Welcome to The Legacy Beyond Wealth Podcast with Rob Shelton, founder and wealth manager of Axio Wealth Management. With over 20 years in the financial industry, Rob shares expert strategies on income planning, legacy building, Social Security, tax minimization, and more.

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financial planning for women
By Rob Shelton October 30, 2025
Retirement isn’t just about having enough. It’s about making sure your plan lasts as long as you do. For women, that challenge is even greater.
rientre
By Rob Shelton October 23, 2025
Every entrepreneur wonders how they stack up, but few ever get a real look behind the curtain.
By Rob Shelton October 16, 2025
NFL legend Emmitt Smith built his Hall of Fame career on discipline, teamwork, and perseverance. After hearing him speak at a national conference, Rob shares three powerful lessons every entrepreneur can start applying to their own life and business today.
tax planning 2025
By Rob Shelton October 9, 2025
For generous givers, business owners, and retirees who want their charitable dollars to stretch further, the tax landscape is shifting in 2026, and it could reduce the value of your deductions.
asset map
By Rob Shelton October 2, 2025
Most people have more than a dozen financial accounts scattered across multiple institutions, but no single place where everything is organized. That’s where an Asset Map changes everything.
By Rob Shelton September 25, 2025
In this episode, Rob explains why retirement should be about creating meaningful memories, not just accumulating things.
By Rob Shelton September 18, 2025
Success means different things to different people, but have you ever stopped to define what it looks like in your own life? Is it financial freedom, meaningful work, a strong family, or simply living with integrity? In this episode, Rob explores how affluent families and different generations view success.
protect retirement
By Rob Shelton September 11, 2025
Here’s what we discuss in this episode: 📊 Diversify to avoid concentration risk ✅ Know when you’ve “made it” 🔄 Planning is an ongoing process 🏥 Life changes demand financial adjustments 🛡️ Protect your retirement from unnecessary risk
legacy planning
By Rob Shelton September 4, 2025
What could threaten everything you’ve built with your business partner? Rob calls them the “5 Ds:” death, divorce, disability, disagreements, and dissolution.
insurance
By Rob Shelton August 28, 2025
In this episode, Rob dives into the often-overlooked world of property and casualty insurance, where hidden gaps could leave your home, vehicles, or umbrella policies vulnerable.
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