Your Retirement Questions, Answered: Social Security, Medicare, and the Mistakes We See Most
This week, we have a listener Q&A episode that tackles the questions people ask most as they get closer to retirement or try to make sense of it once they're there.
This ClearPath Retirement Radio covers when to really start planning, how much money you actually need, the biggest mistakes people ma…
Protecting the Spouse Left Behind: Taxes, Long-Term Care, and What Every SC Couple Should Know
As you approach retirement or as a retiree, have you ever said this to yourself...
"I handle all our finances — but would my spouse even know where to start if something happened to me?"
"If I'm suddenly on my own, am I going to get hit with a tax bill I never saw coming?"
"How would we ever pay fo…
The Cracks We See Every Day in Retirement Plans (And How to Fix Them)
Stewart Smith and Mitch Davies are back from a few weeks off, and they're diving straight into the things they see most often when they sit down with clients. Much like a doctor reading an EKG, Stewart and Mitch spend their days looking at statements and tax returns, hunting for the cracks where a …
What's Your Relationship With Money? A Wealth-Building Conversation for Every Generation
Have you ever said this to yourself...
"I'm terrible with money."
"I'm so tired of working and having nothing to show for it."
"I'm never going to have the advantages that rich people do."
If any of that sounds familiar, this episode is for you.
Stewart Smith, LUTCF®, RICP® and Mitch Davies sit do…
Why Two-Thirds of Retirees Feel Behind And How to Actually Retire
As you approach retirement or as a retiree, have you ever said this to yourself...
"I'm just going to have to work forever."
"What if I retire and end up like my dad — gone within six months?"
"I don't see the path. It just feels impossible."
If any of that sounds familiar, this episode is for you.…
How to Choose the Right Retirement Planning Advisor (And Red Flags to Avoid)
As you approach retirement or as a retiree, have you ever said this to yourself...
"Am I going to run out of money before I run out of life?"
"When do I start Social Security?"
"Do I have the right Medicare plan?"
If any of that sounds familiar, this episode is for you.
Stewart Smith, LUTCF®, RICP®…
What Scares You About Retirement? (And Why It Doesn't Have To)
As you approach retirement or as a retiree, have you ever said this to yourself...
"Please protect what I've worked so hard to grow."
"I'd like to see some real growth along the way."
"I'm going to need some income I can count on every month."
If any of that sounds familiar, this episode is for you…
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 i…
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 an…
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 d…
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