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 navigating Alzheimer’s and other forms of dementia. Whether you're just beginning this journey or deep in the caregiving role, this conversation is for you.

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 thoughtful preparation can reduce stress, support loved ones, and help you live with confidence in an unpredictable world.

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. Because aging isn’t a decline—it’s a deepening.

In this episode, Brittany and guest, Miranda Bryant, Certified Life Coach, dive into the personal and powerful transitions we face in life's second act. In this episode, explore how hormonal shifts can spark deeper questions about identity, purpose, and growth. But this isn’t just about menopause—it’s about learning to meet change with courage, clarity, and curiosity. Whether you're entering a new phase or supporting someone who is, this conversation offers insight, validation, and inspiration for moving forward on your terms.

In this episode, RJ and Brittany outline Bond&Devick’s client-focused, values-driven approach to financial planning. It begins by sharing the firm’s history and values, then shifts to understanding each client’s unique story, goals, and financial needs. They emphasize the importance of a personalized financial plan built around retirement, investments, taxes, and estate planning, with a strong commitment to sustainable and responsible investing. The process includes a structured timeline involving collaboration with advisor and wealth management teams, culminating in a tailored financial plan and its implementation. Clients can expect an ongoing, supportive relationship with clear next steps and a commitment to long-term financial well-being.

In this episode, RJ and Zack, Financial Advisors with Bond&Devick and Carole Isakson, Attorney with Barna Guzy &Steffen, LTD, explore the four key stages of business ownership—Establish, Survival, Growth, and Distribution—offering practical insights and expert advice for each phase. From choosing the right business structure and essential legal documents to navigating early challenges with the right advisors, we cover what it takes to build a strong foundation. Sharing real-world stories and diving into strategies for talent retention and document updates. Finally, we unpack the complexities of selling a business, whether to a third party, internally, or within the family, highlighting common pitfalls and smart succession planning tips.

Since 1982, our firm has guided families through thoughtful estate planning, helping clients protect their wealth and values across generations. In this episode, we explore real-life stories, highlighting the importance of planning for heirs with unique needs. We discuss strategies to safeguard assets from mismanagement, preserve government benefits, and instill financial responsibility through gifting and donor-advised funds. Our team facilitates family meetings to clarify roles, address sensitive end-of-life decisions, and ensure a smooth transition of wealth. Whether you're planning for your children or managing a sudden inheritance, we help tailor estate plans to reflect your goals and protect your legacy.

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. 

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. 

 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.