Featuring Heather & Douglas Boneparth, authors of Money Together

What really happens when love, money, ambition—and sometimes resentment—share the same address?

In this deeply honest and refreshingly candid episode of Insight Is Capital, host Pierre Daillie sits down with Heather and Douglas Boneparth, the powerhouse couple behind Bone Fide Wealth and co-authors of the bestselling book Money Together.

Heather’s journey from corporate attorney to financial storyteller and Doug’s rise as one of today’s most recognizable financial planners form the backdrop for a conversation that goes far beyond spreadsheets. They open up about the real dynamics inside modern relationships: shifting power, unseen labor, income imbalances, ambition, fairness, and the emotional landmines that determine whether couples thrive—or quietly fracture.

Key Takeaways

Heather and Doug reveal how unspoken expectations, shifting power dynamics, and invisible workloads slowly erode trust when couples aren’t talking honestly about what’s changing in their lives.

True fairness means “making room” for each other—emotionally, professionally, and financially—as needs, seasons, and capacities evolve.

Quarterly money dates, honesty about risk tolerance, and a willingness to stretch outside comfort zones create the compounding effect that strengthens relationships over decades.

This episode is a must-watch for couples, advisors, and anyone seeking a healthier, more intentional relationship with money—and with each other.


👉 Order the book:https://domoneytogether.com

👉 Subscribe to their newsletter, The Joint Account:https://readthejointaccount.com

⏱️ CHAPTERS

00:00 – Welcome

00:56 – Meet Heather & Doug

02:20 – From law to financial storytelling

03:09 – Doug on building Bone Fide Wealth

04:29 – Balancing work, family & online presence

05:48 – Chaos, organization & compromise

07:00 – Discomfort as a sign of growth

08:21 – Risk tolerance inside a marriage

09:12 – The pandemic inflection point

11:48 – Identity, resentment & invisible labor

12:43 – The ultimatum that changed everything

14:30 – How the book Money Together was born

16:26 – What couples aren’t saying about money

18:16 – Vulnerability & honesty in relationships

21:52 – Why clients don’t reveal everything at first

23:09 – How advisors can foster honest conversations

25:45 – Slow, gentle financial dialogue

29:18 – Fairness vs. equality

33:49 – Workloads, seasons & avoiding scorekeeping

36:51 – How resentment communicates without words

38:25 – Collective ambition & shared power

39:55 – Trust, money dates & compounding

44:24 – What couples should remember—20 years later

46:37 – Where to find the book & newsletter

47:10 – Closing reflections

⭐ KEY THEMES

• Money & relationships
• Power dynamics inside couples
• Communication breakdowns
• Shared ambition & fairness
• Emotional dimensions of financial planning
• Why advisors must go beyond numbers
• Building a resilient financial partnership
• Trust, teamwork & long-term growth

📣 FOLLOW & SUBSCRIBE

If you enjoyed this conversation, hit LIKE, SUBSCRIBE, and turn on notifications for more deep, human, and practical conversations with leaders in wealth, finance, psychology, and behavioral insights.



#MoneyTogether #DougBoneparth #HeatherBoneparth #FinancialCouples #RelationshipFinance #MoneyAndMarriage #JointFinances #MillennialMoney #FinancialWellness #PersonalFinanceTips