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.
The tragedy of a failed wealth transfer is the greatest risk a family faces. This critical episode presents the harsh realities of this risk and considerations for managing (or avoiding) it.
Listen to these pivotal points as Aaron Kolkman moves you through estate planning and closer to Planned Giving and Legacy… Then listen again, and again, and again.
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