Legacy Beyond Wealth with Rob Shelton

When markets drop and headlines scream, it’s easy to feel like you have to do something. But what’s actually the smart move? Before you react impulsively, take a few minutes to check out this video. 

Today we’re going to walk you through four critical questions every investor should ask when volatility strikes. 

Here’s what we discuss in this episode:

💵 Why your “buffer account” is your emotional parachute

🧵 Are you wearing the wrong...

Choosing a financial advisor can feel a lot like walking down the condiment aisle at the grocery store- everything might look the same at first glance, but what’s inside makes all the difference. So, how do you know who to trust when every advisor seems to come with the same title and promises? In this episode, Rob breaks down what truly sets a great advisor apart and highlights the key qualities to look for.

Here’s what we discuss ...

Estate planning is about so much more than having a will on file—it’s about creating peace of mind, avoiding future family conflict, and making sure your legacy reflects your values. Axio Wealth Management is dedicated to helping you unlock the freedom to live a life of significance, and for many people, that means leaving a legacy. Today we’ll explain why true estate planning and legacy planning is a proactive, ongoing process tha...

An ​inheritance ​can ​be ​a ​great ​opportunity. ​It ​can ​be ​life ​changing ​in ​many ​regards. ​But ​will ​you ​be ​prepared ​for ​that ​day ​if ​and ​when ​it ​comes? In this episode, we’re talking about legacy planning and how to set your heirs up for success.  

Here’s what we discuss in this episode:

💬 Talk About It – Why communication is the most powerful legacy tool

📚 Teach Financial Literacy Early – Start with a debit card,...

Our goal at Axio Wealth Management is to create a systematic approach to financial planning that can be repeated at a high level for every client we work with. It begins with creating that ‘dream team’ of professionals and then getting them to collaborate on strategies for each individual or couple. But how does it all come together and what do we do to maintain that effectiveness as life changes? 

This video will take you into our ...

Building ​a ​successful ​financial ​plan and ​managing ​your ​wealth starts with ​putting ​together ​a ​comprehensive ​team. ​Having a group of financial professionals with different specialties enhances client satisfaction, but do they work together and communicate effectively? 

Today ​we're ​going ​to ​talk ​about ​how ​Axio Wealth Management ​helps ​his ​clients ​get ​their ​dream ​team ​to ​collaborate ​and ​work ​towards ​...

A ​big ​part ​of ​working ​with ​a ​good ​financial ​planner or ​good ​wealth ​manager ​is ​having ​a ​team ​of ​professionals ​on ​your ​side ​to ​help ​you ​achieve ​all your different retirement goals. The majority of advisors can refer out you to a specialist, but a much smaller percentage actually have a comprehensive team of specialists they work with on your behalf. Axio Wealth Management falls into the latter category and t...

What ​services ​do ​you ​expect ​from ​a ​financial ​advisor? Maybe ​more ​importantly, ​what ​are ​you ​actually ​receiving? ​There's ​a ​perception ​issue ​out ​there ​that ​many ​people ​are ​dealing ​with, and ​today ​we're ​going ​to ​take ​you ​into ​the ​Axio Wealth Management ​process ​to ​explain ​kind ​of ​how ​we ​go ​through ​the ​discovery ​with ​clients ​to ​understand ​what ​services ​they ​need ​and ​how ​...

This is the fourth and final installment in our video series about Axio Wealth Management founder Rob Shelton and the business itself. We’ve previously discussed Rob’s background in finance, life away from the office, and the clients we typically serve. Today it’s all about our unique planning process and what you can expect from our team when you decide to trust us with your financial future.

Here’s what we discuss in thi...

It’s part three of our series with founder Rob Shelton where we’re introducing to our business, Axio Wealth Management. This episode is all about our clients and the type of people who benefit most from our planning process. 

Learn more about our unique focus on family stewardship and the importance of aligning financial strategies with personal values to create lasting legacies.

If you’re interested in learning more about Axio’s mis...

It’s part two of our series with founder Rob Shelton where we’ll introduce you to all areas of the business to give you a better idea of who we are and what drives us. Today we’re shining the spotlight on wealth manager and founder Rob Shelton to learn more about him away from financial planning.

Discover how his upbringing shaped his career, his passion for community service, and the hobbies that keep him grounded. We’ll talk a lot...

In the inaugural episode of Legacy Beyond Wealth, we’re beginning a four-part series to introduce you to Rob Shelton, a wealth manager and founder of Axio Wealth Management. We’ll begin today with Rob’s journey into the financial world and some background on the business. 

What sets Rob apart is not just his expertise in finance but his deep-rooted passion for helping families secure their financial future, a passion ignited by a pe...