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.

The Fed held rates steady last week. That part was expected. What investors didn’t get was much of a roadmap. Kevin Wars...
06/25/2026

The Fed held rates steady last week.

That part was expected.

What investors didn’t get was much of a roadmap.

Kevin Warsh’s first meeting as Fed chair left markets trying to read how the Fed may respond if inflation stays elevated.

Stocks recovered after the initial reaction, but the path forward still feels harder to read: https://ow.ly/hK3N50ZfXhB

06/24/2026

For entrepreneurs, big income months can feel like a reward. But that mindset often leads to overspending and stress later.

Wealth Advisor, Nik Aamlid, CFP®, CKA®, CAP®, recommends approaching those months with intention. Instead of rushing to spend, set aside a portion to create a buffer. That margin can give you room to breathe when business slows and help keep your financial plan steady regardless of what the market or calendar brings.

Read the full blog post on financial planning for entrepreneurs here: https://ow.ly/4QxG50YqGbV

06/24/2026

Jeff Lukens has a message for anyone who feels like they'll never get there financially.

You will. But not by accident.

After decades of teaching and 15+ years as a Pinnacle Wealth client, Jeff is direct about what actually moves the needle: prescribed, deliberate, consistent steps. Not a windfall. Not a magic strategy. The willingness to change something, find someone who can help, and keep going.

He also says one of the best financial decisions he and Karen ever made was asking for help before they thought they needed it. Not after.

If you're waiting until you have more money to get a plan... this podcast is for you.

Watch the full conversation 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

Many retirement risks don’t show up until you’re close to retirement. That’s when decisions around taxes, withdrawals, m...
06/23/2026

Many retirement risks don’t show up until you’re close to retirement.

That’s when decisions around taxes, withdrawals, market exposure, and estate planning become more connected and more important to evaluate carefully.

Here’s what to think through 10, 5, and 1 year before retirement: https://ow.ly/ZWJt50Z2TgI

06/22/2026

A financial advisor is not there to take sides between couples.
They are there to guide the conversation.

A good advisor creates a safe space where both partners can be heard without judgment.
The goal is not to decide who is right or wrong.

Often, the real work is uncovering what sits underneath the disagreement.
That understanding allows a plan to be built that respects both perspectives.

True progress comes from alignment, not winning an argument.
The advisor’s role is to help unify and move forward together.

If you want to learn how values-based planning supports healthier financial conversations, read the full blog here: https://www.pinnaclewealth.com/insights/blog/designing-a-financial-future-you-both-love/

Today, we honor all the fathers, grandfathers, and father figures who make a lasting impact... including a few MVP's in ...
06/21/2026

Today, we honor all the fathers, grandfathers, and father figures who make a lasting impact... including a few MVP's in our own office. Wishing you a wonderful Father’s Day!

Saving is important. Where you save matters, too. The right account can help your money work more efficiently, whether y...
06/19/2026

Saving is important. Where you save matters, too.

The right account can help your money work more efficiently, whether you’re planning for the years ahead, future healthcare costs, or family priorities.

Tax-advantaged accounts aren’t one-size-fits-all. Here’s how to think through where they may fit: https://ow.ly/N59s50YYqYn

06/18/2026

Jeff Lukens' first teaching salary was $9,200 a year. $314 every two weeks.

He didn't have a financial strategy. He barely had a budget. But looking back, the one thing that quietly changed everything wasn't a big investment or a windfall. It was a shift in mindset... from spending what he had to protecting what little there was.

Most people wait for a higher income before they start making smarter decisions. Jeff's story is a reminder that the habit comes first. The income follows.

The earlier you understand that, the more options you give your future self.

Watch the full conversation 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 S&P 500 didn’t move much last week. But that doesn’t mean the market was standing still. While some big technology n...
06/18/2026

The S&P 500 didn’t move much last week.

But that doesn’t mean the market was standing still.

While some big technology names cooled off, other areas of the market were holding up better than the headlines suggested.

For investors, that’s the part worth looking at more closely: https://ow.ly/t2TM50Zctap

06/17/2026

When you're an entrepreneur, it’s tempting to treat business and personal finances as one. But that habit can create stress and confusion.

Wealth Advisor, Nik Aamlid, CFP®, CKA®, CAP®, explains why separating the two gives you visibility into your business's actual profitability, simplifies taxes, and helps you make smarter decisions for both the company and your family.

Read the full blog post on financial planning for entrepreneurs here: https://ow.ly/rjGA50YqGbz

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