
Social Security 101
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

Hosted by Kristine · EN · 36 episodes
Established thought leaders with verified media credentials.
Kristine hosts Bond&Devick's Beyond the Numbers Podcast, a arts show with 36 episodes published.

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

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 emot

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, commo

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 import

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 p

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

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 quest

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 s

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 Distributio

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

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

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

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

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 comprehe

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

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 re

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 dispari

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 Res

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 Develo

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 sustai
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Bond&Devick's Beyond the Numbers Podcast is hosted by Kristine. The show is categorised under arts and has published 36 episodes.
Bond&Devick's Beyond the Numbers Podcast has published 36 episodes.
Bond&Devick's Beyond the Numbers Podcast regularly covers arts. It sits in the arts category.
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