A STEWARD'S VIEW
Podcast Description
A STEWARD'S VIEW is a financial decision-making program integrating Economics, Investment Management and Financial Planning, hosted by Aaron Kolkman. Kolkman is the author of The Life Cycle of Wealth™ stewardship book, founder of Fidere Advisors and co-founder of Boulevard Wealtah Management. He holds a B.A. in Psychology, a M.S. in Finance, and a Graduate Certificate in Financial Analysis. He is also a CERTIFIED FINANCIAL PLANNER™ and a CERTIFIED KINGDOM ADVISOR®. His Minneapolis advisory team integrates life and financial goals with an emphasis on written estate strategies.
Podcast Insights
Content Themes
The podcast covers a range of topics focused on Economics, Investment Management, and Financial Planning, with episodes like Living a Life of Stewardship exploring goal-setting and legacy creation, and GDP Reordering (and Interest Rates) featuring expert analysis on economic trends and their impact on investments.
A STEWARD’S VIEW is a financial decision-making program integrating Economics, Investment Management and Financial Planning, hosted by Aaron Kolkman. Kolkman is the founder of multiple wealth management firms, and the author of The Life Cycle of Wealth™ stewardship book for families. He holds a B.A. in Psychology, a M.S. in Finance, and a Graduate Certificate in Financial Analysis. He is also a CERTIFIED FINANCIAL PLANNER™ and a CERTIFIED KINGDOM ADVISOR®. His Minneapolis advisory team integrates life and financial goals with an emphasis on written estate strategies.
This week we turn to the benefits of Asset Aggregation. We discuss what diversification is, and what it isn't, and we move closer to a conversation about Optimizing Assets.
We hope you enjoy this week's foundational work on the benefits of a singular investment plan, including genuine diversification, tax optimization, and a correlation analysis. We continue to encourage you to take time to aggregate assets independently, and invite you to use our sponsor's FUSION tool anytime: www.fidereadvice.com/fusion
Weekly Verses:
If any of you lacks wisdom, let him ask God, who gives generously to all without reproach, and it will be given him. – James 1:5, ESV
But the wisdom from above is first pure, then peaceable, gentle, open to reason, full of mercy and good fruits, impartial and sincere. And a harvest of righteousness is sown in peace by those who make peace. – James 3:13, ESV
Fidere Media, LLC is not affiliated with Fidere Advisors, LLC. Content on this site and related linked sites is offered for informational purposes only, and does not represent advice, an offer to transact securities, or a financial planning engagement.
Disclaimer
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