What You'll Learn In Today's Episode:

• Helping clients find meaning, purpose, and legacy in retirement is just as important as the financial aspects.
• True retirement planning involves helping clients discover how they want to be remembered and what impact they want to make.
• Retirement planning requires emotional intelligence: Financial security alone doesn’t guarantee a fulfilling retirement.
• Financial advisors must prioritize their own personal growth and self-awareness to effectively guide clients through the emotional complexities of retirement planning.

In this episode of The Perfect RIA, Matthew Jarvis welcomes Tony Hixon for a deeply personal conversation about the often-overlooked emotional dimensions of retirement planning. Sharing the heart-wrenching story of his mother’s struggle with mental health after retiring, Tony reveals how this experience transformed his approach to financial advising. He discovered that while managing money is crucial, helping clients discover their post-retirement purpose and legacy is equally vital for their wellbeing.

Drawing from his experiences and insights, Tony has developed comprehensive resources including his groundbreaking book, “Retirement Stepping Stones,” which offers both advisors and clients practical strategies for navigating the psychological aspects of retirement. Perhaps most importantly, Tony emphasizes a profound truth about effective advising: before guiding clients through their journey of self-discovery, financial advisors must first commit to their own personal growth and development.

Resources In Today's Episode: