Pinnacle Wealth
Share
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
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
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
07/09/2026
You don't have to manage the gap between your advisor and your CPA on your own.
A simple starting point? Ask your advisor if they've spoken with your CPA recently. If the answer is no, or if that question catches them off guard, it might be time to facilitate that conversation yourself.
True wealth management works best as a team effort. Our latest blog post covers what that coordination looks like in practice, what opportunities it unlocks, and how to take the first step toward building a more connected financial team.
Read the full post: https://ow.ly/aaLr50Zav4X
For a comprehensive review of your personal situation, always consult with a tax or legal advisor.
07/09/2026
Stocks closed out a strong first half of 2026.
But the story underneath is not quite as simple.
The labor market has stabilized, consumers are still spending, and inflation continues to pressure real wage growth.
For investors, the second half may come down to more than market momentum alone: https://ow.ly/ljjY50ZkSTw
Click here to claim your Sponsored Listing.
Category
Contact the business
Website
Address
612 E TAN TARA CIR, STE 100
Sioux Falls, SD
57108
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |
