The beginning of a New Year is often the time the people make resolutions. Whether you are 10 years out from retirement or ready to take your 30 year vacation this year, you are not going to want to miss this episode. We will cover how to plan for inflation, what is means to diversify your accounts from a tax perspective, making sure your accounts have the right beneficiaries on them and so much more! Plus, we welcome Merkle Retirement Planning Investment Adviser and CPA, Chawn Honkomp, to the podcast. 

Headline 1: Charles Schwab Acquires TD Ameritrade in $26 Billion All-Stock deal

Headline 2: Pot Stocks try to rebound from terrible 2019: ‘This is 2008 for the cannabis industry’