The Money and Meaning Show

Love, Trust, and Money 💑 Strategies for Financial Harmony with guests Doug and Heather Boneparth


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Host Jeff Bernier welcomes guests Doug and Heather Boneparth to this episode!

Doug and Heather delve into the key elements of fostering a healthy financial relationship between partners:

🤝 Connection: Start by initiating conversations about your money beliefs and behaviors, using resources like therapist-guided questionnaires to guide the discussion.

🗣️ Communication: Schedule dedicated times for distraction-free discussions, ensuring both partners have the space to express their thoughts and feelings about finances without interruptions.

➕ Contribution: Recognize and honor each other's contributions to the relationship, going beyond financial aspects to include personal contributions and household responsibilities.

🛠️ Collaboration: Establish transparency by understanding where money is coming from and going, utilizing tools like net worth tables and budgeting spreadsheets to facilitate productive conversations about financial decisions.

⏰ Consistency: Commit to regular check-ins, ideally on a quarterly basis, to review changes in net worth, spending habits, and overall financial goals, fostering long-term financial health and relationship strength.

----more----Check out Doug and Heather's book 📙 https://bonefidewealth.com/millennial-money-fix/

Check out Jeff's book 📗 https://www.jeffbernierauthor.com/

----more----

Interested in knowing more about TandemGrowth Financial Advisors? 🪴https://www.tandemgrowth.com/

 

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