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The One-Page Financial Picture That Changes Everything

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Manage episode 509957977 series 3641474
Content provided by Rob Shelton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rob Shelton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do

Most people have more than a dozen financial accounts scattered across multiple institutions, but no single place where everything is organized. That’s where an Asset Map changes everything. Imagine having your entire financial life, every account, every asset, every detail, summarized on a single sheet of paper. That’s what an Asset Map provides, and in this episode, Rob explains why it’s one of the most powerful tools in retirement planning.

Here’s what we discuss in this episode:

🗺️ The purpose and benefits of an Asset Map

🔍 Using an Asset Map to find errors or potential disasters

🔄 Your life changes, so should your plan

🧘 How the Asset Map gives you peace of mind, especially for spouses less engaged in finances

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/

  continue reading

36 episodes

Artwork
iconShare
 
Manage episode 509957977 series 3641474
Content provided by Rob Shelton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rob Shelton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Discover how Axio's tailored collaboration can elevate your financial future 👉 https://www.axiowm.com/what-we-do

Most people have more than a dozen financial accounts scattered across multiple institutions, but no single place where everything is organized. That’s where an Asset Map changes everything. Imagine having your entire financial life, every account, every asset, every detail, summarized on a single sheet of paper. That’s what an Asset Map provides, and in this episode, Rob explains why it’s one of the most powerful tools in retirement planning.

Here’s what we discuss in this episode:

🗺️ The purpose and benefits of an Asset Map

🔍 Using an Asset Map to find errors or potential disasters

🔄 Your life changes, so should your plan

🧘 How the Asset Map gives you peace of mind, especially for spouses less engaged in finances

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/

  continue reading

36 episodes

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