Vulnerable Adults - July 2021 (37 min)
Description: 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 serving as past Chair of the Elder Law Governing Council. He is also a current member of The National Academy of Elder Law Attorneys, Inc. (NAELA). Stuart received his B.A. from the University of Minnesota, Phi Beta Kappa, and his J.D. from William Mitchell College of Law. He has also been designated a Minnesota Super Lawyer, as well as one of the Top 40 Estate Planning Lawyers in Minnesota, by Super Lawyers magazine. Stuart is a frequent speaker for attorneys, financial planners, and community organizations, including being a featured speaker on the prevention of the financial exploitation of seniors and selection of the proper fiduciary.
Celebrating Women's History Month - March 2021 (54 min)
Description: 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 University of North Carolina, Chapel Hill. A M.A. in Political Science from Duke University. And a B.A in History from Duke University.
Sara specializes in American women's history, gender analysis, family history, and social movements.
Surviving Covid-19, mentally, and ways to cope with RJ Devick and John Bullough, licensed psychotherapist (68 min)
Description: 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 10-minute meditation exercise at the end. Here are the links to relaxation and meditation apps John references:
Meditation and Sleep Made Simple - Headspace
MyLife | Find Your Quiet Place (If you Google ‘My Life’ make sure to add Meditation)
“Protecting Individual Rights“ with RJ Devick and Jana Kooren, ACLU (40 min)
Description: 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 in the US Constitution. RJ and Teresa are supporters of the ACLU of MN as the group has been a leading advocate in the state to protect the rights of refugees and immigrants.
“Sandwich Generation” with Kristine Bisanz and Julie Severson (30 min)
Description: 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.
The Bond&Devick Story - Penny Bond and RJ Devick recount the early years of B&D (36 min)
Description: 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 culture today.
Balancing Profit and Purpose - a conversation with RJ Devick and David Reiling, President and CEO of Sunrise Banks (25 min)
Description: 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 based in Minneapolis-St. Paul are effecting positive change by using business as a force for good.
Charitable Giving - a conversation with RJ Devick and Kristine Bisanz (16 min)
Description: 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.
Aging and its Impact on Your Wealth and Life - a conversation with RJ Devick and Kristine Bisanz (27 min)
Description: 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 in navigating these changes.
B&D Goals Based Financial Planning - B&D's unique approach - Brittany Metzig and Kristine Bisanz (7 min)
Description: 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 their clients reach their dreams.
Cyber Security - what you can do and how we protect our client's data with RJ and Teresa Devick (9 min)
B&D Values Based Investing - how we align client's values with their investments - RJ Devick and Rob Caverly (5 min)
History of Values Based Investing with Bond&Devick - RJ Devick and Kristine Bisanz (9 min)Podcast Disclosure: The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Bond and Devick Financial Network, Inc. dba Bond&Devick Wealth Partners is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by our firm unless a client service agreement is in place.