Host Jeff Bernier welcomes guests Doug and Heather Boneparth to this episode!
Doug and Heather delve into the key elements of fostering a healthy financial relationship between partners:
🤝 Connection: Start by initiating conversations about your money beliefs and behaviors, using resources like therapist-guided questionnaires to guide the discussion.
🗣️ Communication: Schedule dedicated times for distraction-free discussions, ensuring both partners have the space to express their thoughts and feelings about finances without interruptions.
➕ Contribution: Recognize and honor each other's contributions to the relationship, going beyond financial aspects to include personal contributions and household responsibilities.
🛠️ Collaboration: Establish transparency by understanding where money is coming from and going, utilizing tools like net worth tables and budgeting spreadsheets to facilitate productive conversations about financial decisions.
⏰ Consistency: Commit to regular check-ins, ideally on a quarterly basis, to review changes in net worth, spending habits, and overall financial goals, fostering long-term financial health and relationship strength.
----more----Check out Doug and Heather's book 📙 https://bonefidewealth.com/millennial-money-fix/
Check out Jeff's book 📗 https://www.jeffbernierauthor.com/
----more----
Interested in knowing more about TandemGrowth Financial Advisors? 🪴https://www.tandemgrowth.com/
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