What happens when money dynamics shift inside a relationship—and how do couples find fairness when life, careers, and income change?

In this episode, Melissa Joy, CFP® sits down with Heather and Douglas Boneparth, the powerhouse couple behind Money Together: How to Find Fairness in Your Relationship and Become an Unstoppable Financial Team.

Heather, a former corporate lawyer, and Douglas, founder of Bonafide Wealth in New York City, open up about how their own experiences as partners, parents, and business owners inspired the book—and why talking about money as a team is harder (and more important) than ever.

Together, they explore:

• ⚖️ How power dynamics around money evolve over time—and what couples can do to keep conversations fair and balanced
• 💬 Why curiosity and communication are the foundation of financial teamwork
• 💡 The “aha” moments from interviewing 75+ couples about love, money, and identity
• ❤️ Why fairness doesn’t always mean 50/50—and how to navigate changing roles without resentment
• 🧩 The link between our upbringing, money habits, and emotional reactions in financial conversations
• 📖 What they learned from writing the book together—and how it reshaped their own partnership

Melissa and her guests also discuss what advisors can take away from Money Together: how to see both partners equally, ask better questions, and help clients build stronger financial relationships—not just portfolios.

✨ Whether you’re managing finances solo or as part of a couple, this conversation reminds us that money isn’t just math—it’s meaning, emotion, and teamwork.

📚 Learn more:
Money Together: How to Find Fairness in Your Relationship and Become an Unstoppable Financial Team
👉 www.domoneytogether.com
👉 www.readthejointaccount.com

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