『A STEWARD'S VIEW』のカバーアート

A STEWARD'S VIEW

A STEWARD'S VIEW

著者： Aaron Kolkman
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 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, and a Graduate Certificate in Financial Analysis. He is also a CERTIFIED FINANCIAL PLANNER™ and a CERTIFIED KINGDOM ADVISOR®. His Minneapolis advisory team integrates life and financial goals with an emphasis on written estate strategies.Aaron Kolkman 経済学
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  • A Family's Greatest Financial Risk

    A Family's Greatest Financial Risk
    2025/08/26

    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.

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    27 分
  • Planning with The Dynamic Puzzle Box

    Planning with The Dynamic Puzzle Box
    2025/08/19

    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!
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    36 分
  • Optimize Your Assets

    Optimize Your Assets
    2025/08/12

    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.

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    23 分
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