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Financial Planning Opportunities During the Pandemic: Part 2

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We recently reviewed some financial planning opportunities on this program, such as taking advantage of the current low interest rate situation for some refinancing possibilities.  But because we are only a five-minute show, we could not cover everything, so today is part two of that discussion.

Mike Switzer interviews Melissa Bane, a certified financial planner and CPA with Greenwood Capital in Greenwood, 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.