OVER DEZE AFLEVERING
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 unpredictable world.
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OUDE AFLEVERINGEN ZOEKEN
Zoek naar eerdere afleveringen van Bond&Devick's Beyond the Numbers Podcast.
ANDERE AFLEVERINGEN IN DEZE PODCAST
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 …
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…
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…
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…
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…
Disclaimer: De podcast en de illustraties die op deze pagina zijn ingesloten, zijn afkomstig van Bond&Devick Wealth Partners, eigendom van de eigenaar en niet gelieerd aan of goedgekeurd door Listen Notes, Inc.
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