OM DENNE PODCAST 🔗
Over the past several years, we've built a library of podcast episodes covering a wide range of topics. From Our Story, featuring our founder, Penny Bond, to a variety of discussions on financial planning, client stories, holistic planning, and impact investing, each episode is designed to share insights that can help you navigate life and money with greater confidence.
Opdateringsfrekvens:
every 37 days
Gennemsnitlig lydlængde:
30 minutes
Engelsk
USA
40 episoder
siden 2. juli 2024
episodic
I DENNE PODCAST 🔗
SENESTE EPISODE 🔗
Financial and estate planning can be deeply personal. In this episode, Brittany and her guest, Rachel Schromen, Attorney and End-of-Life Doula, discuss how to help clients move beyond the numbers to explore the values, relationships, experiences, and goals that influence their decisions. They also …
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SIDSTE EPISODER 🔗
What does it look like to truly thrive in retirement? In this episode, we sit down with Craig Hansen, former Dean of CLA at Metro State, an accomplished writer, and a musician. He's built a retirement that's rich with creativity, learning, and purpose. Craig shares how he has embraced ret…
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 Pl…
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 in…
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 sho…
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 IRM…
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 redefinin…
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 naviga…
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. Becaus…
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 thoughtf…
Ansvarsfraskrivelse: Podcasten og kunstværket, der er indlejret på denne side, er fra Bond&Devick Wealth Partners, som tilhører dens ejer og ikke er tilknyttet eller godkendt af Listen Notes, Inc.
PODCAST SØGEMOTOR
Du kan bruge vores hjemmeside til at søge efter3,831,882podcasts og196,869,635episoder efter personer, steder eller emner.
If I have seen further than others, it is by listening to podcasts and standing upon the shoulders of
giants.
‐ Isaac "Llamacorn" Newton
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