Douglas A. Boneparth

Douglas A. Boneparth

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@dougboneparth

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Bio

šŸ’µ Money Pro & President Bone Fide Wealth šŸŽ„ CNBC Advisor Council 🧠 Posts ≠ Financial Advice šŸ‘‡šŸ¼ Order My Book: Money Together

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Recent posts

Here it is 🄹 just as I finish what I feel was the final read-through before we move into the next phase (typesetting!), our publisher sent us this lil vid of our book truly *coming to life.* How apropos. MONEY TOGETHER is about so much more than money. It’s going to change minds, amplify voices, and help BOTH PARTNERS FEEL SEEN. I can’t wait to share more with you…let’s do this. Pre-order link’s in bio. #moneytogether #couples #money #love #relationships #parenting #millennials #personalfinance #financialliteracy #financialfreedom #financialgoals #newbook #booksbooksbooks #bookstagram 10 Apr 2025 We almost broke up over that $5 chocolate heart! Now look at us (with heartburn). #college #marriage #relationships #forties #couples 07 Nov 2026 We’re so back. Please laugh. . . . #jokes #memes #finance 22 Oct 2026 Vegas, you were the best. Thanks to the @cfpboard for having us present Two Seats at the Table at Connections 2026. . . . #vegas #personalfinance #money #cfpconnections26 07 Oct 2026 Couple of bangers. Happy Monday. . . . #monday #jokes #finanace 05 Oct 2026 Here’s a question to ask your spouse: Where in our financial lives do we have too many eggs in one basket? For many households, the answer is company stock. In this week’s newsletter, @dougboneparth breaks down how to manage concentration risk, including what to consider when selling, tax issues to watch for, and what to do with the cash afterwards. As I like to say (okay, I just came up with it while staring at his hair), he really put his advisor visor on for this one! You don’t want to miss this one. And don’t forget to subscribe to @readthejointaccount so they come straight to your inbox each week. Link in bio. #work #money #finance #stock #couples 29 Sep 2026 I went on CNBC this morning to share my pumpkin spice latte recipe and why I’m exhausted from watching the 10-year and oil prices bounce around. Spoke about AI and China too! . . . #money #finance #china 23 Sep 2026 Future Proof Festival 2026 (5 for 5) Always a blast. The best to do it. #wealth #festival #california Thx to @mattmiddleton__ and team! 17 Sep 2026 The Joint Account is back from summer break and we’re going Above Our Pay Grade. Most of you think of AI as a shortcut: something that can write an email, plan dinner, or settle an argument at the table. But what can it actually do for your family? I spoke with Wall Street tech veteran Dan Ives about how AI could help manage the mental load at home, what healthy AI use looks like for growing kids, and why they’ll need to understand it as a skill—not just to do the thinking for them. This conversation is practical, important, and much bigger than a chatbot. Check it out at the link in bio. . . . #ai #tech #family 09 Sep 2026 Avalon 2026 . . . #beach #summer #vacation 05 Sep 2026 It’s the end of August. Party’s over!! But that doesn’t mean we’re not pumped for fall. As of now, here’s where you can find @dougboneparth and I chatting about financial planning for client couples, building better financial partnerships, and engaging the next generation of clients and colleagues. Most of these are joint gigs, but you’ll also find me in the audience filming him like a proud wifeager, so however you find us, please come say hi!! And if you’d like to have us talk love and money at your event or organization, reach out anytime! #author #books #speaking #couples #money 27 Aug 2026 Heather and I have been presenting on couples and money all over the country. Corporate audiences, conferences, rooms full of people who each think they’re the reasonable one in their relationship. On Monday, October 5, we’re bringing ā€œTwo Seats at the Table: Building Better Relationships with Client Couplesā€ to CFP Boardā€˜s Connections Conference in Las Vegas. This one’s a milestone. It’s our profession’s home crowd. Our session is about the part of planning no spreadsheet prepares you for. The dynamics, disagreements, and the spouse who just nods along. Come find us. 2:00 to 3:00 p.m. PT. . . . #CFPConnections26 #FinancialPlanning #CFPpro 25 Aug 2026

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DIRpmAQPWWgHere it is 🄹 just as I finish what I feel was th…
DfcTKJjO5E_We almost broke up over that $5 chocolate heart!…
De0B0-dEdXyWe’re so back. Please laugh. . . . #jokes #memes…

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