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

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LinkedIn: https://www.linkedin.com/company/axio-wealth-management-llc/
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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/
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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/
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Instagram: https://www.instagram.com/axio.wm/

This episode is all about the emotional side of investing during market turmoil, especially the conversations (or arguments) happening at kitchen tables right now. Rob shares how he helps couples navigate fear, frustration, and uncertainty when market volatility strikes, and why communication is one of the most underrated financial planning tools.

Here’s what we discuss in this episode:

🧠 Important risk tolerance conversations

💬 How to talk about fears without blame

📰 Balancing headlines, emotions, and facts

🤝 Why both spouses should understand the plan

💡 Money and security: defining it together

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/

When the market is crashing, it's easy to feel like you're the only one who's ever felt this anxious. But the truth is, some of the greatest investors in history have lived through chaos — and they left behind wisdom that still applies today. In this episode, we turn to voices like Warren Buffett, Benjamin Graham, and Jack Bogle to remind us how to think, act, and stay grounded when everything feels uncertain.

Here’s what we discuss in this episode:

🧠 Why emotions—not markets—are the real danger

🛑 The risk of making short-term decisions based on temporary fear

📈 How to stay invested with confidence during downturns

💼 The power of buffer accounts and stress-tested planning

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/
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Instagram: https://www.instagram.com/axio.wm/

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 risk “fit”? (aka skinny jeans!)

📉 Opportunities in downturns: rebalancing, tax-loss harvesting & Roth conversions

🔇 Cutting through noise—why emotion shouldn't drive your portfolio

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/

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 in this episode:

🛠️ Great advisors don’t just build plans, they help you follow through with them

⚖️The Big “F” Word: Fiduciary! The person legally obligated to put your interests first

🔍 Look for transparency, customization, and care, not just a cookie-cutter solution

📞 Ask for references and find out who their ideal client is

📋 A meaningful discovery process should focus on your goals, not your assets

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/

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 that goes far beyond paperwork.

Here’s what we discuss in this episode:

📜 Estate planning is an ongoing process—not a one-and-done task

⚠️ Failing to update beneficiaries is a common and costly mistake

🛠️ Periodic reviews help ensure your plan still fits your life

💬 Open family conversations today can prevent conflict tomorrow

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/