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financial planning for women

Women, Retirement, & Longevity - Four Strategies That Matter Most

By Rob Shelton • October 30, 2025
Retirement isn’t just about having enough. It’s about making sure your plan lasts as long as you do. For women, that challenge is even greater.
rientre

How Do You Compare to Other Entrepreneurs?

By Rob Shelton • October 23, 2025
Every entrepreneur wonders how they stack up, but few ever get a real look behind the curtain.

Leadership Lessons For Business Owners: What I Learned from Emmitt Smith

By Rob Shelton • October 16, 2025
NFL legend Emmitt Smith built his Hall of Fame career on discipline, teamwork, and perseverance. After hearing him speak at a national conference, Rob shares three powerful lessons every entrepreneur can start applying to their own life and business today.
tax planning 2025

Charitable Giving in 2025 — The Window Before Tax Laws Change

By Rob Shelton • October 9, 2025
For generous givers, business owners, and retirees who want their charitable dollars to stretch further, the tax landscape is shifting in 2026, and it could reduce the value of your deductions.
asset map

The One-Page Financial Picture That Changes Everything

By Rob Shelton • October 2, 2025
Most people have more than a dozen financial accounts scattered across multiple institutions, but no single place where everything is organized. That’s where an Asset Map changes everything.

Retirement is About Experiences, Not Purchases

By Rob Shelton • September 25, 2025
In this episode, Rob explains why retirement should be about creating meaningful memories, not just accumulating things.
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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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