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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Today we’ll break down the four types of financial professionals you might encounter, and how to recognize who belongs on your financial team and who doesn’t.
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 bumpy.
Rob breaks down the rising uncertainty surrounding tariffs in 2025 and what investors should consider as they navigate a volatile environment.
Rob wants to share practical ways you can help your graduate make smart financial decisions early, along with actions that could have a lasting impact on their future.
The housing market is shifting, but maybe not in the way headlines might have you believe.
Rob looks at how past market meltdowns shaped investor psychology, how today’s chaos might be leaving its own mark, and what lessons we can take with us to navigate what’s next.
This episode is all about the emotional side of investing during market turmoil, especially the conversations (or arguments) happening at kitchen tables right now.
Some of the greatest investors in history have lived through chaos — and they left behind wisdom that still applies today.
When markets drop and headlines scream, it’s easy to feel like you have to do something. But what’s actually the smart move?
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 what’s inside makes all the difference. So, how do you know who to trust when every advisor seems to come with the same title and promises? In this episode, Rob breaks down what truly sets a great advisor apart and highlights the key qualities to look for.
