Podcasts
Our Story
Penny Bond and RJ Devick Recount the Early Years
RJ Devick, CEO, Partner, and Financial Advisor talks with Bond&Devick’s founder, Penny Bond. She talks about how and why she started in the financial planning business, when RJ joined, and how many of the founding principles still play a role in the B&D culture today.
Financial Planning Services Related Topics
The What, Why, and How to Essential Estate Planning
In this episode, Bond&Devick's RJ Devick is joined by Jenny Colich, an experienced Estate Planning Attorney from Dorsey Whitney Law Firm. Together, they discuss the critical role estate planning plays in comprehensive financial planning strategies. Learn the what, why, and how of building essential estate plans, and understand how expert attorney partnerships help navigate even the most complex client needs. Whether you're new to estate planning or refining existing plans, this episode is packed with actionable insights for protecting your legacy.
Tax Planning
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 effective strategies to optimize tax outcomes and enhance overall financial health.
Navigating Changes during Retirement
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 management, tax strategies, Medicare planning, asset flexibility, life transitions, and much more.
Donor Advised Funds (DAF) and Qualified Charitable Distribution (QCD)
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 impact while offering potential tax benefits.
Medicare: A Conversation with Brittany Metzig and Allison DeWitt
Bond&Devick Wealth Partner's Financial Advisor, Brittany Metzig, sat down with Allison DeWitt, Captain and Founder of M\Y Shoreline, an affordable Minnesota Health Insurance company.
Charitable Giving: A Conversation with RJ Devick and Kristine Bisanz
Description: a conversation with Bond&Devick's Owner and Financial Advisor, RJ Devick and Kristine Bisanz, Partner. Talking about charitable giving, philanthropy and community involvement.
Client Related Topics and Stories
A Client's Journey of Changing Advisors During Retirement
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 relationship with an advisor can be both challenging and rewarding, particularly later in life. However, when your values align, it makes for a smooth transition.
Planning for Generations Podcast: How Bond&Devick Helps Families with Planning Across Several Generations
RJ Devick, CFP®, Bond&Devick Wealth Partner’s CEO and Financial Advisor, joined Teresa and Anne, two of our generational client families.
Bond&Devick Wealth Partners started in 1982 and over the past 4+ decades we have had the privilege to work with many families across 3 or more generations. In this podcast, RJ Devick sat down with Anne and Teresa as they shared their stories of their 2 families who we have worked with since 1990, but the story actually begins in 1982 at Minnesota State University - Mankato.
Boomers Today Podcast: Benefits of Utilizing a Certified Financial Planner™
RJ Devick, CFP®, Bond&Devick Wealth Partner’s CEO and Financial Advisor, was asked to join Frank Samson, founder and CEO of Senior Care Authority® for their nationally renowned “Boomers Today” podcast! The Boomers Today podcast hand selects experts, in a variety of areas, that helps educate families about resources available to the aging boomer population. RJ was chosen among many to participate in this podcast’s topic. RJ and Frank talked about the importance of having a Certified Financial Planner who offers comprehensive financial planning and focuses on aging and family. Something Bond&Devick has focused on for more than 40 years.
You can listen to it through Apple Podcasts, Google Podcasts, iHeartRadio, or the Boomers Today app for iPhone and Android.
Vulnerable Adults with Brittany Metzig and Stuart Bear
Description: Brittany Metzig talked with Stuart Bear, elder law attorney with Chestnut Cambronne about the vulnerability of adults as their cognitive capacity diminishes. Stuart is a member of the Minnesota State Bar Association's Elder Law Section serving as past Chair of the Elder Law Governing Council. He is also a current member of The National Academy of Elder Law Attorneys, Inc. (NAELA). Stuart received his B.A. from the University of Minnesota, Phi Beta Kappa, and his J.D. from William Mitchell College of Law. He has also been designated a Minnesota Super Lawyer, as well as one of the Top 40 Estate Planning Lawyers in Minnesota, by Super Lawyers magazine. Stuart is a frequent speaker for attorneys, financial planners, and community organizations, including being a featured speaker on the prevention of the financial exploitation of seniors and selection of the proper fiduciary.
B&D Goals Based Financial Planning: B&D's Unique Approach with Brittany Metzig and Kristine Bisanz
Description: Bond&Devick Wealth Partner's Financial Advisor, Brittany Metzig and Kristine Bisanz, Partner, talk about Bond&Devick's unique approach to financial planning by using a goals based methodology for helping their clients reach their dreams.
Cyber Security: What You Can Do and How We Protect Our Client's Data with RJ and Teresa Devick
Holistic Financial Planning Related Topics
Navigating Eldercare with Holistic Planning
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 the complexities of aging, each bringing their unique perspectives—financial, legal, and care-related.
At Bond&Devick, we take a holistic approach, recognizing that aging and life transitions involves much more than just financial planning. By partnering with experts like Brenna and Ann, we ensure that our clients have access to a well-rounded support system that addresses not only their financial needs but also their legal and care-related concerns.
Let's Talk Women - A Conversation with Founder, Katie Severt
Bond&Devick's Brittany Metzig and Kristine Bisanz had the opportunity to sit down with Let's Talk Women's Founder, Katie Severt. Let's Talk Women is a movement dedicated to elevating healthcare for all women. The disparity in women's health is astonishing and unknown.
"Let’s Talk Women believes in the transformative power of collaboration and the importance of elevating voices dedicated to advancing women’s health. Our mission is to spotlight pioneering work that addresses the women’s health equity challenge from every angle, including frontline care, research innovation, and funding. We achieve this through our quarterly panel series, educational events, and strategic partnerships with leading organizations and companies in the health sector. Our platform serves as a catalyst for awareness, connecting those at the forefront of health equity to foster understanding and drive meaningful change."
For more information, visit the website: https://letstalkhealthwomen.com/
Holistic Health with Brittany Metzig and Catherine Duncan
Bond&Devick Wealth Partner's Brittany Metzig, Financial Advisor, sat down with her guest, Catherine Duncan, who is an Integrative Spiritual Consultant, Author, Holistic Healer, Inspirational Speaker, and Resilience Trainer who is committed to whole-person healing with a focus on emotional and spiritual health.
Her book, Everyday Awakening, launched in July 2023, and it is endorsed by Mel Robbins. The book contains 42 exercises to help individuals awaken into their heart and soul. Seven months after its initial publication date, the book has entered its second print run. She has worked extensively in the areas of chronic illness, life transitions, grief, loss and finding meaning and purpose. She has served as a chaplain and spiritual care provider with Fairview Home Care and Hospice, HCMC, and Good Samaritan.
If you want more information about Catherine, her book, or her services, her website is www.learningtolive.org
“Sandwich Generation” with Kristine Bisanz and Julie Severson
Description: Kristine interviewed author and historian, Julie Jo Severson about the book she co-edited and co-curated with Christine Organ, “Here in the Middle”, a collection of stories from people who are part of the sandwich generation.
Aging and its Impact on Your Wealth and Life: A Conversation with RJ Devick and Kristine Bisanz
Description: a conversation with Bond&Devick's Owner and Financial Advisor, RJ Devick and Kristine Bisanz, Partner and Client Care Director. Talking about the impact aging can have on your wealth, health and life and how Bond&Devick can assist in navigating these changes.
Sustainable, Responsible, and Impact Investing and Values-Driven Topics
B&D Values Based Investing: How We Align Client's Values with Their Investments with RJ Devick and Rob Caverly
B&D's History of Values Based Investing with RJ Devick and Kristine Bisanz
Balancing Profit and Purpose: A Conversation with RJ Devick and David Reiling, President and CEO of Sunrise Banks
Description: RJ Devick, Partner and Financial Advisor with Bond&Devick Wealth Partners and David Reiling, President and CEO of Sunrise Banks discuss the importance of Balancing Profit and Purpose. How these 2 like-minded, Certified BCorps companies based in Minneapolis-St. Paul are effecting positive change by using business as a force for good.
Sustainable Purchases and More with RJ Devick and Bailey Johnson
In this 30 minute podcast RJ Devick sits down with Bailey Johnson, Event and Marketing Manager at Impact Hub MSP. They talked about how to make a difference with everyday purchases as well as broader topics around sustainability. They also discussed Social Impact Week and the Gifts for Good virtual marketplace on Dec 9, 2022.
Celebrating Women's History Month with RJ Devick and Sara Evans
Description: RJ Devick was honored to talk with someone who has spent her career researching, writing, and teaching about women’s studies. Sara Evans is a retired professor from the University of Minnesota. She has a PhD in United States History from University of North Carolina, Chapel Hill. A M.A. in Political Science from Duke University. And a B.A in History from Duke University.
Sara specializes in American women's history, gender analysis, family history, and social movements.
“Protecting Individual Rights“ with RJ Devick and Jana Kooren, ACLU
Description: RJ sat down with Jana Kooren, Community Engagement Director, of the ACLU of MN. The ACLU was founded 100 years ago and works in the courts, legislatures and communities to defend and preserve individual rights and liberties guaranteed in the US Constitution. RJ and Teresa are supporters of the ACLU of MN as the group has been a leading advocate in the state to protect the rights of refugees and immigrants.
Surviving Covid-19 Mentally and Ways to Cope with RJ Devick and John Bullough, Licensed Psychotherapist
Description: RJ Devick talks with licensed psychotherapist, John Bullough, about the challenges of mentally coping with the pandemic. It is an hour of understanding people's frame of mind 10 months into COVID-19 with advice on how to cope, including a 10-minute meditation exercise at the end. Here are the links to relaxation and meditation apps John references:
Meditation and Sleep Made Simple - Headspace
MyLife | Find Your Quiet Place (If you Google ‘My Life’ make sure to add Meditation)
