Legacy Beyond Wealth with Rob Shelton

PODCAST · business

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.

  1. 68

    If You Don’t Teach Your Kids This… Someone Else Will

    If you don’t teach your kids how money really works, someone else will, and it may not be in their best interest. Rob shares three financial lessons every parent should pass down before their kids step into the real world. The habits children build early can shape the opportunities they have later on in life. Here’s what we discuss in this episode:🚫 Skip Early Status: Don’t chase appearances over progress📈 Start Investing: Time is your biggest advantage🏗️ Ownership Matters: Build, don’t just earn📱 Watch Influence: Social media shapes spending habits🎯 Be Intentional: Teach before the world doesInvestment Calculator: https://www.nerdwallet.com/investing/calculators/investment-calculator Our website: https://www.axiowm.com/Phone: 801-717-9237Schedule your no-cost discovery meeting: https://www.axiowm.com/what-we-doGet your copy of Rob’s books: https://www.axiowm.com/bookLet us speak at your next event: https://www.axiowm.com/speakingCheck 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/

  2. 67

    Rich vs Wealthy: Why Most People Chase the Wrong One

    Most people think being rich and being wealthy are the same thing, but they’re not even close. Rob breaks down the critical difference and why chasing the wrong one can quietly derail your financial future. It’s not about appearances, it’s about control, freedom, and having a plan that actually works. If you’ve ever felt the pressure to “look successful,” this conversation might shift how you think about money.Here’s what we discuss in this episode:💰 Rich vs Wealthy: Lifestyle vs true financial freedom🧠 The Chase: Comparison drives the desire to look successful⚠️ Real-Life Mistakes: High income doesn’t guarantee wealth🎭 Wealth Illusion: Appearances often hide financial stress📈 Lifestyle Inflation: More income can still mean no progressOur website: https://www.axiowm.com/Phone: 801-717-9237Schedule your no-cost discovery meeting: https://www.axiowm.com/what-we-doGet your copy of Rob’s books: https://www.axiowm.com/bookLet us speak at your next event: https://www.axiowm.com/speakingCheck 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/

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ABOUT THIS SHOW

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.

HOSTED BY

Rob Shelton

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