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 retirees in Greenville, Columbia, and the Upstate South Carolina area.

If you've worked hard to build your retirement savings but aren't sure how to turn those assets into reliable income, this episode is for you. 

Stewart and Mitch cut through the confusion and provide clear, actionable guidance on the decisions that matter most when you're approaching or already in retirement.

In This Episode:

• Why retirement is about income planning, not just investment returns
• The biggest Social Security mistake married couples make
• How to create a tax-efficient withdrawal strategy from your retirement accounts
• Roth conversion opportunities you might be missing
• Is Social Security really going away? (The answer might surprise you)
• Healthcare planning and Medicare premium surprises to avoid
• Mitch's Market Minute: What's driving the markets and why uranium is on our radar

 [00:00] Welcome & Introduction to ClearPath Retirement Radio 

 [06:30] Mistake #1: Thinking Retirement Is About Investments, Not Income 

 [15:45] Understanding Withdrawal Order & Creating Your Retirement Paycheck 

 [22:00] Social Security Strategy: When Should You Claim? 

 [28:30] Will Social Security Go Away? What Retirees Need to Know 

 [35:00] Tax Planning: The Roth Conversion Opportunity 

 [45:00] Healthcare Planning & Medicare Surprises 

 [58:00] What Keeps Retirees Up at Night (And How to Get Answers) 

 [66:00] Mitch's Market Minute: AI Infrastructure & Energy Sector Trends 

About ClearPath Retirement:

ClearPath Retirement Planning helps retirees and pre-retirees in the Upstate South Carolina and Columbia areas design comprehensive retirement strategies that address income planning, tax efficiency, Social Security optimization, and legacy planning.

Ready to see what retirement could look like for you?

Visit www.ClearPathRetirement.com or call (864) 775-5033 to schedule your complimentary consultation.

Ready to bring clarity to your retirement?

ClearPath Retirement Planning helps retirees and pre-retirees in the Upstate SC and Columbia areas create tax-efficient retirement income strategies.

📍 300 Executive Center Drive, Suite 104 | Greenville, SC 29615
📞 (864) 775-5033

Schedule your complimentary consultation today at www.clearpathretirement.com

Subscribe & Connect:
🎥 YouTube: @ClearPathRetirementPlanning
👍 Facebook: facebook.com/stewartsmithfinancial

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 Planning, LLC are separate and independent entities. This is for informational purposes only and is not intended as legal, tax or investment advice or ...