In this episode of The Matt Feret Show I interview Tony Hixon, an author and co-founder of wealth management firm Hixon Zuercher Capital Management. Tony shares personal experiences that inspired him to write his book, Retirement Stepping Stones, and develop a coaching program at his firm to help retirees navigate the non-financial aspects of retirement including life goals, values, social connection, and legacy. Tony shares the process of transitionary retirement planning, shares advice for new retirees, and encourages retirees to find purpose and meaning in their second half of life.

Introduction to Tony Hixon’s Story with Matt Feret [1:09]

Transitionary Approach to Retirement Planning with Tony Hixon [13:28]

The Process of Transitionary Retirement Planning with Tom Hixon [20:35]

How to Discuss Transitionary Retirement Planning with Loved Ones with Tony Hixon [25:59]

The Pillars of Transitionary Retirement Planning with Tony Hixon [30:39]

Transitionary Retirement Coaching Process with Tony Hixon [35:32]

Retirement Stepping Stones with Author Tony Hixon [40:22]

Connect with me via the podcast website, LinkedIn, Facebook, and Instagram.

Check out Tony's website, LinkedIn, X, and Facebook.

Hosted on Acast. See acast.com/privacy for more information.