Are You Missing This Piece of Your Investment Plan?

05/06/2025 12 min
Are You Missing This Piece of Your Investment Plan?

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/