Loading…
Hosted by Rob Shelton · 🇺🇸 US · EN-US · 81 episodes
Established thought leaders with verified media credentials.
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.
Rob Shelton hosts Legacy Beyond Wealth with Rob Shelton, a business show with 81 episodes published.
High-income business owners often reach a point where traditional retirement savings options start to feel limiting. Rob explains how a cash balance plan can create additional flexibility for the right business owner whi
Discover how Axio's tailored collaboration can elevate your financial future https://www.axiowm.com/what-we-do A family can appear wealthy on paper while still feeling financially restricted. Rob shares how coordinated p
Go behind the curtain of Axio’s story and discover why an owl became the symbol of their entire wealth philosophy. In this episode, Rob unpacks how the owl’s traits inspire the way his team thinks about guiding families
America’s Declaration of Independence marked the start of a new future, not the end of the journey. In this episode, Rob connects that idea to your financial life by sharing three steps families can take to define what f
Discover why waiting until December to make financial decisions can quietly sabotage your wealth and legacy. Rob shares five smart mid-year questions every successful family should ask about life changes, investment risk
A brand-new savings option is making headlines: Trump Accounts. Eligible children could receive a $1,000 federal investment to jump-start their financial future, but does that make it the best place to save? For parents
Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do A business sale can create an opportunity to make a lasting impact through charitable giving, but choosing
Selling a business is often viewed as a financial milestone, but the real challenges begin after the deal closes. In this episode, Rob explores why a successful exit requires more than maximizing value and how business o
Selling your business should be a time of celebration. After years—sometimes decades—of hard work, you've finally reached the finish line. But what many business owners don't realize is that closing the deal doesn't nece
Selling a business is often viewed as the finish line. The paperwork is signed, the wire hits the account, and years of hard work have finally paid off. But according to Rob, that's exactly when some of the biggest mista
What can someone who lived through the Great Depression, World War II, inflation, recessions, and nearly every major market cycle of the last century teach us about money and life? Rob reflects on conversations with his
Most people think financial planning is about growing wealth. But when life takes an unexpected turn, the real question becomes much more personal: will the people you love be okay? Today, Rob discusses the often-overloo
Rob unpacks why protecting your wealth now means far more than just watching your investments. He explores how scams, data leaks, and AI-driven fraud are quietly becoming some of the biggest threats to successful familie
Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do Rob explores a surprising reality: many financially successful people still quietly wonder if they’re trul
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 worl
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 abou
While most people focus on smaller financial decisions, there are a few big ones that truly shape your future. Rob discusses the 3 most important financial decisions that can completely change the course of your life and
As your wealth grows, so does your exposure to risk, but your protection strategy doesn’t always grow with it. Rob shares a real-life case of a multimillion-dollar home under construction that had no coverage in place if
People have major insurance gaps they don’t even know exist, and those gaps don’t show up until it’s too late. In this episode, Rob uncovers real-world examples of how simple oversights can lead to massive financial cons
Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do One of the biggest risks in retirement isn’t just market performance, it’s timing. Rob explains sequence o
Detected from recent episode content. Sponsor presence is a real signal of listener purchasing power and show monetisation.
No public pitch examples yet for this show.
Generate your own personalised pitchBased on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:
Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.
Shows with the most semantically similar episode content. Pitch one, pitch all; producers cluster.
Legacy Beyond Wealth with Rob Shelton has a verified contact on file. Create a free PitchCentric account to access it and generate a personalised pitch in seconds. Research at least 3 recent episodes first and lead with a specific angle that serves their business audience.
Legacy Beyond Wealth with Rob Shelton is hosted by Rob Shelton. The show is categorised under business (investing) and has published 81 episodes.
Legacy Beyond Wealth with Rob Shelton has published 81 episodes.
Legacy Beyond Wealth with Rob Shelton regularly covers business, investing, careers. It sits in the business category, with a investing focus.
Legacy Beyond Wealth with Rob Shelton is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Legacy Beyond Wealth with Rob Shelton hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Legacy Beyond Wealth with Rob Shelton average 13 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates Legacy Beyond Wealth with Rob Shelton's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
Methodology. Booking Probability™ blends Listen Score, 30-day Virality, open-to-guests detection, and Apple ratings. Data refreshed every 60 minutes. Listen Score and Booking Probability are calculated by PitchCentric. Last enriched today.