Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-doWhat does it really mean to live your best life, and how do you unlock the financial freedom to get there? In this episode, Rob shares the three key pillars of financial freedom: smart choices, proactive tax planning, and asset protection. He compares financial planning to an escape room; if you don’t know the clues or the path, you’re stuck spinning in circles. But with the right strategy and support, you can unlock clarity, confidence, and momentum toward your goals.Here’s what we discuss in this episode:🔑 Why “unlocking freedom” requires effort and intention🧩 The escape room analogy that helps explain financial planning📉 The tax drag you might not even realize you’re carrying🛡️ How fear can sabotage asset protection🏡 Real stories of clients living their best lifeOur 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/

Ver todos los episodios