Does money talk strengthen your relationship—or strain it?
Doug and Heather Boneparth, a dynamic husband-wife team and experienced financial advisors, share the inside scoop on what makes relationships tick—financially and emotionally. Drawing from personal experience, they reveal practical ways for couples to redefine financial responsibilities, appreciate non-monetary contributions, and set shared goals for the future.
For advisors, Doug and Heather break down how to create balanced, inclusive conversations that engage both partners, tackling emotional undercurrents to strengthen relationships along the way.
What You’ll Learn:
Tools to create inclusive, balanced financial discussions
Guidance for couples on shared financial decision-making
Techniques to spot and resolve financial resentments before they escalate
Ideas for planning meaningful “money dates” that foster future-focused conversations
Strategies to redefine financial contributions, helping couples align on long-term goals
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Resources:
116: The Financial Advisor’s Guide To Love And Money with Sonya Lutter
The Psychology of Money by Morgan Housel
Fair Play by Eve Rodsky
The Millennial Money Fix by Douglas Boneparth
Connect with Brendan Frazier:
RFG Advisory
LinkedIn: Brendan Frazier
Connect with Douglas A. Boneparth:
LinkedIn: Douglas A. Boneparth, CFP®
Bone Fide Wealth
Connect with Heather Boneparth:
LinkedIn: Heather Boneparth
Bone Fide Wealth
Joelle Boneparth
About Our Guests:
Doug and Heather Boneparth are the co-founders of Bone Fide Wealth, a firm specializing in helping millennials and young couples manage their finances. Doug is a Certified Financial Planner and author with a deep commitment to making personal finance approachable. Heather, having taken a step back from her active role in finances during the pandemic, brings valuable insights into balancing household contributions and facilitating effective financial conversations between partners. Together, they bridge personal and professional experience to bring empathy and practicality into financial advising.
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