Radio Website Header-Waves 6 3.0.jpg
Play Live Radio
Next Up:
0:00
0:00
Available On Air Stations

De-Cluttering Your Investments

South Carolina Business Review logo

It’s that time of year when we start to think about spring-cleaning, you know: decluttering our homes and lives as we dust off the dreariness of winter.  Our next guest says the same task can be applied to other areas of your life, as well, including your investments.

Mike Switzer interviews Erica Smith, a certified financial planner with Charleston Investment Advisors in Mt. Pleasant, SC.

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.