Legacy Beyond Wealth with Rob Shelton

Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do

What could threaten everything you’ve built with your business partner? Rob calls them the “5 Ds:” death, divorce, disability, disagreements, and dissolution. These events can derail not only a business but also the relationships behind it. In this episode, Rob explains why ignoring these risks is like setting your ...

Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do

Insurance may not feel like the most exciting part of financial planning but ignoring it can be costly. In this episode, Rob dives into the often-overlooked world of property and casualty insurance, where hidden gaps could leave your home, vehicles, or umbrella policies vulnerable. Many people assume that paying pre...

Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do

Sometimes the biggest threat to your financial future isn’t a market downturn, it’s the professionals you trust giving you bad advice. In this episode, Rob shares a jaw-dropping true story about a business owner preparing to sell his company, only to be told by his CPA team that he’d owe 50% in taxes. The problem? T...

Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do

If you care for someone with special needs, one of the biggest questions that may keep you up at night is: “What happens when I’m no longer around to protect them?” In this episode, Rob offers critical guidance on how to ensure your most vulnerable loved ones are cared for, without jeopardizing their financial secur...

Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do

What 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...

Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do

We like to think we’re rational with money, but are we really? In this episode, Rob explores how even successful families can fall into emotional traps when making financial decisions. It’s common to cling to a once-great investment, overreact to scary headlines, or become overconfident after a big win. But without ...

Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do

A sudden windfall, whether from selling a business, receiving an inheritance, or winning a legal settlement, can feel like both a blessing and a burden. In this episode, Rob shares why the first step isn't about investments or taxes, it's about mindset. If you're feeling overwhelmed or unsure what to ...

Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do

Running a business is hard enough. Add in family dynamics, and you’ve got a whole new level of complexity. In this episode, Rob shares the five biggest mistakes business owners make when it comes to passing on the legacy. He dives into what really causes things to fall apart, including lack of communication, outdate...

Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do

Most people focus on unlocking financial freedom, but not enough think about what they’re unlocking it for. Accumulating wealth is one thing, but... then what? In this episode, Rob flips the traditional retirement script and explores the deeper question: what are you actually retiring to? Because a big portfolio doe...

Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do

What do billionaires know that the rest of us might be missing? In this episode, Rob breaks down some of the most powerful habits and mindset shifts he’s seen in ultra-successful people, and how you can start applying them in your own life or business right now. This isn’t about flashy lifestyles or overnight succes...

Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do

Today we’re answering a smart question from a viewer about hiring a spouse or children in a family business. When structured properly, this strategy can create significant tax advantages and strengthen retirement savings. However, it also carries risks if not handled correctly. In this episode, Rob breaks down how t...

What’s the secret to long-term financial success? In life, if you’re not growing and improving, you risk falling behind and the same is true for your financial growth. In this episode, Rob explains why lifelong learning is a critical part of his own growth as an advisor and something he wants to pass on to his clients. 

Here’s what we discuss in this episode:

🌍 Why your advisor’s education matters more than you think

🧠 Mastermind gr...

When it comes to managing your wealth, the person you choose to guide you matters just as much as the plan itself. But not all financial professionals are created equal. In fact, some may do more harm than good. Today we’ll break down the four types of financial professionals you might encounter, and how to recognize who belongs on your financial team and who doesn’t.

Here’s what we discuss in this episode:

⚠️ How to spot a "pre...

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<...

Tariffs are back in the headlines, and they’re not just political talking points. They’re already rippling through the economy, raising prices, slowing GDP growth, and shaking investor confidence. So, what do these policy changes really mean for your money? In this episode, Rob breaks down the rising uncertainty surrounding tariffs in 2025 and what investors should consider as they navigate a volatile environment.

Here’s what we dis...

Graduation season is an exciting milestone, not just for the grads, but for parents and grandparents who have supported them along the way. Today, Rob wants to share practical ways you can help your graduate make smart financial decisions early, along with actions that could have a lasting impact on their future.

Here’s what we discuss in this episode:

🎓 Help your grad avoid financial missteps early

💸 Teach the power of saving and c...

The housing market is shifting, but maybe not in the way headlines might have you believe. Fresh off an economic forecast from the National Association of Realtors, Rob breaks down four key trends shaping real estate in 2025. From an encouraging increase in housing inventory to the long-term wealth-building power of homeownership, Rob shares what you need to know, whether you're buying, selling, or staying put.

Here’s what we d...

The market is down. And if you’re feeling the pressure, you’re not alone. But how we respond in moments like this often has roots in the crashes we’ve lived through before. In this episode, Rob looks at how past market meltdowns shaped investor psychology, how today’s chaos might be leaving its own mark, and what lessons we can take with us to navigate what’s next.

Here’s what we discuss in this episode:

📉 What past market crashes r...

This episode is all about the emotional side of investing during market turmoil, especially the conversations (or arguments) happening at kitchen tables right now. Rob shares how he helps couples navigate fear, frustration, and uncertainty when market volatility strikes, and why communication is one of the most underrated financial planning tools.

Here’s what we discuss in this episode:

🧠 Important risk tolerance conversations 

💬 Ho...