• Ep 16: How to Plan For a Purpose Driven Retirement

  • Oct 4 2024
  • Duración: 16 m
  • Podcast

Ep 16: How to Plan For a Purpose Driven Retirement

  • Resumen

  • Financial Advisors Want to Know: How to Plan For a Purpose Driven Retirement - Ep 16: Tony Hixson

    Welcome to the Financial Advisors Want to Know podcast. I'm Catherine Tindall, one of the partners here at Dominion Enterprise Services, a specialty tax and accounting firm that works specifically for advisors. On today's episode, we have Tony Hickson, the CEO of Hixon Zuercher Capital Management. And co-founder of the Refocus Coaching Academy. Tony is a passionate advocate for purpose-driven retirement planning fueled by personal tragedy and a commitment to honor his mom's legacy. So Tony, thank you for joining me on today's episode.

    I am passionate about the non-financial aspects of retirement which is kind of weird coming from a co-founder of a wealth management firm typically people like me really like to do roth conversions and crunch excel spreadsheets but my passion has really been ignited by a personal tragedy that happened in my life a number of years ago and and why I think that focusing on the non-financial aspects of retirement are just so important.

    Connect with Tony:
    https://hzcapital.com/tony-hixon/
    https://refocuscoaching.academy/

    Connect with Catherine:
    https://www.linkedin.com/in/ctindallcpa/

    Contact Catherine's Team:
    admin@dominiones.com


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    Looking for a more holistic relationship with your taxes? Book 15 minutes to have a coffee chat with Catherine to see if you could be doing more: https://calendly.com/ctindall/podcast-getting-to-know-you

    Sign-up for our newsletter for the only tax update you’ll need to read and future episodes here and how to get in touch with Catherine: https://dominion-enterprise-services.ck.page/9944b047d9

    Visit us at DominionEs.com

    Connect with Catherine on LinkedIn

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