143: Why Every Retirement Plan Needs Purpose Before Portfolios with Tony Hixon

The Human Side of Money

Most retirees prepare financially, but still feel lost when they step away from work. Why? Because emotional readiness is just as critical as a fully funded retirement account.

Tony Hixon, CIMA®, RFC® knows this firsthand. After a personal tragedy reshaped his view of retirement, he realized that wealth without purpose leaves a void.

Fortunately, Tony created an innovative solution.

In this episode, he shares how his Refocus Coaching Academy helps retirees find meaning, fulfillment, and purpose in life after work.

He also reveals the four emotional pillars that guide his process—and how adding a life coach to the financial planning team has transformed client outcomes.

You’ll Learn:

• How a life coach fits into financial planning
• The four pillars of emotional retirement preparation
• A step-by-step process to create a purpose-driven retirement
• How his mom’s retirement changed his outlook on retirement
• Why 89% of clients are emotionally unprepared for retirement

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Resources:

• Retirement Stepping Stone: Find Meaning, Live With Purpose, and Live a Legacy by Tony Hixon
• Refocus Coaching Academy

Connect with Brendan Frazier:

• RFG Advisory
• LinkedIn: Brendan Frazier

Connect with Tony Hixon:

• Hixon Zuercher
• LinkedIn: Tony Hixon
• TonyHixon.com

About Our Guest:

Mr. Hixon is Co-Founder and Chief Executive Officer of Hixon Zuercher Capital Management. In addition to leading the firm, Tony also serves on the firm’s Wealth Management Team and is a Co-Portfolio Manager on the Asset Management Team.

Tony has had experience providing investment services since 2003 and providing financial advisory services since 1999. Prior to co-founding Hixon Zuercher Capital Management, Tony worked at a CPA firm for nearly four years specializing in accounting, tax planning, and tax preparation for high-net-worth individuals.

In 2021, Tony released his book: Retirement Stepping Stones: Find Meaning, Live with Purpose and Leave a Legacy. In it, he shares the heartbreaking story of his mom, Pam Hixon, who tragically took her own life after struggling to find purpose in retirement. Tony instructs his readers on how they can prepare for a meaningful retirement beyond the numbers. He continues to write weekly articles on topics like family, finances, faith, and retirement at TonyHixon.com.

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