Why a Joint Account Can Be a Sign of Healthy Marriage

Why a Joint Account Can Be a Sign of Healthy Marriage

Barry speaks with Douglas and Heather Boneparth. Doug is the president of Bone Fide Wealth and Heather is the firm’s Director of Business and Legal Affairs and Chief Compliance Officer. They also discuss their new book Money Together. They discuss the challenges couples can face discussing their finances, why marriages with joint checking accounts tend to last well, and how to navigate money as a couple.

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Episoder(743)

Richard Bernstein on the State of Markets Today

Richard Bernstein on the State of Markets Today

Barry speaks with Richard Bernstein, CEO and Chief Investment Officer of Richard Bernstein Advisors. Rich has over 35 years′ experience on Wall Street, most recently as the Chief Investment Strategis...

11 Jul 20251h 13min

Managing Business Model Changes

Managing Business Model Changes

What do you do when the business model of your chosen career changes radically? How can you adapt to changing conditions? Sam Ro is a veteran markets journalist and CFA. After decades of working for ...

9 Jul 202514min

Citi Wealth Chief Investment Officer Kate Moore on Macro Investing

Citi Wealth Chief Investment Officer Kate Moore on Macro Investing

Barry speaks with Kate Moore, chief investment officer at Citi Wealth. They discuss Kate's extensive and diverse career which saw her as Head of Thematic Strategy and a portfolio manager for the Globa...

3 Jul 20251h 11min

At The Money: Planning Your Retirement? 

At The Money: Planning Your Retirement? 

Thinking about retirement? Do you know how you will spend your time? And perhaps most significantly, how much retirement can you afford?Christine Benz is Director of Personal Finance & Retirement Plan...

2 Jul 202515min

Swiss Re's Velina Peneva on the Business of Reinsurance

Swiss Re's Velina Peneva on the Business of Reinsurance

Barry speaks with Velina Peneva, group chief investment officer at Swiss Re about the business of reinsurance, managing risk, her career path and more. Peneva started her career at Bain & Company in 1...

27 Jun 20251h 12min

At The Money: Navigating War, Tariffs and Geopolitics

At The Money: Navigating War, Tariffs and Geopolitics

Israel attacked Iran with drones; the U.S. bombed Iran’s nuclear sites. This after months of Tariffs announcements and geopolitical wrangling. What are investors supposed to do? Sam Ro, an award winni...

25 Jun 202519min

BlackRock's Global Co-Head of iShares Fixed Income ETFs Stephen Laipply

BlackRock's Global Co-Head of iShares Fixed Income ETFs Stephen Laipply

Barry speaks with Stephen Laipply, global co-head of iShares Fixed Income ETFs at BlackRock, for a conversation about uncertainty in markets, the impact of the Trump administration's tariff and trade ...

20 Jun 20251h 2min

At The Money: Buying a Vacation Home with Jonathan Miller

At The Money: Buying a Vacation Home with Jonathan Miller

Want to buy a beach or lake house or other vacation property? You need some effort, assistance from a local expert, and a decent pile of money. Jonathan Miller, President of Miller Samuel, joins Barr...

18 Jun 202531min

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