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Showing episodes and shows of
Aaron Kolkman
Shows
A STEWARD'S VIEW
The Economics of OBBBA
Finally, a short summary and a holistic view of OBBBA! Tune out the noise and be encouraged about the years ahead, as Aaron Kolkman brings historical context to the economics of this important set of fiscal policy changes.
2025-07-22
38 min
A STEWARD'S VIEW
Stewardism Series - Stewarding Artificial Intelligence
A timely and fascinating conversation about creation, innovation, and the role of mankind in the evolution of technology. Listen as Paul Larsen provides historical and biblical context for the era of Artificial Intelligence.
2025-07-18
26 min
A STEWARD'S VIEW
Stewardism Series - Stewardism, Work and Legacy
Paul Larsen examines the actions of Stewardship and the mindset of Stewardism. Listen as he and Aaron Kolkman unpack the Stewardism at Work, and Leaving a Legacy.
2025-07-13
32 min
A STEWARD'S VIEW
About Fees - What You Pay & What You Get
A big picture summary of the cost of managing returns and risk! Listen to this episode designed to encourage investors towards a net return and analysis, not a fee analyis. Learn about the various fee types, and methods of evaluating the cost of management, but also the net return and risk. Visit www.astewardsview.com for more.
2025-07-01
36 min
A STEWARD'S VIEW
Total Returns and Consistency Investing
Connecting total returns, risk management, and your goals. Don't miss this critical episode as Aaron Kolkman raises the conversation for investors - away from headlines and hype, and back to purpose-driven goal funding.
2025-06-25
29 min
A STEWARD'S VIEW
War, The Outlook, and Asset Aggregation
Aaron Kolkman weaves current events into the current global economic picture, and advocates for a single investment plan across accounts. Listen, learn, and leverage the perspective offered for investors!
2025-06-17
29 min
A STEWARD'S VIEW
Stewarding Your Home - The Refuge & The Asset
Special guest Wendy Seelhoff offers stewardship perspective about your home as both a refuge and an asset. Listen for insightful market trends and key decision points, for both sellers and buyers.
2025-06-10
29 min
A STEWARD'S VIEW
Total Returns and Your Taxes
Aaron Kolkman covers the basics to help you make clearer decisions as you optimize your income tax picture. Get a handle on the income tax plan associated with your investment plan, and start to think in terms of wealth accretion through multi-year tax planning.
2025-06-03
33 min
A STEWARD'S VIEW
Stewardism Series - Serving, Thriving and Flourishing
Paul Larsen combines work, service, thriving and flourishing into a word: Stewardism. He proposes this mindset as a life approach designed to get more God, and to thereby live abundantly. Multiple scripture references are given, and groundwork is laid for this important weekly series on living a life of Stewardism.
2025-05-30
41 min
A STEWARD'S VIEW
Stewardism Series - Work, Service & Your Neighbor
Special guest Paul Larsen summarizes a theology of work, articulates service, and helps remind us of Jesus' answer to who and how we serve.
2025-05-23
26 min
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