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 po...

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, Me...

 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 opt...

In this episode, RJ Devick, CEO and Partner with Bond&Devick is joined by Jenny Colich, an Estate Planning Attorney from Dorsey Whitney Law Firm. Together, they discuss the critical role estate planning plays in comprehensive financial plan...

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 agi...

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 a...

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 ...

Description: Bond&Devick Wealth Partner's Financial Advisor, Brittany Metzig, sat down with her guest, Catherine Duncan, who is an Integrative Spiritual Consultant, Author, Holistic Healer, Inspirational Speaker, and Resilience Trainer ...

In light of the ongoing threat of climate change, it is important to invest in companies that are working to combat the ongoing concerns. RJ Devick, Partner and Financial Advisor talked with Emily Lee, VP Business Development with IMPAX Ass...

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 ...

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 p...

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 Un...

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 1...

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...

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. 

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.

RJ Devick, Partner and Financial Advisor talks with Bond&Devick’s founder, Penny Bond. She talks about how and why she started in this business, when RJ joined and how many of the founding principles still play a role in the B&D cul...

A conversation with Bond&Devick's Owner and Financial Advisor, RJ Devick and Kristine Bisanz, Partner and Communications Director. Talking about charitable giving, philanthropy and community involvement.

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 i...

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 ...

Bond&Devick Wealth Partner's Financial Advisor, Brittany Metzig and Kristine Bisanz, Partner and Communications Director talk about Bond&Devick's unique approach to financial planning by using a goals based methodology for helping t...

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 serv...