Financial Advisors Want to Know: How to Plan For a Purpose Driven Retirement - Ep 16: Tony Hixon
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 Hixon, 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
certified financial planner,certified financial planning,cfp near me,certified financial planner near me,cpa near me,certified public accountant,certified public accountant near me,retirement plan,financial planning retirement,retirement planning,retirement planning expert,retirement planner near me
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 atDominionEs.com
Connect with Catherine on LinkedIn