You can build a business with discipline, strategy, and intention. But what happens when you get home? Most of us shoot from the hip.

Ryan and Shannon dig into a question that cuts deeper than net worth: Is your family actually thriving as much as your finances? They talk about what research says separates families who successfully pass on wealth from those who don't, and it has almost nothing to do with estate plans or tax strategies. It comes down to communication, shared mission, and whether everyone's even playing the same game.

They also get personal about the LifeRaft project and why understanding the financial picture together is the foundation for everything else, from dreaming about giving to making memories that actually matter.

If you've ever felt like your business gets your best energy while your family gets the leftovers, this one might hit close to home.

🎧 Follow Worth Beyond Wealth Podcast
Redefining what it means to live well — beyond money, beyond success.
Join Ryan and Shannon as they help families, founders, and leaders discover fulfillment through purpose, peace, and legacy.

💬 Let’s Connect:
🌐 RW Investment Website
📩 Questions? Email us!

🪙 Because real wealth isn’t measured in dollars — it’s measured in impact.

⚖️ Disclaimer:
The information shared in this podcast is for educational purposes only and should not be considered financial, legal, or investment advice. Always consult a licensed professional before making financial decisions.

© 2026 Worth Beyond Wealth. All rights reserved.

What happens when one spouse handles all the finances and the other is left without the knowledge to navigate things on their own? Even wealth advisor Ryan Warwick found this gap in his own marriage.

Ryan and Shannon share how they recognized the pattern, what it took to address it, and how the experience led them to create the LifeRaft project. They discuss why entrepreneurial and high-performing households are especially prone to this blind spot and how shared financial awareness actually strengthened their marriage.

Whether you manage all the money or you've been "protected" from it, this is a conversation worth having.

🎧 Follow Worth Beyond Wealth Podcast
Redefining what it means to live well — beyond money, beyond success.
Join Ryan and Shannon as they help families, founders, and leaders discover fulfillment through purpose, peace, and legacy.

💬 Let’s Connect:
🌐 RW Investment Website
📩 Questions? Email us!

🪙 Because real wealth isn’t measured in dollars — it’s measured in impact.

⚖️ Disclaimer:
The information shared in this podcast is for educational purposes only and should not be considered financial, legal, or investment advice. Always consult a licensed professional before making financial decisions.

© 2026 Worth Beyond Wealth. All rights reserved.

Most people think estate planning is about taxes and documents. Bruce Popper has spent 40 years learning it's almost always about something else entirely.

Ryan sits down with Bruce, a long-time colleague and 40-year veteran in estate and advanced planning, to talk about what really drives the decisions families make about their wealth. They get into why trusts used to feel like punishment, how they've evolved into one of the best tools for protecting the people you love, and why the emotional side of planning matters more than most families realize.

Bruce introduces the idea of a "letter from the heart," a simple act that can prevent years of resentment between heirs, and makes the case that teaching your kids to be generous givers actually makes them better receivers of wealth. This one goes deep on strategy, but it never loses sight of what families are really after: knowing the people they love are going to be okay.

About Bruce Popper: Bruce is a Certified Financial Planner (CFP), Accredited Estate Planner (AEP), and Chartered Financial Consultant (ChFC) with four decades of experience in estate and asset protection planning. He's served as Senior Vice President at Lion Street Private Client Group and as a Senior Estate Planning Consultant at both Wachovia Securities and Prudentia

🎧 Follow Worth Beyond Wealth Podcast
Redefining what it means to live well — beyond money, beyond success.
Join Ryan and Shannon as they help families, founders, and leaders discover fulfillment through purpose, peace, and legacy.

💬 Let’s Connect:
🌐 RW Investment Website
📩 Questions? Email us!

🪙 Because real wealth isn’t measured in dollars — it’s measured in impact.

⚖️ Disclaimer:
The information shared in this podcast is for educational purposes only and should not be considered financial, legal, or investment advice. Always consult a licensed professional before making financial decisions.

© 2026 Worth Beyond Wealth. All rights reserved.