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“Little Things” of Interest to Your Financial Plan

  How many times do you find yourself caught up in the day-to-day grind, and all of a sudden a few little things that you let slip by become big things.  Our next guest says that he has a few “little” items to tell you about regarding your financial plan, that you shouldn’t let slip by.

Mike Switzer interviews Paul Bolen, a certified financial planner with Cornerstone Financial Strategies in Summerville, 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.