Preparing for Retirement with a 5-Step Program

By Mike Switzer

Published July 9, 2019 at 5:51 AM EDT

It’s probably safe to say that most everyone looks forward to retiring someday. But when that day comes, how will you know for sure that you are ready? Our next guest says the answer involves successfully accomplishing five critical steps first.

Mike Switzer interviews Bryan Ballentine, a certified financial planner with Ballentine Capital Management in Greenville, SC.

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Mike Switzer

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.

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