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The Ultra Wealthy Framework: How the Ultra Wealthy Actually Build Wealth

The Ultra Wealthy Framework: How the Ultra Wealthy Actually Build Wealth

By Rob Shelton • February 19, 2026
Rob walks through the exact framework affluent families use to build, protect, and sustain wealth across generations.

Retirement Myths That Quietly Wreck Good Plans

By Rob Shelton • February 12, 2026
Here’s what we discuss in this episode: πŸ“š Heavy Plans: Why bigger binders don’t mean better planning πŸ“œ Estate Simplicity: Is a will alone enough? πŸ’” Spousal Income: The real financial impact after a spouse passes πŸ“‰ Stocks-to-Bond: Why age alone shouldn’t drive investment shifts ⏸️ Spending Freeze: Why “just spending less” rarely works in downturns
legacy planning

Beyond the Portfolio: The Heart of Relationship-Based Advising

By Walter Storholt • February 5, 2026
Financial advice often gets reduced to performance, products, and transactions. But when life gets complicated (market downturns, health challenges, family stress) those things alone aren’t enough.

Small Shifts, Big Impact: 3 Lessons from New Zealand’s Hot Water Beach

By Rob Shelton • January 29, 2026
On a family trip to New Zealand, Rob experienced that exact lesson, while digging hot tubs in the sand at Hot Water Beach.
planning for volatility

2026: Cautious Optimism in a Changing Economy

By Rob Shelton • January 16, 2026
As we head into 2026, headlines are pulling investors in every direction, from fear to blind optimism

2025 Year In Review: What Actually Mattered For Your Money

By Rob Shelton • January 15, 2026
2025 brought plenty of headlines, but which developments actually mattered for your financial future? Rob looks past the noise to focus on the key factors that affected retirees and pre-retirees, explaining not just what happened, but how thoughtful planning helped keep things on track.
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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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