Retirement Planning: Finding Purpose Beyond Financial Security

Chamber Amplified

About the Guest:
Tony Hixon is a financial expert and author with a commitment to helping retirees find purpose beyond their working years. As a co-founder of Hixon Zuercher Capital Management, he has provided strategic insights into retirement planning, focusing on a blend of financial and mental readiness for life's new chapter. Tony has also authored the book Retirement Stepping Stones: Find Meaning, Live with Purpose and Leave a Legacy, which shares valuable lessons from his personal experiences and professional expertise in finance and retirement planning.
Episode Summary:
In this episode of Chamber Amplified from the Findlay-Hancock County Chamber of Commerce, host Doug Jenkins speaks with Tony Hixon from Hixon Zuercher Capital Management about the often-overlooked psychological aspect of retirement. The episode delves into the topic of not just being financially prepared to retire, but also mentally ready for the transition. Tony shares a moving personal story about the loss of his mother and how it catalyzed his mission to help others navigate the mental aspects of retirement, ensuring they find purpose beyond their careers.

Listeners are invited to challenge the notion of retirement as merely a time for leisure, like golfing or traveling. Instead, Tony prompts retirees to ask, "Who am I?" beyond their professional identities. Aspects such as the importance of maintaining a social network and the possibility of re-entering the workforce for fulfillment are also discussed, offering a comprehensive approach to retirement that integrates financial stability and mental wellness.
Key Takeaways:

• Retirement requires mental preparation as much as financial; knowing what you're retiring to is crucial.
• The importance of discovering and living by core personal values post-retirement was emphasized.
• Engaging in meaningful activities, such as volunteering, can significantly alleviate the void left by leaving a career.
• Social connections matter: replacing workmates with playmates is essential in retirement for mental well-being.
• Many retirees can consider a part-time return to the workforce if it aligns with their core values and purposes.

Resources:

• Tony Hixon's book: Retirement Stepping Stones: Find Meaning, Live with Purpose and Leave a Legacy
• Website: Hixon Zuercher Capital Management Coaching

Music and sound effects obtained from https://www.zapsplat.com