Latest / Legacy Beyond Wealth with Rob Shelton
2025 Year In Review: What Actually Mattered For Your Money
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2025 brought plenty of headlines, but which developments actually mattered for your financial future? Rob looks past the noise to focus on the key factors that affected retirees and pre-retirees, explaining not just what happened, but how thoughtful planning helped keep things on track. Instead of reacting to every new concern, this episode offers a practical perspective to help you move forward with confidence into 2026.
Here’s what we discuss in this episode:
📈 Inflation Reality…
The skinny
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