Pivot with Darryl Lyons

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, dives into the art of decision-making and how honing this skill can elevate your financial and personal life. Drawing parallels between the decisiveness needed in investing and the permanence of tattoos, Darryl shares practical tips to help listeners approach life's toughest choices with a thoughtfu...

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, explores the nuances of investment decision-making and the importance of patience in achieving long-term financial success. Drawing on real-world examples and lessons from PAX Financial's due diligence process, Darryl unpacks the complexities of managing portfolios and avoiding common investment pit...

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, tackles the growing complexity of today's world and its impact on the global economy, investment strategies, and everyday decisions. Drawing comparisons to the simplicity of the 1950s, Darryl examines how technological advancements, trade policies, and consumer behaviors have evolved and how embraci...

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, explores Charles Schwab's 2025 US Stock and Economic Outlook and its implications for investors in the coming year. Darryl provides a thoughtful breakdown of the report's key insights, covering everything from tariffs and trade policies to economic growth, housing affordability, and opportunities in...

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, explores the transformative world of artificial intelligence (AI) and its growing influence on both daily life and the financial industry. From understanding generative AI to exploring its practical applications and investment opportunities, Darryl breaks down this complex topic with clarity and ins...

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, shares the insights gathered by the firm's recent advisory council meeting. With valuable feedback from a select group of clients, Darryl uncovers important lessons about the current financial climate and how PAX Financial Group is continuing to adapt to serve its clients better. This episode explor...

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, breaks down the complexities of Required Minimum Distributions (RMDs). RMDs can be an intimidating topic, but Darryl simplifies the details with practical guidance, actionable strategies, and insights to help you navigate this critical aspect of retirement planning. In this episode, Darryl explores...

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, takes a deep look into faith-based investing, sharing insights on how Judeo-Christian values can shape investment strategies. Darryl explores how the investment landscape has shifted over the past five years, leading to the rise of values-based investing for those seeking to align their portfolios w...

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, tackles some of the most frequently asked financial questions he receives, covering topics that impact individuals and families alike. Darryl offers straightforward advice on everything from debt management strategies to understanding the potential tax implications of government proposals, providing...

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, explores the theme of leadership and its impact on personal and financial growth. Moving beyond traditional topics, Darryl shares his own experiences and insights on how true leadership plays a pivotal role in shaping our lives and communities. Key show highlights include: • Understanding leadership...

In this episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, tackles a critical issue facing many Americans: the retirement crisis. Darryl breaks down the risks of running out of money in retirement, emphasizing how financial insecurity can impact both individuals and families. He shares insights into the characteristics of financially secure retirees and highlights...

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, takes a deep look into the booming economic landscape of Texas. Darryl explores the key factors driving Texas' rapid growth, from its business-friendly environment to the ongoing migration of companies and people from other states. With a focus on the Texas Triangle (Dallas, Houston, San Antonio), h...

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, dives into the topic of market volatility surrounding elections and how investors should approach this unique time. With historical insights and practical strategies, Darryl explores how election cycles affect the stock market and why it's essential to stay calm amidst the noise. Through an engaging...

In this week's episode of Retire in Texas , Darryl Lyons, CEO and Co-Founder of PAX Financial Group, sits down with Justin Elliott, an Insurance Advisor at PAX, to explore the intricacies of Medicare and Social Security. Together, they dive into the evolving healthcare landscape and the critical decisions retirees face when it comes to Medicare Supplements and Medicare Advantage Plans. Through cle...

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, tackles the topic of BlackRock, the world's largest asset manager, and its everchanging role in the financial world. Darryl shares insights into BlackRock's influence on global markets, its relationship with government entities, and its controversial engagement with Environmental, Social, and Govern...

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, dives into the often misunderstood yet vital topic of the Federal Reserve and its profound influence on the economy and your investments. Darryl breaks down the complex functions of the Federal Reserve, from setting monetary policy to banking supervision, and explains how decisions made by the Fed i...

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, opens up about the powerful world of behavioral finance by sharing his own personal investment mistakes. Darryl discusses four key missteps he made throughout his financial journey, ranging from herd mentality to overconfidence, and how each error offers valuable lessons for investors.   Through the...

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, dives into the fascinating world of alternative investments and their place in a balanced portfolio. From guns to sports cards and even wine, Darryl shares insights on why these assets gained popularity during the Covid era and how they fit into your financial strategy. Using a business lens, he exa...

In this week's episode of Retire in Texas, Darryl Lyons, CEO and co-founder of PAX Financial Group, dives into the evolving concept of retirement, particularly for Generation X. Darryl challenges the traditional notion of retirement and explores the idea of pivoting rather than retiring, urging listeners to reconsider the inherent value of work. He discusses the unique financial challenges facing...

In this week's episode of Retire in Texas, Darryl Lyons, CEO and co-founder of PAX Financial Group, asks the profound question: "Where are you going with your life?" Using a blend of personal reflection and a structured framework, Darryl challenges listeners to take a step back and evaluate the direction of their careers, businesses, and overall life journey. Drawing inspiration from the life and...

In this week's episode of Retire in Texas, Darryl Lyons, CEO and co-founder of PAX Financial Group, reflects on the unexpected chaos that unfolded on August 5th and its impact on the financial markets. Sharing a personal story from his recent trip, Darryl walks listeners through the challenges of managing market volatility and the relentless nature of news cycles. He discusses the importance of ma...

In this week's episode of Retire in Texas, Darryl Lyons, CEO and co-founder of PAX Financial Group, is joined by Bryan Wing, Financial Advisor and Advice Research Manager at PAX, to discuss the intricate landscape of investment strategies. They break down the importance of having a clear 'why' behind investment decisions and the role of behavioral finance in achieving financial goals. Bryan shares...

"Retirement is not the end of the road. It's the beginning of the open highway." In this week's episode of Retire in Texas, CEO and co-founder of PAX Financial Group, Darryl Lyons, explains the innovative concept of pivot planning. The goal, to provide a flexible framework that helps retirees transition smoothly into their next chapter without feeling like their life's value has diminished.   Key...

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-founder of PAX Financial Group, explains the pivotal role financial advisors play in helping clients navigate complex financial decisions. Highlighting real-life examples and personal insights, Darryl underscores the importance of having a trusted advisor as a thinking partner. Additionally, Darryl introduces his new podcast, The...

In this week's episode of Retire in Texas, Darryl Lyons, CEO and co-founder of PAX Financial Group, dives into the significant work of Alliance Defending Freedom (ADF) in safeguarding religious freedoms across various spheres. Highlighting notable cases and personal stories, Darryl illustrates the challenges and triumphs of defending deeply held convictions in today's socio-political climate. Key...