A STEWARD'S VIEW

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 cement your estate. Let the financial and legal work follow God's purposes with Mom and Dad and the full picture of their lives.

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 important changes that affect your family, and some tactical concepts to help you navigate them.

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 deliver you GREAT. BIG. PERSPECTIVE.

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.