<a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2381993/open_sms">Text us to share what you found helpful!</a>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!<ul><li><a href='https://www.linkedin.com/in/mikel-van-cleve/'>Mikel Van Cleve on LinkedIn</a></li><li><a href='https://www.linkedin.com/in/ashley-quamme/'>Ashley Quamme on LinkedIn</a></li><li>Visit <a href='http://www.planningandbeyond.com'>Planning & Beyond</a></li></ul>

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!Mikel Van Cleve on LinkedInAshley Quamme on LinkedInVisit Planning & Beyond

<a href="https://www.buzzsprout.com/twilio/text_messages/2381993/open_sms" rel="noopener noreferrer">Text us to share what you found helpful!</a>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 &amp; Beyond!”Connect with us below!<ul><li><a href="https://www.linkedin.com/in/mikel-van-cleve/" rel="noopener noreferrer">Mikel Van Cleve on LinkedIn</a></li><li><a href="https://www.linkedin.com/in/ashley-quamme/" rel="noopener noreferrer">Ashley Quamme on LinkedIn</a></li><li>Visit <a href="http://www.planningandbeyond.com" rel="noopener noreferrer">Planning &amp; Beyond</a></li></ul>

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

Planning &amp; Beyond® transforms how financial advisors approach client relationships by bridging psychological insights with practical planning strategies. Hosted by Ashley Quamme, a licensed therapist and financial behavior specialist, each episode delivers actionable techniques you can implement in your next client meeting. Unlike traditional financial planning podcasts that focus primarily on technical aspects, Planning &amp; Beyond® explores the behavioral and psychological elements that shape client relationships. Through in-depth conversations with leading experts in behavioral finance, financial psychology, and financial therapy, you'll gain evidence-based strategies to navigate emotional client situations, build lasting trust, and create more meaningful relationships. Whether you're preparing for discovery meetings, helping clients through major life transitions, or looking to deepen client connections, you'll walk away from each episode with practical tools and confident approaches to enhance your practice. Join a community of advisors who understand that exceptional financial planning goes beyond the numbers. Topics include:<ul><li>Mastering discovery and prospect meetings</li><li>Navigating difficult money conversations</li><li>Understanding client psychology</li><li>Building trust and deepening relationships</li><li>Managing emotional client situations</li><li>Enhancing communication skills</li><li>Developing behavioral finance strategies</li><li>Supporting clients through life transitions</li></ul> New episodes release bi-weekly. Subscribe now to transform how you connect with clients.

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Planning & Beyond® transforms how financial advisors approach client relationships by bridging psychological insights with practical planning strategies. Hosted by Ashley Quamme, a licensed therapist and financial behavior specialist, each episode delivers actionable techniques you can implement in your next client meeting. Unlike traditional financial planning podcasts that focus primarily on technical aspects, Planning & Beyond® explores the behavioral and psychological elements that shape client relationships. Through in-depth conversations with leading experts in behavioral finance, financial psychology, and financial therapy, you'll gain evidence-based strategies to navigate emotional client situations, build lasting trust, and create more meaningful relationships. Whether you're preparing for discovery meetings, helping clients through major life transitions, or looking to deepen client connections, you'll walk away from each episode with practical tools and confident approaches to enhance your practice. Join a community of advisors who understand that exceptional financial planning goes beyond the numbers. Topics include:Mastering discovery and prospect meetingsNavigating difficult money conversationsUnderstanding client psychologyBuilding trust and deepening relationshipsManaging emotional client situationsEnhancing communication skillsDeveloping behavioral finance strategiesSupporting clients through life transitions New episodes release bi-weekly. Subscribe now to transform how you connect with clients.

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

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

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