Worth Beyond Wealth
Money can buy comfort, but it can’t buy meaning. Hosted by Shannon and Ryan Warwick, Worth Beyond Wealth is a podcast for successful individuals and families who know that true fulfillment doesn’t come from net worth alone. Each episode dives into the emotional, relational, and generational layers of wealth asking deeper questions about identity, purpose, connection, and legacy. Whether you’ve built your fortune or are guiding others on that path, this show helps you navigate the complexities that come with success and create a life that’s not just rich in dollars, but rich in meaning. Because real wealth isn’t what you have. It’s what you live for. RW Investment Management, LLC dba RW Investment Management (“RWIM”) is a Registered Investment Adviser. This document is solely for informational purposes. Advisory services are only offered to clients or prospective clients where RWIM and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by RWIM unless a client service agreement is in place. RWIM is not a legal or tax advisor.
Episodes
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 str...
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 ...
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 t...
You've hit every number you were supposed to hit. Built the career, checked the boxes. So why does it still feel like something's off?
Ryan and Shannon sit down for their first episode and get honest about a question they hear all the time from the families they work with. They talk about what Arthur Brooks calls success addiction, why the next milestone never actually satisfies, and what it looks like to stop chasing and ...
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