What happens to your spouse if something happens to you tomorrow? Wealth advisor Ryan Warwick thought he had it covered. Then his wife Shannon said, "I'd be drowning in the middle of the ocean with no life raft."

Ryan and Shannon get vulnerable about the dangerous myth of the "financial protector" and how even intentional couples can leave each other completely unprepared. They share the panic attack moment that sparked their Life Raft project, why entrepreneurs and high performers are especially vulnerable to this blind spot, and how bringing Shannon into the financial conversation actually gave Ryan more freedom, not less.

Whether you handle all the money or you've been "protected" from it, this episode will change how you think about marriage and finances.

🎧 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.

© 2025 Worth Beyond Wealth. All rights reserved.

Estate planning isn’t just for the ultra-wealthy — it’s about clarity, control, and ensuring your family is cared for long after you’re gone.
In this episode, Ryan talks with Bruce Popper, a 40-year veteran in advanced estate and legacy planning, about what truly makes a plan effective. From trusts and taxes to communication and family dynamics, Bruce explains how thoughtful planning can prevent conflict, preserve relationships, and provide lasting peace of mind.

Bruce Popper is an accomplished financial planner with over 30 years of experience in estate planning and asset protection. Specializing in tax-efficient strategies, he has helped high net worth individuals achieve their financial goals through innovative solutions.

Credentials:
Certified Financial Planner (CFP)
Accredited Estate Planner (AEP)
Chartered Financial Consultant (ChFC)
Experience Highlights:

Senior Vice President at Lion Street Private Client Group
Planning Specialist and Senior Estate Planning Consultant at Wachovia Securities & Prudential Securities
Bruce is known for his ability to simplify complex financial strategies, making them accessible and effective for clients. His work has been featured on regional TV and in national publications.

You’ll learn:

• Why control—not money—is often the biggest motivator in estate decisions
• How to avoid common mistakes that create family friction
• When to use trusts to protect wealth and future generations
• Why a “letter from the heart” can be the most valuable part of any estate plan

Whether you’re building your legacy or updating your plan, this conversation will help you protect what matters most—your family and your intent.

🎧 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.

© 2025 Worth Beyond Wealth. All rights reserved.