Ep 16: How to Plan for a Purpose-Driven Retirement

Episode 16: How to Plan for a Purpose-Driven Retirement

Guest: Tony Hixon, CEO of Hixon Zuercher Capital Management | Ep. 16

Welcome to Financial Advisors Want to Know! I’m Catherine Tindall, CPA, partner at Dominion Enterprise Services, a firm specializing in tax advisory and accounting for financial advisors.

Today's guest is Tony Hixon, CEO of Hixon Zuercher Capital Management and co-founder of the Refocus Coaching Academy. Tony is a passionate advocate for purpose-driven retirement planning, a mission fueled by personal tragedy and a deep commitment to honoring his mother’s legacy.

Key Takeaways:

✅ Retirement Beyond the Numbers – Why non-financial aspects matter just as much as financial security.
✅ Creating a Purpose-Driven Retirement – How advisors can help clients find fulfillment beyond work.
✅ Common Pitfalls – What retirees often overlook when planning their transition.
✅ Advisors’ Role in the Process – How financial professionals can guide clients holistically.

💡 Retirement isn’t just about the money—it’s about meaning, fulfillment, and purpose. This episode will change how you think about retirement planning!

🔗 Connect with Tony Hixon:

• Tony Hixon at HZ Capital
• Refocus Coaching Academy

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🌐 Learn more: www.DominionEs.com

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