Nik Aamlid, Senior Wealth Advisor, COO - Pinnacle Wealth

Nik Aamlid, Senior Wealth Advisor, COO - Pinnacle Wealth Certifications: CFP®, CKA®, CAP®
Vision: Life Confidently Enjoyed
Mission: Guiding the Journey to True Wealth

09/03/2026

I've noticed a clear pattern in the people who thrive in retirement versus the ones who quietly struggle.

It almost never comes down to the numbers.

The people who struggle tend to have one thing in common: they get to retirement and realize their entire community was tied to work. The colleagues, the structure, the purpose of showing up somewhere every day… it's all gone at once. And they were never intentional about building anything outside of it.

The people who thrive? They're engaged. They have somewhere to be. People counting on them. A coffee group, a volunteer commitment, a fitness routine, a faith community: something that gives the week a shape.

Here's the thing: you can't manufacture that overnight. Community takes time to build. Which means the best time to start is before you need it.

If you're in your 50s or 60s and your social world lives mostly inside the office, this episode is worth your hour.

Watch or listen to the latest True Wealth Podcast 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

08/18/2026

Here's a pattern I see more than almost anything else in my work with clients.

The number changes, but the feeling doesn't. Ten becomes twenty. One hundred becomes one fifty. And no matter where someone lands, there can be a quiet sense that a little more would finally be enough.

That cycle doesn't lead to peace. It leads to pressure. And it's one of the clearest signs that accumulation has become the goal when it was never supposed to be.

The Builder stage is the season where I think it matters most to stop and ask the harder questions. What is enough for the life I actually want to live? And are the people who will one day inherit what I've built actually prepared for it?

Those are the questions worth sitting with. We get into all of it in this episode.

Watch or listen to the True Wealth Podcast 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
Website: https://www.TrueWealthPodcast.com

07/28/2026

Most people inherit things from their grandparents. Dan LaRock inherited 15 sermons.

He could have filed them away. Instead he went back, read them, and realized something worth paying attention to... the wisdom in those messages wasn't dated. The questions his grandfather wrestled with about how to live, lead, and give generously are the same ones shaping conversations I have with clients every week.

That's what became "Grandpa's Gift." Not a nostalgia project. A resource built from wisdom that was already proven across generations.

Kevin and I sat down with Dan on the True Wealth Podcast to talk about the book, Rock Ranch, and what it looks like to steward a legacy well.

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.pinnaclewealth.com/true-wealth-podcast/

07/23/2026

Most financial plans fail at home before they ever fail on paper.

Not because the strategy is wrong. Because the two people implementing it are working from completely different assumptions about what money is supposed to do... and neither one has said it out loud.

Shaunti Feldhahn's research on thriving couples gets at something I see constantly in my work; the couples who handle money well together aren't the ones with perfect budgets. They're the ones who understand what money means to each other.

Kevin and Ryan sit down with Shaunti on the True Wealth Podcast for a conversation that's equal parts practical and perspective-shifting. If you're married and you talk about money... this episode is for you.

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

07/14/2026

A new baby can be the best reason to open your financial plan, dust it off and give it a fresh look. With a little one on the way, you’re now looking at that plan from a whole new lens.

Most new parents are thinking about diapers and sleep schedules. But if you have a little one on the way, or you just brought one home, there are a few financial moves that need to happen fast.

The one I keep coming back to: designate a guardian before 90 days. A will lets you still have a voice when your voice can't be heard. Without it, the state decides.

Beyond that... protection before growth. Insurance before investing. And whatever you do, don't raid your retirement to fund a 529.

Read more:
https://ow.ly/bBaG50ZgmAQ

06/30/2026

Most of us are living with an assumption we've never actually examined.

That there will be time. To have the hard conversation. To say what needs to be said. To repair what's been left unaddressed. To pursue the thing that actually matters.

Sitting down with my friend Joe Stehlin reminded me how quietly that assumption can run our lives... and how quickly circumstances can expose it for what it is.

The question worth asking isn't whether tomorrow will come. It's whether we're living today in a way that reflects what we actually value.

That's what true wealth looks like in practice.

Full conversation with Joe Stehlin, author of Hunted and Called, is live 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

Financial goals aren’t just about numbers. They’re about direction. They’re about values. And most importantly: they’...
06/06/2026

Financial goals aren’t just about numbers.

They’re about direction.

They’re about values.

And most importantly: they’re about you.

Wealth Advisor Ryan Ovenden, CFP®, CKA®, believes the most impactful plans begin by asking, “Why?”

“If you had 30 days left to live, what would you do with your time?”

This blog post walks through how values-based financial planning helps clients create goals that can help lead to peace, confidence, and clarity.. no matter their income.

Read now: https://ow.ly/POLu50WuQ6T

You don’t need a perfect system to start. You need clear next steps and the discipline to implement them consistently. R...
05/21/2026

You don’t need a perfect system to start. You need clear next steps and the discipline to implement them consistently.

Real stability begins when you:

• Separate your accounts so your money has a job

• Assign percentages and automate every deposit

• Budget around your baseline, not your best month

• Build buffers that help protect both life and business

• Plan for taxes before they surprise you

• Invest intentionally once your foundation is solid

These small, strategic moves compound into clarity, confidence, and control, even when income fluctuates.

At Pinnacle Wealth, we help self-employed professionals turn variable income into a structured plan that supports both today and long-term wealth.

Consistency creates calm.

Structure creates freedom.

Read the full blog post on financial planning for entrepreneurs here: https://ow.ly/ICNo50YqG9f

05/06/2026

Rock Ranch went from 50 people served in year one to nearly 3,500 today.

Not through aggressive expansion. Not by chasing every opportunity. By doing a few things exceptionally well and stewarding what they had toward something bigger than themselves.

Kevin sat down with Dan and Maria LaRock to talk about calling, partnership, and what it actually looks like to build something that matters. Maria's background in speech therapy shaped the programs. Dan brought the strategy and storytelling. Together they built something neither could have alone.

If you believe your resources... time, money, talent... are meant for more than accumulation, this one's worth your time.

Watch or listen 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

It’s tempting to celebrate a large tax refund—but is it actually the smartest move?This blog post breaks down how withho...
05/05/2026

It’s tempting to celebrate a large tax refund—but is it actually the smartest move?

This blog post breaks down how withholding strategies and refund sizes can impact your overall financial plan.

📘 Get the full breakdown in the blog: https://ow.ly/an8950W0tZN

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