company/clearpathretirement Important Disclosure: Investment advisory services offered through Alphastar Capital Management, LLC, a SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability. Fixed insurance products are offered through Clearpath Retirement Planning, LLC and Alphastar Capital Management is not involved in the offer, recommendation, sale or management of commission-based fixed Insurance products. Alphastar Capital Management and Clearpath Retirement...

    53 min
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About

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.comInvestment advisory services offered through Alphastar Capital Management, LLC, an SEC Registered Investment Adviser. 

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  • Creator
    Stewart Smith
  • Years Active
    2K
  • Episodes
    20
  • Rating
    Clean
  • Copyright
    © 2026 ClearPath Retirement Radio
  • Show Website
    ClearPath Retirement Radio