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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In this episode, Rob shares why the first step isn't about investments or taxes, it's about mindset.
Running a business is hard enough. Add in family dynamics, and you’ve got a whole new level of complexity.
In this episode, Rob flips the traditional retirement script and explores the deeper question: what are you actually retiring to?
What do billionaires know that the rest of us might be missing?
In this episode, Rob breaks down how to navigate the legal and financial details of hiring your spouse or kids, from the best ways to pay minors to structuring contributions to retirement accounts.
In life, if you’re not growing and improving, you risk falling behind and the same is true for your financial growth.
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 growth. In this episode, Rob explains why lifelong learning is a critical part of his own growth as an advisor and something he wants to pass on to his clients.
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.
