June 1, 2022

Tony Hixon is not your ordinary financial planner. 

In March of 2011, Tony’s life changed forever when his mother ended her life after falling into a deep depression during the first six months of her retirement. Today he finds hope from the tragedy by using his mother’s story to help others. 

As the cofounder and chief operating officer of Hixon Zuercher Capital Management, he has provided financial advice to his firm’s clients since 2003. After having tragically lost his mom, he approaches financial advice in a different way. 

Over the last decade, Tony has chosen to honor her legacy by helping his clients look at retirement from a non-financial standpoint and continue a life of meaning beyond retirement. He recently authored the book Retirement Stepping Stones: Find Meaning, Live with Purpose, and Leave a Legacy.

In this episode, Tony shares his incredibly moving story and how we can find a newfound hope and purpose after transitioning from a career into retirement. 

We discussed:

• How Tony honors the legacy of his mom by helping others find their purpose
• Why retirement can trigger an existential crisis in some people
• Two ways he helps clients plan for the emotional side of retirement
• The reason why we all need a “Plan B” that brings us joy
• Taking the stumbling blocks and turning them into stepping stones
• Why conversations with your family is one of the most important steps
• Mental health in retirement

Links

Retirement Stepping Stones: Find Meaning, Live with Purpose, and Leave a Legacy
https://tonyhixon.com/book/