OM DENNE PODCAST 🔗
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 & Economics, and a Graduate Certificate in Financial Analysis. He is also a practicing CERTIFIED FINANCIAL PLANNER.™ His Minneapolis advisory team integrates life and financial goals with an emphasis on written estate strategies.
Værter:
Opdateringsfrekvens:
weekly
Gennemsnitlig lydlængde:
32 minutes
Gæsteinterviews
Engelsk
USA
69 episoder
siden 4. marts 2025
episodic
I DENNE PODCAST 🔗
SENESTE EPISODE 🔗
This is a quick check on the economy and markets, to consider recent data, risks, and opportunities for investors. Attention is given to the faulty supply-side economic assertions of a well-known corporate leader, and proper corrections are made.
Please enjoy this brief special!
Daily Verse:
For …
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SIDSTE EPISODER 🔗
This week we look at the importance of stewarding health decisions. This complex area requires navigation! Join us as Amy Nielsen from Lifestyle Advisors signs onto ASV to offer wisdom and expertise to this unique episode!
Verse(s) of the Week:Or do you not know that your body is a temple of the Ho…
Today on this ASV+ Episode, we’ll talk Global growth in 2027, Investment Themes and the outlook, and we’ll tackle this week’s core content (Tax Sensitive Investing – Part 2)… all about the tax treatment of various account types.
Weekly verse:
Then he said to them, “Therefore render to Caesar the …
This week we seek to enhance results by drilling all the way into holdings, and consider the different tax treatments of holdings. We rank from worst to best, the various options that investors have at their disposal. Enjoy this episode, as Amy Martin makes her first impact on the ASV studio!
Vers…
Fresh off our Labor Day episode – “The Biggest Financial Decision” – this ASV will look at total return investing, fees, aggregation, and value. We’ll do some mythbusting around fees, and around aggregation and then consolidation of assets. We’ll even help you measure the value of your allocation…
Today on this special ASV, we’ll examine the biggest decision you can make – the decision to hire a financial professional. We’ll sort through some of the confusion (including descriptions and phrases used to identify the professionals available), consider what is being advised, and land on the 5 t…
Today on this special ASV, we’ll double down on our August 17th episode, and continue looking at the economy, with a twist. We’ll consider the 6-year bear market for bonds, and the shape of the yield curve today, as well as some of the noise surrounding it.
Weekly Verses:
But those who desire to …
EARLY RELEASE - AUDIO ONLY - BACK TO SCHOOL
Today on this special ASV, we’ll pivot to financial planning and trend towards the basics. We’ll equip you to approach yoursituation in a holistic way, avoid common pitfalls, and to find peace in the midst of routine decisions.
BLOG POST AVAILABLE 08/2…
Today on ASV, we’ll consider the economic backdrop for investors. Coming off a 3-part Investment Planning series in recent weeks, this is a great time to review the economy.
Verse of the Week:
And my God will supply every need of yours according to his riches in glory in Christ Jesus.
-Philippian…
Today on this special ASV+ episode, we’ll continue the series “Peace About Portfolios” and focus on advanced Retirement Income Planning. We’ll combine asset optimization concepts and total return investment points to arrive at a consistent method of taking withdraws from your portfolio… and we’ll w…
Ansvarsfraskrivelse: Podcasten og kunstværket, der er indlejret på denne side, er fra Aaron Kolkman, som tilhører dens ejer og ikke er tilknyttet eller godkendt af Listen Notes, Inc.
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