EDUCATION

At Axio, we believe that knowledge is the key to making informed financial decisions. Our Education Hub is designed to provide you with valuable insights, practical tips, and expert advice to help you navigate the complexities of personal finance. Whether you're looking to deepen your understanding through our blog or explore the in-depth perspectives offered in our books, you'll find a wealth of resources to empower your financial journey.


Dive in and discover how you can take control of your financial future with confidence and clarity.

Our Blog

Dive into a world of financial insights and expert advice with our blog, where we share the latest trends, tips, and strategies to help you achieve your financial goals.


Whether you're planning for retirement, looking to grow your investments, or simply want to stay informed about the financial landscape, our blog offers a wealth of information tailored to your needs. Explore our articles and gain the knowledge you need to make confident financial decisions.

VISIT OUR BLOG
roth conversion

Roth Conversions — A Year-End Strategy Most Advisors Miss

By Walter Storholt • December 11, 2025
Most people focus on holiday plans this time of year, not tax brackets, but that’s exactly why so many families miss out on one of the most powerful long-term planning opportunities: Roth conversions.
business succession

Passing the Baton in a Family Business

By Walter Storholt • November 28, 2025
What if the hardest part of passing on your business isn’t the paperwork, but ensuring your family’s story, values, and bonds endure for generations to come?

The Hidden Side of Retirement: Purpose, Identity & Fulfillment

By Rob Shelton • November 26, 2025
Retirement isn’t the finish line, it’s the start of a meaningful new act. Rob challenges you to think beyond your finances and truly unlock purpose and connection in your next chapter. We also explore the often-overlooked emotional and purpose-driven elements of retirement that truly shape a fulfilling next chapter.
tax checklist

The Year-End Tax Checklist: 3 Things Every Successful Family Should Do Before December 31st

By Rob Shelton • November 20, 2025
Don’t be that family staring at last year’s tax bill in April, wishing you’d planned ahead.
financial advisor

3 Things Every Entrepreneur Should Know Before Changing Financial Professionals

By Rob Shelton • November 13, 2025
This episode dives deep into why entrepreneurs need more than basic financial advice, they need partners who truly understand their vision, values, and legacy.
midlife planning

The 3 Upsides of Midlife & Beyond

By Rob Shelton • November 6, 2025
Midlife doesn’t have to be associated with a “crisis.” In fact, a positive outlook on life can literally shape how well and how long you live.
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Books

Discover our two insightful books, crafted to guide you on your financial journey. Each book offers valuable strategies, practical advice, and expert perspectives to help you make informed decisions and achieve financial success.


Whether you're looking to build a solid financial foundation or explore advanced wealth management strategies, our books provide the knowledge and tools you need to take control of your financial future.

VIEW OUR BOOK COLLECTION