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 have had the privilege to work with many families across 3 or more generations. In this podcast, RJ Devick sat down with Anne and Teresa as they shared their stories of their 2 families who we have worked with since 1990, but the story actually begins in 1982 at Minnesota State University - Mankato.
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 podcast hand selects experts, in a variety of areas, that helps educate families about resources available to the aging boomer population. RJ was chosen among many to participate in this podcast’s topic.
RJ and Frank talked about the importance of having a Certified Financial Planner who offers comprehensive financial planning and focuses on aging and family. Something Bond&Devick has focused on for more than 40 years.
You can listen to it through Apple Podcasts, Google Podcasts, iHeartRadio, or the Boomers Today app for iPhone and Android.
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.
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:
MyLife | Find Your Quiet Place (If you Google ‘My Life’ make sure to add Meditation)
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.
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.
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.
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.
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.
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.
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.