{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Ep 431: Successfully Navigating Money Conflicts Within Client Couples with Nick Rodkin","description":"Nick Rodkin is the managing partner of Stoic Financial, an LPL-affiliated advisory firm based in Florida that oversees $107 million in assets under management for 70 client households. What\u2019s unique about Nick is that after nearly 15 years as a financial advisor, he pursued a master\u2019s degree in marriage and family therapy to enhance his ability to help couples resolve financial conflicts. This additional expertise allows him to address relationship dynamics that may hinder financial decision-making and the implementation of his financial planning recommendations. Listen in as Nick shares how he helps client couples navigate their financial relationships by using structured conversations to uncover money mindsets, encouraging them to become \u201cbudget buddies\u201d rather than \u201cexpense enemies.\u201d He explains how his service model allows for AUM-based financial planning, flat-fee coaching, and hourly therapy sessions, enabling him to serve a diverse client base. Nick also reflects on how his own therapy journey reshaped his approach to financial planning, shifting from a product-focused mindset to a more human-centered practice that emphasizes actionable advice and meaningful client conversations. For show notes and more visit: https:\/\/www.kitces.com\/431 ","author_name":"Financial Advisor Success","author_url":"https:\/\/www.kitces.com\/podcast\/","html":"