Bond&Devick's Beyond the Numbers Podcast

Podcasting since 2024 • 38 episodes

Bond&Devick's Beyond the Numbers Podcast

Latest Episodes

Women and the Great Wealth Transfer

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 wit...

June 30, 2026 • 41:57

Little Free Library - A conversation with Daniel Gumnit

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 c...

June 25, 2026 • 34:06

Social Security 101

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 ...

March 11, 2026 • 22:58

Transitioning into Retirement

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 shif...

March 11, 2026 • 39:47

Medicare 101

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 differen...

March 11, 2026 • 15:12

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