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Clearing Up Financial Information Overload

South Carolina Business Review logo

Do you remember during the early days of public access to the Internet when it was being referred to as the Information Superhighway?  Maybe a new name might be Information Traffic Jam.  Here’s an example: try doing a search for articles or tools to help you with financial planning and you’ll find a thousand things from a thousand different sources telling you they have everything you need to know to manage your finances.  That will certainly “jam” up your brain.  But our next guest says you really don’t need that overload because he believes there are only five good financial decisions you need to make.

Mike Switzer interviews Jeff Wildes, a certified financial planner in Georgetown, 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.