Bruce Popper On Legacy Planning: Protecting Family, Not Just Finances Worth Beyond Wealth podcast

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.

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🪙 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.

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Bruce Popper on Legacy Planning: Protecting Family, Not Just Finances

Chapters

1. Bruce Popper on Legacy Planning: Protecting Family, Not Just Finances (00:00:00)

2. Welcome to Worth Beyond Wealth (00:00:57)

3. The Emotional Side of Estate Planning (00:00:58)

4. Meet Bruce Popper (00:02:04)

5. From 401(k)s to Estate Planning (00:03:30)

6. Every Plan Is Different (00:08:00)

7. What Wealth Really Means (00:09:07)

8. Why Estate Planning Matters (00:11:42)

9. Protecting Assets Without Losing Control (00:13:18)

10. Trusts, Inheritance, and Misunderstandings (00:16:04)

11. Creditors, Predators, and Ourselves (00:18:49)

12. Modern Trusts That Protect and Empower (00:21:01)

13. The Simplicity Trap (00:22:57)

14. Equality vs. Fairness in Legacy Planning (00:23:15)

15. The Danger of Putting One Sibling in Charge (00:25:48)

16. When Business and Family Mix (00:29:14)

17. The Power of a ‘Letter from the Heart’ (00:32:12)

18. Estate Planning as an Act of Love (00:34:27)

19. Giving, Legacy, and Impact (00:35:06)

20. Peace of Mind: The Ultimate Goal (00:37:02)

21. Closing Thoughts & Takeaways (00:38:33)

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