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Financial Planning Lessons Learned from the Pandemic

Joy Watkins
Mike Switzer/SC Public Radio
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There is no doubt that everybody is learning a lesson or two (or three or more) from this pandemic.  Maybe it’s the importance of sanitary living or maybe it’s all about money.  Our next guest says that there are certainly some financial planning lessons that have become much more important.

Mike Switzer interviews Joy Watkins, a certified financial planner, principal, and director of financial planning at Anchor Investment Management in Columbia, 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.