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Modern Husbands Podcast
Winning ideas from experts to manage money and the home as a team. #Money #Relationships #PersonalGrowth #Family
This podcast is for informational purposes only and should not be considered legal or financial advice. We are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. Podcast guests do not represent Modern Husbands, and the views expressed in this podcast may not be those of the host or the management.
Modern Husbands Podcast
Financial Planning for Blended Families: A Conversation with Dr. Mikel Van Cleve, MBA, CFP®, FBS®, CEBS
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Welcome to the Modern Husbands podcast, where any combination of Dr. Bruce Ross, Christian Sherrill, and Brian Page host national experts who share winning ideas to manage money and the home as a team.
I’m Brian Page, founder of Modern Husbands. Sometimes our listeners want more support than a podcast can give, individual or couple support, which I provide as a Certified Financial Therapist, Accredited Financial Counselor and Fair Play Facilitator. Details can be found at modernhusbands.com.
Today we welcome Dr. Mikel Van Cleve. Mikel earned his Ph.D. in Personal Financial Planning at Texas Tech University, where he specialized in blended family financial dynamics. His research deepens our understanding of how complex family structures, particularly blended families, achieve financial well-being. In this episode, we unpack why estate planning is especially critical for blended families, the emotional conversations couples often avoid and offer practical advice for navigating fairness, conflict, and long-term financial decisions as a family. Enjoy the show.
Show Notes
00:00 Introduction
01:47 Can you share a little bit about your Ph.D. focus with our listeners?
02:53 Where does your passion for this topic come from?
06:18 Why is estate planning so important for blended families?
09:22 What happens if they don’t set things up the right way?
19:39 What tips would you give blended families to ensure they address this critical area of financial planning and do it the right way?
24:46 What is one piece of simple and actionable advice you want to leave our listeners with?
#BlendedFamilies
#EstatePlanning
#FamilyFinance
#ModernHusbands
#FinancialPlanning
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