Shows
The Human Side of Money143: Why Every Retirement Plan Needs Purpose Before Portfolios with Tony HixonMost retirees prepare financially, but still feel lost when they step away from work. Why? Because emotional readiness is just as critical as a fully funded retirement account.
Tony Hixon, CIMA®, RFC® knows this firsthand. After a personal tragedy reshaped his view of retirement, he realized that wealth without purpose leaves a void.
Fortunately, Tony created an innovative solution.
In this episode, he shares how his Refocus Coaching Academy helps retirees find meaning, fulfillment, and purpose in life after work.
He also reveals the four emotional pillars that guide his process—and ho...2025-07-161h 32
The Wealth Mindset ShowA Wake-Up Call on Retirement & Purpose [Halftime Huddle w/ Scott & Tony]What happens when someone retires with a solid financial plan but no purpose? In this bonus Halftime Huddle episode, Tony and Scott share the personal story that inspired Refocus Coaching and explore why the non-financial side of retirement matters more than most people realize.Read the full transcript, show notes, or watch the video at thewealthmindsetshow.com/s2e15Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook...2025-07-1024 min
The Wealth Mindset ShowSo You're Inheriting Money... Now What?Are you inheriting some wealth? Receiving an inheritance is an amazing transfer of legacy, but also adds a ton of mental stress to your life. In addition to grieving the loss of a loved one, you're left with a myriad of decisions (and decisions that can’t be rushed). So what should you do? In this podcast episode, Austin, Josh, and Tony will share first steps, understanding the inheritance, setting goals, purposeful investing strategies, and how to avoid common mistakes.Read the full transcript, show notes, and resources at thewealthmindsetshow.com/s2e13Send in LI...2025-06-1221 minThe Wealth Mindset ShowNavigating Current Market Volatility & Tariffs in 2025Market turbulence is back, and with new tariffs shaking up global trade, investors are wondering... what’s next? In this episode, Josh, Austin, Tony, and Chase will break down the latest market volatility, the impact of tariffs in 2025, and what it all means for your portfolio.We’ll cover: ✅ What’s driving current market swings ✅ How new tariffs could affect different sectors and global markets ✅ Strategies to stay invested and manage risk in uncertain times ✅ Why a long-term perspective is key to weathering market ups and downsFor the full transcript, show notes, and re...2025-04-0328 minThe Wealth Mindset ShowHow To Protect Retirement Money From Market VolatilityRetirement is a whole new ballgame when it comes to managing your finances... So how do you protect your retirement money from market volatility without making costly mistakes? In this podcast episode, Josh, Austin, Tony, and Jordan break down what volatility really means, why retirees tend to view their money differently, and the four most dangerous words in investing: “This time is different.” For the full transcript, links, and show notes, visit thewealthmindsetshow.com/s2e5Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect...2025-02-2027 minThe Wealth Mindset ShowDoes Money Buy Happiness? Let's Talk About ItDoes money buy happiness, or is there something deeper at play? Let's talk about it. Join Hixon Zuercher Capital Management's Josh Robb and Austin Wilson, along with table guests Tony Hixon and Chase Rose, as they dive into this age-old question. They'll talk through the difference between contentment and complacency, why humans are bound to chasing the next big thing, and how happiness and joy aren’t really the same. Whether you’re navigating your financial future, wealth, retirement, or just trying to find purpose, this episode offers real conversation on what actually leads to a fulfilling life. Sen...2025-01-0923 minThe Wealth Mindset ShowMeet The Wealth Mindset Show Podcast Team!Meet the Podcast Team of The Wealth Mindset Show!👀🎉We’re bringing you table-style conversations on finance, investing, retirement, wealth, and lifestyle. New episodes drop every other Thursday (with the first episode under the rebrand releasing sooner than you think😉). Stay tuned! ⬇️ CO-HOSTS:🎙 Co-Host Josh Robb - CFP®, Partner of HZCM🎙 Co-Host Austin Wilson - CIMA®🔄 Rotating Team Guests:✨ Tony Hixon, RFC®, CIMA® – CEO, Co-Founder of HZCM✨ Scott Miller, CPRC – Retirement Life Coach✨ Jessica Hinks, CFP® – Senior Wealth Advisor✨ Chase Rose – Associate Wealth...2025-01-0219 min