Podcast appearances and mentions of douglas boneparth

Building 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 business, particularly stepping in during the turbulence of the 2008 financial crisis. His ability to pivot, build resilience, and adapt to an ever-changing environment has been key to his success. A central theme of his story is the role of technology—not just as a tool for efficiency, but as a way to elevate client experiences. His willingness to embrace cutting-edge tech solutions has helped him carve out a competitive edge, allowing him to innovate and deliver unparalleled service to clients.Looking ahead, Douglas's vision is focused on the "love plus money" space—helping couples navigate financial planning together to foster stronger, more transparent relationships. His goal is to reach $250 million in assets under management, and he believes this vision can be achieved by continuing to innovate, invest in technology, and build strong, collaborative teams. His insights underscore the value of curiosity, the importance of embracing new ideas, and the role of relationship-driven financial planning in creating lasting client loyalty.

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 value in relationships just because they make less—or nothing at all. Your worth is not measured in dollars. This is episode three of the Unraveling Your Relationship with Money series, leading up to the launch of my book, Unraveling Your Relationship with Money. Today, I'm sitting down with Heather Boneparth, partner at Bone Fide Wealth, co-author of Money Together (coming October 2025), and creator of the Joint Account newsletter, to pull apart the toxic narratives we've been fed about money. We're talking about the shame spiral of six-figure student loan debt, because it's not just about numbers—it's about identity. Why career choices feel personal and why you are not your job title. And the lie women have been sold about financial worth in relationships, and how to break free from it. Press play. This episode will change how you see yourself—and your money. Resources & Links: Preorder Money Together by Heather Boneparth & Douglas Boneparth (coming October 2025) Subscribe to Heather's The Joint Account newsletter Grab my book Unraveling Your Relationship with Money Follow me on Instagram @shannahgame Love this episode? Share it with a friend who needs to hear it and tag me on IG! Don't forget to leave a review—it helps more people find the show. Learn more about your ad choices. Visit megaphone.fm/adchoices

The 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.

The 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.

Upcoming 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 design a mindful investing portfolio?How do I manage that portfolio and my income over time through changing markets?Learn more: https://courses.mindful.money/financial-independence-bootcampIn this episode, I speak with Douglas and Heather Boneparth. Douglas, a Seasoned Financial Advisor, and Heather, a Former Corporate Attorney, share their journey and insights on managing finances within a relationship. They discuss the evolution of their financial strategies, especially in light of the global pandemic and how it necessitated a shift in their approach to money and partnership.They emphasize the complexities of merging finances in a relationship, emphasizing that it's not a one-time event but a continuous process. They highlight the importance of communication and understanding each other's financial backgrounds and perspectives. They also touch on their upcoming book, "The Merge," which explores navigating financial power dynamics within relationships, aiming to provide couples with tools to manage their finances harmoniously. It covers the personal challenges they faced, such as the impact of career changes and the dynamics of working together professionally. Join us as we explore the importance of ongoing dialogue and mutual understanding in managing finances as a couple, ensuring both partners feel valued and empowered.

The 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.

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 Regulationshttps://bonefidewealth.com/

Inflation 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.

The 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 consider and what they might displace in a portfolio. And then there's how he thinks crypto compares with gold.See omnystudio.com/listener for privacy information.

The 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 consider and what they might displace in a portfolio. And then there's how he thinks crypto compares with gold.See omnystudio.com/listener for privacy information.

Join 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/adchoices

For 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, Google Podcasts, 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 First National Bank on InstagramFollow First National Bank on TikTokFollow First National Bank on Twitter

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 crowded online space.  Tune in to gain valuable marketing tips and learn how to effectively reach and engage millennial audiences in the personal finance industry.   00:00:04 - Marketing to Millennials in Personal Finance 00:03:53 - The Evolution of Millennials in Marketing 00:07:58 - Millennials Striving for Wealth Accumulation 00:10:25 - The Evolution of Marketing to Millennials 00:16:22 - How to Stand Out in Personal Finance Marketing 00:22:45 - Balancing Humor and Expertise in Finance 00:28:28 - The Power of Memes in Marketing 00:33:12 - Improve Your Finances as a Couple   Follow Douglas:  LinkedIn: https://www.linkedin.com/in/douglasboneparth/ Website: www.bonefidewealth.com   Follow Daniel: YouTube: https://www.youtube.com/@themarketingmillennials/featured Twitter: https://www.twitter.com/Dmurr68 LinkedIn: https://www.linkedin.com/in/daniel-murray-marketing   Sign up for The Marketing Millennials newsletter:  www.workweek.com/brand/the-marketing-millennials   Daniel is a Workweek friend, working to produce amazing podcasts. To find out more, visit: www.workweek.com

In 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. --- Send in a voice message: https://podcasters.spotify.com/pod/show/genzforfinlit/message Support this podcast: https://podcasters.spotify.com/pod/show/genzforfinlit/support

Today's guest is a friend of mine, Douglas Boneparth – a financial advisor, and some would say if the Olympics had a hair category, a shoe-in to represent Team USA.  As long time listeners know, there are two fundamental things I believe with respect to money; Jim O'Shaughnessy's perspective about young people being time billionaires, so get going and just steal from yourself and start investing – take it right off the top of your paycheck. Get started now. The second thing is to get an advisor, someone working for you and explaining how things work. I'm always recommending people speak to somebody – to find the right person, and Doug is at the cutting edge as an advisor. We cover some really good stuff, some good lessons, and hope 2023 will be fantastic for everyone. Enjoy!  Guest - Douglas A. Boneparth, President at Bone Fide Wealth, LLC  howardlindzon.com, bonefidewealth.com, thisisthetop.substack.com  Twitter: @howardlindzon, @dougboneparth, @PanicwFriends, @knutjensen  linkedin.com/in/douglasboneparth  #fintech #invest #investment #venturecapital #stockmarket #finance  Show Notes: Introduction (00:39) Welcome Douglas (04:03) Doug's best tweets (04:09) Tapping in to sentiment (08:34) Thought leadership and content creation (11:19) Doug's hair routine (14:20) The secret sauce (16:50) Summing up 2022 (19:44) Number one concern for Millennials (20:35) Understanding a recession (22:06) Financial planning (24:46) Discipline and strategy (25:55) Returning to normalcy (27:49) Opportunity in 2023 (31:15) Rethinking your strategy (33:40) Longer cycles, shorter recessions (35:22) Tech in financial services (36:33) Personal finance is self-care (37:30) Good financial behaviors (38:53) Wrapping up (40:29) Closing thoughts (41:48) 

The 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 + the latest in business, technology and memes.Watch + Subscribe on YouTube:https://youtu.be/47JIwJWH8TQJoin our group chat on Telegram:https://t.me/notinvestmentadviceLinks Mentioned:https://thisisthetop.substack.com/Let us know what you think on Twitter:@bzaidi@trungtphan@jackbutcher@niapodcast Hosted on Acast. See acast.com/privacy for more information.

IN 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!EPISODE RESOURCES:Robert and Clay's tool for picking stock winners and managing our portfolios: TIP Finance.Douglas Boneparth's book, The Millennial Money Fix.Get a FREE audiobook from Audible.All of Robert's favorite books.Find Pros & Fair Pricing for Any Home Project for Free with Angi.Getting dressed takes no effort at all with Mack Weldon's Daily Wear System! Check it out for yourself and save 20% on your first order.Loansteady is here to find a mortgage that works for you, not the other way around. They are waiving all lender fees for listeners of Millennial Investing. Important terms and conditions apply. Loansteady LLC, All rights reserved, NMLS# 1701910, Equal Housing Lender. For more licensing information, please visit https://www.loansteady.com/licenses-and-legalTake your business online with Wix, the leading website creation platform that's got all the tools you need to create, manage and grow your brand. Invest in crypto and trade it without tax headaches with AltoIRA.Check out Titan if you want to aim to become the smartest, wealthiest investor you've ever been. Get $50 when you invest today.Enjoy a simple, good tasting supplement that truly improves your health with Field of Greens! Get 15% off your first order and get another 10% off when you subscribe for recurring order with the promo code MILLENNIAL.The interval fund, a breakthrough innovation. Only at Mackenzie.Balancing opportunity and risk? The golden answer can be literally gold! Start your investment journey today with Perth Mint.Design is already in your hands with Canva. Start designing for free today.Get insights on how to plan for your financial goals with The Globe and Mail. Listeners get a special digital subscription rate for unrestricted access to everything.Read this episode's transcript and full show notes on our website.Connect with Douglas: Website | Twitter | LinkedIn Connect with Robert: Website | Instagram | TwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today 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.For more of Doug's insights you can follow him on Twitter @dougboneparthFinally, if you enjoyed today's episode please hit the share button and drop us a quick rating, it goes along way as we continue to grow Gen-Z and Friends!

Ivory 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.

In this episode Dan and Hugh interview Douglas Boneparth and discuss: a life update (01:55), wealth management (10:42), Doug's tweets (14:08), investing advice from a wealth manager (21:04), saving money and spending it the right way (33:09), and some of Doug's favorite experiences throughout his career (43:18). 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 and @Serwinski). 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. Music by Lo-Fi Geek https://youtu.be/BEXL80LS0-I Lofi Geek Spotify: https://spoti.fi/3g16Pgr Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

A powerful sense of humor combined with decades of experience advising clients as a CPA has helped Douglas (@dougboneparth) create one of the most unique personalities in the FinTwit community. Known for joking about making coffee at home to get rich, Douglas dives into the real details in this episode, breaking down his thought process when advising clients, the viability of meme stocks/crypto, and his advice for those looking to take control of their financial 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.

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 

In 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.

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

Independent 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 regulations or other things. You're my adviser, should I have been advised on it?’ There's a tolerance here that other clients are going to have. If you tell them ‘no’ too many times, they're going to tell you ‘no’ by firing you. Right now that seems a little extreme, but if you pan out five or 10 years, you have time on your side to see something like bitcoin or crypto rise...""I don't have a lot of inbound demand," said Justin Castelli, "But I have a weekly email that I've refined and sent to clients. I'm going to start putting some information in there because I don't know how many of my clients realize i've spent a lot of time researching it, that I know about it, that I personally do some investing in it on my own. I want them to feel comfortable coming to me, knowing that I know about it.""But Interestingly enough," he continued, "Yesterday I was doing a review with a 58- and 59-year-old couple. They have a lot of cash, wondering, 'what can we do?', and they saw my StockTwits bitcoin, litecoin, ripple on [the wall of my office], and the wife said she'd heard about bitcoin and asked [me] about it. She was actually very interested in learning more because they have more than enough in equities. They're at a point now where they could afford to do this if they understand it. She's like, 'I really like the sound of this, I want to learn more.' Whether or not she actually does it, I don't know, but it was very interesting because you'd think it'd be my younger clients who get more excited about it but yesterday it was a retiree, a former teacher at that, who was interested in it."Advisors learn for free:The goal of Bitcoin for Advisors is to equip investment advisors with tools to better understand bitcoin, talk to their clients about bitcoin and to work bitcoin into their businesses. We’re working closely with professional advisors to build out a program that is timely, valuable and actionable for the financial advisor community, and presented in a manner that is targeted and relevant to their interests.Through a series of keynotes, panels and interactive roundtable sessions, we will discuss investment theses for bitcoin, why younger demographics are turning to this asset and how it fits into the current global macroeconomic picture. We will also walk through the practicalities: how to answer client questions about bitcoin, how to talk to your compliance department about bitcoin and how bitcoin can help grow your book. Advisors will walk away from this virtual event with a grasp of how bitcoin fits into the world and their businesses.

Independent 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 regulations or other things. You're my adviser, should I have been advised on it?’ There's a tolerance here that other clients are going to have. If you tell them ‘no’ too many times, they're going to tell you ‘no’ by firing you. Right now that seems a little extreme, but if you pan out five or 10 years, you have time on your side to see something like bitcoin or crypto rise...""I don't have a lot of inbound demand," said Justin Castelli, "But I have a weekly email that I've refined and sent to clients. I'm going to start putting some information in there because I don't know how many of my clients realize i've spent a lot of time researching it, that I know about it, that I personally do some investing in it on my own. I want them to feel comfortable coming to me, knowing that I know about it.""But Interestingly enough," he continued, "Yesterday I was doing a review with a 58- and 59-year-old couple. They have a lot of cash, wondering, 'what can we do?', and they saw my StockTwits bitcoin, litecoin, ripple on [the wall of my office], and the wife said she'd heard about bitcoin and asked [me] about it. She was actually very interested in learning more because they have more than enough in equities. They're at a point now where they could afford to do this if they understand it. She's like, 'I really like the sound of this, I want to learn more.' Whether or not she actually does it, I don't know, but it was very interesting because you'd think it'd be my younger clients who get more excited about it but yesterday it was a retiree, a former teacher at that, who was interested in it."Advisors learn for free:The goal of Bitcoin for Advisors is to equip investment advisors with tools to better understand bitcoin, talk to their clients about bitcoin and to work bitcoin into their businesses. We’re working closely with professional advisors to build out a program that is timely, valuable and actionable for the financial advisor community, and presented in a manner that is targeted and relevant to their interests.Through a series of keynotes, panels and interactive roundtable sessions, we will discuss investment theses for bitcoin, why younger demographics are turning to this asset and how it fits into the current global macroeconomic picture. We will also walk through the practicalities: how to answer client questions about bitcoin, how to talk to your compliance department about bitcoin and how bitcoin can help grow your book. Advisors will walk away from this virtual event with a grasp of how bitcoin fits into the world and their businesses.

Douglas Boneparth is the president and founder of Bone Fide Wealth. He is also the co-author of The Millennial Money Fix, which helps millennials learn the reasons for their financial challenges and provides the mechanics for their solutions. In this conversation, we discuss how access without knowledge is dangerous, why advisors are better than roboadvisors, FOMO culture, Doug's current view on crypto, and his best & worst investment ever. =============================== BlockFi allows you to keep your crypto, put it up as collateral, and receive a USD loan funded directly to your bank account. They do loans ranging from $2,000 to $10,000,000, and they're perfect for helping you reach your financial goals of all sizes. Visit BlockFi.com/Pomp to learn more about putting your crypto to work without having to sell it. https://www.blockfi.com/pomp =============================== Our second sponsor is choice, a new self-directed IRA product that I'm really excited about. If you are listening to this, you are likely part of the 7.1 million bitcoin owners who have retirement accounts with dollars in them, but not bitcoin. I was in that situation too. Now you can actually buy real Bitcoin in your retirement account. I'm talking about owning your private keys and using tax-advantaged dollars to do it too. Absolute game changer. https://www.retirewithchoice.com/pomp  =============================== Pomp writes a daily letter to over 50,000 investors about business, technology, and finance. He breaks down complex topics into easy to understand language, while sharing opinions on various aspects of each industry. You can subscribe at https://www.pompletter.com

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 … Continue reading Ep 27 – Amy Winehouse: Reasons to Work With Millennial Clients (And How to Get Started) →

This week we got to talk to Douglas Boneparth, a millennial CFP, CNBC personality, founder of Bone Fide Wealth, and author of The Millennial Money Fix, about student debt, marriage, kids, retirement, and all the other life events that younger generations have on the horizon. To learn more about Intuit’s suite of products: https://intuit.me/2NS2yAq To get started with QuickBooks today: https://intuit.me/TFD Douglas Boneparth's Instagram: https://www.instagram.com/dougnotsofunny Douglas Boneparth's Twitter: https://twitter.com/dougboneparth Bone Fide Wealth's Website: https://bonefidewealth.com/ The Financial Diet site: http://www.thefinancialdiet.com Facebook: https://www.facebook.com/thefinancialdiet Twitter: https://twitter.com/TFDiet Instagram: https://www.instagram.com/thefinancialdiet/?hl=en YouTube: https://www.youtube.com/channel/UCSPYNpQ2fHv9HJ-q6MIMaPw

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 in the country by Investopedia. As a millennial himself, Douglas looks to share all that he’s learned along the way to help others reach their goals.IN THIS EPISODE YOU’LL LEARN:Why you may need a financial advisor as a millennialThe value financial advisors addWhy robo-advisors won’t take over the financial advising industryWhether you should pay off your student loans or investThe most important thing keeping you from reaching your financial goalsAnd much, much more!Download this episode and subscribe using your favorite podcast app! Join the conversation with the rest of the Millennial Investing community by joining the Facebook group or tweeting directly to Robert! HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! BOOKS AND RESOURCESDownload your free audiobook at Audible Douglas Boneparth’s book The Millennial Money FixDave Ramsey’s book The Total Money MakeoverScott Trench’s book Set For LifePatrick Shaugnessy’s book Millennial MoneyErin Lowry’s book Broke MillennialGET IN TOUCH WITH DOUGLAS BONEPARTHWebsite | Twitter | LinkedIn GET IN TOUCH WITH ROBERTTwitter | LinkedIn | Facebook | InstagramEmail: Robert@TheInvestorsPodcast.com

Douglas 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 to work with his younger clients. You’ll get his take on why the industry tends to have a difficult time attracting millennials, the value of making things easier for clients, and what younger advisors should know as they are looking to get started in the industry. For show notes and more visit: https://www.kitces.com/138 

Douglas 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.

“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’ take at his blog Bone Fide Wealth: https://bonefidewealth.com/blog/planning-to-be-single/Enable our Alexa skill here - "Alexa, play the Compound show!"https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZTalk to us about your portfolio or financial plan here: https://ritholtzwealth.com/Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer if you seriously need this spelled out for you.https://thereformedbroker.com/terms-and-conditions/ See acast.com/privacy for privacy and opt-out information.

This 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.

Millennial 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.

Douglas 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.

The name Douglas Boneparth rings bells in the financial services industry. Whether it's talking about his award winning book, The Millennial Money Fix, his financial advising practice or his love of coffee the guy has found ways to keep us engaged. In this episode, we chat about how millennials can fix their financial lives, his book, this current market cycle and all the upcoming things he has brewing for 2019. You don't want to miss it! You are #YoungMoney. Enjoy!

We 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 Me How to Money. Send us your questions at teachmehowtomoney@stashinvest.com and we'll try to answer them in our future episode. If you like what you're hearing, leave a survey on the iTunes Store, Stitcher, or wherever you listen to your favorite podcasts.Don't have Stash yet? Just go to stashinvest.com/podcast and you can get $5 to get you started on your investment journey. See acast.com/privacy for privacy and opt-out information.

In 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.

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™.

Douglas 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.com

The 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 that plagues all generations but with all of the tools and resources available now, it hopefully will not remain a problem for future generations.   Notes for this show as well as links to everyone’s sites can be found on my blog, http://financially-blonde.com. Also, if you have any topics you would like for us to talk about during happy hour, please feel free to email me to shannon@finblonde.com or tweet to me @Blonde_Finance or join the private Martinis and Your Money Facebook group and let us know.    Until next time, take care!!

Douglas Boneparth is the author of "The Millennial Money Fix: What You Need to Know About Budgeting, Debt and Finding Financial Freedom." He provides five tips on how to turn your side hustle into your main hustle. Those tips are: 1. Be practical – most can’t just leave their job to go pursue their dreams – tips on how to wean off of the current main hustle 2. Have a plan – don’t wing it, make sure you have an actionable plan in pace – map it out 3. Save up – you might have to go backwards financially, so having some extra savings can go a long way 4. Communicate – let those who support you know what you’re doing, you need them to understand and support you, otherwise you might have to leave them behind 5. Be honest with yourself – it’s not for everyone and you need to know yourself so you don’t fool yourself For more information, visit themillennialmoneyfix.com

September 11, 2017 Ordinary People Karen Friedman, Millennial Money Fix Douglas Boneparth and Fabulous Life Heather Picken

In a special Labor Day edition of 'Motivation Monday,' Brian speaks to author Douglas Boneparth. Boneparth is the author of, "The Millennial Money Fix: What You Need to Know About Budgeting, Debt and Finding Financial Freedom". Here are Douglas' tips for obtaining financial freedom: 1. Identify, quantity and prioritize your goals. 2. Be honest with yourself. 3. Master cash flow. 4. Earn the right to invest. 5. Secret formula = the above and HARD WORK For more information, visit themillennialmoneyfix.com

Today's guest is a a 32-year old certified financial planner who deeply knows the financial struggles of his generation. Douglas Boneparth and his wife Heather grappled with $300,000 in combined student loan debt. They somehow managed to overcome it and now want to support their generation to teach them how to take better control of their money. They've co-authored a new book called The Millennial Money Fix, which dives into the challenges they faced and offers a step-by-step guide on how to take control of your finances. Douglas and I talk about how his financial practice caters to the Millennials, a generation that doesn't have a lot of money to invest. He shares the key strategies that helped him and his wife conquer their six-figure debt and his best advice for young adults seeking financial independence. For more information visit www.somoneypodcast.com.

It’s summertime and that means it’s a great time to get your money in check. We’re launching our Summer Money Series with a week filled with great tips to help you with everything from making money blogging to supercharging your investments to top-secret tips to help you save money on your next hotel stay. We’re […] Read more...