EPISODE · May 16, 2026 · 52 MIN
Greenville SC Senior Living: Plan Now or Face a 5-Year Waitlist
from ClearPath Retirement Radio · host Stewart Smith
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) 775-5033Schedule your ClearPath Retirement Review today www.clearpathretirement.com Subscribe & Connect: YouTube: @ClearPathRetirementPlanning Facebook: https://www.facebook.com/ClearPathRetirement LinkedIn: https://www.linkedin.com/company/clearpathretirementImportant 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...
What this episode covers
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 facilit...
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Greenville SC Senior Living: Plan Now or Face a 5-Year Waitlist
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