Get in touch

(801) 717-9237

Protecting What You Care Most About

May 28, 2026

Here’s what we discuss in this episode:

❤️ Protection Is Personal: Financial planning is ultimately about taking care of people

📄 Beneficiary Mistakes: Simple, outdated forms can create major complications

🛡️ Estate Planning Starts Earlier: Powers of attorney and healthcare directives matter at every age

🤝 Guidance Matters: During emotional moments, people need trusted relationships, not just spreadsheets

Most people think financial planning is about growing wealth. But when life takes an unexpected turn, the real question becomes much more personal: will the people you love be okay? Today, Rob discusses the often-overlooked side of planning and shares practical ways to protect the people who matter most while creating clarity during life’s hardest moments.

Go inside the episode:

0:00 – Intro

0:48 – Client Story

1:59 – Life Insurance

3:49 – Beneficiary Designations

6:00 – Reviews

7:42 – Estate Planning

10:22 – Longevity & Long-Term Planning

12:39 – Trust Matters

14:39 – Book a Discovery Call

Helpful Resources:

Phone: 801-717-9237

Schedule your no-cost discovery meeting: https://www.axiowm.com/what-we-do

Get your copy of Rob’s books: https://www.axiowm.com/book

Let us speak at your next event: https://www.axiowm.com/speaking

Check us out on YouTube: https://www.youtube.com/channel/UCtidWpldZGUBLmr24oWy87Q

Subscribe & Follow The Show On Your Favorite Apps:

YouTube

Spotify

Apple Podcasts

Amazon Music

iHeart Radio

Podchaser

< Older Post

Newer Post >

DISCOVER MORE...

3 Lessons From My Grandmother’s 101-Year Life

By Rob Shelton • June 4, 2026

What can someone who lived through the Great Depression, World War II, inflation, recessions, and nearly every major market cycle of the last century teach us about money and life?

protecting your wealth

Protecting Your Wealth Today Means Protecting Your Data

By Walter Storholt • May 21, 2026

Rob unpacks why protecting your wealth now means far more than just watching your investments.

Why So Many Successful People Still Feel Financially Uncertain

By Molly Carter • May 14, 2026

Rob explores a surprising reality: many financially successful people still quietly wonder if they’re truly okay. Despite strong incomes, growing portfolios, and years of hard work, uncertainty about the future can still linger beneath the surface.

MAIN OFFICE

826 E State Rd.

Suite 205 American Fork,

UT 84003

MAILING ADDRESS

1132 N 1050 E

American Fork,

UT 84003

APPOINTMENT ONLY

1145 S 800 E

Orem, UT 84058

OFFICE NUMBER

801-717-9237

CONNECT WITH US

Check a financial professional HERE.

© 2020 by Axio Wealth Management

Securities offered through J.W.Cole Financial, Inc. (JWC) Member FINRA / SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Axio Wealth Management and JWC-/JWCA are unaffiliated entities.

Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Axio Wealth Management are disclosed on this site, may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.

For a copy of JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement please click here . By following the link, you consent to receipt of the Form CRS electronically.

Share by: