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financial decisions

Are You Really Making Rational Financial Decisions?

By Rob Shelton • July 31, 2025
In this episode, Rob explores how even successful families can fall into emotional traps when making financial decisions.
legacy planning

Stewarding a Windfall: A Family Legacy Perspective

By Rob Shelton • July 24, 2025
In this episode, Rob shares why the first step isn't about investments or taxes, it's about mindset.
Business Owner Financial Planning

Financial Planning Strategies for Business Owners

By Rob Shelton • July 17, 2025
Running a business is hard enough. Add in family dynamics, and you’ve got a whole new level of complexity.

The Other Side of Retirement: Planning for Meaning, Not Just Money

By Walter Storholt • July 10, 2025
In this episode, Rob flips the traditional retirement script and explores the deeper question: what are you actually retiring to?
billionaire habits

Focus. Delegate. Grow. The Billionaire Blueprint

By Walter Storholt • July 3, 2025
What do billionaires know that the rest of us might be missing?
hiring family

Hiring Your Spouse & Kids: Big Opportunities and Big Mistakes to Avoid

By Rob Shelton • June 26, 2025
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.
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OUR BOOKS

Is My Family Going To Be Okay?: What Successful Families Do To Answer That Question

Robert Shelton has spent his entire career working with successful families and in this book, he outlines the collaborative process that is absolutely essential to managing your wealth effectively and holistically.


He walks you step-by-step through his collaborative process and shows you exactly how you can prepare your family financially for whatever curve balls life may throw at you.


He follows each chapter with a couple of action steps to get you started on answering that all important question confidently and with a resounding - Yes, my family is going to be okay.

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