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Retirement Stepping Stones
Continue a life of meaning beyond retirement
On March 22, 2011, Pam Hixon tragically took her own life. Pam, after retiring from her job as the director of a hospice agency, quickly fell into deep depression. She lost purpose and fulfillment that she had solely derived from her lifelong career. This heart-rendering tragedy changed the way Pam’s son, Tony Hixon, thought about his career as helping people plan for retirement. He made it his goal to help pre-retirees not repeat the mistakes his mom made as she transitioned from her career into retirement.
Following this family crisis, Tony, along with his business partner Adam Zuercher, transformed the goals and mission of their wealth management firm, Hixon Zuercher Capital Management. Tony had always wanted to ensure clients wouldn’t outlive their money—and possibly even have enough saved to accomplish their bucket-list goals. Now, he wants clients to have a plan for both their finances and their lifestyle after retiring.
Retirement Stepping Stones will help ensure that your retirement brings you pleasure, serenity of mind, and the enjoyment of a life well-lived. Tony illustrates a successful transition from success to significance and how you can find a newfound hope and a newfound purpose. Retirement can bring you your best years!
For you, retirement can mean that The Best is Ahead!
On March 22, 2011, Pam Hixon tragically took her own life. Pam, after retiring from her job as the director of a hospice agency, quickly fell into deep depression. She lost purpose and fulfillment that she had solely derived from her lifelong career. This heart-rendering tragedy changed the way Pam’s son, Tony Hixon, thought about his career as helping people plan for retirement. He made it his goal to help pre-retirees not repeat the mistakes his mom made as she transitioned from her career into retirement.
Following this family crisis, Tony, along with his business partner Adam Zuercher, transformed the goals and mission of their wealth management firm, Hixon Zuercher Capital Management. Tony had always wanted to ensure clients wouldn’t outlive their money—and possibly even have enough saved to accomplish their bucket-list goals. Now, he wants clients to have a plan for both their finances and their lifestyle after retiring.
Retirement Stepping Stones will help ensure that your retirement brings you pleasure, serenity of mind, and the enjoyment of a life well-lived. Tony illustrates a successful transition from success to significance and how you can find a newfound hope and a newfound purpose. Retirement can bring you your best years!
For you, retirement can mean that The Best is Ahead!
186 pages, Paperback
Published September 14, 2021
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Displaying 1 - 8 of 8 reviews
February 9, 2023
Good job Dad. I know this took many hours of work, and many highs and lows. This is not a fun story to write or discuss or remember. But you did it. Mama Pam's legacy has helped many and because of this book, will continue on for generations. God turned this stumbling block into a stepping stone, for me, for you, and for all who know the story and read this book. I'm proud of you.
"To the King of the ages, immortal, invisible, the only God, be honor and glory forever and ever. Amen." 1 Timothy 1:17.
"To the King of the ages, immortal, invisible, the only God, be honor and glory forever and ever. Amen." 1 Timothy 1:17.
September 21, 2021
The story of this book is partly my story too. I am married to the author. So while that may make my 5 star review biased, I believe this book is necessary and helpful to a wide range of people. And while the word “Retirement” is emblazoned across the top of the book, it is not only for those who have retired or are close to retirement age. This book encompasses the non-financial side of retirement - things that most of us (myself included!) haven’t thought about when we think of retirement. I’m in my early 40s but as we were editing and I was reading the book, I found myself thinking through these stumbling blocks and the stepping stones described. These are things to be thinking about now! This book is the result of a very close personal tragedy that happened in our family 10 years ago. We have learned a lot since then, and in many ways, this book is the result.
https://youtube.com/watch?v=f1UEdXNC7...
https://youtube.com/watch?v=f1UEdXNC7...
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September 4, 2021While I applaud the authors for focusing on what they characterize as an holistic approach to retirement I cannot endorse this book for 'most retirees.
First, because its practical financial advice is firmly planted within American financial realities and products (such as particular forms of IRAs.)
Second, because it advice is aimed almost exclusively at members of the upper middle class. The salaries of example 'pre-retirees' and their particular problems (where shall I buy a second vacation home) are well outside the experience and expectation of most Americans today.
Third, the problems faced by many aging Americans of facing old age with meagre pensions and even more meagre assets are never addressed.
So, in sum, a useful book for those Americans .who are looking forward to prosperous retirement after a prosperous working life..
First, because its practical financial advice is firmly planted within American financial realities and products (such as particular forms of IRAs.)
Second, because it advice is aimed almost exclusively at members of the upper middle class. The salaries of example 'pre-retirees' and their particular problems (where shall I buy a second vacation home) are well outside the experience and expectation of most Americans today.
Third, the problems faced by many aging Americans of facing old age with meagre pensions and even more meagre assets are never addressed.
So, in sum, a useful book for those Americans .who are looking forward to prosperous retirement after a prosperous working life..
September 5, 2021
I'm so deeply sorry for the author's loss of his mother and think this a very constructive way to process the grief, as well as a beautiful tribute to her memory.
The psychology of money is often overlooked in favor of yields and returns and plans, but it's absolutely essential for managing money in a way that's fulfilling and serves our higher purpose. At the same time, the transition to retirement is also not always mindfully considered, to our detriment. Both of these complex but crucial topics are tackled in this book and it's done clearly, accessibly, and with actionable information and guidelines that will be very useful.
I would highly recommend this for anyone in their 50s, or anyone within 5-10 years of retirement. Thinking through the concepts presented and doing the pre-work suggested will go a long way for most people in ensuring a happy, meaningful, and secure retirement.
Many thanks to the publisher and NetGalley for the opportunity to read and review!
The psychology of money is often overlooked in favor of yields and returns and plans, but it's absolutely essential for managing money in a way that's fulfilling and serves our higher purpose. At the same time, the transition to retirement is also not always mindfully considered, to our detriment. Both of these complex but crucial topics are tackled in this book and it's done clearly, accessibly, and with actionable information and guidelines that will be very useful.
I would highly recommend this for anyone in their 50s, or anyone within 5-10 years of retirement. Thinking through the concepts presented and doing the pre-work suggested will go a long way for most people in ensuring a happy, meaningful, and secure retirement.
Many thanks to the publisher and NetGalley for the opportunity to read and review!
September 14, 2021
I’ve ready dozens of finance books and non are written in a way that practically prepares you for the realities of retirement like Retirement Stepping Stones does. It forces you to face down and think through the major emotional and relational work that needs done BEFORE you pull the trigger to retire.
October 6, 2021
I wish I had this book last year, I have just been made unexpectedly early retired so am working out how to deal with it and am going through all the stages.
I like the way the author talked about the emotional and practical side and it wasnt too american or too financial.
I was given an advance copy by netgalley and the publishers but the review is entirely my own.
I like the way the author talked about the emotional and practical side and it wasnt too american or too financial.
I was given an advance copy by netgalley and the publishers but the review is entirely my own.
January 14, 2022
A great and easy-read book to get the thoughts going about values, social life, budgeting and purpose in your retirement life. A bit repetitive about his mom's situation, but great as a workbook. Got me started on describing my potential social circle (when Covid allows it again) and what my true senior values are.
May 31, 2026
Fantastic read about planning for retirement. A quote from the text that has stuck out to me is “to make sure you have enough money to sleep at night, and enough purpose to get up in the morning”. We often think about a dollar amount when it comes to retirement. This book challenges you to think beyond the money but shows you how to find purpose in retirement and navigate the challenges and anxieties that often are not planned or discussed. I will be reading this again for sure.
Displaying 1 - 8 of 8 reviews