Financial Planning Strategies for Millennials

By Mike Switzer

Published June 6, 2017 at 4:58 AM EDT

A few years ago, a study was released showing that millennials are better educated than their parents but not necessarily so with regard to their financial affairs. In fact, our next guest is going to share some statistics that may shock you!

Mike Switzer interviews Hunter Walpole an investment advisor with Morris Financial Concepts in Mt. Pleasant, 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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