Pinnacle Wealth

06/03/2026

A portfolio can look strong until you actually need to use it.

That’s usually when the real questions show up. What should support your life now, and what should stay invested for later?

When money meant for very different stages of life is all sitting in the same place, that decision gets harder than it needs to be.

That’s where the bucketing approach can start to make a lot more sense.

https://ow.ly/uBUp50YO2Xo

06/02/2026

Not all advisors are created equal.

If they’re talking portfolios before purpose… keep looking.

The right financial partner starts by understanding you—your values, your goals, your story. Because money is a tool, not the destination.

Read this quick gut-check guide to choosing an advisor who actually puts you first.

Are you ready to feel more confident and in control of your finances? Then it's time to consider working with a financial advisor. Kevin Engbers, CFP®,

06/01/2026

Most businesses are built around performance. Very few are built around people who actually know you.

RESGEN Founder, Tom Henderson, reflects on the kind of relationships that sustain leaders through business and life. Not surface-level networking. Real trust. Real accountability. A circle of people who challenge, support, and sharpen each other over time.

For many entrepreneurs and leaders, achievement eventually exposes a deeper question: who are you building with… and who is walking through it with you?

That is the difference between hype and heart.

Watch the full conversation with Tom Henderson, and Senior Wealth Advisors Kevin Engbers and Nik Aamlid 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

06/01/2026

Is your financial plan actually aligned with what matters most to you?

Wealth Advisor Ryan Ovenden, CFP®, CKA®, says the first question he asks his clients is this:

“If you had 30 days left to live, what would you do with your time?”
This article is more than financial advice. It’s a reminder that your goals should reflect your values, your vision, and the life you want to live.

Read the full piece to learn why you don’t need to be “wealthy” to work with a planner and how a small shift in perspective can change everything: https://ow.ly/NbGe50WuQ9g

05/30/2026

The rally is real. The question is whether it’s telling the full story.

Stocks have pushed higher for eight straight weeks, but the bond market is moving in the opposite direction. Higher yields are not just noise. They point to inflation pressure, shifting rate expectations, and changing demand for Treasuries.

This week’s Market Commentary takes the wider view: where momentum is still working, where pressure is building, and what to watch from here: https://ow.ly/5RFl50Z4UjT

05/29/2026

Your Family Index Number is based on more than numbers. We look at your full financial picture including income, assets, spending, goals, and risk capacity. We also consider your values, purpose, and priorities to create a plan that aligns your wealth with your life.

Read the full blog post to learn more: https://www.pinnaclewealth.com/insights/blog/defining-the-family-index-number/

05/28/2026

"What does it mean to build a life of True Wealth?

Pinnacle Wealth's Senior Wealth Advisor Kevin Engbers, CFP®, CEO & Founder, joined Tom Henderson on the RESGEN Giving Life podcast to explore a question that sits at the heart of everything we do... and it's bigger than any balance sheet.

They talked about the kind of legacy worth passing to your children and grandchildren, what a fishing boat taught Kevin about what really matters, and how Monday morning questions became one of the most meaningful leadership habits of his life.

This conversation will challenge how you define success.

Listen wherever you get your podcasts:
- Spotify: https://open.spotify.com/episode/5UBN9FwPQQ0H9aSpa5mMbK?si=v2eqsfCwQ52QdmHzvim_jw
- Apple Podcasts: https://podcasts.apple.com/us/podcast/resgen-giving-life-podcast-ep-114-kevin-engbers/id1529949734?i=1000758818337
- YouTube: https://youtu.be/Flo_er_R9RU?si=HgcTxetdS__4NoGc
RESGEN.org: https://resgen.org/ep-114-kevin-engbers/

RESGEN is not affiliated with CWM, LLC, and opinions expressed by the presenter may not be representative of CWM, LLC.

05/28/2026

If you have variable income, basing your financial plan on your best month can set you up for stress and missteps.

Wealth Advisor, Nik Aamlid, CFP®, CKA®, CAP®, shares why entrepreneurs need to identify a reliable baseline income instead. Planning around an average you can count on helps create clarity and confidence no matter how variable each month looks.

Read the full blog post on financial planning for entrepreneurs here: https://ow.ly/G6sR50YqGba

05/27/2026

Most people think legacy is about being remembered.

It is not.

Dave Austad explains why legacy has nothing to do with recognition and everything to do with preparation. The real work is helping your kids and grandkids understand responsibility, values, and how to use what they have wisely.

That is what actually lasts.

Watch or listen to the latest True Wealth Podcast with Austad's Golf President on YouTube, Spotify, or Apple Podcasts.
- 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

05/27/2026

When was the last time you asked whether every part of your financial plan is actually working together?

Not just your portfolio. Your tax strategy, retirement income plan, and legacy goals all matter, too — and how well they work together matters just as much.

See how the 3-Lane Highway Approach helps bring all the pieces together.

https://ow.ly/SvHF50YLrQ0