Bond&Devick's Beyond the Numbers Podcast

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...

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...

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...

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...

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...

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...

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...

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...

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 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...

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 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...

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...

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...

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...