Shows / Legacy Beyond Wealth with Rob Shelton
Legacy Beyond Wealth with Rob Shelton
Hosted by Rob Shelton, founder and wealth manager of Axio Wealth Management, Legacy Beyond Wealth Podcast is dedicated to helping successful families unlock the freedom to live a life of significance. With more than 20 years of experience in the financial industry, Rob has cultivated a deep well of knowledge and financial expertise. Tune in for helpful strategies on topics like income planning, legacy building, Social Security, minimizing taxes, and much more. Subscribe and never miss an…
Episodes
- Legacy Beyond Wealth with Rob Shelton
Protecting Your Legacy from the 5 Ds
Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do What could threaten everything you’ve built…
- Legacy Beyond Wealth with Rob Shelton
Property & Casualty Insurance: Are You Really Protected?
Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do Insurance may not feel like the most exciting…
- Legacy Beyond Wealth with Rob Shelton
How to Vet Your CPA Before It’s Too Late
Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do Sometimes the biggest threat to your financial…
- Legacy Beyond Wealth with Rob Shelton
Planning Ahead for a Loved One with Special Needs
Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do If you care for someone with special needs…
- Legacy Beyond Wealth with Rob Shelton
Unlocking the Financial Freedom to Live Fully
Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do What does it really mean to live your best…
- Legacy Beyond Wealth with Rob Shelton
Are You Really Making Rational Financial Decisions?
Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do We like to think we’re rational with money…
- Legacy Beyond Wealth with Rob Shelton
Stewarding a Windfall: A Family Legacy Perspective
Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do A sudden windfall, whether from selling a…
- Legacy Beyond Wealth with Rob Shelton
Financial Planning Strategies for Business Owners
Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do Running a business is hard enough. Add in…
- Legacy Beyond Wealth with Rob Shelton
The Other Side of Retirement: Planning for Meaning, Not Just Money
Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do Most people focus on unlocking financial…
- Legacy Beyond Wealth with Rob Shelton
Focus. Delegate. Grow. The Billionaire Blueprint
Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do What do billionaires know that the rest of us…
- Legacy Beyond Wealth with Rob Shelton
Hiring Your Spouse & Kids: Big Opportunities and Big Mistakes to Avoid
Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do Today we’re answering a smart question from a…
- Legacy Beyond Wealth with Rob Shelton
Why Lifelong Learning is Essential for Financial Success
What’s the secret to long-term financial success? In life, if you’re not growing and improving, you risk falling behind and the same is true for your financial…
- Legacy Beyond Wealth with Rob Shelton
4 Types of Financial Professionals and How to Spot the Right One
When it comes to managing your wealth, the person you choose to guide you matters just as much as the plan itself. But not all financial professionals are…
- Legacy Beyond Wealth with Rob Shelton
Are You Missing This Piece of Your Investment Plan?
Most people think of investing as the main event in their financial life, but without a solid investment plan, you might be flying blind when markets get…
- Legacy Beyond Wealth with Rob Shelton
Tariffs, Inflation, and What It Means for Your Money in 2025
Tariffs are back in the headlines, and they’re not just political talking points. They’re already rippling through the economy, raising prices, slowing GDP…
- Legacy Beyond Wealth with Rob Shelton
Key Things For Parents & Grandparents To Teach A New Graduate
Graduation season is an exciting milestone, not just for the grads, but for parents and grandparents who have supported them along the way. Today, Rob wants to…
- Legacy Beyond Wealth with Rob Shelton
What’s Really Happening in the 2025 Housing Market?
The housing market is shifting, but maybe not in the way headlines might have you believe. Fresh off an economic forecast from the National Association of…
- Legacy Beyond Wealth with Rob Shelton
How Past Market Meltdowns Influence Future Investment Decisions
The market is down. And if you’re feeling the pressure, you’re not alone. But how we respond in moments like this often has roots in the crashes we’ve lived…
- Legacy Beyond Wealth with Rob Shelton
Talking To Your Spouse About Market Crash Fears
This episode is all about the emotional side of investing during market turmoil, especially the conversations (or arguments) happening at kitchen tables right…
- Legacy Beyond Wealth with Rob Shelton
What the Greats Say About Market Crashes
When the market is crashing, it's easy to feel like you're the only one who's ever felt this anxious. But the truth is, some of the greatest investors in…
- Legacy Beyond Wealth with Rob Shelton
What Should You Actually Do When the Market Drops?
When markets drop and headlines scream, it’s easy to feel like you have to do something. But what’s actually the smart move? Before you react impulsively, take…
- Legacy Beyond Wealth with Rob Shelton
The Key Traits to Look for When Choosing a Financial Advisor
Choosing a financial advisor can feel a lot like walking down the condiment aisle at the grocery store- everything might look the same at first glance, but…
- Legacy Beyond Wealth with Rob Shelton
Why Estate Planning is More Than Just a Will
Estate planning is about so much more than having a will on file—it’s about creating peace of mind, avoiding future family conflict, and making sure your…
- Legacy Beyond Wealth with Rob Shelton
Wealth Worth Keeping: Preparing Heirs for Success
An inheritance can be a great opportunity. It can be life changing in many regards. But will you be prepared for that day if and when…
- Legacy Beyond Wealth with Rob Shelton
The Systematic Process That Brings Your Financial Plan Together
Our goal at Axio Wealth Management is to create a systematic approach to financial planning that can be repeated at a high level for every client we work with…
- Legacy Beyond Wealth with Rob Shelton
Is Your Wealth Team Working Together for You?
Building a successful financial plan and managing your wealth starts with putting together a comprehensive team. Having a group of financial…
- Legacy Beyond Wealth with Rob Shelton
Creating Your Dream Team of Planning Professionals
A big part of working with a good financial planner or good wealth manager is having a team of professionals on your side to help you…
- Legacy Beyond Wealth with Rob Shelton
What Services Do Wealthy Clients Want from an Advisor?
What services do you expect from a financial advisor? Maybe more importantly, what are you actually receiving? There's a perception issue…
- Legacy Beyond Wealth with Rob Shelton
What Makes the Axio Wealth Management Planning Process Unique?
This is the fourth and final installment in our video series about Axio Wealth Management founder Rob Shelton and the business itself. We’ve previously…
- Legacy Beyond Wealth with Rob Shelton
Who Is Our Typical Client at Axio Wealth Management?
It’s part three of our series with founder Rob Shelton where we’re introducing to our business, Axio Wealth Management. This episode is all about our clients…
- Legacy Beyond Wealth with Rob Shelton
Get to Know Axio Wealth Management: Founder Rob Shelton
It’s part two of our series with founder Rob Shelton where we’ll introduce you to all areas of the business to give you a better idea of who we are and what…
- Legacy Beyond Wealth with Rob Shelton
Axio Wealth Management: How the Business Started
In the inaugural episode of Legacy Beyond Wealth, we’re beginning a four-part series to introduce you to Rob Shelton, a wealth manager and founder of Axio…