Ep 338: Finding Your Why In Helping Clients Figure Out What To Retire Towards (Not From) With Tony Hixon
Financial Advisor Success
Michael Kitces
4.8 • 696 Ratings
🗓️ 20 June 2023
⏱️ 105 minutes
🧾️ Download transcript
Summary
Tony Hixon is the Co-Founder and COO for Hixon Zuercher Capital Management, an independent RIA based out of Ohio that oversees more than $300 million in assets under management for 330 client households. The tragic loss of Tony's mother just six months post-retirement led him to realize retirees' mental unpreparedness for this new phase and inspired a change in his financial planning approach, prompting him to write a book, drawing on his mother's experience to guide and honor his clients and other retirees.
Listen in as Tony shares his personal experience of his mother's depression and suicide post-retirement, underscoring the importance of mental preparation for retirement and how he subsequently incorporated retirement transition coaching into his practice. We also discuss the firm's active portfolio management approach, the renaming of the firm to Hixon Zuercher Capital Management for legacy and recognition, and Tony's belief that life fulfillment starts with finding one's 'why.'
For show notes and more visit: https://www.kitces.com/338
Transcript
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| 0:00.0 | Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with |
| 0:06.8 | financial planner, speaker, and consultant Michael Kitsis to hear stories of how leading |
| 0:12.1 | financial advisors navigated the inevitable challenges that arise on the path to success, |
| 0:17.2 | and get insight from leading industry consultants about how to break through to the next |
| 0:21.9 | level in your advisory business. And now here's your host, Michael Kitsis. Welcome, everyone. |
| 0:28.6 | Welcome to the 338th episode of the Financial Advisor Success Podcast. My guest on today's podcast is |
| 0:34.7 | Tony Hickson. Tony's the co-founder and CEO of Hickson-Zerker Capital Management, |
| 0:39.4 | an independent R.A. based in Finlay, Ohio, that oversees more than 300 million in assets |
| 0:43.9 | under management for nearly 330 client households. What's unique about Tony, though, is how the |
| 0:49.4 | tragic death of his mother, just six months after she retired, made Tony realize that even |
| 0:54.1 | the retirees |
| 0:54.7 | may be prepared financially for their retirement, they might not be prepared mentally for the |
| 0:58.9 | transition to a life that is separate from their career identities, which ultimately inspired |
| 1:03.8 | him to change the way he engages with his own clients around financial planning and led him |
| 1:07.7 | to write a book in the honor of his mother and help his clients and other |
| 1:11.3 | retirees learn from his mother's story. In this episode, we talk in depth about how just months |
| 1:16.1 | after her retirement from nursing, Tony's mother became depressed and decided to take her own life, |
| 1:21.6 | which made him see firsthand how entering retirement means so much more than just being financially |
| 1:26.5 | prepared, as even though his mom was |
| 1:28.4 | financially stable, she didn't have purpose and was not mentally prepared for life after her |
| 1:33.3 | successful career. How Tony decided to add retirement transition coaching sessions to work more deeply |
| 1:39.1 | with his clients to help them prepare for retirement by finding their own purpose in life beyond |
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