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 His story challenges outdated notions of retirement and offers inspiration for anyone thinking about what comes next.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.

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 current role. In this episode, you’ll learn about the inspiring mission of Little Free Library and how the organization is fostering literacy while strengthening communities around the world.

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 highlight how personalized Social Security planning should be.

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 shifts that come with this major life change—from redefining identity and balancing expectations vs. reality to establishing new routines, navigating relationships, and prioritizing health and well‑being.

Join us for an insightful, candid conversation about the challenges, surprises, and joys of building a fulfilling life in retirement.

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 differences between Medigap and Medicare Advantage, and how IRMAA works.

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.