Partnership in life and business takes communication, balance and understanding, and when money enters the mix, the stakes are even higher.

In this episode of the Focused on The Future podcast, host Suzanne Siracuse talks with Douglas and Heather Boneparth, the husband-and-wife team behind Bone Fide Wealth, about how their personal and professional lives intersect, the inspiration behind their new book Money Together, and the lessons they’ve learned about partnership and purpose.

Douglas and Heather share how real-life challenges shaped their firm’s people-first mission, why emotional awareness matters as much as financial planning, and how open communication can strengthen both relationships and client connections.

Key takeaways:

- How Doug’s second-generation financial background shaped Bone Fide Wealth’s people-first philosophy
- Heather’s transition from corporate law to financial services and how her outsider perspective strengthens the firm
- How their experiences with debt, economic uncertainty and family life help them connect authentically with clients
- Insights from their new book Money Together on fairness, communication and partnership in financial relationships
- Practical advice for advisors on engaging both partners in client conversations and using digital platforms effectively

Resources:

Listen to Focused on the Future on WealthManagement.com: https://bit.ly/4m0yHnC 
Subscribe and listen to Focused on the Future on Apple Podcasts: https://bit.ly/3EJ5MUe 
Subscribe and listen to Focused on the Future on Spotify: https://bit.ly/44jXhJI 
Book: Money Together: How to Find Fairness in Your Relationship and Become an Unstoppable Financial Team - https://www.amazon.com/Money-Together-relationship-unstoppable-financial/dp/1804090816 

Connect With Suzanne Siracuse:
 
LinkedIn: Suzanne Siracuse: https://bit.ly/4e8Zyt0 
Twitter: Suzanne Siracuse: https://x.com/suzsiracuse 
Email: Suzanne@suzannesiracuse.com

Connect With Douglas & Heather Boneparth:
 
Bone Fide Wealth - https://bonefidewealth.com/ 
Money Together - https://domoneytogether.com/ 
LinkedIn: Bone Fide Wealth - https://www.linkedin.com/company/bone-fide-wealth-llc/ 
LinkedIn: Douglas Boneparth - https://www.linkedin.com/in/douglasboneparth/ 
LinkedIn: Heather Boneparth - https://www.linkedin.com/in/heather-boneparth-67533928/ 

About Douglas & Heather:

Douglas Boneparth is the founder of Bone Fide Wealth, a wealth management firm in New York City. Recognized as one of the nation's most influential financial advisors, Douglas serves on the advisory councils for CNBC and Investopedia. He has been featured in The New York Times, The Wall Street Journal, Barron’s, and more. He is also a CFP Board Ambassador for New York. Douglas received his B.S. from the University of Florida and his M.B.A. from NYU’s Stern School of Business. When he’s not making jokes on the internet, he enjoys brewing coffee, though he can do both at the same time. 

Heather Boneparth is used to wearing many hats. On her first maternity leave, she co-authored the couple’s first book on helping millennials achieve financial freedom. Since then, she has become a rising voice at the intersection of love, money, and family. She has written for CNBC, theSkimm, Insider, Scary Mommy, and more. As a lawyer, she spent more than a decade in the insurance industry before joining the family business as Bone Fide Wealth’s director of business and legal affairs. She received her B.S. from the University of Florida and her J.D. from the Benjamin N. Cardozo School of Law. 

Heather and Douglas met in college and consider themselves Gators for life. They now live in New Jersey with their two daughters.

How Douglas and Heather Boneparth Combine Love, Money and Purpose

NREI Weekender Episode 6 - NREI Research Series: Annual REIT Study Review, July 13, 2019

Today, David Bodamer continues with the NREI Research Series by reviewing NREI’s 4th annual REIT study. 

In this episode, you will learn:

- The major takeaways from this year’s research
- Which categories are on respondents’ buy and sell lists
- The status of REIT balance sheets
- What kind of predictions the study provides for REIT stock prices and returns 
- And more

Tune in now to hear the latest findings in the Review of the fourth annual REIT Study as part of the NREI Research Series.

Resources:
National Real Estate Investor

How Douglas and Heather Boneparth Combine Love, Money and Purpose

WealthManagement.com

Related tracks