You know what's truly terrifying? Realizing you and someone you share money decisions with have completely different ideas about finances—and you're both convinced you're right.
Joe Saul-Sehy and OG welcome Doug and Heather Bonaparte, a CFP and business partner duo who've mastered the art of not killing each other over finances. And when you work together AND live together? Let's just say they've had plenty of practice navigating the financial frights that haunt any relationship where money's involved.
Whether you're married, dating, splitting rent with a roommate, or partnering on a business venture, the same money monsters show up: the "fair split" debates, the family expectation zombies that won't stay dead, and those vampiric spending habits that drain shared accounts when you're not looking. Doug and Heather share what actually works—the timing tricks, the tone shifts, and the teamwork strategies that keep financial conversations from turning into horror shows, no matter who you're talking to.
This isn't about becoming perfect financial partners overnight. It's about exorcising the money demons before they possess your most important relationships—romantic, professional, or otherwise.
Plus: Joe and OG stir the cauldron with Halloween movie talk and trivia, because even the scariest conversations are better with a little basement humor.
What You'll Walk Away With:
- How to start money conversations without summoning the spirits of past arguments (works for spouses, roommates, business partners, you name it)
- Doug and Heather's hard-won strategies for navigating disagreements when money and relationships overlap
- Why "financial transparency" isn't about policing every purchase—it's about understanding each other's money ghosts
- The three things any financial partnership needs to align on before the little stuff stops haunting you
- Permission to be messy while you figure this out (even CFPs have money fights)
This Episode Is For You If:
- You share financial decisions with ANYONE—a partner, roommate, business associate, or family member
- Money conversations feel like walking through a haunted house blindfolded
- Someone else's financial habits make you want to scream louder than a horror movie victim
- You're tired of being cast as the villain every time you want to discuss shared expenses
- You need proof that even professionals who literally do this for a living still have to work at it
FULL SHOW NOTES: https://stackingbenjamins.com/money-communication-horror-stories-1754
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201
Enjoy!
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