Legacy Beyond Wealth with Rob Shelton
Hosted by Rob Shelton, founder and wealth manager of Axio Wealth Management, Legacy Beyond Wealth Podcast is dedicated to helping successful families unlock the freedom to live a life of significance. With more than 20 years of experience in the financial industry, Rob has cultivated a deep well of knowledge and financial expertise. Tune in for helpful strategies on topics like income planning, legacy building, Social Security, minimizing taxes, and much more. Subscribe and never miss an episode! If you have any questions or want to reach out, go to https://www.axiowm.com/ or call 801-717-9237 for more information.
Episodes
Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do
Most people focus on holiday plans this time of year, not tax brackets, but that’s exactly why so many families miss out on one of the most powerful long-term planning opportunities: Roth conversions. Rob explains how small conversions done intentionally can prevent big tax problems later in life. This isn’t about c...
Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do
What if the hardest part of passing on your business isn’t the paperwork, but ensuring your family’s story, values, and bonds endure for generations to come? In today’s episode, Rob talks honestly about what it takes to transition a business without damaging the relationships that built it. Real succession isn’t wri...
Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do
Retirement isn’t the finish line, it’s the start of a meaningful new act. Rob challenges you to think beyond your finances and truly unlock purpose and connection in your next chapter. We also explore the often-overlooked emotional and purpose-driven elements of retirement that truly shape a fulfilling next chapter....
Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do
Don’t be that family staring at last year’s tax bill in April, wishing you’d planned ahead. Rob reveals three powerful year-end strategies and a five-step checklist packed with actionable moves you can make before December 31. A few smart choices today could save you thousands, and help you keep more of what you’ve ...
Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do
This episode dives deep into why entrepreneurs need more than basic financial advice, they need partners who truly understand their vision, values, and legacy. Rob discusses eye-opening data revealing how many business owners are reevaluating their advisory relationships and breaks down the top reasons driving these...
Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do
Midlife doesn’t have to be associated with a “crisis.” In fact, a positive outlook on life can literally shape how well and how long you live. Rob shares the three key upsides of midlife and beyond, including the secret to longevity and joy in life. We’ll also explore how you can shift your perspective to embrace th...
Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do
Retirement isn’t just about having enough. It’s about making sure your plan lasts as long as you do. For women, that challenge is even greater. Women live nearly six years longer than men on average, yet retire with about 25% less wealth. That can create a minefield in retirement, but it doesn’t have to. Today, we’l...
Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do
Every entrepreneur wonders how they stack up, but few ever get a real look behind the curtain. Today, Rob breaks down a revealing study of over 2,000 business owners who collectively created $32 billion in wealth. Find out how healthy comparison can sharpen your strategy, highlight blind spots, and strengthen your l...
Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do
NFL legend Emmitt Smith built his Hall of Fame career on discipline, teamwork, and perseverance. After hearing him speak at a national conference, Rob shares three powerful lessons every entrepreneur can start applying to their own life and business today. The same championship mindset that fueled Emmitt Smith’s gr...
Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do
For generous givers, business owners, and retirees who want their charitable dollars to stretch further, the tax landscape is shifting in 2026, and it could reduce the value of your deductions. That makes 2025 a unique window of opportunity to maximize both your giving and your tax efficiency. In this episode, Rob b...
Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do
Most people have more than a dozen financial accounts scattered across multiple institutions, but no single place where everything is organized. That’s where an Asset Map changes everything. Imagine having your entire financial life, every account, every asset, every detail, summarized on a single sheet of paper. Th...
Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do
What if your retirement wish list focused on experiences that bring lasting joy, rather than material possessions? In this episode, Rob explains why retirement should be about creating meaningful memories, not just accumulating things. Listen to discover the science and emotional benefits behind how experiences enri...
Success means different things to different people, but have you ever stopped to define what it looks like in your own life? Is it financial freedom, meaningful work, a strong family, or simply living with integrity? In this episode, Rob explores how affluent families and different generations view success across professional, personal, and financial dimensions and gives three tips on how to define it for yourself.
Here’s what we d...
Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do
You’ve worked hard, saved diligently, and maybe built up more in company stock than you should. What happens if the stock you’ve relied on takes a dive right before you retire? In this episode, Rob shares the real-life story of a client who faced that exact challenge, and how three lessons turned a potential financi...
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 ...
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