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Legacy Beyond Wealth with Rob Shelton

Rob Shelton
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InvestingPodcastsBusinessCareersEN-USunited-statesDaily or near-daily
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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.
Top 94.1% by pitch volume (Rank #47053 of 50,000)Data updated Feb 10, 2026

Key Facts

Publishes
Daily or near-daily
Episodes
54
Founded
N/A
Category
Investing
Number of listeners
Private
Hidden on public pages

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Public snapshot
Audience: Under 4K / month
Canonical: https://podpitch.com/podcasts/legacy-beyond-wealth-with-rob-shelton
Cadence: Active weekly
Reply rate: Under 2%

Latest Episodes

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Beyond the Portfolio: The Heart of Relationship-Based Advising

Thu Feb 05 2026

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Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do Financial advice often gets reduced to performance, products, and transactions. But when life gets complicated (market downturns, health challenges, family stress) those things alone aren’t enough. Today, Rob talks about the difference between transactional advisory relationships and those built on genuine care, advocacy, and trust.   Here’s what we discuss in this episode: 🤝 Relationship-Based Advice: Why advisory work must go deeper ⚠️ Transactional Pitfalls: Where surface-level advice breaks down ❤️ Compassion in Planning: Preparing for life’s hardest moments 🛡️ Trust and Advocacy: Standing on the client’s side 🔍 Discovery Through Care: Understanding lives, not just numbers 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/

More

Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do Financial advice often gets reduced to performance, products, and transactions. But when life gets complicated (market downturns, health challenges, family stress) those things alone aren’t enough. Today, Rob talks about the difference between transactional advisory relationships and those built on genuine care, advocacy, and trust.   Here’s what we discuss in this episode: 🤝 Relationship-Based Advice: Why advisory work must go deeper ⚠️ Transactional Pitfalls: Where surface-level advice breaks down ❤️ Compassion in Planning: Preparing for life’s hardest moments 🛡️ Trust and Advocacy: Standing on the client’s side 🔍 Discovery Through Care: Understanding lives, not just numbers 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/

Key Metrics

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Pitches sent
6
From PodPitch users
Rank
#47053
Top 94.1% by pitch volume (Rank #47053 of 50,000)
Average rating
N/A
Ratings count may be unavailable
Reviews
1
Written reviews (when available)
Publish cadence
Daily or near-daily
Active weekly
Episode count
54
Data updated
Feb 10, 2026
Social followers
308

Public Snapshot

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InvestingPodcastsBusinessCareers
Country
United States
Language
EN-US
Language (ISO)
Release cadence
Daily or near-daily
Latest episode date
Thu Feb 05 2026

Audience & Outreach (Public)

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Audience range
Under 4K / month
Public band
Reply rate band
Under 2%
Public band
Response time band
30+ days
Public band
Replies received
1–5
Public band

Public ranges are rounded for privacy. Unlock the full report for exact values.

Presence & Signals

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Social followers
308
Contact available
Yes
Masked on public pages
Sponsors detected
No
Guest format
No

Social links

No public profiles listed.

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Audience & Growth
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Monthly listeners49,360
Reply rate18.2%
Avg response4.1 days
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Contact preview
r***@hidden
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Sponsor signals
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Sponsor mentionsLikely
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How To Pitch Legacy Beyond Wealth with Rob Shelton

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Reviews

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Written reviews1

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Frequently Asked Questions About Legacy Beyond Wealth with Rob Shelton

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What is Legacy Beyond Wealth with Rob Shelton about?

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.

How often does Legacy Beyond Wealth with Rob Shelton publish new episodes?

Daily or near-daily

How many listeners does Legacy Beyond Wealth with Rob Shelton get?

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