Important age milestones to keep on your radar as you plan for retirement

By Mike Switzer

Published July 22, 2025 at 6:30 AM EDT

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

Whether retirement is decades away or just around the corner, our next guest says that knowing your key financial milestones can help you take full advantage of savings opportunities—and avoid costly mistakes. Mike Switzer interviews Becca Mathis, a certified financial planner with Jeter Hrubala Wealth Strategies in Spartanburg, 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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