Financial and estate planning can be deeply personal. In this episode, Brittany and her guest, Rachel Schromen, Attorney and End-of-Life Doula, discuss how to help clients move beyond the numbers to explore the values, relationships, experiences, and goals that influence their decisions. They also share how their own experiences have shaped their perspectives and why they believe the best planning happens when people feel comfortable bringing their whole story into the conversation.

What does it look like to truly thrive in retirement? In this episode, we sit down with Craig Hansen, former Dean of CLA at Metro State, an accomplished writer, and a musician. He's built a retirement that's rich with creativity, learning, and purpose. Craig shares how he has embraced retirement as an opportunity for continued growth, meaningful contribution, and personal fulfillment. His story challenges outdated notions of retirement and offers inspiration for anyone thinking about what comes next.

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 with Bond&Devick, and guest Jennifer Vickerman Akolisa, Gift Planner with St. Paul & Minnesota Foundation, discuss why women must have a seat at the financial table early, not only to build confidence and clarity but to avoid being overwhelmed during life transitions like widowhood. Blending personal stories, practical advice, and philanthropic insight, they highlight how thoughtful planning—especially around giving—can align money with values, create meaningful legacies, and empower women to make intentional financial decisions.