『Legacy Beyond Wealth with Rob Shelton』のカバーアート

Legacy Beyond Wealth with Rob Shelton

Legacy Beyond Wealth with Rob Shelton

著者: Rob Shelton
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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.

© 2025 Legacy Beyond Wealth with Rob Shelton
個人ファイナンス 出世 就職活動 経済学
エピソード
  • Key Things For Parents & Grandparents To Teach A New Graduate
    2025/05/22

    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 compound growth

    📊 Budgeting tips that build strong habits

    💳 How to use credit responsibly

    🎁 Financial gifts with lasting impact

    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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    15 分
  • What’s Really Happening in the 2025 Housing Market?
    2025/05/15

    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 discuss in this episode:

    🏠 Why more inventory is finally coming

    📈 The massive net worth gap between homeowners and renters

    🌎 What four years of home price gains mean for planning

    🧩 How real estate fits into your long-term financial plan

    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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    12 分
  • How Past Market Meltdowns Influence Future Investment Decisions
    2025/05/08

    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 reveal

    🤖 Is AI the new dot-com bubble?

    🧠 How financial “PTSD” can affect today’s decisions

    🛠️ Tools to prepare for future downturns with confidence

    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/

    続きを読む 一部表示
    13 分

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