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.
Worth Beyond Wealth | Ep 9: Wealth Is a Tool, Not a Trophy
You can have a big net worth and still have missed what it is actually worth. So what is the number really for? A historic amount of wealth is moving to women right now, and most say they do not feel ready for it. Melissa Jenkins is a CPA and a CFA, a principal and wealth advisor at R|W who brings tax and investing together under one roof. She is also Ryan and Shannon's niece and a mom to two young boys, so when she talks about what money is really for, she is not speaking in theory. Melis...
16 Jun 2026
Worth Beyond Wealth | Ep 8: This Is a Human, Not a Transaction
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, and more than thirty years later she still has no interest in leaving. She is a CFP and a princi...
20 May 2026
Worth Beyond Wealth | Ep 7: The Money Talk Most Couples Never Have
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 conversation she had back in the spring of 2000 turned into a job. She's now a CFP and a princi...
7 Apr 2026
Worth Beyond Wealth | Ep 6: The Life Raft Your Family Doesn't Have Yet
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 much bigger conversation. They started pulling the thread and realized how many loose ends existed i...
17 Mar 2026
Worth Beyond Wealth | Ep 5: When the Hustle Stops Working
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 companies like Intuit and ZeeMee. But this conversation isn't about business wins. It's about what...
12 Feb 2026
Worth Beyond Wealth | Ep 4: Is Your Family Richer Than Your Bank Account?
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 wheth...
17 Dec 2025
Worth Beyond Wealth | Ep 3: The Myth of the Financial Protector
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 s...
3 Dec 2025
Worth Beyond Wealth | Ep 2: The Part of Your Estate Plan That Actually Matters
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...
10 Oct 2025
Worth Beyond Wealth | Ep 1: What If You Gained the World but Lost Yourself?
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 start living. Ryan walks through his Five Capitals framework and a conc...
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