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How to Get the Most Out of Your Financial Planner

After physical health, most people would rank financial health next on their list of overall life priorities.  So our next guest says it only makes sense to work with a professional, especially if your situation is complicated.

Mike Switzer interviews Mason Hardy, a certified financial planner and Chartered Retirement Planning Counselor with Creative Financial Strategies in Columbia, South Carolina. 

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.