The 5 phases of retirement

By Mike Switzer

Published October 25, 2022 at 5:30 AM EDT

The retirement phase of our lives is the one most of us look forward to but it is also the one that can cause the most apprehension. And once you arrive in this phase, our next guest says that it can actually be broken down into five phases of its own. Mike Switzer interviews Jeremy Finger, a certified financial planner and founder and CEO of Riverbend Wealth Management in Myrtle Beach, 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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