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Bio
šµ Money Pro & President Bone Fide Wealth š„ CNBC Advisor Council š§ Posts ā Financial Advice šš¼ Order My Book: Money Together
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linktr.ee/dougboneparth-
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Recent posts
Here it is š„¹ 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. Itās going to change minds, amplify voices, and help BOTH PARTNERS FEEL SEEN. I canāt wait to share more with youā¦letās do this. Pre-order linkās 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
Weāre so back. Please laugh.
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#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.
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#vegas #personalfinance #money #cfpconnections26
07 Oct 2026
Couple of bangers. Happy Monday.
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#monday #jokes #finanace
05 Oct 2026
Hereās 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 weekās 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 donāt want to miss this one. And donāt 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 Iām exhausted from watching the 10-year and oil prices bounce around. Spoke about AI and China too!
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#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 weāre 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 theyāll need to understand it as a skillānot 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.
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#ai #tech #family
09 Sep 2026
Avalon 2026
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#beach #summer #vacation
05 Sep 2026
Itās the end of August. Partyās over!!
But that doesnāt mean weāre not pumped for fall. As of now, hereās 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 youāll also find me in the audience filming him like a proud wifeager, so however you find us, please come say hi!!
And if youād 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 theyāre the reasonable one in their relationship.
On Monday, October 5, weāre bringing āTwo Seats at the Table: Building Better Relationships with Client Couplesā to CFP Boardās Connections Conference in Las Vegas. This oneās a milestone. Itās our professionās 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.
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#CFPConnections26 #FinancialPlanning #CFPpro
25 Aug 2026
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