Resilient Advisor Podcast Helping Couples Navigate Money Together with Douglas & Heather Boneparth | EP264
Nov 25, 2025
Douglas and Heather Boneparth, co-authors of Money Together and leaders at Bonafide Wealth, dive into the complex financial dynamics couples face. They reveal how emotional and cultural factors influence financial decisions and share practical strategies for engaging disengaged partners. Discussing topics like neurodivergent money behaviors and navigating family expectations, they offer vital questions that advisors can use to facilitate deeper conversations. Their insights aim to foster healthier financial relationships among couples.
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Open Relationship Money Talk Early
- Do open the door to relationship-money conversations without acting as a therapist.
- Use questions and stories to deepen client trust and keep them as your advisor.
Big Moments Reveal Financial Fault Lines
- Major life events expose hidden financial dynamics in couples.
- Addressing money teamwork early prevents much harder unwinding decades later.
Adapt Meetings To Match Learning Styles
- Do change meeting format and delivery to engage the disengaged spouse.
- Offer different times, formats, and content styles to match each partner's learning preference.
