Social Security planning critical for women

By Mike Switzer

Published June 11, 2024 at 6:30 AM EDT

Becca Mathis, certified financial planner with Jeter Hrubala Wealth Strategies in Spartanburg, S.C.

With so many rules and strategies, many people are confused about when to begin Social Security benefits. With longer life expectancies and historically lower earnings, women in particular face many unique factors in planning for this source of retirement income, not to mention the possibility of divorce or becoming a widow. And that’s why our next guest says Social Security planning is critical. Mike Switzer interviews Becca Mathis, a certified financial planner with Jeter Hrubala Wealth Strategies in Spartanburg, S.C.

Tags

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.

See stories by Mike Switzer