Pinnacle Wealth

Pinnacle Wealth Our Vision is to help people improve their financial confidence so they can confidently enjoy life.

True Wealth Podcast: https://www.pinnaclewealth.com/true-wealth-podcast/ Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness. Endorsements, recommendations, or reviews received on this profile may or may not be f

rom a verified client, and as such may or may not reflect real-life experiences of individuals who used our services. Individual results vary, and CWM, LLC does not claim, nor should the reader assume, that any individual experience recounted are representative of what anyone using our services may experience. No compensation was provided directly or indirectly to the promoter for the endorsement, recommendation, or review received.

07/23/2026

Two people. Same goal. Completely different instincts about how to get there.

Shaunti Feldhahn's research surfaces something most couples experience but rarely name: spouses can unintentionally make each other's financial fears worse while both trying to do the right thing. What feels responsible to one person genuinely feels reckless to the other.

Neither person is wrong. They're just working from different fears.

That's why the most productive financial conversations in a marriage rarely start with the numbers. They start with understanding what the numbers mean to each person sitting at the table.

Watch or listen here:
YouTube: https://www.youtube.com/playlist?list=PLabQdKOSXuCNiKgVZINvFi8TNaFLBE9sI
Spotify: https://open.spotify.com/show/5Q2PArlpQZO76D6m260ZOp
Apple Podcasts: https://podcasts.apple.com/gb/podcast/true-wealth-podcast/id1862811242
Pinnacle Wealth: https://www.TrueWealthPodcast.com

College planning is one of those things that can sit quietly in the background. Until it can’t. If tuition, housing, and...
07/22/2026

College planning is one of those things that can sit quietly in the background.

Until it can’t.

If tuition, housing, and family contributions are starting to feel more real, our College Readiness Quiz can help you see where your plan may need another look: https://ow.ly/5ytO50ZkSVh

Congratulations to Dylan Rudningen on earning the TPCP® designation! Dylan, our Associate Wealth Advisor and tax special...
07/22/2026

Congratulations to Dylan Rudningen on earning the TPCP® designation!

Dylan, our Associate Wealth Advisor and tax specialist, has completed the Tax Planning Certified Professional® program through The American College of Financial Services.

Here's why it matters for you: taxes can be one of the biggest costs you'll face over a lifetime, and many of the decisions that shape that bill happen well before tax season. Where you hold your investments, how you draw down retirement accounts, when you sell a business, how you structure a gift... these choices can compound over decades. The TPCP® helps sharpen Dylan's ability to spot those moments and plan around them, not just react to them each April.

At Pinnacle Wealth, that's part of what True Wealth planning looks like: thinking ahead, not just adding up numbers after the fact.

Join us in congratulating Dylan on this achievement.

07/21/2026

Traditional retirement advice doesn’t always fit the entrepreneurial life.

Wealth Advisor, Nik Aamlid, CFP®, CKA®, CAP®, explains why tools like the SEP IRA and solo 401k are valuable for those with variable income. These options offer flexibility, reduce taxable income during high-earning years, and let you invest in your future without tying up capital in illiquid assets.

Read the full blog post on financial planning for entrepreneurs here: https://ow.ly/PKJz50YqGcC

07/20/2026

Many financial tensions between couples are not really about money.
They come from unspoken expectations.

One person may see retirement as adventure and new experiences.
The other may want rest, simplicity, and time at home.

One partner sees opportunity while the other sees risk.
The issue is not the difference. It is the silence around it.

Open communication creates understanding before tension builds.
That is where alignment and peace begin.

Read more: https://www.pinnaclewealth.com/insights/blog/designing-a-financial-future-you-both-love/

A war, an oil spike, and a 9% pullback gave investors plenty to worry about. Then stocks rallied back to new highs, and ...
07/16/2026

A war, an oil spike, and a 9% pullback gave investors plenty to worry about.

Then stocks rallied back to new highs, and the S&P 500 closed the first half with a 10.2% gain.

The headline return only tells part of the story. Inflation pressures broadened, software moved against the market, and AI reached into value, international, and small-cap stocks.

See what six charts reveal about the market beneath the index: https://ow.ly/sFTI50ZnqNT

07/16/2026

Couples argue about money. But according to Shaunti Feldhahn's research, the money is rarely the actual problem.

What's really happening beneath most financial disagreements? Fear. Security. Trust. Expectations that were never spoken out loud. Assumptions about what money means and what it's supposed to do.

The numbers are just where the tension surfaces. The real conversation is happening underneath.

Understanding what money represents to your spouse might be the most important financial discussion you ever have... and it has nothing to do with your budget.

Watch the full episode with Shaunti Feldhahn, Kevin Engbers, and Ryan Ovenden on the True Wealth Podcast.
YouTube: https://www.youtube.com/playlist?list=PLabQdKOSXuCNiKgVZINvFi8TNaFLBE9sI
Spotify: https://open.spotify.com/show/5Q2PArlpQZO76D6m260ZOp
Apple Podcasts: https://podcasts.apple.com/gb/podcast/true-wealth-podcast/id1862811242
Pinnacle Wealth: https://www.TrueWealthPodcast.com

The retirement mistakes that matter most aren’t always the obvious ones. They’re often the assumptions that quietly make...
07/16/2026

The retirement mistakes that matter most aren’t always the obvious ones.

They’re often the assumptions that quietly make their way into the plan.

Expenses will drop. Healthcare will be manageable. Social Security will cover enough. Family support will fit neatly into the budget.

Don’t wait until retirement to find out which assumptions need a second look: https://ow.ly/Y3CP50ZiS8V

Retirement planning can feel abstract until you start putting real numbers behind it. Our 401(k) calculator helps you ex...
07/14/2026

Retirement planning can feel abstract until you start putting real numbers behind it.

Our 401(k) calculator helps you explore how your current savings, timeline, and contributions could affect your long-term retirement picture.

See where your current path may lead: https://www.pinnaclewealth.com/401k-calculator/

07/13/2026

Most couples don't struggle because they disagree. They struggle because they're solving the wrong problem.

Shaunti Feldhahn's research on thriving couples points to one consistent difference: the willingness to get curious instead of defensive. To ask what's actually driving the other person's perspective rather than assuming you already know.

That shift sounds simple. It isn't. But when it happens, it changes the entire texture of a conversation.

Disagreement doesn't have to mean distance. Sometimes it's the fastest way to actually understand each other... if you're asking the right questions.

Listen to the conversation here:
YouTube: https://www.youtube.com/playlist?list=PLabQdKOSXuCNiKgVZINvFi8TNaFLBE9sI
Spotify: https://open.spotify.com/show/5Q2PArlpQZO76D6m260ZOp
Apple Podcasts: https://podcasts.apple.com/gb/podcast/true-wealth-podcast/id1862811242
Pinnacle Wealth: https://www.TrueWealthPodcast.com

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