Bond&Devick's Podcast
Episodes
19 episodes
Holistic Health with Brittany Metzig and Catherine Duncan
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 ...
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21:26
Shareholder Advocacy with RJ Devick and Emily Lee, IMPAX
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...
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39:44
Sustainable Purchase 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 ...
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30:17
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 p...
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31:25
Celebrating Women's History Month with RJ Devick and Sara Evans - March 2021
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...
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54:24
Surviving Covid-19 Mentally and Ways to Cope with RJ Devick and John Bullough, Licensed Psychotherapist
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...
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1:09:56
"Protecting Individual Rights" with RJ Devick and Jana Kooren, ACLU
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...
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40:56
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.
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33:03
"Sandwich Generation" with Kristine Bisanz and Julie Severson
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.
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30:35
The Bond&Devick Story: Penny Bond and RJ Devick Recount the Early Years of B&D
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...
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36:55
Charitable Giving: A Conversation with RJ Devick and Kristine Bisanz
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.
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16:55
Aging and Its Impact on Your Wealth and Life: A Conversation with RJ Devick and Kristine Bisanz
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...
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27:53
Balancing Profit and Purpose: A Conversation with RJ Devick and David Reiling, President and CEO of Sunrise Banks
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 ...
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25:25
B&D's Goals Based Financial Planning: B&D's Unique Approach with Brittany Metzig and Kristine Bisanz
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...
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6:36
Vulnerable Adults
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...
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36:57
B&D Values Based Investing: How We Align Client's Values with Their Investments with RJ Devick and Rob Caverly
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5:20
Cyber Security: What You Can Do and How We Protect Our Client's Data with RJ and Teresa Devick
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8:53
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 hav...
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38:29