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

What does it really mean to live your best life, and how do you unlock the financial freedom to get there? In this episode, Rob shares the three key pillars of financial freedom: smart choices, proactive tax planning, and asset protection. He compares financial planning to an escape room; if you don’t know the clues or the path, you’re stuck spinning in circles. But with the right strategy and support, you can unlock clarity, confidence, and momentum toward your goals.

Here’s what we discuss in this episode:

🔑 Why “unlocking freedom” requires effort and intention

🧩 The escape room analogy that helps explain financial planning

📉 The tax drag you might not even realize you’re carrying

🛡️ How fear can sabotage asset protection

🏡 Real stories of clients living their best life

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/