Worth Beyond Wealth

If something happened to you tomorrow, would the people you love know what to do with the money? Would they even know who to call? A historic amount of wealth is moving to women right now. Many of them have never been asked what they actually want. Kim Jaques got into this business before she even finished college. She earned her Series 7 while she was still taking classes and working full time, a...

What if the family finances suddenly became your job? Would you know where to start, or who to call? A historic amount of money is moving to women right now. A lot of those women have never been asked a single question about any of it. Raleigh Ann Vachek never planned to work in finance. A college professor told her to go job-shadow an industry she was curious about, she picked investments, and a...

What if something happened to you tomorrow? Would your spouse know where everything is? Shannon woke up one morning and realized that despite being married to a wealth advisor, she didn't have answers to basic questions about their own finances. Where are the accounts? What are the passwords? Whose email does the two-factor authentication go to? Who would she even call? That moment sparked a...

What happens when the same drive that built your career starts tearing apart your family? Adam Cruz knows. He grew a church from zero to 2,000 people, got featured as one of the fastest growing in America, and nobody had any idea what it was costing him behind closed doors. Ryan and Shannon sit down with Adam, a 20-year product design veteran whose work has driven over $115 million in revenue at c...

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 nothin...

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...

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, ho...

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 wha...