ABOUT THIS 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.
Update frequency:
every 37 days
Average audio length:
30 minutes
English
United States
40 episodes
since July 2, 2024
episodic
IN THIS PODCAST 🔗
LATEST 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 …
SEARCH PAST EPISODES
Search past episodes of Bond&Devick's Beyond the Numbers Podcast.
PREVIOUS EPISODES 🔗
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…
Disclaimer: The podcast and artwork embedded on this page are from Bond&Devick Wealth Partners, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
PODCAST SEARCH ENGINE
You can use our website to search 3,831,858 podcasts and 196,866,245 episodes by people, places, or topics.
An investment in knowledge pays the best interest, so I listen to podcasts.
‐ Benjamin "Llamacorn" Franklin
SEARCH PAST EPISODES
Search past episodes of Bond&Devick's Beyond the Numbers Podcast.
CLAIM THIS PODCAST
Why to claim podcasts?
If you are a podcaster, the best way to manage your podcasts on Listen Notes is by claiming your Listen Notes
podcast pages.
It is a great, free way to engage the podcast community and increase the visibility of your podcasts.
After claiming your Listen Notes podcast pages, you will be able to:
✓
Manually refresh the RSS feed to sync up
✓
Get a verified badge (
✓
) alongside with your podcast name on Listen Notes
✓
Post classified ads for sponsorship,
guests, co-hosts,
cross-promotion...
✓
Respond to listener comments on Listen Notes
✓
Use speech-to-text techniques to transcribe your show and
edit transcripts
✓
Improve the presence of your podcasts, e.g., self-service
podcaster interview...
✓
If you share your Listen Notes page and at-mention @ListenNotes
on X (formerly Twitter),
our official X (formerly Twitter) account will retweet to promote
your show to our followers.
Coming soon:
◯ Self-service promotion on Listen Notes
◯ Track your podcast stats on Listen
Notes, e.g., listens, page
views...
◯ Manage episodes
EDIT
Thank you for helping to keep the podcast database up to date.
