Graduations, new grade levels, and finances

By Mike Switzer

Published April 25, 2023 at 5:30 AM EDT

We’re one month into the spring season now which means we’re about a month away from the end of another school year and for some, that also means graduation. Our next guest says this is also a good time to talk about how these milestones in our children’s lives could affect our and their finances. Mike Switzer interviews Jon Robertson, a certified financial planner with Abacus Planning Group in Columbia, 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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