Listen on The Move
Featuring Heather & Douglas Boneparth, authors of Money Together
What really happens when love, money, ambitionāand sometimes resentmentāshare the same address?
In this deeply honest and refreshingly candid episode of Insight Is Capital, host Pierre Daillie sits down with Heather and Douglas Boneparth, the powerhouse couple behind Bone Fide Wealth and co-authors of the bestselling book Money Together.
Heatherās journey from corporate attorney to financial storyteller and Dougās rise as one of todayās most recognizable financial planners form the backdrop for a conversation that goes far beyond spreadsheets. They open up about the real dynamics inside modern relationships: shifting power, unseen labor, income imbalances, ambition, fairness, and the emotional landmines that determine whether couples thriveāor quietly fracture.
Key Takeaways
Money problems are rarely about moneyātheyāre about communication, fairness, and identity.
Heather and Doug reveal how unspoken expectations, shifting power dynamics, and invisible workloads slowly erode trust when couples arenāt talking honestly about whatās changing in their lives.
Fairnessānot 50/50 equalityāis the foundation of a resilient financial partnership.
True fairness means āmaking roomā for each otherāemotionally, professionally, and financiallyāas needs, seasons, and capacities evolve.
Shared financial success requires discomfort, curiosity, and consistent practice.
Quarterly money dates, honesty about risk tolerance, and a willingness to stretch outside comfort zones create the compounding effect that strengthens relationships over decades.
This episode is a must-watch for couples, advisors, and anyone seeking a healthier, more intentional relationship with moneyāand with each other.
👉 Order the book: https://domoneytogether.com
👉 Subscribe to their newsletter, The Joint Account: https://readthejointaccount.com
⏱️ CHAPTERS
00:00 ā Welcome
00:56 ā Meet Heather & Doug
02:20 ā From law to financial storytelling
03:09 ā Doug on building Bone Fide Wealth
04:29 ā Balancing work, family & online presence
05:48 ā Chaos, organization & compromise
07:00 ā Discomfort as a sign of growth
08:21 ā Risk tolerance inside a marriage
09:12 ā The pandemic inflection point
11:48 ā Identity, resentment & invisible labor
12:43 ā The ultimatum that changed everything
14:30 ā How the book Money Together was born
16:26 ā What couples arenāt saying about money
18:16 ā Vulnerability & honesty in relationships
21:52 ā Why clients donāt reveal everything at first
23:09 ā How advisors can foster honest conversations
25:45 ā Slow, gentle financial dialogue
29:18 ā Fairness vs. equality
33:49 ā Workloads, seasons & avoiding scorekeeping
36:51 ā How resentment communicates without words
38:25 ā Collective ambition & shared power
39:55 ā Trust, money dates & compounding
44:24 ā What couples should rememberā20 years later
46:37 ā Where to find the book & newsletter
47:10 ā Closing reflections
⭐ KEY THEMES
- Money & relationships
- Power dynamics inside couples
- Communication breakdowns
- Shared ambition & fairness
- Emotional dimensions of financial planning
- Why advisors must go beyond numbers
- Building a resilient financial partnership
- Trust, teamwork & long-term growth
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