Douglas & Heather Boneparth - Money Together: Aligning Your Financial Stories and Goals

About this episode

Dr. Daniel Crosby interviews Douglas and Heather Boneparth about aligning financial stories and goals.

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Heather and Douglas Boneparth. Douglas Boneparth, is the founder of Bone Fide Wealth, a wealth management firm in New York City. Recognized as one of the nation's most influential financial advisors, Douglas serves on the advisory councils for CNBC and Investopedia. He has been featured in The New York Times, The Wall Street Journal, Barron’s, and more. He is also a CFP Board Ambassador for New York. Douglas received his B.S. from the University of Florida and his M.B.A. from NYU’s Stern School of Business. When he’s not making jokes on the internet, he enjoys brewing coffee, though he can do both at the same time. Heather Boneparth is used to wearing many hats. On her first maternity leave, she co-authored the couple’s first book on helping millennials achieve financial freedom. Since then, she has become a rising voice at the intersection of love, money, and family. She has written for CNBC, theSkimm, Insider, Scary Mommy, and more. As a lawyer, she spent more than a decade in the insurance industry before joining the family business as Bone Fide Wealth’s director of business and legal affairs. She…

People in this episode

Host: Dr. Daniel Crosby

Guests: Douglas Boneparth, Heather Boneparth

Topics covered

• financial planning
• money management
• family finance
• millennials
• financial freedom

Keywords

• financial advisor
• wealth management
• financial goals
• money stories
• millennial finance

Mentioned in this episode

Organizations: Bone Fide Wealth, CNBC, Investopedia, The New York Times, The Wall Street Journal, Barron’s

Places: New York City, New Jersey, University of Florida, NYU’s Stern School of Business, Benjamin N. Cardozo School of Law

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