The journey to True Wealth is taken S.T.E.P. by S.T.E.P.
Service: As stewards of our clients’ financial well-being, we take our responsibility seriously and strive to always act in their best interest. We believe in educating our clients about their finances while empowering them to make informed decisions and pursue their goals.
Should I Invest or Pay Off Debt?
It’s an age-old debate: Should I invest or should I pay off debt with extra money in my budget? In this video, Wealth Advisor Ryan Ovenden explains the principles of debt and risk management, as well as providing examples for people on how to approach their financial futures.
Is $1,000,000 Enough to Retire in Sioux Falls, SD
The constant worry — do I have enough?
How To Survive An Anaconda Attack
Believe it or not, surviving an anaconda attack is much like surviving a bear market. Both are fairly terrifying, but don’t have to be.
Planning & Perspective: How are You Buying Your Bananas?
How does 50 degrees sound on a day like today? Your response to that question might depend on whether you’ve been living in the Midwest all winter or if you’re returning from a southern getaway where temps are much more favorable. Our CEO and Wealth Advisor Kevin Engbers, CFP®, CEPA®, talks …
Driver’s Education and How to Navigate the Road to True Wealth
Life comes at you fast: Kevin Engbers, CFP®, CEPA®, Founder, CEO and Wealth Advisor, recently got the call that his eldest granddaughter is learning to drive. Recalling his own drivers’ education experience with his father, Kevin shares some key lessons that also apply to navigating the cur …
Current Housing Market
There’s a lot of information flying around related to the housing market and interest rates. Wealth Advisor Nik Aamlid, CAP® shares some things to consider as you navigate housing decisions in our current climate. *******
Quarterback Of Your Finances
Have you built a team to support and nurture your financial goals? Consider our team at Pinnacle Wealth QB1. We’re here to truly quarterback your plan. Wealth Advisor Nik Aamlid, CAP® explains how our advisors are designed to be your *one* phone call to give you more time and more financial …
Building a Program
So many of us are locked into football during this time of year. But how is building a football program similar to building success in your financial life? Wealth Advisor Nik Aamlid, CAP® talks teams, building a “program” and finding success in 2023.
Secure Act 2.0
Wealth Advisors Nik Aamlid, CAP®, and Ryan Ovenden, CAP®, share their key takeaways from a recent webinar on the SECURE Act’s sequel – SECURE Act 2.0. Hear from Nik and Ryan in this quick overview of how SECURE Act 2.0 impacts RMD Age, Roth accounts, Starter 401K plans and more.
