אודות פרק זה
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 strengthening communities around the world.
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חיפוש פרקים ישנים
חפש פרקים קודמים של Bond&Devick's Beyond the Numbers Podcast.
פרקים אחרים בפודקאסט הזה
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 sh…
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 re…
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 P…
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…
הצהרה: הפודקאסט והגרפיקה המוטבעים בדף זה הם מ-Bond&Devick Wealth Partners, שהוא רכושו של בעליו ואינו קשור או מאושר על ידי Listen Notes, Inc.
