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Connecting Your Business to Your Retirement Plan

Wayne Jones
Mike Switzer/SC Public Radio

Regardless of their age, the majority of business owners have this in common: their business is usually their largest investment.  Which is why our next guest says he continues to be surprised at many business owners’ lack of connecting their business to their retirement planning.

Mike Switzer interviews Wayne Jones, a senior advisor with Pendleton Street Business Advisors in Columbia, 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.