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July 10, 2025 • 11 mins

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 doesn’t guarantee a meaningful life.

Here’s what we discuss in this episode:

đź§­ Why some retirees feel lost without their career identity

đź§  Tools to build a retirement vision

đź§© How trial and error before retirement helps shape your vision

🍊 The “orange juice” analogy for fulfillment

Our website: https://www.axiowm.com/
Phone: 801-717-9237
Schedule your no-cost discovery meeting: https://www.axiowm.com/what-we-do

Get your copy of Rob’s books: https://www.axiowm.com/book
Let us speak at your next event: https://www.axiowm.com/speaking

Check us out on YouTube: https://www.youtube.com/channel/UCtidWpldZGUBLmr24oWy87Q

Facebook: https://www.facebook.com/AxioWM
LinkedIn: https://www.linkedin.com/company/axio-wealth-management-llc/
X: https://x.com/RobShelton_FA
Instagram: https://www.instagram.com/axio.wm/

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