SC Retirees: What to Do With Your Portfolio When Markets Get Scary

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 Mitch Davies break down exactly how the current conflict is affecting retirement portfolios, what sectors are benefiting and which are under pressure, and the structural strategies that keep retirement income stable when headlines get scary.As a veteran-owned business and former military, Stewart and Mitch discuss what SC retirees need to know right now.In This Episode:Iran conflict impact on oil, inflation, and retirement portfoliosWhy retirees who panic in volatile markets pay the biggest priceThe self-directing mistake Stewart has seen for 25 yearsThe three-bucket strategy that protects retirement income in any marketMitch's Market Minute: VIX, Fear and Greed Index, defense ETFs up 15% YTDWhat happens to your family's finances if the financial spouse is gonePower of attorney, living revocable trust, and the master financial documentTimestamps:0:00 - Iran Conflict, Oil Markets & Portfolio Impact5:23 - Don't Panic: What History Shows7:34 - The Advisor Advantage & Fear Selling Cycle15:30 - The Three-Bucket Strategy28:50 - Mitch's Market Minute37:15 - The Financially Uninformed Spouse47:19 - Power of Attorney & Living Revocable Trust59:15 - Retirement Income RoadmapReady to stress-test your retirement plan?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) 775-5033Schedule your complimentary consultation today at 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 Plannin...