Are Taxes Going Up?

April 21, 2021

Let's talk about what you can do to maximize your tax savings under the new administration.

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Are You Really Making Rational Financial Decisions?

By Rob Shelton • July 31, 2025

In this episode, Rob explores how even successful families can fall into emotional traps when making financial decisions.

Stewarding a Windfall: A Family Legacy Perspective

By Rob Shelton • July 24, 2025

In this episode, Rob shares why the first step isn't about investments or taxes, it's about mindset.

Financial Planning Strategies for Business Owners

By Rob Shelton • July 17, 2025

Running a business is hard enough. Add in family dynamics, and you’ve got a whole new level of complexity.

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