In this episode, we are joined by Heather and Doug Boneparth, co-authors of the Joint Account blog. Heather and Doug share their own experience with respect to money in their marriage and what all of us can learn from it. We discuss how to better communicate about money at the different stages of relationships, having a CFO and a COO in a marriage, defining success and a lot more.
- 06:44 – Caring enough to take control of your finances
- 08:38– Early money experiences and managing student loan debt
- 12:04 – Starting a practice when failure isn’t an option
- 15:44 – Having a practical plan
- 17:27 – You can’t win money
- 19:15 – The COO and the CFO
- 21:41 – Joint and individual goals
- 24:43 – The importance of financial planning
- 31:09 – The balance between careers
- 36:29 – The bar of success
- 44:29 – Defining non-financial success
- 46:37 – Defining financial success
- 49:13 – Sharing the love of sports across generations
