Listen "Are You Missing This Piece of Your Investment Plan?"
Episode Synopsis
Most people think of investing as the main event in their financial life, but without a solid investment plan, you might be flying blind when markets get bumpy. In this episode, Rob explains why a proper investment plan is more than just picking stocks, it’s your seatbelt during market crashes and your airbag when financial surprises hit.Here’s what we discuss in this episode:💰 How much cash you really need and why🚗 The “seatbelt” strategy to stay safe in rough markets👖 Why financial planning isn’t one-size-fits-all🧘 How planning reduces stress during uncertaintyOur website: https://www.axiowm.com/Phone: 801-717-9237Schedule your no-cost discovery meeting: https://www.axiowm.com/what-we-do Get your copy of Rob’s books: https://www.axiowm.com/bookLet us speak at your next event: https://www.axiowm.com/speaking Check us out on YouTube: https://www.youtube.com/channel/UCtidWpldZGUBLmr24oWy87QFacebook: https://www.facebook.com/AxioWMLinkedIn: https://www.linkedin.com/company/axio-wealth-management-llc/X: https://x.com/RobShelton_FAInstagram: https://www.instagram.com/axio.wm/
More episodes of the podcast Legacy Beyond Wealth with Rob Shelton
Protecting Your Legacy from the 5 Ds
04/09/2025
How to Vet Your CPA Before It’s Too Late
21/08/2025