Shows
HelloPrenup the PodcastHeather Boneparth + Doug Boneparth on How To Build a Financial Dream Team with Your PartnerIn this episode, we sit down with Heather and Douglas Boneparth to dive into the intersection of love and money. From early money memories to navigating financial power shifts in a relationship, they share insights from their new book, Money Together, and offer actionable advice for couples wanting to build a fairer, more transparent financial future. Pre-order Money Together here — every link helps!Heather and Douglas Boneparth are financial and relationship experts behind Bone Fide Wealth in NYC and co-authors of Money Together — you can find them at bonefidewealth.com, on social @averagejoelle and @dougboneparth, and i...2025-06-1246 min
FutureProof Advisor PodcastDon't Let Tech Leave You BehindBuilding a successful wealth management firm isn’t just about numbers—it’s about vision, resilience, and embracing change. Douglas Boneparth’s journey from childhood dreams of becoming an architect or attorney to leading a thriving financial advisory firm highlights the importance of entrepreneurship, technology, and adaptability in today’s fast-paced financial landscape. With early exposure to tech and entrepreneurial spirit from his family, Douglas emphasizes how these experiences shaped his approach to financial planning, integrating innovation into every step of his firm’s evolution.Douglas shares the personal and professional challenges he faced when joining the family busin...2025-04-1035 min
Healthy Love and MoneyThe Invisible Labor of Love: Couples Defining Contribution Beyond Income with Doug and Heather BoneparthIn this intimate and thought-provoking episode of the Healthy Love and Money Podcast, Ed sits down with powerhouse couple Doug and Heather Boneparth—co-founders of Bonafide Wealth and co-authors of an upcoming book that dives deep into the intersection of love, money, and trauma. But this isn't just a story of professional success—it's a raw, unfiltered look at the real journey behind the scenes: a couple navigating early adulthood in the throes of a recession, redefining roles around ambition and financial contribution, and learning to recalibrate their relationship through the evolving seasons of marriage, parenthood, and business. From grap...2025-04-0942 min
Everyone's Talkin' Money"Money Won’t Be the Thing That Fixes Your Life"Since you were a kid, you were taught that money equals success. That a big paycheck means you’ve made it. That if you just work hard enough, earn enough, or save enough, you’ll finally feel secure, confident, and happy.But let me tell you something no one else will—money won’t be the thing that fixes your life.If it did, millionaires wouldn’t be miserable.If it did, six-figure earners wouldn’t feel like they were drowning in student loan debt.If it did, women wouldn’t question their...2025-02-1141 min
Decoding RetirementLongevity risk & financial communicationIn this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell speaks with David Blanchett, Head of Retirement Research at PGIM DC Solutions, and Doug Boneparth, Bone fide Wealth President & Founder, to discuss investment risk over time, longevity risk, and how to prioritize different savings goals.Find out why personal finance is personal and why you need to consider your circumstances before following through on an investment strategy.Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events...2025-01-2824 min
The Human Side of Money126: Love & Money: The Keys To Financial Success As A Couple with Doug and Heather BoneparthDoes money talk strengthen your relationship—or strain it?
Doug and Heather Boneparth, a dynamic husband-wife team and experienced financial advisors, share the inside scoop on what makes relationships tick—financially and emotionally. Drawing from personal experience, they reveal practical ways for couples to redefine financial responsibilities, appreciate non-monetary contributions, and set shared goals for the future.
For advisors, Doug and Heather break down how to create balanced, inclusive conversations that engage both partners, tackling emotional undercurrents to strengthen relationships along the way.
What You’ll Learn:
Tools to create inclus...2024-11-131h 30
The David Lin ReportWill 2024's Market Momentum Continue In 2025? | Douglas BoneparthDouglas A. Boneparth, President of Bone Fide Wealth, discusses the financial planning priorities for after the Presidential election, and the outlook for economic growth in 2025.
*This video was recorded on October 30, 2024
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The Investipal PodcastUnlocking Liquidity: The Future of Startup Equity & Private Markets with Dave ThorntonDave Thornton is the CEO and co-founder of Vested, a platform designed to help startup employees unlock the value of their stock options.
In this episode, Dave dives into the complexities of stock options, the challenges of providing liquidity for startup employees, and how Vested is bridging the gap by offering innovative funding solutions. We also discuss the evolving private markets, the role of secondary markets, and the increasing need for liquidity as companies stay private longer.
Please enjoy our conversation with Dave Thornton.
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The Investipal Podcast is produced...2024-10-0427 minThe Investipal PodcastWas This Hedge Fund's Performance Pure Luck? with Corey HoffsteinCorey Hoffstein is a quantitative researcher, portfolio manager, and financial innovator.
In this episode, Corey shares his insights on return stacking, the overlooked impact of rebalancing timing, and how to find alpha in increasingly efficient markets. We also explore his views on trend following, the 13-month momentum anomaly, and how his innovative ETF strategies are reshaping portfolio construction.
Please enjoy our conversation with Corey Hoffstein.
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The Investipal Podcast is produced by www.investipal.co. Past guests include Meb Faber, Brent Beshore, Peter Lazaroff, Douglas Boneparth, Jamie Hopkins, Tyrone Ross and many more...2024-09-2645 minThe Investipal PodcastAre We In A Private Equity Bubble? with Jared DillianJared Dillian is a writer, trader, musician, entrepreneur and educator.
In this episode, Jared shares his views on the potential $8 trillion private equity bubble, the current market environment, and how the relationship between time and money impacts financial success. We also discuss his views on commodities, investing strategies, personal finance tips and his books including his upcoming collection of short stories
Enjoy our conversation with Jared Dillian.
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The Investipal Podcast is produced by www.investipal.co. Past guests include Meb Faber, Brent Beshore, Peter Lazaroff, Douglas Boneparth, Jamie Hopki...2024-09-0624 minThe Investipal PodcastLoosely Functioning Disasters and Long-Term Relationships with Brent BeshoreBrent Beshore is the CEO and founder of Permanent Equity, a private equity fund uniquely focused on the long-term.
In this episode, we dive into Brent’s journey into private equity, the value of operational experience as an investor, the diligence process, leadership, and the importance of long-term relationships and compounding.
Enjoy our conversation with Brent Beshore.
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The Investipal Podcast is produced by www.investipal.co. Past guests include Peter Lazaroff, Douglas Boneparth, Jamie Hopkins, Tyrone Ross and many more.
Follow us on LinkedIn: www.linkedin.com/company/investipal | ...2024-08-0233 min
Worldwide ExchangeNasdaq Rebound, Netflix Earnings, and Navigating Volatility 7/18/24The Nasdaq is pointing towards a possible rebound this morning after logging its worst one-day loss since 2022. GAM Investments' Paul Markham discusses. Plus, Netflix is expected to add fewer subscribers this quarter compared to last. Main Street Research's James Demmert tees up the report. And, how should investors navigate this latest bout of volatility? Bone Fide Wealth's Douglas Boneparth weighs in.
2024-07-1842 minThe Investipal PodcastHow Financial Advisors Can Scale Trust & Build Better Connections with Diana CabricesDiana Cabrices is the founder of Diana Cabrices Consulting and the wealth industry's first Chief Evangelist, helping firms establish a strong brand presence to attract and retain clients.
In this episode, we dive into Diana's journey into brand evangelism, the importance of building relatability as a financial advisory, how to both scale trust and drive better client engagement in a digital world, and how to do all of it compliantly.
Please enjoy our conversation with Diana Cabrices.
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The Investipal Podcast is produced by www.investipal.co. Past guests include Peter Lazaroff, Douglas Boneparth, Jamie Hopki...2024-07-1622 min
MSUWMA PodcastSummer Rewind Ep.5 - Douglas Boneparth - S1 Ep.16This summer we are excited to bring back some of our favorite episodes every Monday!
We hope you are having an amazing summer and expect new interviews for our next season, season 9, in September as the school year begins!
Thank you for listening and enjoy!
Douglas A. Boneparth, CFP is president and CEO of Bona Fide Wealth, a Registered Investment Advisor based in New York City. Investopedia named him as one of the Top 10 Most Influential Financial Advisors in 2018, 2019, and 2020, and he currently sits on the CNBC Financial Advisor Council. He is also the author of The Millennial Money...2024-07-151h 03
Love & other assetsThe power of shared goals featuring Douglas and Heather BoneparthThis episode of the Love & other assets podcast features a conversation with power couple Douglas and Heather Boneparth. The Boneparth's, authors of "Millennials and Money" and a forthcoming book on navigating power struggles in couples’ finances, offer invaluable insights into the dynamic between love and money, particularly for couples amid career changes, parenthood, and the ever-evolving landscape of modern finances.They share their story of meeting in college, navigating their careers and the recession, and ultimately coming together to build their business. The Bonaparth's discuss the challenges and joys of working with your spouse, especially when navigating pa...2024-06-2645 minThe Investipal PodcastPassion Meets Planning: Reverse Engineering Your Retirement and Success with Justin CastelliJustin Castelli is multifaceted. He is the founder of RLS Wealth, the AGC, and PRST, as well as the host of the LifeDesign+ podcast. He is a speaker, a poet, and a strong advocate for living an authentic life and helping others to do the same.
In this episode, we explore Justin's journey to authenticity, his approach to client relationships, and how he encourages clients to pursue their interests and passions. We also discuss the evolving role of financial planners, why being less focused on the numbers when setting goals can actually be beneficial in the long...2024-06-2533 minThe Investipal PodcastBuilding Wealth Early: Lessons from a Top Financial Advisor with Travis Freeman
Travis Freeman is a partner at a $30 billion RIA and author of Make Your Money Work and The Fortune of Youth, his newest release that explains how time is the greatest asset for building wealth.
In this episode, we talk about Travis's journey from a life-changing accident to becoming a top financial advisor. We also discuss his experience building a startup, how he approaches marketing, the future of wealth management, AI, Madonna, and much more.
Please enjoy our conversation with Travis Freeman.
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The Investipal Podcast...2024-06-0625 minThe Investipal PodcastInside the Fintech & Private Credit Booms with Christian FaesChristian Faes is the CEO of Faes & Co, an investment firm specializing in private credit, and the founder of F2 Finance and LendInvest, a publicly traded UK digital mortgage lender.
In this episode, we discuss Christian’s journey from law to entrepreneurship, the evolution of financial sector disruption, the rise of private credit, and the advantages of specialized lending. Additionally, Christian offers key insights for private credit investors and discusses the role of technology in enhancing niche lending markets.
Please enjoy our conversation with Christian Faes.
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The Investipal Podcast is...2024-05-3023 minThe Investipal PodcastThe Legacy of Jim Simons and Quant Investing with Meb FaberMeb Faber is the co-founder and Chief Investment Officer of Cambria Investment Management, host of the Meb Faber Show podcast, and an accomplished author of numerous books and white papers on investing.
In this episode, Meb discusses the legacy of Jim Simons and the impact of Renaissance Technologies on quantitative investing. He dives into the value of trend following and global diversification in investment portfolios, and the importance of a scientific approach to the markets. Meb also shares insights on the current US industrial policy, the future of US vs. international investing, and highlights a lesser-known semiconductor...2024-05-1638 minThe Investipal PodcastGood Financial Planning Depends on Good DataTim Bickmore is Co-Founder and Director of Financial Planning at LBW Wealth Management and Co-Founder at Hyphaway, a modern financial planning software with data at its core.
In this episode, Tim shares why proper data architecture and classification is hard to get, how that impacts financial planning, common mistakes made by advisors and clients in financial planning, tax optimization strategies, the future of AI in financial planning, and more.
Please enjoy our conversation with Tim Bickmore.
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The Investipal Podcast is produced by www.investipal.co. Past guests include ...2024-05-1432 minThe Investipal PodcastUnlocking Growth with Private Lending & Alternative Assets with Jamie ShulmanJamie Shulman is Co-Founder and Fund Manager at Meriwether Group Capital, a private commercial lending company focused on providing growth capital to lower middle market businesses. After 25+ years in banking and lending, Jamie has built a track record of delivering top tier results to businesses and their shareholders, and developed deep expertise in private credit.
In this episode, Jamie shares with us how Meriwether Group approaches private lending, what they look for in borrowers, how they structure their investments and the current environment for private credit from businesses seeking capital to investors looking for...2024-05-0823 minWorldwide ExchangeRevitalized Relief Rally, Presidential Election Survey, and Disney Q2 Results 5/7/24The relief rally is beginning to show signs of life as the push-and-pull between earnings growth and rate cuts remains front and center. Bone Fide Wealth's Douglas Boneparth discusses. Plus, the U.S. is exactly six months away from the presidential election. Generation Lab's Cyrus Beschloss dives into a new survey on key political issues. And, Disney is out with its second quarter results this morning after its kitchen sink report three months ago. Fairlead Strategies' Katie Stockton lays out the technicals for the stock.
2024-05-0742 minThe Investipal PodcastUnlocking Alternative Investments with Shana SisselShana Sissel is the Founder, President & CEO of Banrion Capital Management, an alternatives technology platform helping to simplify investing in alternatives for advisors and assessment managers. She’s a frequent speaker and contributor to major outlets like CNBC, Fox Business Network, Bloomberg and the TD Ameritrade Network. And she’s a fierce advocate for women in finance.
In this episode, we explore the rising popularity of alternative investments, the difficulties advisors face in navigating this space, how Banrion is making it easier for advisors, and how these investments can be incorporated to improve a port...2024-05-0125 min
Mindful Money105: Heather and Douglas Boneparth - From Corporate to Co-Founders: The Journey to Financial CollaborationUpcoming Event!How Can Mindfulness Help You Reach Financial Independence?Do you want to reduce money anxiety, but don’t know who to trust?Would you like to learn how to set up and manage your own retirement plan?Do you want to know how we create a passive income stream you can’t outlive?If yes, join us and learn how to answer the 4 critical financial independence questions:Am I on track for financial independence?What do I need to do to get on track?How do I de...2024-05-0146 minThe Investipal PodcastThe Rational Approach to Wealth Management with Cameron PassmoreCameron Passmore is Executive Chairman and Portfolio Manager at PWL Capital, one of Canada’s premier independent advisory firms that puts its people and clients at the heart of its purpose. He’s also co-host of the Rational Reminder podcast with Ben Felix, a leading advocate for evidence-based, systemic investing, and is dedicated to the continuous development of people, knowledge, and technology.
In this episode, we discuss PWL’s client-centric approach, how they structure the organization to align with purpose, building a nationally-recognized brand centered on improving financial literacy, the Canadian advisory landscape and the misalignment of incent...2024-04-2535 minThe Investipal PodcastHow to Build Wealth in Today's World with Colin OverwegColin Overweg is the founder of Advise Wealth, an Investopedia Top 100 Advisor, and member of the Board for the Financial Planning Association. He’s also been featured in publications like Barron’s, CNBC and The New York Times and a frequent lecturer at various universities.
In this episode, we talk about how building wealth today is radically different than it used to be, pensions, misconceptions about home ownership, how to get started with investing, whole life insurance, Nancy Pelosi’s portfolio and more.
Please enjoy our conversation with Colin Overweg.
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The...2024-04-1732 minThe Investipal PodcastWhy Financial Advisors Should Collaborate, Not Compete with Stoy HallStoy Hall is the Founder & CEO of Black Mammoth, a Modern Family Office, and host of the NOB$ Wealth Podcast. He’s recognized by Investopedia as a Top 100 Financial Advisor in part due to his dedication to helping women and minority business owners, entrepreneurs, and employees achieve true wealth, and for his commitment to ‘ridding the world of financial illiteracy’.
In this episode, Stoy talks about the importance of teaching financial literacy to children, the grind of wealth building, why alternative strategies are critical (including investing in oneself), and why financial advisors and planners aren’t actually in compe...2024-04-0932 minThe Investipal PodcastFinancial Literacy for Kids and Teens with Liz FrazierLiz Frazier is a financial planner, author of "Beyond Piggy Banks and Lemonade Stands" and a strategic advisor to Copper Bank, a digital bank for teens. She’s recognized by Investopedia as a Top 100 Financial Advisor and is fiercely dedicated to promoting financial literacy from an early age.
In this episode, Liz shares valuable tips for parents on introducing money management concepts to kids and teens. We discuss the importance of hands-on experiences, how to handle allowances and credit cards, and preparing the next generation for financial success.
Please enjoy our conversation with Liz Frazier....2024-04-0226 min
AdQuick Madvertising PodcastDouglas Boneparth: finance industry marketing, digital branding, humor & more | E36In Episode 36 of the AdQuick Madvertising podcast, Adam Singer sits down with Douglas Boneparth, CEO of Bone Fide Wealth to talk finance sector marketing/media, building a personal and company brand, humor in digital content and more. 2024-03-2754 minThe Investipal PodcastWealth Management, Nvidia, Bitcoin & More with Douglas BoneparthDouglas Boneparth is the Founder and President of Bone Fide Wealth, a New York City-based wealth management firm dedicated to serving the city’s hardest-working young professionals. As a regular contributor to outlets like CNBC and WSJ and a financial educator with engagements at places like NYU and Fordham, he’s recognized as a Top 100 Financial Advisor. Alongside his wife, he helps couples talk about and navigate money through their newsletter, The Joint Account. And he’s a pretty prolific Twitter-er (X-er?), where over 250,000 people follow him for his market insights and memes.
In this e...2024-03-2730 minWorldwide ExchangeMarch Fed Meeting, S&P 500 Shake-Up, and the New Trading Week 3/18/24The Federal Reserve kicks off its latest monetary policy decision this week. Former Atlanta Fed President Dennis Lockhart previews the decision. Plus, the S&P 500 is set to look a little different today. Inside Edge Capital’s Todd Gordon explains. And, what’s ahead for the new trading week? Bone Fide Wealth’s Douglas Boneparth and Advisors Capital Management’s JoAnne Feeney discuss.
2024-03-1842 min
Thinking Crypto News & InterviewsDouglas Boneparth Interview - Will the Bitcoin ETFs Change Millennials Investment Strategies as they Inherit Boomer Wealth?Douglas Boneparth is a financial advisor and president of Bone Fide Wealth. We discuss:- Bone Fide Wealth providing financial services to Millennials - Bitcoin Spot ETF launch and performance- How will the Bitcoin ETF’s change Millennial investment habits as they are set to inherit wealth from Boomers- Will the Fed get its soft landing with interest rate cuts and issues like the commercial real estate problem?- Why is the Stock Market and Bitcoin performing so well?- Will we see an Ethereum ETF approval this year?- Crypto Re...2024-03-0447 minWorldwide ExchangeJanuary CPI, Coca-Cola Earnings, and Stocks' Record Highs 02/13/24Inflation is front and center today as investors await the first CPI report of 2024. The Conference Board's Dana Peterson tees up the print. Plus, Coca-Cola is out with earnings this morning. UBS' Peter Grom gives his expectations. And, markets are coming off more fresh record highs. Bone Fide Wealth's Douglas Boneparth and ProShares Advisors' Simeon Hyman discuss.
2024-02-1343 min
TrillionsA Financial Adviser’s Take on Bitcoin ETFsThe launch of the first-ever spot Bitcoin exchange-traded funds has dominated the ETF conversation over the last few months. Issuers are jockeying for position in what’s fast-becoming a successful and ultra-competitive category. But who’s the target market for these products? What do advisers think of them? And how are they talking to their clients about them? On this episode of Trillions, Joel and Eric speak with Douglas Boneparth, founder and president of Bone Fide Wealth. They discuss how he’s speaking with clients about Bitcoin, how he views the new ETFs, how much exposure to really...2024-02-0139 min
Earn & InvestMoney Dynamics and Power Struggles in Relationships with Heather and Douglas BoneparthJoin us in this insightful episode as we delve into the intricate world of couples' money beliefs with Heather and Douglas Boneparth, authors of The Joint Account newsletter. Together, we explore the core of relationship struggles tied to financial power dynamics, unraveling the impact of differing money philosophies on the strength of a partnership.#MoneyBeliefs #RelationshipStruggles #CouplesFinance #TheJointAccount #PowerStruggles #FinancialWellness #MoneyTalks #LoveAndMoney #PodcastEpisode #MoneyMindset Learn more about your ad choices. Visit megaphone.fm/adchoices2024-01-1556 min
Common Cents on the PrairieHow We Money: Merging Financial LivesFor Heather and Douglas Boneparth, this isn’t just a money story. It’s a love story. Find out how these college sweethearts, who grew up with vastly different money experiences, overcame all obstacles to merge their financial lives — and how they’re using the lessons they learned to help others do the same.2023-12-1453 min
Common Cents on the PrairieHow We Money: Merging Financial LivesFor Heather and Douglas Boneparth, this isn’t just a money story. It’s a love story. Find out how these college sweethearts, who grew up with vastly different money experiences, overcame all obstacles to merge their financial lives — and how they’re using the lessons they learned to help others do the same.You can find more episodes of Common Cents on the Prairie™ on Apple Podcasts, Spotify, YouTube, Amazon Music, and on our website.Watch every episode on YouTube, and subscribe to First National Bank's channel!Follow First National Bank on FacebookFollow...2023-12-1453 min
The Marketing Millennials199 - How Do You Make Money Marketing to Broke@$$ Millennials?What’s the #1 way to market to millennials in the personal finance space? Daniel chats with Douglas Boneparth, a marketing expert who has been targeting millennials for over a decade, to discuss the challenges of balancing humor and trust in the finance industry, the evolving needs of millennial consumers, and the importance of relatability in marketing efforts. Douglas also shares insights into his current project, a newsletter called The Joint Account, which focuses on helping couples have better conversations about money. Plus, he reveals how being an internet personality has helped him stand out in the...2023-10-0438 min
I Took a HikeDouglas Boneparth - Financial Peaks & Emotional ValleysWelcome to episode 6 of the "I Took a Hike" podcast. In this episode, our host, Darren Mass, embarks on an adventurous hike with one of the most influential financial advisors in the game, Douglas A. Boneparth. As they navigate the trails, they also navigate the winding paths of Douglas's personal and professional life, exploring the fascinating intersections where entrepreneurship, late-stage divorce, the butterfly effect, and the wilderness meet.In this episode, Douglas, the founder of Bonafide Wealth, shares his journey from sunny South Florida to the bustling city of New York. Having grown up the s...2023-07-111h 25
The Money Moves PodcastA Sit Down with Douglas BoneparthIn this Money Moves episode, Matthew, Stephen, and Douglas discuss managing your money, the importance of wealth management when you're young, and why financial literacy is so critical. To learn more about Douglas, visit https://bonefidewealth.com/lang=en. To learn more about Gen-Z for Financial Literacy, visit genzforfinlit.org.
Douglas has amassed a large following for making finance fun and engaging for all. He does this through his Twitter profile and other social media.
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Send in a voice message: https://podcasters.spotify.com/pod/show/genzforfinlit/message
Support this podcast: https://podcasters.spotify.com/pod/show/genzforfinl2023-07-0140 min
LoPrest and GuestJepisode 35: CalvinCalvin is an aspiring standup comedian. Calvin comes on the podcast to discuss his journey into standup comedy. Some topics we cover include creating material, what constitutes offensive, and good and bad sets. We also discuss health and fitness when he opens up about the time he prepared for and entered a bodybuilding competition.
Quote(s)
"Every dead body on Mt. Everest was once the most motivated person in the world!" -Douglas A. Boneparth
Supporting and Accessing the Podcast
If you would like to support or become a guest, please send...2023-02-271h 15
An Internet of PeopleBridging Web2 and Web3 with Joelle BoneparthIIn this episode, we talk about what it takes to start a business in the Web3 world. Joelle explains how to make connections between Web2 (or the internet as we know it) and Web3 as well as shares what Web3 business models can look like and provides some unique challenges that come with building and hiring for a Web3 business.
Joelle Boneparth is an attorney and writer. She is the co-author of The Millennial Money Fix: What You Need to Know About Budgeting, Debt, and Finding Financial Freedom, a book she and her husband, millennial finance expert...2023-01-1947 min
Not Investment Advice89: Douglas Boneparth on ChatGPT, OpenAI vs. Google & InvestingThe NIA boys discuss ChatGPT, Open AI vs Google and Douglas Boneparth joins to discuss how (not) to teach your kids about investing & what to do in a recession. Timestamps:(00:00:00) - Intro + Live World Cup Penalties(00:03:03) - Jack's Art Basel Piece(00:05:55) - Who Is Douglas Boneparth + Bone Fide Wealth?(00:20:12) - OpenAI & ChatGPT(00:22:42) - Microsoft's $1B Investment(00:34:55) - OpenAI vs. Google(01:02:09) - Teaching Kids About InvestingWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + t...2022-12-071h 27
The Buster ShowDouglas A. BoneparthTwitter finance legend on the pod!2022-11-0224 min
Money ConfidentialEncore: I Have an Emergency Fund and Save for Retirement. What Should I Do Next?Once you’ve paid off your debt, established an emergency fund, and started investing for retirement, you’ve got your financial fundamentals in place - but is it enough to afford the future you want for yourself? And if not, what should you do next? This week, Stefanie interviews Certified Financial Planner Douglas Boneparth about how to prioritize your savings and investments and what to consider after you’ve maxed out your retirement accounts.For more info visit realsimple.com/moneyconfidentialpodcastMoney Confidential is produced by:Stefanie O'Conn...2022-10-1734 minMoney ConfidentialI Have an Emergency Fund and Save for Retirement. What Should I Do Next?Once you’ve paid off your debt, established an emergency fund, and started investing for retirement, you’ve got your financial fundamentals in place - but is it enough to afford the future you want for yourself? And if not, what should you do next? This week, Stefanie interviews Certified Financial Planner Douglas Boneparth about how to prioritize your savings and investments and what to consider after you’ve maxed out your retirement accounts.If you have a money story or question to share, you can send us an email at money.confidential@realsimple.com. You can also l...2022-07-1834 min
The Intrinsic Value Podcast - The Investor’s Podcast NetworkMI Rewind: Mastering Your Money w/ Douglas BoneparthIN THIS EPISODE YOU’LL LEARN:
01:17 - Why you may need a financial advisor as a millennial.
01:17 - The value financial advisors add.
17:33 - Why robo-advisors won’t take over the financial advising industry.
22:49 - The most important thing keeping you from reaching your financial goals.
36:45 - Whether you should pay off your student loans or invest.
And much, much more!
BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Read this episode’s transcript and full show notes on our...2022-05-2037 min
Infinite LoopsDouglas A. Boneparth — Building the Web 2.0 to 3.0 BridgeDouglas A. Boneparth is the President at Bone Fide Wealth, Founder at CryptoDrip, and co-author of the book ‘Millennial Money Fix’. Follow Douglas on his Twitter at https://twitter.com/dougboneparth, CryptoDrip at https://twitter.com/cryptodripxyz and know more about Bone Fide Wealth here: https://bonefidewealth.com/ Show Notes: Writing a book with your spouse "Killing your darlings" Humor as a marketing strategy Generating leads with Twitter and SEO Scaling a financial planning business Demystifying financial jargon Dealing with the 2020 crisis Doug's introduction to Bitc...2022-03-311h 18
Gen-Z and Friends'Gen-Z vs Millennials' with Douglas Boneparth, President of Bone Fide WealthToday I am joined by the Founder and President of Bone Fide Wealth Management, Twitter celebrity, girl Dad, coffee enthusiast, and creator of the CryptoDrip NFT project, Douglas Boneparth!In today's episode we discuss how Doug became one of the best-known financial advisors in the country, what Gen-Z should be doing with their money, and the real secret to a successful work/life balance.We also uncover Doug's shortcut to making the best coffee, his new NFT project 'CryptoDrip' and then we finish our conversation with a quickfire round comparing our two generations....2022-02-0953 min
The Keynote by CNBC EventsRisks and Rewards of Crypto Investing with Douglas Boneparth and Ivory JohnsonIvory Johnson, founder of Delancey Wealth Management and Douglas Boneparth, Bone Fide Wealth President financially advise two different types of clients, but both are interested in the risks and rewards of adding digital assets to their portfolios.2022-01-0617 min
Coin StoriesBonus - Doug Boneparth: Millennials, Money & BitcoinThis week's Coin Stories features Financial Advisor and Bone Fide Wealth Founder Doug Boneparth *** Coin Stories is brought to you in part by The Bitcoin Conference and Okcoin. BITCOIN 2022 will be the BIGGEST BITCOIN EVENT IN HISTORY held in Miami on April 6-9, 2022. For 10% Off your Bitcoin Conference Ticket head to https://b.tc/conference and use code COINSTORIES *** Okcoin is on a mission to make crypto investing and trading easily accessible to anyone around the world. We are building the next generation of tools to help onboard the investors and...2021-12-2758 min
Elementality for Financial Advisors | Elements Financial Vitals System™Next Generation Growth With Douglas A. BoneparthThe financial advice industry is steadily shifting away from portfolio management to financial planning. Positioning your firm to make sure you join the new era of wealth management will be critical. On this episode of the Elementality podcast, Reese and Douglas A. Boneparth of Bonefide Wealth, discuss why focusing on the next generation may be the only way to survive—and thrive—as a planning firm owner. The trends are clear. What can you do to make sure your firm is part of the future?2021-08-3143 minMSUWMA PodcastMSUWMA Podcast Shorts: Douglas Boneparth's Advice for New AdvisorsView full episode here: https://www.youtube.com/watch?v=6hV95msofi0
WMA website: http://msuwma.com
WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ
Contact: msuwma@gmail.com
Song credits: Khalid - Better (OFFICIAL INSTRUMENTAL) https://www.youtube.com/watch?v=OLeOf...2021-07-2909 min
Danley and FriendsDouglas Boneparth - Wealth Management CEO, CFP, Twitter AssassinFor more than a decade, Douglas A. Boneparth has helped his clients negotiate sales of businesses; establish legacies for future generations; purchase new homes; pay off debt and achieve financial independence. But while servicing the needs of his diverse book of business, he noticed a gaping hole in the financial services industry: financial planning and advice for Millennials, his peers. So while everyone else was chasing old money to invest, Douglas started finding young people to invest in.With a passion to improve the financial lives of those around him, Douglas founded Bone Fide Wealth, a firm...2021-06-0756 min
We Should Be SleepingCaring More With Sara MauskopfThis week, the hosts are over winter and guest Sara Mauskopf, CEO and Co-Founder of https://winnie.com/ (Winnie), shares how her frustration with the long search to find child care resulted in her taking matters into her own hands by creating one of the largest online marketplaces for it. Today, Winnie is used throughout the United States and is helping connect millions of parents with high quality child care.2021-02-2244 minWe Should Be SleepingSpending With Purpose With Mandy BowmanThe week, the hosts break down the GameStop madness and why "narratives" played an important role in the meme stonk circus. Guest Mandy Bowman, founder of https://officialblackwallstreet.com/ (Official Black Wall Street), shares the importance of spending with purpose and supporting your community to build generational wealth.2021-02-0438 minWe Should Be SleepingMastering Your Craft With Oz PearlmanDoug's love of watching Elena of Avalor with his kid prompts a discussion about shared interests between parents and their children. Guest https://www.ozpearlman.com/ (Oz Pearlman), Emmy-Award-Winning Mentalist, discusses how he left the corporate world to master his craft and follow his dreams to become one the world's best magicians.2021-01-2851 minWe Should Be SleepingReaping Prosperity With Maria PalacioThe hosts share their thoughts on current events. Heather calls out Doug's fast food problem. Guest Maria Palacio, Co-Founder and CEO of https://progenycoffee.com/ (Progeny Coffee), shares how she disrupted the Colombia coffee supply chain to bring prosperity to local coffee farmers.2021-01-1346 minWe Should Be SleepingDaring To Try With Anthony PomplianoDouglas and Heather take inventory of the kitchen appliances they registered for long ago but have never used and discuss their (lowered) expectations for the new year. Guest https://twitter.com/APompliano (Anthony Pompliano) shares his journey as bitcoin poster boy and how creating good content is about being willing to try.2021-01-0746 min
Framework with Ana Trujillo LimónProactive Change and Decentralization with Douglas BoneparthIn today’s episode of Framework, Jamie Hopkins talks with Douglas Boneparth, the author of The Millennial Money Fix, about how the industry is changing, what clients and consumers are going to be looking for from advisors, and how to get started on something you're passionate about. You can find show notes and other information at CarsonGroup.com/Framework.2021-01-0446 minWe Should Be SleepingCutting New Deals With Olivia Landau & Kyle SimonHeather and Douglas give the only 2020 recap worth doing (the TV shows that gave them life). Guests Olivia Landau and Kyle Simon, Co-Founders of https://theclearcut.co/ (The Clear Cut), share how they are disrupting the diamond industry and why buying engagement rings online is the future of the business.2020-12-3046 minWe Should Be SleepingDreaming In Color With Melissa Ben-IshayDouglas and Heather ask their vaccine questions and reveal their daughter's expectations for the holidays. Guest Melissa Ben-Ishay, Co-Founder and CEO of https://www.bakedbymelissa.com/gifts/holiday.html?mkwid=s_dc&pcrid=480725317626&pkw=bakedbymelissa&pmt=e&utm_source=google&utm_medium=cpc&utm_campaign=&gclid=CjwKCAiAz4b_BRBbEiwA5XlVVtaFtcaEUmEtmLN5OyDGPF9CpkzwCA7MT8qRNePIr4yxtz2Vo_4XThoCx3sQAvD_BwE (Baked by Melissa), shares her recipe for success in doing what she loves and scaling her miniature cupcake empire.
ICYMI: Last week, listeners were asked to share their favorite hype songs. You can check...2020-12-2350 minWe Should Be SleepingWriting Your Ticket with Morgan HouselSeason One of We Should Be Sleeping kicks off. Heather defends why her 6,000 unread emails don't make her a sociopath, and the couple shares their top hype songs for the ages. Guest Morgan Housel, award-winning author of The Psychology of Money: Timeless lessons on wealth, greed, and happiness, discusses his evolution as a "blogger," and if people can ever truly have enough.2020-12-1654 minMSUWMA PodcastDouglas Boneparth - Thanksgiving Special - S1 Ep. 16Douglas A. Boneparth, CFP is president and CEO of Bona Fide Wealth, a Registered Investment Advisor based in New York City. Investopedia named him as one of the Top 10 Most Influential Financial Advisors in 2018, 2019, and 2020, and he currently sits on the CNBC Financial Advisor Council. He is also the author of The Millennial Money Fix (Career Press, 2017), and has been featured on CNBC, ABC, Good Morning America, The New York Times, The Wall Street Journal, and more.
LinkedIn: https://www.linkedin.com/in/douglasboneparth
Twitter: https://twitter.com/dougboneparth
WMA website: http://msuwma.c...2020-11-261h 02
On Purpose, With Tyrone RossHow Financial Planners Think About Bitcoin with Justin Castelli and Douglas BoneparthIndependent investment adviser Tyrone Ross speaks with Certified Financial Planners (CFP) Justin Castelli and Douglas Boneparth about how they're looking at bitcoin and what they're hearing from clients."My biggest concern is that things move too slowly," said Douglas Boneparth, "The horse is out of the barn. You now have advisers getting flak from their clients on 'why am I not here? You've been telling me you mined bitcoin in 2014 and you ... are generally positive about it. You've also been telling me you can't advise about it. ... And I don't want to hear about the SEC and regu...2020-11-0523 minWe Should Be SleepingMini-Series Finale: Sticking with Takeout, Shark Tank with Friends and Coffee TalkThe hosts wrap up WSBS mini-series by discussing why takeout is still the best way to support your favorite restaurants, "investing" in their friend's side hustle, the #freebritney movement, declining pre-mature birthrates and, of course, why coffee is life.2020-08-0500 minWe Should Be SleepingProjects, Cheese Boards, and Ignoring Kayne WestThis week, our hosts share why different projects keep them sane, how much they miss cheese boards and why ignoring Kanye West's "presidential bid" is a must for democracy.2020-07-1400 minWe Should Be SleepingWhy YOUR Child Cried, Gator Bait and When Clutter Actually WorksOn this episode, the hosts turn the table on their listeners to find out why their children cried, share their reactions to their college's #1 cheer getting cancelled and discuss why minimalism really doesn't work in the age of Rona.2020-07-0100 minWe Should Be SleepingFriends With Doctors, Boomer Safety and Personal Risk PolicyOn this week's episode, the hosts discuss if they can befriend their doctors, wonder if Boomers are taking the same precautions and safety measures with COVID-19 as their Millennial children and explain why developing a personal risk policy can safe you stress and time when making decisions in a pre-vaccinated world.2020-06-1600 min
Celebrity Estates: Wills of the Rich and FamousEp 27 – Amy Winehouse: Reasons to Work With Millennial Clients (And How to Get Started)The millennial generation is simultaneously the most talked about, sought after, and yet curiously underserved demographic in the financial planning industry. In this episode, David Lenok, senior editor at WealthManagement.com, is joined by Douglas Boneparth, founder of Bone Fide Wealth. They discuss how today’s financial advisors can appeal to millennials –– and why bringing in … Read More Read More2020-06-1533 minWe Should Be SleepingBLACK LIVES MATTERAcceptance. Allyship. Education. Action.
Support Black Business:
Black Nation (https://apps.apple.com/us/app/black-nation/id1440424412)
We Buy Black (https://webuyblack.com/)
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Watch:
13th (https://www.netflix.com/title/80091741)
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Read:
How to be an Antiracist (https://www.ibramxkendi.com/how-to-be-an-antiracist-1) - Ibram X. Kendi
White Fragility (https://www.amazon.com/White-Fragility-People-About-Racism-ebook/dp/B07638ZFN1) - Robin J. DiAngelo
The Man They Wanted Me to Be: Toxic Masculinity and a Crisis of Our Own Making (https://www.amazon.com/Man-They-Wanted-Me-Masculinity/dp/1640091815) by Jared Yates Sexton
And for Kids:
...2020-06-0600 minWe Should Be SleepingBrand Loyalty, Balloon Arches and Stan for PelotonOn this week's episode, the hosts question whether Doug is brand loyal or just OCD, why Heather made a celebratory balloon arch to troll her husband and their unpaid endorsement and love for Peloton.2020-06-0200 minWe Should Be SleepingThe Birds, Stay at Home Resolutions and Why Cash is KingThis week on We Should Be Sleeping, the hosts explain why waking up to birds is, well, for the birds. Heather shares her quarantine resolution and Douglas dives into why holding cash can help you sleep well at night, whenever that is.2020-05-2600 minWe Should Be SleepingSensible Chinos, The Netflix Model and Cleaning for SportThings get silly this week as Heather and Douglas discuss the demise of "business casual" attire, questionable Netflix movies, more cancelled culture and Douglas's idea for a house cleaning game show.2020-05-1800 minWe Should Be SleepingNods, Influencer Fatigue and What’s Left of the College ExperienceThis week, Heather and Douglas talk about nodding to your neighbors, the sad state of Instagram influencers, why their child cried and the changing landscape of higher education amid coronavirus.2020-05-1100 minWe Should Be SleepingWelcome to We Should Be SleepingDon’t call it a prequel! Okay, it’s a prequel. Join Douglas and Heather Boneparth as they introduce their new show. On this mini-episode, they discuss what food related practices are getting cancelled, the hilarity that’s “SNL From Home” and their thoughts on when working parents will say “when.”2020-05-0423 min
The Intrinsic Value Podcast - The Investor’s Podcast NetworkMI017: Crushing Student Loan Debt with Travis Hornsby (Personal Finance Podcast)On today’s show, I meet with student loan expert Travis Hornsby. Travis is the Founder and CEO of Student Loan Planner, where he and his team have consulted on over $750 million in student loan debt. He is also a Chartered Financial Analyst, and an ex-bond trader at Vanguard. Arguably more now than ever, Travis’ expertise in navigating student loans is needed to help correct the current student loan crisis.IN THIS EPISODE YOU’LL LEARN:
How the student loan crisis came to be
Where the student loan crisis currently stands
How the untrad...2019-12-0435 min
The Intrinsic Value Podcast - The Investor’s Podcast NetworkMI011: Earn Your Way to Financial Freedom with Grant Sabatier (Personal Finance Podcast)On today’s show, I talk with personal finance expert Grant Sabatier. Grant is the Founder of Millennial Money and author of the book Financial Freedom. He is passionate about helping millennials achieve their goals by getting their personal finances in order.IN THIS EPISODE YOU’LL LEARN:
The best way to achieve financial freedom
How you need less money to retire at 30 than you do at 65
Which common advice from “experts” may actually be misleading
How to travel the world for free
And much, much more!
BOOKS AND RESOURCE...2019-10-2335 min
The Intrinsic Value Podcast - The Investor’s Podcast NetworkMI008: Master Your Money with Douglas Boneparth (Personal Finance Podcast)On today’s show, I sit down with Douglas Boneparth to talk all about millennial’s personal finances, from investing in the stock market to paying off student loans. We also talk about getting clear on your financial goals, a tactical process on how to get your finances in order, and much, much more! For those who don’t know who Douglas is, he is a successful entrepreneur, Founder of Bonefide Wealth, New York City’s Financial Advisor for millennials, a part of CNBC’s Digital Financial Advisor Council, and was ranked one of the top 10 most influential financial advisors i...2019-10-0236 min
Financial Advisor SuccessEp 138: Leveraging A Media PR Strategy To Attract Ultra-High-Income (Millennial) Clients with Douglas BoneparthDouglas Boneparth is the founder of Bone Fide Wealth, an independent RIA that manages nearly $80 million of assets under management. After starting out in a fairly traditional broker-dealer model serving affluent retirees, Douglas decided to transition and focus on high-income millennials. Today he joins the show to discuss why he chose to invest in younger clients and how he has been able to successfully market to and attract such high-income millennials. Listen in as he shares why he decided to stop implementing term insurance policies, as well as what he sees as the key to being able...2019-08-201h 51
Wealth of KnowledgeEp. 30 – How to Work With a Financial AdvisorDouglas Boneparth, certified financial planner and president of Bone Fide Wealth, joins Antonio to talk about what to look for in a good financial advisor, different types of relationships between advisors and clients and aligning financial expectations with reality. See acast.com/privacy for privacy and opt-out information.2019-06-1000 min
The Compound and FriendsPlanning to Be Single (Tadas with Douglas Boneparth)“But the truth is, singles should be planning “for one,” because they need to plan, period. When people don’t take ownership of needing to reach financial independence on their own, they are more likely to put off their goals entirely. ”Douglas Boneparth is the President of Bone Fide Wealth in New York City. Tadas Viskanta got Douglas on the phone to talk about a recent post of his entitled “Planning to be Single” where he talks about the similarities (and differences) in financial planning for singles vs. couples.You can read more about Douglas’...2019-04-1909 min
Mullooly Asset ManagementA Different Kind of Student DebtIn Ep. 251 of the Mullooly Asset Podcast, Brendan and Tom touch on a number of different topics. They discuss ‘generational buying opportunities’, saving on housing costs, a different kind of student debt, and effective ways to give money to adult kids. Show Notes ‘Generational Buying Opportunity’ – Douglas A. Boneparth – Bone Fide Wealth […]2019-04-0329 minWealth of KnowledgeEp. 21 – The Best of Wealth of Knowledge Part 2This week, Antonio picks some of the best nuggets of financial advice from the previous 10 episodes of Wealth of Knowledge. Hear about office etiquette scenarios with etiquette expert Daniel Post Senning, tax-filing advice from tax lawyer Kelly Phillips Erb, investing guidance from financial advisor Douglas Boneparth, car-buying suggestions from The Car Coach Lauren Fix as well as thoughts on 21st century leadership from our Leaders Talk Series. See acast.com/privacy for privacy and opt-out information.2019-04-0100 minWealth of KnowledgeEp. 19 – Investing and Millennials With Financial Advisor Douglas BoneparthMillennial investing expert and co-author of "The Millennial Money Fix" Douglas Boneparth and U.S. News senior investing reporter John Divine join the show to identify the importance of millennials investing now, examine their common roadblocks to entering the investing world and discuss what millennials are doing well in finding financial freedom. See acast.com/privacy for privacy and opt-out information.2019-03-1800 min
Standard Deviations with Dr. Daniel CrosbyDoug Boneparth - Navigating the Future of Retirement: Essential Strategies for Planning AheadDouglas Boneparth is an InvestmentNews 40 Under 40 alum, the co-author of The Millennial Money fix, and financial Twitter's resident hair and coffee expert. In this episode, we discuss:
Whether or not online interactions can take the place of "in real life" connection
The case for authenticity and being candid about our own struggles
The changing shape of retirement and what it will look like in the future
So, grab a cup of your favorite caffeinated beverage and join us.
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All About Your Benjamins™Project One Question: The Inside ETFs ConferenceThe future of financial services is very bright; there's a lot to be excited about: The technology. Access to information. The people. And more.
I'm not the only one optimistic about the future--while at the Inside ETFs conference this week I managed to grab nineteen of my friends and asked them all the same question, "When you think about the future of our profession, what excites you the most?" As you'll hear, this All-Star lineup has a range of reasons they are excited for what the future holds advisors, investment professionals, and clients.
Thank you to everyone who took the t...2019-02-1418 min
Teach Me How to MoneyTeach Me About Financial AdvisorsWe all need advice from time to time. But when do you need a financial advisor? There are financial advisors for everyone, from middle-class Joes to multimillionaire Jills. But how do you know if your advisor is serving your best interests? Trusting someone with your money is no joke. How do you know what to look for? Douglas Boneparth, the coauthor of The Millennial Money Fix, tells us what to look for in a financial advisor and what questions you should ask. Thanks for listening to Teach...2018-11-0728 min
Living With MoneyDouglas Boneparth, CFP ® - Bone Fide WealthIn Ep. 041, Tim talks with Douglas Boneparth, President and founder of Bone Fide Wealth in NYC. They talk about why Bone Fide Wealth focuses primarily on helping Millennials with financial planning, and why "planning first" is the way to go. We talk about how Millennials will change the landscape of the industry in the coming years, and where Douglas falls in the debate between holding out for your dream job vs. taking any job to pay the bills.2018-10-2548 minAll About Your Benjamins The Podcast Archives - All About Your Benjamins™Financial Planning For Young Professionals With Douglas Boneparth, CFP® (023)Many Millennials are entering a stage in their lives where proper financial planning will make a huge impact on their futures. The trouble is, for so long financial advisors didn’t want to work with young professionals, which led to a group of individuals believing they don’t need or aren’t ready for financial planning. Fortunately, there is a growing force of…Continue Reading→The post Financial Planning For Young Professionals With Douglas Boneparth, CFP® (023) appeared first on All About Your Benjamins™.2018-09-081h 11All About Your Benjamins™Financial Planning For Young Professionals With Douglas Boneparth, CFP® (023)Many Millennials are entering a stage in their lives where proper financial planning will make a huge impact on their futures. The trouble is, for so long financial advisors didn't want to work with young professionals, which led to a group of individuals believing they don't need or aren't ready for financial planning. Fortunately, there is a growing force of financial advisors dedicating their practices towards the young professional; Douglas Boneparth, CFP® is one of those advisors.
Douglas is a financial advisor and the founder of Bone Fide Wealth in New York City, where he helps young professionals establish and b...2018-09-081h 11
Brian CopelandJanuary 4, 2018: Motivation Week - How to Get Your Finances in Order for 2018Douglas Boneparth is a Financial Advisor and President of Bone Fide Wealth. He is also the author of the book, "The Millennial Money Fix: What You Need to Know About Bydgeting, Debt and Finding Financial Freedom". He gives advice on how to get your finances in order for the new year.
For more information, or to buy his book, visit TheMillennialMoneyFix.com2018-01-0516 min
The Matt Townsend ShowChanging Point of View, Millennial Money Fix, Screen CleaningWhy It's So Difficult to Change Someone's Point of View (20:50)
Stephen J. Betchen is a Licensed Marriage and Family Therapist and a Certified Sex Therapist. He maintains a private practice in Cherry Hill, NJ and also supervises in the Couples and Family Therapy Graduate Program at Thomas Jefferson University where he is a Clinical Assistant Professor. Have you ever noticed that when you debate with someone, especially on politics or religion, you aren’t simply arguing with “one” person about “one” issue? Rather, you are arguing with an individual’s entire life history and all the people that have influenced that person a...2017-12-222h 30
Martinis and Your Money PodcastThe Millennial Money Problem, with Douglas BoneparthThe current financial planning model stinks - especially for millennials! Douglas Boneparth, President of Bonefide Wealth and Co-Author of the book, Millennial Money Fix joins me today to talk about what exactly the millennial money problem is and how it can be fixed. As an added bonus we also get into some reasons why the current financial planning model stinks, especially for Millennials, and how you can find a good financial planner to work with. My biggest takeaway is millennial money problems are actually not a problem for just millennials. Financial literacy is a problem...2017-12-2252 min