Latest / Planning & Beyond® - Where financial planning meets human understanding
12. Understanding Financial Dynamics in Blended Families with Mikel Van Cleve
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…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.