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Taking stock of your retirement plans

Mike Switzer, host of the South Carolina Business Review
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SC Public Radio
Mike Switzer, host of the South Carolina Business Review

We’re in that time of year where many people are going through open enrollment to determine their employer benefits for the next year. So our next guest says that makes this a perfect time for individuals and business owners alike to evaluate their 401(k)s and retirement plans. Mike Switzer interviews Anne Marie Ashworth, a certified financial planner with Abacus Planning Group in Greenville.

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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.