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

As we head into 2026, headlines are pulling investors in every direction, from fear to blind optimism. Rob steps back from the noise to look at what a balanced economic outlook really suggests. The focus isn’t on predicting the future, but on preparing for a range of outcomes with discipline and flexibility. Because in a changing economy, thoughtful planning matters more than bold forecasts.

Here’s what we discuss in this episode:

🧭 Key Themes – Growth slowing without collapsing

⚖️ Valuations – Why parts of the market look stretched

🧳 Diversification – Managing concentration risk and volatility

🚀 Proactive Strategy – Staying nimble instead of reactive

First Trust 2026 Economic Outlook: https://www.ftportfolios.com/Commentary/EconomicResearch/2026/1/5/2026-forecast-still-wary 

Our website: https://www.axiowm.com/
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2025 brought plenty of headlines, but which developments actually mattered for your financial future? Rob looks past the noise to focus on the key factors that affected retirees and pre-retirees, explaining not just what happened, but how thoughtful planning helped keep things on track. Instead of reacting to every new concern, this episode offers a practical perspective to help you move forward with confidence into 2026.

Here’s what we discuss in this episode:

📈 Inflation Reality Check - Why retirees feel it first and planning matters more than predictions

💰 High-Yield Savings Accounts - When safety helps… and when it quietly hurts growth

🧾 Tax Law Changes - What the “One Big Beautiful Bill” unlocked for multi-year planning

🚨 Emergency Preparedness - Lessons from the longest government shutdown in history

🧭 Looking Ahead to 2026 - Why flexibility beats forecasting every time

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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Check us out on YouTube: https://www.youtube.com/channel/UCtidWpldZGUBLmr24oWy87Q

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

Turning 62 comes with one of the most important financial decisions you’ll ever make: should you take Social Security now or wait? Rob explains why this choice is about more than just the numbers and how emotions and headlines often push people toward filing early. Instead of reacting to fear, this episode walks through the key factors you should consider before making a decision that lasts for decades.

Here’s what we discuss in this episode:

🧾 Filing Decision: Choosing when to claim Social Security

❤️‍🩹 Emotion vs Math: Why feelings often drive early filing

🧮 Methodical Approach: Evaluating the long-term impact

📈 Strategic Investing: Using early benefits intentionally

❓ Key Questions: What to ask before claiming at 62

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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Some of the hardest retirement decisions aren’t about money, they’re about family. In this episode, Rob tackles a question many grandparents are quietly wrestling with: should you retire early to help care for your grandkids? The conversation explores how emotions, finances, and long-term independence intersect. He also shares the #1 question you need to be asking yourself before you make any decisions. 

Here’s what we discuss in this episode:

❤️ Emotions vs. Planning: When the heart and logic collide

🧾 Social Security: Permanent impact of early claims

🏥 Healthcare Considerations: Will you lose benefits based on your decision? 

🧭 Finding a Middle Ground: Looking for flexible, win-win options

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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Many families want their wealth to do more than just transfer dollars, they want it to reflect their values. In this episode, Rob explores how generosity and legacy planning don’t have to compete with each other. You’ll hear how charitable lead trusts can support meaningful causes today while still providing for future generations. Tune in to discover how thoughtful planning can turn giving into lasting impact. 

Here’s what we discuss in this episode:

💡 Impact & Legacy: Aligning wealth with the causes that matter most to your family

💰 Charitable Lead Trusts: Unlocking strategies to support charities and heirs at the same time

🔄 Customizable Planning: Flexible trust terms fit your timeline and unique goals

👥 Professional Teamwork: Collaborating with advisors, attorneys, and tax pros for optimal results

🚧 Potential Pitfalls: Irrevocability, investment risk, and interest rate sensitivity

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
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Check us out on YouTube: https://www.youtube.com/channel/UCtidWpldZGUBLmr24oWy87Q

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Markets may look strong, but uncertainty often builds quietly beneath the surface. In this episode, Rob talks through how to prepare for a potential recession without panic or drastic moves. He focuses on practical steps, so you’re not caught off guard. The goal isn’t to predict the next downturn, but to build confidence no matter what the economy does next. 

Here’s what we discuss in this episode:

📈 Market Signals: optimism mixed with growing uncertainty

🛠️ Recession Prep: proactive planning before trouble hits

💵 Cash Position: building shock absorbers for surprises

🧾 Debt & Protection: managing liabilities and hidden risks

🧠 Investor Mindset: avoiding emotional, reactive decisions

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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Check us out on YouTube: https://www.youtube.com/channel/UCtidWpldZGUBLmr24oWy87Q

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Most people focus on holiday plans this time of year, not tax brackets, but that’s exactly why so many families miss out on one of the most powerful long-term planning opportunities: Roth conversions. Rob explains how small conversions done intentionally can prevent big tax problems later in life. This isn’t about chasing returns, but rather about reducing future tax regret and building lifelong financial confidence. 

Here’s what we discuss in this episode:

🔄 Roth Conversion Basics: breaking down how the strategy actually works

📉 Know Your Bracket: using tax thresholds to convert money intentionally

🤝 Planning as a Team: why your advisor + CPA must collaborate

🛠️ Practical Next Steps: what to evaluate before December 31

🧘 Long-Term Peace of Mind: reducing future taxes and building confidence

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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Check us out on YouTube: https://www.youtube.com/channel/UCtidWpldZGUBLmr24oWy87Q

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What if the hardest part of passing on your business isn’t the paperwork, but ensuring your family’s story, values, and bonds endure for generations to come? In today’s episode, Rob talks honestly about what it takes to transition a business without damaging the relationships that built it. Real succession isn’t written in legal documents, it’s forged in open conversations, clear vision, and the trust that binds generations together.

Here’s what we discuss in this episode:

💛 Emotional Side of Succession: why the transition feels personal, not procedural

⚠️ Common Planning Mistakes: the pitfalls that cause regret, resentment, and confusion

🔥 Hidden Threats: taxes, divorce, and unprepared heirs that can derail a handoff

🌱 Values That Outlast Wealth: ensuring the next generation inherits meaning, not just money

🤝 Guidance That Helps: why families benefit from experienced, outside perspective

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
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Check us out on YouTube: https://www.youtube.com/channel/UCtidWpldZGUBLmr24oWy87Q

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Retirement isn’t the finish line, it’s the start of a meaningful new act. Rob challenges you to think beyond your finances and truly unlock purpose and connection in your next chapter. We also explore the often-overlooked emotional and purpose-driven elements of retirement that truly shape a fulfilling next chapter. Tune in for inspiration that goes far beyond the numbers!

Here’s what we discuss in this episode:

🔓 Unlocking Purpose: shifting from a career identity to a meaning-filled life

🔄 Reframing Retirement: seeing retirement as a transition, not a finish line

💛 Emotional & Social Health: why connection matters more than the numbers

📱 Gratitude vs. Comparison: breaking free from social-media pressure and embracing thankfulness

🌱 Legacy Beyond Wealth: creating a life defined by impact, not just savings

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

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Don’t be that family staring at last year’s tax bill in April, wishing you’d planned ahead. Rob reveals three powerful year-end strategies and a five-step checklist packed with actionable moves you can make before December 31. A few smart choices today could save you thousands, and help you keep more of what you’ve built.

Here’s what we discuss in this episode:

📅 Fourth Quarter Focus: why smart planning starts before year-end
📉 Tax Loss Harvesting: turning market losses into future tax savings
💼 Employer Plans: maximizing 401(k), profit sharing, and cash balance opportunities
🎁 Giving with Purpose: charitable strategies that create impact and efficiency
✅ Year-End Moves: key actions to reduce your tax bill and boost confidence

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

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