Retirement Stepping Stones - Hixon, Tony

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Résumé :
Continue a life of meaning beyond retirement In 2002, with his business partner, Adam Zuercher, Tony Hixon launched Hixon Zuercher Capital Management-a fee-only wealth management firm. Tony wanted to help clients ensure that they wouldn't outlive their money-and possibly even have enough saved to accomplish their bucket-list goals. However, after several years of running a numbers-first business and serving his clients well in their financial lives, a family crisis changed his thinking. Tony's mother retired from her job as the director of a hospice agency, and she quickly fell into a deep depression as she lost her purpose and fulfillment derived from a lifelong career she had been passionate about. On March 22, 2011, Tony's mother tragically took her own life. After this life-changing tragedy, Tony made it his goal to help pre-retirees not repeat the mistakes his mom made as she transitioned from her career into retirement. You need a plan for both your finances and your lifestyle. Retirement Stepping Stones will help ensure that your retirement brings you pleasure, serenity of mind, and the enjoyment of a life well-lived. That your transition is from success to significance. That you find a newfound hope and a newfound purpose. That retirement brings you your best years.

Sommaire:
Meet Tony Hixon, Co-Founder of Hixon Zuercher Capital Management and a passionate advocate for purpose-driven retirement planning, fueled by personal tragedy and a commitment to honor his mother's memory. Born out of the devastating loss of his mother, Pam Hixon, who tragically took her own life in 2011 due to the lack of purpose and direction in retirement, Tony has dedicated his life to reshaping the retirement planning landscape. Having experienced the impact of his mother's untimely passing firsthand, Tony made it his mission to redefine retirement planning. Alongside Scott Miller, a Certified Professional Retirement Coach, the two spent countless hours researching trends and developing materials for industry advisors. Together, they founded The Refocus Coaching Academy, a pioneering institution aimed at empowering financial advisors to support clients as they transition to a more purpose-filled retirement....