Legacy Beyond Wealth with Rob Shelton

Legacy Beyond Wealth with Rob Shelton

Por: Rob Shelton
Hosted by Rob Shelton, founder and wealth manager of Axio Wealth Management, Legacy Beyond Wealth Podcast is dedicated to helping successful families unlock the freedom to live a life of significance. With more than 20 years of experience in the financial industry, Rob has cultivated a deep well of knowledge and financial expertise. Tune in for helpful strategies on topics like income planning, legacy building, Social Security, minimizing taxes, and much more. Subscribe and never miss an episode! If you have any questions or want to reach out, go to https://www.axiowm.com/ or call 801-717-9237 for more information.
46 episodios disponibles

Latest episodes of the podcast Legacy Beyond Wealth with Rob Shelton

Roth Conversions — A Year-End Strategy Most Advisors Miss 11/12/2025
Passing the Baton in a Family Business 04/12/2025
The Hidden Side of Retirement: Purpose, Identity & Fulfillment 26/11/2025
The Year-End Tax Checklist: 3 Things Every Successful Family Should Do Before December 31st 20/11/2025
3 Things Every Entrepreneur Should Know Before Changing Financial Professionals 13/11/2025
The 3 Upsides of Midlife & Beyond 06/11/2025
Women, Retirement, & Longevity - Four Strategies That Matter Most 30/10/2025
How Do You Compare to Other Entrepreneurs? 23/10/2025
Leadership Lessons For Business Owners: What I Learned From Emmitt Smith 16/10/2025
Charitable Giving in 2025 — The Window Before Tax Laws Change 09/10/2025
The One-Page Financial Picture That Changes Everything 02/10/2025
Retirement is About Experiences, Not Purchases 25/09/2025
Defining Success: Professional, Personal, and Financial 18/09/2025
From Concentration to Confidence: Three Lessons for Protecting Your Retirement 11/09/2025
Protecting Your Legacy from the 5 Ds 04/09/2025
Property & Casualty Insurance: Are You Really Protected? 28/08/2025
How to Vet Your CPA Before It’s Too Late 21/08/2025
Planning Ahead for a Loved One with Special Needs 14/08/2025
Unlocking the Financial Freedom to Live Fully 07/08/2025
Are You Really Making Rational Financial Decisions? 31/07/2025
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