1. Both Sides of the Retirement Equation – Tony Hixon & Scott Miller Retirement Wisdom 37:50

Retirement is about much more than money. Is your Retirement planning leaving you exposed on either side of the Retirement equation? Increasingly, pre-retirees are enlisting the services on professionals on both sides. That way they’ll be well prepared on how they’ll be investing their money – and their time – to create the life in Retirement they’ve worked so hard to build.

Tony Hixon and Scott Miller join us to discuss how this dual approach to Retirement planning can give you an edge.

Tony and Scott join us from Ohio.



Tony Hixon is co-founder and Chief Operating Officer of Hixon Zuercher Capital Management. As Chief Operating Officer, Tony is responsible for overseeing the administration of the firm. In addition to managing the firm’s operations, Tony serves on the firm’s Investment Committee and is a co-Portfolio Manager, an Analyst, and Trader.

Tony has experience providing investment services since 2003 and providing financial advisory services since 1999. Prior to co-founding Hixon Zuercher Capital Management, Tony worked at a CPA firm for nearly four years specializing in accounting, tax planning, and tax preparation for high net worth individuals.

In 2021, Tony released his book Retirement Stepping Stones: Find Meaning, Live with Purpose and Leave a Legacy.  In it, he recounts the tragic story that happened to his mom, Pam Hixon, and instructs the reader on how they can prepare for a meaningful Retirement beyond the numbers.  His book is available on all major online retailers or by visiting www.tonyhixon.com/book.  The Retirement Stepping Stones Workbook serves to elevate the experience to set you on a path to Retirement preparedness is available for download at www.tonyhixon.com.

Scott Miller serves as a Life Coach at Hixon Zuercher Capital Management. His primary role is to help clients transition into Retirement and beyond by helping them navigate some of the challenges that arise. He assists clients clarifying goals, identifying obstacles and creating strategies for overcoming each obstacle. In short, Scott helps clients find meaning, live with purpose and leave a legacy!

Originally from Wooster, Ohio, Dr. Miller moved to Findlay in 1989 where he began practicing dentistry. In 2021, Scott retired from dentistry having served patients for more than 32 years.  Scott has extensive experience with teaching leadership skills and helping people get to know themselves, asking the question, “Who am I and where do I want to go in life?”  For example, he has helped students make the transition from high school to the next phase of their life and figure out what they want to do in their careers. And now he is taking people from their careers to the next step of finding significance in the second half of their lives.


For More on Tony Hixon & Scott Miller

Retirement Stepping Stones



Podcast Episodes You May Like

Retirement Stepping Stones – Tony Hixon

When Will You Flip the Switch? – Dr. Barbara O’Neill

Why Retirement is About Much More Than Money – Ted Kaufman & Bruce Hiland

Breaking the Age Code – Dr. Becca Levy


Win Your Retirement Game

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About Retirement Wisdom

Delaying Retirement? Many of my clients are. But they’re using this time to invest in their future.

You could wait until you retire and ask What Now? – and scramble to play catch up.

Isn’t now a better time to proactively explore your options and intentionally design your new life?

Schedule a call to find how how the Designing Your Life process (developed by Bill Burnett & Dave Evans at Stanford) can help you unlock a new direction. Apply the same principles of design thinking that Nike and other leading companies use to design your future. Learn more about our One and One Coaching and small group programs. Take the first step toward your new life today.


About Your Podcast Host 
Joe Casey is an executive coach who also helps people design their next life after their primary career. He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking.
Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1.5 % globally in popularity by Listen Notes. Business Insider has recognized him as one of 23 innovative coaches who are making a difference.

Intro and Outro voiceovers by Ross Huguet.









Joe Casey Retirement Coach, Podcaster

Joe Casey is an Executive Coach and Retirement Coach who brings extensive experience navigating transitions from his coaching work with clients and from his own life and career. After a 26-year career in Human Resources with Merrill Lynch, Joe shifted gears and retired early at age 52 to become an executive coach. His executive coaching practice has been named as one of the Top 10 Leadership Development Consulting Companies for 2019 by HR Tech Outlook magazine. He now also works to help people design their lives following their corporate careers, helping them pursue second act careers or to successfully navigate their transition to retirement.