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

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.

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

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

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