Shows / A STEWARD'S VIEW
A STEWARD'S VIEW
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…
Episodes
- A STEWARD'S VIEW
(ASV+) Special Economic Update
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…
- A STEWARD'S VIEW
Stewarding Your Health
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…
A STEWARD'S VIEW(ASV+) Tax Sensitive Investing - Part 2
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…
A STEWARD'S VIEW(ASV+) Tax Sensitive Investing - Part 1
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…
- A STEWARD'S VIEW
Enhanced Decision-Making
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…
- A STEWARD'S VIEW
The Biggest Financial Decision
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…
- A STEWARD'S VIEW
A Healthy Economy and A Bear
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…
- A STEWARD'S VIEW
The Dynamic Puzzle Box
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…
- A STEWARD'S VIEW
An Economic Health Check
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…
- A STEWARD'S VIEW
(ASV+) Peace About Portfolios - Part 3
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…
- A STEWARD'S VIEW
(ASV+) Peace About Portfolios - Part 2
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…
- A STEWARD'S VIEW
Peace About Portfolios - Part 1
This week on ASV, we begin a series focused on a mindset of peace – when it comes to any area of life, your finances, and even your portfolio. We’ll consider…
- A STEWARD'S VIEW
2026 Mid-Year Economic Review
This week we'll look at the 2026 Economic picture and related market behaviors as we enter the second half of 2026, especially the Q2 earnings season ahead…
- A STEWARD'S VIEW
The Art & Science of Giving - Part 3
Today on ASV, we’ll continue our series, The Art & Science of Giving – we’ll consider the heart of giving, and some of the structure for it. We’ll talk about…
- A STEWARD'S VIEW
The Art & Science of Giving - Part 2
This week on ASV, we continue The Art & Science of Giving – we consider the heart of giving, and some of the structure for it. We’ll talk about what giving is…
- A STEWARD'S VIEW
(ASV+) Do the Optimal Thing
Today on ASV PLUS, we looked at a recent example of a retiring couple, their excellent stewardship efforts, and their need for partnership in optimizing their…
- A STEWARD'S VIEW
Stocks Boom, Oil Busts, and Bonds Hesitate
This time on ASV we unpack and repack the integration of markets in the context of the global economic picture, and the US economic machine. We consider the…
- A STEWARD'S VIEW
The Art & Science of Giving - Part 1
This week, ASV tackles the important topic of giving - to others, to family, and to charities. Technical meets relational, and knowledge meets wisdom, in this…
- A STEWARD'S VIEW
War, The Outlook, and Aggregation (Part 2)
A throwback to June 2025, you can listen to the integration of current headlines with economic and investment themes. Finally, consider the "zoom out" response…
- A STEWARD'S VIEW
(ASV+) Total Returns vs. Dividends
ASV levels up to ASV PLUS, with fresh investing insights. Get ready to consider how your goals can be funded, and add this special episode to your wisdom…
- A STEWARD'S VIEW
Products & Prices - ETFs
We continue with a unique series to enhance product decision-making. This week is all about Exchange-Traded Funds - types, uses, costs, and considerations…
- A STEWARD'S VIEW
Products & Prices - Mutual Funds
We continue with a unique series to enhance product decision-making. This week is all about mutual funds - types, uses, costs, and considerations. Level-up you…
- A STEWARD'S VIEW
Products & Prices - Annuities
We kickoff 2026 with a unique series to enhance product decision-making. This week is all about annuities - types, uses, costs, and considerations. Level-up…
- A STEWARD'S VIEW
2026 In View
The 2026 U.S. economic outlook points to a year of continued expansion with some moderation in growth, gradually easing inflation, and a slight rise in…
- A STEWARD'S VIEW
2025 In Review
2025 was a year of transition. The 2025 global economy was characterized by a general slowdown in growth amid heightened policy uncertainty and trade tensions…
- A STEWARD'S VIEW
Year-End Planning - Part Two
This week, we stick with year-end money moves to help strengthen your position. Hear about HSAs, RMDs, QCDs, Roth Conversions, and other techniques. Gain the…
- A STEWARD'S VIEW
Year-End Planning - Part One
This week, we turn to year-end money moves to help strengthen your position. When is a good time to rebalance in (and after) a bull market? What about your…
- A STEWARD'S VIEW
Finding the Value of Advice
We've heard that value and price are different. But when it comes to your portfolio, how can you tell one from the other? What are the variables to consider…
- A STEWARD'S VIEW
Measuring the Whole Pie
This week's work is about coming to clarity with your Universal Pie Chart - taking overall risk and return, charting it, and measuring it. It's about knowing…
- A STEWARD'S VIEW
When 1 + 1 = 3
It's difficult to sum up a multi-step process designed to optimize assets, but this week's topic does just that. We march closer to asset optimization scoring…
- A STEWARD'S VIEW
The Universal Pie Chart
This week we turn to the benefits of Asset Aggregation. We discuss what diversification is, and what it isn't, and we move closer to a conversation about…
- A STEWARD'S VIEW
Take a Break and Aggregate
Don't miss this critical episode in the new ASV Investment Planning Series! This simple but robust episode focuses on the value of asset aggregation in the…
- A STEWARD'S VIEW
Stewarding Tomorrow's Cash
We hope you enjoy this week's episode on the practicalities of projecting your cash position into the near future, so you can properly time your expenses, and…
- A STEWARD'S VIEW
ECONOMIC UPDATE: Jobs, Shutdown & Reality
The U.S. job market is slowing, but resilient. Non-farm payrolls (additions or subtractions to jobs available in the marketplace) - a coincident indicator -…
- A STEWARD'S VIEW
Cash Flow is Queen
This episode details the realities of cash flow planning, knowing your "n" and then staying on track towards funding goals and ultimately, funding a legacy…
- A STEWARD'S VIEW
Leaving A Legacy - Part Two
This episode connects estate planning to wealth transfer, and wealth transfer to legacy. Legacy is the history, the ethos, the overall stewardship transition…
- A STEWARD'S VIEW
Leaving A Legacy - Part One
Join this focused conversation about real treasure and passing it to your (prepared) heirs! Consider a family meeting and a legacy letter to begin and then…
- A STEWARD'S VIEW
Your Estate and OBBBA
Enjoy this episode as Aaron Kolkman brings life to the dialgue about multi-generational wealth and the Basics of Estate Planning with OBBBA. Learn the…
- A STEWARD'S VIEW
A Family's Greatest Financial Risk
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…
- A STEWARD'S VIEW
Planning with The Dynamic Puzzle Box
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…
- A STEWARD'S VIEW
Optimize Your Assets
How do you know if your goals are funded optimally (efficiently)? Aaron Kolkman brings his thought leadership to the long-term investment community - investors…
- A STEWARD'S VIEW
Stewardism Series - Reweaving Shalom
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…
- A STEWARD'S VIEW
The Economic Machine - Not One, But Many
This unique offering in the "Beyond Returns" series describes the investor's place in the economic environment. Aaron Kolkman gives a summary of leading…
- A STEWARD'S VIEW
Passive, Active, and Everything in Between
Listen to this first in ASV's "Beyond Returns" Series, as Aaron Kolkman brings clarity to the classic conversation about indexed (passive) and active…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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.
- 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…
- 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.
A STEWARD'S VIEWStewardism 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…
A STEWARD'S VIEWRefinancing 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…
A STEWARD'S VIEWGDP Reprise, Tariffs & Policy Motives
Aaron Kolkman and Christopher Gerber deliver perspective around GDP, the wellness of America's finances, policymaking motives, and your finances.
A STEWARD'S VIEWEconomic 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…