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's about mindset. If you're feeling overwhelmed or unsure what to do next, you're not alone. We'll explain how stewardship means viewing your wealth not just as a personal achievement, but as a responsibility that impacts generations. It’s not about reacting quickly, but slowing down, protecting your peace, and avoiding costly missteps.

Here’s what we discuss in this episode:

🔍 Why sudden wealth can trigger confusion, not clarity

🔒 Why confidentiality matters after a windfall

📜 How a “family constitution” creates alignment

🚫 The danger of unqualified advice, even from friends

🛤️ Planning with a 100-year vision, not just for tomorrow

Our website: https://www.axiowm.com/
Phone: 801-717-9237
Schedule your no-cost discovery meeting: https://www.axiowm.com/what-we-do

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