Bond&Devick's Beyond the Numbers Podcast

This episode of Beyond the Numbers explores the “Great Wealth Transfer” and its profound implications for women, who are poised to control an unprecedented share of wealth over the coming decades. Brittany Metzig, Financial Advisor with Bond&Devick, and guest Jennifer Vickerman Akolisa, Gift Planner with St. Paul & Minnesota Foundation, discuss why women must have a seat at the financial t...

RJ Devick, CEO and Financial Advisor at Bond&Devick, sits down with Daniel Gumnit, Executive Director and CEO of Little Free Library, for an insightful conversation about Daniel’s leadership journey and the experiences that led him to his current role. In this episode, you’ll learn about the inspiring mission of Little Free Library and how the organization is fostering literacy while strengthe...

In this episode, Zack and Brittany unpack the essentials of Social Security—from the core basics to the latest headlines shaping today’s conversations. They dive into hot topics, tackle real client questions, and explore unique situations that highlight how personalized Social Security planning should be.

In this episode, Zack and Brittany break down the essentials of Medicare—what it is, how it works, and what you need to know to navigate it with confidence. They cover the four parts of Medicare, enrollment basics, common pitfalls, the differences between Medigap and Medicare Advantage, and how IRMAA works.

What does the transition to retirement really look like? In this episode, RJ Devick sits down with two couples who recently retired to explore what life looks like after decades of work. Together, they dive into the emotional and practical shifts that come with this major life change—from redefining identity and balancing expectations vs. reality to establishing new routines, navigating relationsh...

RJ Devick, Bond&Devick's CEO, and Karla Hult, an Emmy, Edward R. Murrow, and Walter Cronkite Award-winning journalist, storyteller, and founder of So Many Goodbyes, talk about the emotional toll of caregiving, the importance of early planning, and the resources available to families navigating Alzheimer’s and other forms of dementia. Whether you're just beginning this journey or deep...

Brittany Metzig, Financial Advisor with Bond&Devick, and Nicole Will, Founder of willGather, talk about redefining what it means to grow older. From breaking stereotypes to finding purpose in retirement, they explore how joy can be built, reclaimed, and celebrated at every stage of life. Because aging isn’t a decline—it’s a deepening.

Brittany Metzig, Financial Planner with Bond&Devick, and Nicole Will, Founder of willGather , have a conversation about preparing for life’s uncertainties—without losing sight of what matters. From health and financial planning to emotional resilience and legacy building, we explore how thoughtful preparation can reduce stress, support loved ones, and help you live with confidence in an unpred...

In this episode, Brittany and guest, Miranda Bryant, Certified Life Coach, dive into the personal and powerful transitions we face in life's second act. In this episode, explore how hormonal shifts can spark deeper questions about identity, purpose, and growth. But this isn’t just about menopause—it’s about learning to meet change with courage, clarity, and curiosity. Whether you're ente...

In this episode, RJ and Zack, Financial Advisors with Bond&Devick and Carole Isakson, Attorney with Barna Guzy &Steffen, LTD, explore the four key stages of business ownership—Establish, Survival, Growth, and Distribution—offering practical insights and expert advice for each phase. From choosing the right business structure and essential legal documents to navigating early challenges with...

In this episode, RJ and Brittany outline Bond&Devick’s client-focused, values-driven approach to financial planning. It begins by sharing the firm’s history and values, then shifts to understanding each client’s unique story, goals, and financial needs. They emphasize the importance of a personalized financial plan built around retirement, investments, taxes, and estate planning, with a strong...

Since 1982, our firm has guided families through thoughtful estate planning, helping clients protect their wealth and values across generations. In this episode, we explore real-life stories, highlighting the importance of planning for heirs with unique needs. We discuss strategies to safeguard assets from mismanagement, preserve government benefits, and instill financial responsibility through gi...

In this five minute episode of Bond&Devick's podcast, RJ Devick and Brittany Metzig share insights on helping clients navigate changes and updates throughout retirement. They cover key topics such as cash flow management, tax strategies, Medicare planning, asset flexibility, life transitions, and much more. 

In this brief episode, RJ Devick and Brittany Metzig explore the strategies and advantages of making qualified charitable contributions through a donor-advised fund. Discover how this approach can maximize philanthropic impact while offering potential tax benefits. 

 In this concise, 8-minute episode, RJ Devick and Brittany Metzig dive into the importance of tax planning as a cornerstone of a comprehensive financial strategy. Packed with actionable insights, they talk about effective strategies to optimize tax outcomes and enhance overall financial health. 

In this episode, RJ Devick, CEO and Partner with Bond&Devick is joined by Jenny Colich, an Estate Planning Attorney from Dorsey Whitney Law Firm. Together, they discuss the critical role estate planning plays in comprehensive financial planning strategies. Learn the what, why, and how of building essential estate plans, and understand how expert attorney partnerships help navigate even the mos...

Bond&Devick's Brittany Metzig had the opportunity to talk with Brenna Galvin, Eldercare Attorney with Maser Law and Ann Hartlaub, Owner and Eldercare Specialist with Senior Care Authority. Together, they talked about the complexities of aging, each bringing their unique perspectives—financial, legal, and care-related.  At Bond&Devick, we take a holistic approach, recognizing that agin...

Bond&Devick’s CEO, RJ Devick, had the opportunity to sit down with clients Terry and Mary to learn about their experience of changing financial advisors in retirement. They shared how the process of establishing a new relationship with an advisor can be both challenging and rewarding, particularly later in life. However, when your values align, it makes for a smooth transition. 

Bond&Devick's Brittany Metzig and Kristine Bisanz had the opportunity to sit down with Let's Talk Women's Founder, Katie Severt.  Let's Talk Women is a movement dedicated to elevating healthcare for all women. The disparity in women's health is astonishing and unknown. "Let’s Talk Women believes in the transformative power of collaboration and the importance of el...

Description: Bond&Devick Wealth Partner's Financial Advisor, Brittany Metzig, sat down with her guest, Catherine Duncan, who is an Integrative Spiritual Consultant, Author, Holistic Healer, Inspirational Speaker, and Resilience Trainer who is committed to whole-person healing with a focus on emotional and spiritual health.  Her book, Everyday Awakening, launched in July 2023, and it is en...

In this 30 minute podcast RJ Devick sits down with Bailey Johnson, Event and Marketing Manager at Impact Hub MSP. They talked about how to make a difference with everyday purchases as well as broader topics around sustainability. They also discussed Social Impact Week and the Gifts for Good virtual marketplace on Dec 9, 2022.

In light of the ongoing threat of climate change, it is important to invest in companies that are working to combat the ongoing concerns. RJ Devick, Partner and Financial Advisor talked with Emily Lee, VP Business Development with IMPAX Asset Management to discuss shareholder advocacy in a company effort to combat these climate crises. IMPAX is an asset management firm that works to invest in comp...

RJ Devick, CFP®, Bond&Devick Wealth Partner’s CEO and Financial Advisor, joined Teresa and Anne, two of our generational client families. Bond&Devick Wealth Partners started in 1982 and over the past 4+ decades we have had the privilege to work with many families across 3 or more generations.  In this podcast, RJ Devick sat down with Anne and Teresa as they shared their stories of their 2...