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Is Your Financial Plan Flexible?

  We’ve seen a lot of volatility across the world recently, both politically and economically. While at the same time, life continues to move at breakneck speed around us thanks to continued advances in science and technology. This might leave you wishing for a little more stability in your life, but our next guest says that adapting to change is par for the course and for that reason, having a financial plan that is flexible can be very important.

Mike Switzer interviews Dave Gerdt, a certified financial planner with The Hultquist Firm Advisors and he joins us by phone from his office in Greenville, SC.

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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.