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

Financial Advisors Want to Know: How to Set Up a 401K Plan - Episode #15: John Jones

Welcome everybody to the Financial Advisors Want to Know podcast. I'm Catherine Tindall, a CPA with Dominion. We're a firm that specializes in tax advisory and compliance for financial advisors and wealth managers, RIAs. Today's guest is John Jones. He's the president of Scissortail Executive Advisors, which is a firm dedicated to helping corporations optimize their 401k plans.

John also has experience working with financial advisors for their business owner clients who are jumping through the same hurdles trying to figure out how to implement and correctly deploy 401k plans into their businesses. So thank you for joining me today, John. This is always a fun topic.

Connect with John:
https://www.linkedin.com/in/john-jones-085077173/

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

Financial Advisors Want to Know How to Implement Artificial Intelligence - Episode 14: Ben Olson

Welcome to another episode of Financial Advisors Want to Know. Today, I've got with me Ben Olson, who is an expert in AI implementations for financial advisor firms. This is going to be a great episode, something I'm super interested in as I run, you know, where we run a CPA firm that does tax work for advisors. And so a lot of the insights he's going to be providing are all things that I'm very interested in as well. So thanks for joining me today on the show, Ben.

Overview:
- General overview of recent advancements & current state of AI
- How advisors can use AI (use cases)
- Which technologies in the advisor tech stack have APIs and can be used with workflow automations

Contact Ben:
https://www.linkedin.com/in/benolsen3/

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