Legacy Beyond Wealth with Rob Shelton

About 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.

Publisher

Rob Shelton

Category

business · business · business

Language

en

Explicit

No

First episode

23 Jan 2025

Latest episode

8 Oct 2026

Latest episodes

89 episodes in the feed.

1. 

   8 Oct 2026

   Before the Inheritance: Prepare Your Family for the Wealth Ahead

   What if your family inherited your wealth, but not the confidence to manage it? The great wealth transfer is already underway, but successfully passing wealth to the next generation takes more than legal documents and account balances. Rob explores how families can prepare heirs emotionally, practically, and financially before major decisions land in their lap. Money can be transferred quickly, but judgment and confidence take much longer to build. Here’s what we discuss in this episode...

2. 

   1 Oct 2026

   The Election Is Loud. Should Your Portfolio Listen?

   The election cycle is upon us. Election seasons can make every headline feel urgent, especially when markets, taxes, and the economy are part of the conversation. Rob explains why political uncertainty can tempt investors to make decisions that feel emotionally satisfying but may not fit their long-term plan. He looks at how families can separate what they believe politically from the way they manage wealth. Here’s what we discuss in this episode: 📊 Market History: Putting election patt...

3. 

   24 Sept 2026

   Will Your Family Inherit a Legacy or a Burden?

   Most business owners assume the business they built will keep running long after they step away, but assuming isn't the same as planning. In this episode, Rob looks at what actually happens when the person at the center is suddenly unavailable, and why the gaps usually surface at the worst possible moment. Stick around for a simple set of questions that will tell you whether your plan is real or just a good intention. Here’s what we discuss in this episode: 🏢 Succession Planning: Why good int...

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

48,732

Score snapshot 15 Sept 2025

Apple Podcasts (US)

5.0 / 5

1 ratings

Podcast Authority Score: 48 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

66

Social presence

0

YouTube

76

Engagement

0

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Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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