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Discussing Death and Taxes With Your Family

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It’s been said that nothing is certain but death and taxes, and not many topics make for worse conversation starters at the holiday table, but our next guest says it makes a lot of sense to have these difficult conversations with your family sooner rather than later.

Mike Switzer interviews Bethany Griffith, a certified financial planner with Abacus Planning Group in Columbia, South Carolina.

This is a replay of an interview that originally aired on 12-4-18.

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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.