Podcast appearances and mentions of Douglas A Boneparth

Twitter finance legend on the pod!

Douglas 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 Bitcoin The Web 2.0/Web 3.0 bridge Crypto Drip: A coffee-based NFT collection Trusting the trust-less system Gamestop-AMC saga Responsibilities of a fiduciary Earning the Right to Invest How NOT to suck on Twitter Books Mentioned: The Millennial Money Fix; by Douglas A. Boneparth and Heather Boneparth

This 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 traders who have been on the fence about crypto. Okcoin a globally licensed exchange with offices in San Francisco, Miami, Malta, Hong Kong, Singapore and Japan. We are a collective of global citizens with a common passion to help decentralize finance and level the economic playing field for everyone around the world. Visit https://go.okcoin.com/natalie for $50 in Bitcoin when you sign up.  *** Bio sourced from BonefideWealth.com: For 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 dedicated to providing both effective and relatable advice to the city's hardest working young professionals. Through his personal experiences with student debt, higher education, career development, professional achievement and entrepreneurship, Douglas shares a perspective that very few financial advisors in the industry can. Douglas then draws upon the real life examples of his firm's clientele, offering financial solutions that are as creative as they are practical. You can follow Doug on Twitter at @DougBoneparth -- Timecodes: 00:00 Intro and Discount Promos 1:54 Doug background and upbringing 4:36 Early lessons learned about money 6:21 Becoming a financial planner 9:37 Working and living at home after college 13:40 Chasing dreams in NYC 17:45 Lessons from '08 Financial Crisis 20:45 Focusing on Millennials 26:18 Top performing Millennials  30:03 Why do we need financial planners? 33:58 Biggest mistake Millennials make 35:30 Looking at your financial behavior 37:52 Discovering Bitcoin 40:41 Post mining Bitcoin 42:34 Bitcoin rabbit hole & Investing 48:56 Bitcoin allocation 52:21 Can BTC be Global Reserve Asset? 53:40 Will the market crash? 56:05 Doug's Twitter Humor

The 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?

For 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 dedicated to providing both effective and relatable advice to the city's hardest working young professionals. Through his personal experiences with student debt, higher education, career development, professional achievement and entrepreneurship, Douglas shares a perspective that very few financial advisors in the industry can. Douglas then draws upon the real life examples of his firm's clientele, offering financial solutions that are as creative as they are practical. To financially educate and empower Millennials, Douglas speaks across New York City, including engagements at New York University, Fordham University and The King's College and partners with organizations like Experian, SoFiand Blue Nile. He is active in w!se, a New York City non-profit that teaches financial life skills to high school students. Douglas received his Bachelor of Science degree from the University of Florida and his Master of Business Administration from the NYU Stern School of Business, with concentrations in finance and management. He enjoys playing tennis and volleyball, keeping his menswear fresh and watching college football with Heather, Hazel and Ruby, his wife and two daughters. Go Gators! Twitter: @dougboneparth IG: @dougboneparth Street Cred: Co-author of The Millennial Money Fix (Career Press, 2017). CNBC Digital Financial Advisor Council. Investopedia Top 10 Most Influential Financial Advisors, 2018, 2019, 2020.* InvestmentNews “40 Under 40”, 2016.* CFP Board Ambassador for New York. Forbes Top Next-Generation Wealth Advisors, 2018, 2019* NexGen Director, Financial Planning Association of New York, 2018. Financial expert in the media. Visit the press page for access to featured videos, articles and more.

In this episode, Hugh and Dan discuss: Interview with President of Bone Fide Wealth Douglas A. Boneparth and Kerrisdale Capital CIO Sahm Adrangi, Hugh's new Swings $ANTE and $NSPR. 21-year-old millionaire Hugh Henne and his host, Dan, Deity of Dips dive into the stock market in a fun yet informative way (Prod. by @Vinny_Strokes). The above references and Podcast are an opinion and are for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.

If our last guest Tiffany Zhong was the Gen Z whisper, then Douglas Boneparth might just be the Millennial version. And he has the titles to prove it, including the newly named millennial voice of CNBC’s Digital Financial Advisor Council. After spending well over a decade in the financial planning industry, Douglas noticed a gap – a Buzzfeed reading, avocado toast eating, Slack using gap. Millennials weren’t getting the same level of thoughtful time and advice as other older players in finance. Douglas stopped chasing after old money and started finding young people to invest in. He is the founder and president of Bone Fide Wealth, a Manhattan-based wealth management firm specializing in high achieving Millennials, young professionals and entrepreneurs. They currently advise more than $80 million in assets. Douglas is a funny, charismatic, driven and smart guy (even for a Millenial). In this episode, Douglas and I talk about high earning millennials, financial education, when he got interested in the financial world of business, his comedic perspective on his professional and personal life, what a day in the life of a financial planner looks like, his plans for the future, marketing, SEO and more. Enjoy!  Guest - Douglas A. Boneparth, President at Bone Fide Wealth, LLC  howardlindzon.com, bonefidewealth.com  Twitter: @howardlindzon, @dougboneparth, @knutjensen  linkedin.com/in/douglasboneparth  #fintech #invest #investment #venturecapital #stockmarket #finance 

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 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.com Contact: msuwma@gmail.com Song credits: J Dilla: Last Donut of the Night - https://www.youtube.com/watch?v=ownXgkMQv8g