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History and financial planning

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A few weeks ago, our next guest received a birthday card loaded with information about what was going on in his birth year of 1961. You’ve probably seen these types of cards, posters, and even t-shirts. Anyway, he found his to be so interesting that he decided to do some additional research comparing then to now and we thought you might enjoy hearing about his findings. Mike Switzer interviews Jeff Wildes, a certified financial planner in Georgetown, SC.

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After almost 20 years, Mike Switzer retired from Wells Fargo Securities in 2001 as Senior Vice President/Investment Officer and Certified Portfolio Manager. In 1999, he and his wife, Maggie, purchased and operated for eight years the Baskin Robbins ice cream store on Forest Drive in Columbia. They grew the store from a bottom-tier operation in the Baskin Robbins franchise system to one in the top 5% nationwide within three years, tripling sales along the way. While operating the ice cream store, Mike and Maggie received patents for a portable ice cream sink and fold-down sneezeguard they invented and in 2002 started Magnolia Carts, an ice cream cart manufacturing company, which they sold in 2013.