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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 epi ...
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Weekly conversations between Rob Sharkey and Lesley Kelly about food, agriculture and farming and how it affects the consumer. Topics include public perception, legislature, consumer buying habits, marketing strategies and an explanation of farming techniques.
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Join Anthony Shelton and David Burdette as they chat about the biggest games of the week, games in their backlog they should've played a long time ago and what you need to play. They'll also chat with other Gaming Trend staff about their reviews and comment on the latest news.
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Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do We like to think we’re rational with money, but are we really? In this episode, Rob explores how even successful families can fall into emotional traps when making financial decisions. It’s common to cling to a once-great investment, ove…
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Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do A sudden windfall, whether from selling a business, receiving an inheritance, or winning a legal settlement, can feel like both a blessing and a burden. In this episode, Rob shares why the first step isn't about investments or taxes, it'…
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Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do Running a business is hard enough. Add in family dynamics, and you’ve got a whole new level of complexity. In this episode, Rob shares the five biggest mistakes business owners make when it comes to passing on the legacy. He dives into w…
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Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do Most people focus on unlocking financial freedom, but not enough think about what they’re unlocking it for. Accumulating wealth is one thing, but... then what? In this episode, Rob flips the traditional retirement script and explores the…
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Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do What do billionaires know that the rest of us might be missing? In this episode, Rob breaks down some of the most powerful habits and mindset shifts he’s seen in ultra-successful people, and how you can start applying them in your own li…
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Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do Today we’re answering a smart question from a viewer about hiring a spouse or children in a family business. When structured properly, this strategy can create significant tax advantages and strengthen retirement savings. However, it als…
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What’s the secret to long-term financial success? In life, if you’re not growing and improving, you risk falling behind and the same is true for your financial growth. In this episode, Rob explains why lifelong learning is a critical part of his own growth as an advisor and something he wants to pass on to his clients. Here’s what we discuss in thi…
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When it comes to managing your wealth, the person you choose to guide you matters just as much as the plan itself. But not all financial professionals are created equal. In fact, some may do more harm than good. Today we’ll break down the four types of financial professionals you might encounter, and how to recognize who belongs on your financial t…
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Most people think of investing as the main event in their financial life, but without a solid investment plan, you might be flying blind when markets get bumpy. In this episode, Rob explains why a proper investment plan is more than just picking stocks, it’s your seatbelt during market crashes and your airbag when financial surprises hit. Here’s wh…
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Tariffs are back in the headlines, and they’re not just political talking points. They’re already rippling through the economy, raising prices, slowing GDP growth, and shaking investor confidence. So, what do these policy changes really mean for your money? In this episode, Rob breaks down the rising uncertainty surrounding tariffs in 2025 and what…
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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 epis…
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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 y…
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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 navi…
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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. …
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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…
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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…
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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 gre…
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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 exp…
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An ​inheritance ​can ​be ​a ​great ​opportunity. ​It ​can ​be ​life ​changing ​in ​many ​regards. ​But ​will ​you ​be ​prepared ​for ​that ​day ​if ​and ​when ​it ​comes? In this episode, we’re talking about legacy planning and how to set your heirs up for success. Here’s what we discuss in this episode: 💬 Talk About It – Why communication is the m…
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Our goal at Axio Wealth Management is to create a systematic approach to financial planning that can be repeated at a high level for every client we work with. It begins with creating that ‘dream team’ of professionals and then getting them to collaborate on strategies for each individual or couple. But how does it all come together and what do we …
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Building ​a ​successful ​financial ​plan and ​managing ​your ​wealth starts with ​putting ​together ​a ​comprehensive ​team. ​Having a group of financial professionals with different specialties enhances client satisfaction, but do they work together and communicate effectively? Today ​we're ​going ​to ​talk ​about ​how ​Axio Wealth Management ​hel…
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A ​big ​part ​of ​working ​with ​a ​good ​financial ​planner or ​good ​wealth ​manager ​is ​having ​a ​team ​of ​professionals ​on ​your ​side ​to ​help ​you ​achieve ​all your different retirement goals. The majority of advisors can refer out you to a specialist, but a much smaller percentage actually have a comprehensive team of specialists they …
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What ​services ​do ​you ​expect ​from ​a ​financial ​advisor? Maybe ​more ​importantly, ​what ​are ​you ​actually ​receiving? ​There's ​a ​perception ​issue ​out ​there ​that ​many ​people ​are ​dealing ​with, and ​today ​we're ​going ​to ​take ​you ​into ​the ​Axio Wealth Management ​process ​to ​explain ​kind ​of ​how ​we ​go ​through ​the ​disco…
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This is the fourth and final installment in our video series about Axio Wealth Management founder Rob Shelton and the business itself. We’ve previously discussed Rob’s background in finance, life away from the office, and the clients we typically serve. Today it’s all about our unique planning process and what you can expect from our team when you …
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It’s part three of our series with founder Rob Shelton where we’re introducing to our business, Axio Wealth Management. This episode is all about our clients and the type of people who benefit most from our planning process. Learn more about our unique focus on family stewardship and the importance of aligning financial strategies with personal val…
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It’s part two of our series with founder Rob Shelton where we’ll introduce you to all areas of the business to give you a better idea of who we are and what drives us. Today we’re shining the spotlight on wealth manager and founder Rob Shelton to learn more about him away from financial planning. Discover how his upbringing shaped his career, his p…
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In the inaugural episode of Legacy Beyond Wealth, we’re beginning a four-part series to introduce you to Rob Shelton, a wealth manager and founder of Axio Wealth Management. We’ll begin today with Rob’s journey into the financial world and some background on the business. What sets Rob apart is not just his expertise in finance but his deep-rooted …
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It's back to talking games. David Burdette gives his impressions of Like a Dragon: Infinite Wealth, Jack Zustiak talks Unicorn Overlord, and Anthony Shelton gives his thoughts on Turnip Boy Robs a Bank.This video is sponsored by The Tomb of Gyzaengaxx, the Kickstarter for a new 5E D&D Campaign from GooeyCube and GaxxWork; Embark on a mega-adventure…
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Jack and Anthony follow up with each other's impressions with Prince of Persia: The Lost Crown and Momodora: Moonlit Farewell. Their assessments are similar but how they got there is very different. The fellas talk about Warner Bros. decision to double down on live-services and mobile games, and they are most baffled by their live-service decision.…
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Layoffs continue to deplete the games industry. The crew discusses the implications of the layoffs, what it means for AAA games and games as a whole, and what the future could look like with all the changes happening within video games. There are some highpoints. Toys for Bob will continue on; Saber Interactive got out from Embracer Group; Gearbox …
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We can't stop talking about Final Fantasy 7 Rebirth, and since David reviewed it, we talk about it some more. Xbox officially launched four games to the PlayStation 5 and the fellas are interested in what happens next. The Nintendo Switch 2 has been delayed already, despite the fact that it's still a rumor. David blows everyone's mind with a discov…
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Phil Spencer talked on the Official Xbox Podcast about the future and Anthony, David, and Jack are divided about what was said. Did Phil answer everyone's questions? Will Xbox, still, end up going third-party? PlayStation is also shifting their console strategy. How much will exclusives matter in the next generation?00:00:00 Check out The Tomb of G…
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Rumor has it that Xbox is considering putting Starfield, and other games, on PlayStation 5. Phil Spencer has since tweeted that a business update is coming but he did not deny the rumors. How would this impact Xbox if this were true? Noah also talks about While the Iron's Hot, an indie smithing simulator.00:00:00 Check out The Tomb of Gyzaengaxx00:…
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Noah Rigsby is back on the podcast. The crew jokes about his audio issues. Anthony met David Burdette for the first time, while David was in town to check out Final Fantasy VII Rebirth. Anthony has been gobbling up Granblue Fantasy: Relink. The crew talks about the latest Sony State of Play. They play Wheel of Questions.00:00:00 Intro00:05:39 Final…
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Jack Zustiak joins the show again. Palworld is the talk of the internet this week. The crew discusses everything that's been going on concerning "Pokemon with guns." Anthony isn't sure Ubisoft meant what they were saying about not wanting people to be comfortable owning games. The guys talk about the Cyberpunk 2077 sequel including multiplayer. The…
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Happy new year! Anthony and David return with special guest Jack Zustiak, writer for Gaming Trend, and they discuss what they played over the holiday break. The first episode of 2024 bursts from the gate with the Xbox Developer Direct. The crew gives their reactions to all the games shown. They all hate the subtitle for Indiana Jones; Avowed looks …
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This week, Anthony, David, and Noah bemoan Call of Duty: Modern Warfare III. Anthony is shocked at David's reception to Modern Warfare III. There are some bright spots, but it's easily the worst of the Modern Warfare franchise. Will the first Grand Theft Auto VI trailer show up at The Game Awards? David has evidence to suggest it will. The crew rea…
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This week, David reviewed Robocop: Rogue City and found it full of delight despite its unmistakable AA production. Anthony confirms Cities Skylines 2's poor performance but still loves it. They get into all the layers of the Bungie layoffs as well as full screen pop ads on Xbox.00:00:00 Robocop: Rogue City review00:36:39 Cities Skylines 2 has poor …
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This week, Super Mario Wonder is the talk of the show. Jack Zustiak gives his review on Mario Wonder and sarcastically calls it "pretty good." David dotes over Alan Wake 2. No one saw that coming. The crew also talks several news stories including the reason why Skull Island: Rise of Kong is a disaster, Cities Skylines 2's absurd reasoning for laun…
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This week, David talks playing Wild Card Football with Colin Kapernick. He likes Wild Card Football a lot. Anthony talks about his time with Forza Motorsport and why he's impressed but doesn't like one glaring issue with it. They also talk Xbox not making Call of Duty exclusive, dunk on Skull Island: Rise of King Kong, and sweet tea and southern na…
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This week, Noah showers praise all over Cyberpunk 2077: Phantom Liberty and the improved Cyberpunk 2077 experience. Cassie joins the show to talk about her experience with Forza Motorsport, the latest return of the mainline Forza franchise. David talks all things Call of Duty: Modern Warfare 3 2023 shown during Call of Duty Next. Anthony played Sea…
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This week, David Burdette shares his love and thoughts for Alan Wake 2 after playing it at a preview event. Anthony played Crash Team Rumble and found it no different from the beta and believes it needs more content and depth. Noah played The Last Descendant and thought it was underwhelming and buggy. The crew also discusses Jim Ryan's retirement a…
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This week David Burdette was able to get hands-on with Final Fantasy VII Rebirth and gives us a preview, Anthony is obsessed with F-Zero 99. Send help. Noah checked out a game called TouHou: New World, an interesting mix of an top-down action game with bullet hell elements. The crew also discusses the Xbox leaks.00:00:00 Final Fantasy VII Hands-On …
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This week, Noah Rigsby gives his in-depth Fae Farm review thoughts and David talks to us about two VR shooters from inside an airport -- Firewall Ultra and Crossfire: Sierra Squad. This should go well. They also discuss an interesting Would You Rather question.00:00:00 Fae Farm impressions00:23:52 Firewall Ultra00:39:20 Crossfire: Sierra Squad00:48…
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This week, the crew discusses what makes a game qualify for Game of the Year? Baldur's Gate 3, Zelda: Tears of the Kingdom, Street Fighter 6, Resident Evil 4 Remake are all games that are much different than each other and have gained massive respect from their respective fanbases. But what puts games like this in that GOTY stratosphere?00:00:00 Wh…
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This week, the tabletop crew returns to celebrate GenCon 2023 and the best 6 games they saw at GenCon.00:00:00 Disney's Lorcana dominates GenCon 202300:09:49 Call of Duty: The Board Game is surprisingly impressive00:19:32 Why does Call of Duty: The Board Game have a Kickstarter?00:21:35 Why Call of Duty: The Board Game didn't gain mass interest00:2…
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