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Four Areas that Should be a Part of Everyone’s Financial Plan

You’ve heard the old adage: “A failure to plan is a plan for failure”. Well, there's no better time to put together a written financial plan than the first part of the year. So where do you start?  Our next guest says that there are four areas that should be a part of everyone’s financial plan.

Mike Switzer interviews Rick Van Der Noord one of the inaugural Certified Financial Planning professionals in America, who joins us by phone from his office in Greenville SC.

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.