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12. Understanding Financial Dynamics in Blended Families with Mikel Van Cleve

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Manage episode 451321863 series 3584213
Content provided by Ashley Quamme. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ashley Quamme or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Text us to share what you found helpful!

In this episode, Mikel Van Cleve joins us to talk about the unique challenges blended families face in managing money. Mikel shares practical advice from his personal life and career, covering topics like handling complex family relationships, respecting traditions, and planning for kids of different ages.

We dive into the emotional side of finances for blended families, including how to navigate sensitive areas like inheritance and college costs. Mikel’s insights show how open conversations and thoughtful planning can help advisors better support these families and build lasting trust.

Tune in to this episode of “Planning & Beyond!”

Connect with us below!

  continue reading

28 episodes

Artwork
iconShare
 
Manage episode 451321863 series 3584213
Content provided by Ashley Quamme. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ashley Quamme or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Text us to share what you found helpful!

In this episode, Mikel Van Cleve joins us to talk about the unique challenges blended families face in managing money. Mikel shares practical advice from his personal life and career, covering topics like handling complex family relationships, respecting traditions, and planning for kids of different ages.

We dive into the emotional side of finances for blended families, including how to navigate sensitive areas like inheritance and college costs. Mikel’s insights show how open conversations and thoughtful planning can help advisors better support these families and build lasting trust.

Tune in to this episode of “Planning & Beyond!”

Connect with us below!

  continue reading

28 episodes

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