How to Transition to a Roth Conversion

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