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Showing episodes and shows of
Aaron Kolkman
Shows
A STEWARD'S VIEW
Total Return vs. Dividend Investing
Understand the merits of total return investing, and the important differences from dividend investing. Listen as Aaron Kolkman articulates caution about the risks of dividend investing, and the reasons that total return investing can be more conservative and consistent.
2025-05-20
31 min
A STEWARD'S VIEW
Funding Goals with Total Returns
Aaron Kolkman returns to the basics and articulates the importance of consistent, total return investing for funding life goals.
2025-05-14
27 min
A STEWARD'S VIEW
Stewardship Living Series - Purpose, Mission and Daily Life
Special guest Paul Larsen provides a baseline for thinking about Purpose, Mission, and Living a Life of Stewardship. Much more than money, this series offers a fresh look at the "who" and the "why" involved with daily decision-making.
2025-05-10
30 min
A STEWARD'S VIEW
Refinancing America's Debt
Aaron Kolkman offers insights into a Fed-Treasury Partnership that could save America billions. Plus, how you can handle fixed income yield volatility in the turbulence ahead.
2025-05-06
30 min
A STEWARD'S VIEW
GDP Reprise, Tariffs & Policy Motives
Aaron Kolkman and Christopher Gerber deliver perspective around GDP, the wellness of America's finances, policymaking motives, and your finances.
2025-04-22
28 min
A STEWARD'S VIEW
Economic Indicators, Treasuries, and China
Put economic indicators in their proper places as Aaron Kolkman unpacks the current economic context for market changes. Plus, connect important relationships between the dollar, Treasuries, and China!
2025-04-15
26 min
A STEWARD'S VIEW
The Months Ahead, The Dollar, and Recession
Aaron Kolkman offers added perspective to the likely comeback of indexes in months ahead, the effect of a strong or weak U.S. dollar, and the investor's experience of recession.
2025-04-10
23 min
A STEWARD'S VIEW
Tariffs, Fiscal Concerns, and The Consumer - U.S. SPECIAL EDITION
Chris Gerber, CFA, connects the tariff process, U.S. fiscal concerns, the consumer, and your decision-making. Add perspective to your decisions with this context around economics, fiscal policy, and consumer behavior.
2025-04-08
30 min
A STEWARD'S VIEW
Manager Spotlight - Chartwell Investment Partners (TAAGX)
Chartwell Investment Partners join the program for a focus on US Small and Mid-sized companies. Tim Riddle, CFA, and Theresa Tran, CFA, dive into BRI, their approach to stock-picking, and opportunities for investors.
2025-04-08
27 min
A STEWARD'S VIEW
Q2 2025 and Biblically Responsible Investing
A new quarter begins amid chaos. Active, passive, and the conversations to come...Special guest Brian Mumbert from Timothy Plan explains Biblically Responisible Investing (BRI).
2025-04-01
24 min
A STEWARD'S VIEW
More Than Money: Living Out Stewardship
Paul Larsen integrates faith and finance, offering a biblical view of daily decision-making. Listeners can better understand living a life of stewardship: setting goals, living them out, and leaving a legacy.
2025-03-25
35 min
A STEWARD'S VIEW
GDP Reordering (and Interest Rates)
Chris Gerber, CFA, breaks down the reordering of GDP and the interest rate picture.
2025-03-17
40 min
A STEWARD'S VIEW
Rebalancing & Embracing Volatility
Rebalancing long-term portfolios - taking gains and redeploying capital amid market volatility.
2025-03-10
38 min
A STEWARD'S VIEW
Moderating Growth in 2025
Leaving 2023 and 2024 behind, seeing market adjustments as healthy, and expecting moderating growth in 2025.
2025-03-04
35 min
Art to Heart
Interview with Aaron Robles
Thank you for tuning in to Art to Heart with our guest artist, Aaron Robles, Founder/CEO of Founders Spark.
2020-06-02
48 min