A STEWARD'S VIEW

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.

Another hit in the "Beyond Returns" Series! Listen as Paul Larsen and Chaz Lowder join in this episode about the clarity provided by your balance sheet and income statement. Enjoy learning about this daily, dynamic puzzle box that is your financial foundation. Understand its relationship to your life goals, and see the benefit to your decisions that it brings!

How do you know if your goals are funded optimally (efficiently)? Aaron Kolkman brings his thought leadership to the long-term investment community - investors and advisors alike, in this critical episode on measuring asset optimization. Listen as you learn the method and the mechanism for knowing your score.

Consider more about Stewardism - The Bible as a 4-Chapter Gospel, and the reweaving of Shalom in our lives. Enjoy this rich discussion with Paul Larsen about engaging with God's Story, flourishing, and moving towards restoration. Book reference: ‘Reweaving Shalom: Your work and the Restoration of All Things.’

This unique offering in the "Beyond Returns" series describes the investor's place in the economic environment. Aaron Kolkman gives a summary of leading, current, and lagging economic indicators, and their relevance to your decisions - all of them, not one of them. Likewise, listeners get a sense of how no one economic or political person directs the economy. Expect this episode to d...

Listen to this first in ASV's "Beyond Returns" Series, as Aaron Kolkman brings clarity to the classic conversation about indexed (passive) and active investing. Learn ways to consider an optimal, global, and long-term approach that is sensitive to fees, but focused on consistency.

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.

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.

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.

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.

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.

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!

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.

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.

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.

Special guest Paul Larsen summarizes a theology of work, articulates service, and helps remind us of Jesus' answer to who and how we serve.

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.

Aaron Kolkman returns to the basics and articulates the importance of consistent, total return investing for funding life goals.

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.

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.

Aaron Kolkman and Christopher Gerber deliver perspective around GDP, the wellness of America's finances, policymaking motives, and your finances.

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!

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.

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.

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.