Category: Educational Videos

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    How Do I Budget

    Videos

    How Do I Budget

    Budgeting is the key to your child’s financial stability. This video will help guide and motivate your child to get started on developing a budget today.

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    Dress Rehearsal

    Videos

    Dress Rehearsal

    Our technology solutions allow for comprehensive preparation so that you can focus on what matters to you most.

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    Medical Professional

    Videos

    Medical Professional

    Medical Professionals dedicate their time caring for their patients and their family. We can help take care of your financial health while you continue to help others.

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    Why Work With Us?

    Videos

    Why Work With Us?

    “Failing to prepare is preparing to fail.” Optimize your probability for success by creating a process to organize and update your personal financial information.

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    Who We Are

    Videos

    Who We Are

    Our planning expertise will pave your personal “Yellow brick road” to financial success.

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    Life In A Box

    Videos

    Life In A Box

    While there is nothing simple about adulthood, comprehensive financial planning can simplify much of the stress that consumes us.

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    Accessing Your Client CX Dashboard Using Your Gmail

    Videos

    Accessing Your Client CX Dashboard Using Your Gmail

    Pinnacle Wealth utilizes cutting edge technology to provide you with online access to your financial account information. You have the ability to log in to our client portal and view your activity for the accounts held at Cetera Advisors Networks and TD Ameritrade in one location. This vide …

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    Accessing Your Client CX Dashboard Using Your Email (Non-Gmail Version)

    Videos

    Accessing Your Client CX Dashboard Using Your Email (Non-Gmail Version)

    Pinnacle Wealth utilizes technology to provide you with online access to your financial account information. You have the ability to log in to our client portal and view your activity for the accounts held at Cetera Advisors Networks and TD Ameritrade in one location. This video explains ho …

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    401K, IRA, Which Way?

    Videos

    401K, IRA, Which Way?

    Wealth Advisor, Nik Aamlid, takes 6 minutes to unpack the common question: “How do I balance my 401K (or 403B) contributions with IRA contributions?” There’s a unique answer for each situation, but there are also some common strategies to be aware of. If you would like us to explore your pe …

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    Nik’s Cookie Cutter Approach

    Videos

    Nik’s Cookie Cutter Approach

    Wealth Advisor, Nik Aamlid, is getting ready for the holidays that are right around the corner and ready to enjoy all of the fresh Christmas cookies. He urges you to reflect on your method of financial planning. Have you been taking the cookie cutter approach? The standard one size fits all …

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