1. Retirement Stepping Stones – Tony Hixon Retirement Wisdom 31:27

It’s a blast to dream about your Retirement. Freedom. Flexibility. Fun. Just like you see in the commercials and the brochures. But if you want to truly retire happy and lead a life of fulfillment, you’ll need to prepare better. You’ll want to go beyond the highlights and take a serious look at what your day-to-day life will really be like – and what it will be about.

Tony Hixon, author of the new book, Retirement Stepping Stones, joins our Retirement podcast to share his experiences and insights on how you can prepare for the stumbling blocks that can arise in Retirement –  and how you can find a new purpose after you leave the world full-time work.

We discuss:

  • The tragedy that forever changed how he sees Retirement – and why he’s on a mission to help people prepare differently
  • The most challenging stumbling blocks people face in Retirement
  • The key solutions to those challenges
  • Why you should dream big about your Retirement – but why you should look past your highlight reel version of it
  • How career burnout can get in the way of a great Retirement
  • Why Retirement isn’t for everyone – and why you need a Plan B
  • How your legacy should be part of your Retirement planning

Tony Hixon joins us from Ohio.


Thanks to our wise guests and loyal listeners The Retirement Wisdom Podcast is among the top 3% in popularity globally according to Listen Notes.


Wise Quotes

On Transitioning to Retirement 

“You retire one day and [on] the last day they throw you a party. Your email is still active and you get probably a hundred to three hundred emails. And then the party’s over. The cake has been eaten. You had the weekend to kind of recoup and Monday morning rolls around. And you open up that email account. It’s been deactivated. You switch to your personal email and there are only two [emails ] there, and both of them are junk. So it kind of messes with your mind. You’re not quite sure what this new phase of life should look like. You’ve had the ideal version of what Retirement will be based on all the commercials and the Americanization of what Retirement is, but perhaps you haven’t done the correct work on what you’re retiring to. You certainly know what you’re retiring from, but you don’t necessarily have an idea of what you’re retiring to. So that loss of meaning and purpose is certainly a stumbling block that we see many clients face in Retirement. Just not knowing for sure if they’re needed anymore.”


On Purpose and Legacy

“However, we often encourage our clients to think more deeply about the kind of emotional impact they want to make on their family and their friends and their community. We ask them questions – and I’d ask your listeners these questions:

  • What lessons do you want to impart?
  • How do you want people to feel when you interact with them?
  • What do you want to be remembered for?

These questions are certainly as important – if not more so – than planning for the financial strategy to care for your loved ones. Remember you get to define your legacy. How you live each day builds the legacy that you want to leave behind. Don’t be afraid to start living with purpose. It’s never too late – or too early – to start.”



Tony Hixon, CIMA®, RFC® is the author of the new book Retirement Stepping Stones: Find Meaning, Live with Purpose, and Leave a Legacy.

Mr. Hixon is co-founder, Chief Operating Officer, and Chief Compliance Officer of Hixon Zuercher Capital Management.  As Chief Operating Officer, Tony is responsible for overseeing the administration and compliance 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.


For More on Tony Hixon

Retirement Stepping Stones: Find Meaning, Live with Purpose, and Leave a Legacy

Proceeds from the book will go toward the Pamela M. Hixon Memorial Nursing Scholarship Endowment Fund at University of Findlay that Hixon and his wife, Keri, set up in 2017 to honor the legacy of his mom. The scholarship is awarded annually to a nursing major who displays financial need and good grades


Other Podcast Episodes That May Interest You

Will You Retire with Purpose? – Casey Weade

If You Love Your Work, What Challenges Will You Face in Retirement? – Michelle Pannor Silver

The Future You – Brian David Johnson

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

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

How Life Hacks Can Help Make Your Retirement the Best Time of Your Life – Sam Horn


About Retirement Wisdom

You’ve prepared well for the financial side of Retirement. And let’s face it: you didn’t work that hard to have a mediocre Retirement. So, what if you prepared just as well on the non-financial side?

You’d be ready to live the life you’ve so worked hard to earn – and poised to sidestep the pitfalls that derail too many retirements. Pitfalls that could waste your most valuable asset – your time.

Design your new life, using the same principles of design thinking that Apple, Nike, and other savvy companies use. It’s your new life. Think like an owner and invest some time to explore your options and discover the path that’s right for you – on your own terms.

It’s your time. Get ahead of the game.

Schedule your free call with Joe Casey, a certified Designing Your Life Coach, about your new life and how our three-phased process can help you make it a reality.


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The views and opinions expressed by guests on The Retirement Wisdom Podcast are those of the guests and do not necessarily reflect the policy or position of the host or Retirement Wisdom, LLC. The Retirement Wisdom Podcast covers the non-financial aspects of Retirement. From time to time we invite guests who discuss other aspects of Retirement planning, solely for educational purposes. Listeners are advised to consult qualified financial, medical and/or mental health professionals on those matters.


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.