True Wealth Podcast

Pinnacle Wealth
  • 4.5 (2)
  • Business

Where money is a tool, not the destination.   The True Wealth Podcast shares inspiring conversations and real-life stories that go beyond dollars and cents. Hosted by the team at Pinnacle Wealth, each episode explores what it truly means to live a life of purpose, generosity, and fulfillment; grounded in the belief that True Wealth is everything you have that money can’t buy and death can’t take away.      Through heartfelt storytelling and thoughtful discussion, Pinnacle Wealth advisors open up about:   Their own True Wealth journeys as advisors, parents, and community members.  The lessons learned while helping clients align their financial lives with their personal values.  The 9 Principles of True Wealth and how they apply to everyday life.  This is not a podcast about financial products or quick tips: it’s about building a meaningful life that integrates purpose and planning.     Subscribe to hear stories that inspire you to live intentionally, give generously, and design your own version of True Wealth.     Learn more, explore educational resources, or connect with an advisor at PinnacleWealth.com.     Pinnacle Wealth Social Channels:  Instagram: https://www.instagram.com/truewealthu/  Facebook: https://www.facebook.com/PinnacleWealthSD  LinkedIn: https://www.linkedin.com/company/pinnacle-wealth-management---sd/  612 E Tan Tara Cir Unit 100, Sioux Falls, SD 57108 605-271-6023 Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor.

  1. 2d ago

    What You Put Into Your Kids Matters More Than What You Leave Them

    Jeff Hasselman founded and led Amazon Web Services’ blockchain and digital asset business, taking it from a blank page to a multi-billion dollar venture. Then he walked away from it.  Today he runs a Bitcoin company, which usually means one thing: you’re about to be told what to buy. Jeff won’t do that. In this conversation with Kevin Engbers, he says plainly that Bitcoin is a tool, and that if it disappeared tomorrow he’d still spend his life teaching stewardship.  So what does he want to talk about? Two things most families are quietly struggling with. Why you can work harder than ever and still feel like you’re falling behind. And why wealth so often vanishes soon after it’s passed down.  “A paycheck pays your bills. A calling shapes your life.”  Jeff shares what it was like to hit his last paycheck, what that season taught him, and why he thinks many families blame themselves when the measuring stick is what moved. Kevin brings forty years of watching families up close, plus a simple change to his beneficiary reviews that made clients pause. Then they get to the part that matters most: what you put into your kids is worth more than what you leave them.  “Money magnifies, but it rarely transforms.”  In this episode:  Why Jeff left the top of Amazon’s crypto world, and what a calling has that a career doesn’t The bucket with tiny holes: why you may not be failing, and why the measuring stick may be moving What struggling families and wealthy families both get wrong about money Why children need formation before inheritance, and why gratitude fades when sacrifice disappears from view The question Kevin now asks in client meetings, and what happens when you attach a dollar figure to a beneficiary split Why Jeff says Bitcoin is a tool, not a strategy Quick fire: the 1980 Olympic hockey moment that shaped his life, and what it was like to be “the other Jeff” at Amazon The question Jeff wants you to ask instead of “How do I make more money?”  Watch or listen to the latest episode of the True Wealth Podcast on YouTube, Spotify, or Apple Podcasts: - YouTube Playlist: 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  #TrueWealth #HonestMoney #Stewardship #GenerationalWealth  #FamilyLegacy #WealthPlanning #PinnacleWealth

  2. Oct 19

    Sticking to Your Core Values: The Ones You Say vs. the Ones You Live

    In this episode, the conversation builds on the foundation of principle number one—living as an example of the transformational power of love—by introducing principle number two: sticking to your core values. While love serves as the fuel, core values act as the guardrails, guiding decisions and shaping the direction of life.  Core values are described not as aspirational words written on paper, but as deeply rooted principles that remain non-negotiable, even when they are tested. They are the internal compass that determines how individuals respond when decisions become difficult or costly. Rather than something to be discovered externally, core values are already present within each person—they simply need to be clarified and brought into focus.  A key distinction explored in the discussion is the difference between what people believe they should value and what they truly value. Many individuals adopt values based on cultural expectations, social norms, or perceived obligations, which can lead to misalignment. This disconnect often results in uneasiness, inconsistency in decision-making, and a lack of fulfillment, even in moments of success.  The episode emphasizes that true alignment comes from identifying values through personal reflection rather than external influence. By examining both peak life experiences and moments of frustration or disappointment, individuals can uncover what truly matters to them. These patterns reveal not just temporary preferences, but enduring virtues—the foundational principles that do not change over time.  Ultimately, this episode frames core values as the foundation for alignment, clarity, and purpose. When individuals understand and commit to their core values, they gain the ability to make decisions with confidence, filter out distractions, and live a life that reflects what truly matters most.   Highlights from the Episode  Core values are non-negotiable principles that act as a compass, guiding decisions and behavior, especially in difficult or costly situations. There is a critical difference between values people think they should have and the values they genuinely hold, and misalignment between the two leads to discomfort and inconsistency.When decisions are not anchored in core values, individuals become reactive to emotions, culture, and circumstances, leading to drift. Filtering decisions through core values impacts how individuals spend their time, money, and energy, shaping their overall life direction. A practical starting point is identifying three to five core values and evaluating whether current behaviors align with them.Hosts & Senior Wealth Advisors: Kevin Engbers CFP®, CEO & Founder  Nik Aamlid CFP®, CAP®, CKA®, & COO  Ryan Ovenden CFP®, CKA®, & Chief Planning Officer  Listen on:  - 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/

  3. Oct 5

    Love in Action: Faith, Generosity, and Following the Nudge with Pastor Adam Weber

    What does it look like to actually live the transformational power of love, not just talk about it?  In this episode, Senior Wealth Advisors Kevin Engbers and Ryan Ovenden sit down with Pastor Adam Weber, Lead Pastor at Embrace Church. Adam began as a business and marketing major who expected to do ministry through the business world, and for years he treated his entrepreneurial drive as a flaw. Now he sees it as a gift placed exactly where God wanted it used, and he argues the same is true for anyone in any job: wherever you are placed, you can do full-time ministry.  The conversation moves from how a self-described recovering workaholic protects his marriage and his rest, to the hardest year of Adam's life and the book it produced, Love Has a Name. Kevin ties it to the first of the nine principles in his own book, True Wealth: being a living example of the transformational power of love.  Adam shares the story of how his parents' bankruptcy made money a god for him, how his wife Becky insisted they tithe from their first paycheck, and the peace that came from inviting God into their finances. Ryan tells the story of a lunch, a recommended book, and a final conversation with his dying father-in-law that Kevin sent him out of the office to have.  In This Episode  Why any job can be full-time ministry, and why Adam spent 12 years seeing his drive as a flaw How a recovering workaholic pastor protects his family, with a set work schedule and mentors who ask hard questions Phone-free mornings, walks with his dog Senator, and the A-frame cabin behind two barbed-wire fences How the hardest year of Adam's life produced Love Has a Name, with every chapter named for a person who taught him to love Why the difficult person is harder to love than the different one, and what happened when Adam invited a critic from his DMs out for coffee Ryan's story of a lunch, a book that reached his father-in-law days before a terminal diagnosis, and a 30-second goodbye Why Kevin sent Ryan out of the office that day, and the friend named Doug who calls whenever Kevin is on his heart How Adam's parents' bankruptcy turned money into a god for him, and how tithing from the first paycheck broke that hold Adam's starter challenge for generosity: a thousand dollars in twenties, ten of them in your pocket every day Adam's one thing for every listener, and his answer to the question "true wealth to me is what?" Guest: Pastor Adam Weber, Lead Pastor at Embrace Church  Hosts:  Kevin Engbers, CFP®, Senior Wealth Advisor, CEO & Founder  Ryan Ovenden, CFP®, CKA®, Senior Wealth Advisor, Chief Planning Officer (CPO)

  4. Sep 21

    What does it really mean to live a life marked by love?

    Be a Living Example of the Transformational Power of Love - the 1st True Wealth Principle What does it really mean to live a life marked by love?  In this episode of the True Wealth Podcast, Kevin Engbers, Ryan Ovenden, and Nik Aamlid begin a new series exploring the Nine True Wealth Principles by unpacking the first principle: Be a Living Example of the Transformational Power of Love.  Rather than viewing love as simply an emotion, the hosts explore the biblical concept of agape love, a love expressed through action, sacrifice, generosity, and service to others. They discuss why this principle serves as the foundation for every other aspect of true wealth and how our daily choices can become opportunities to positively influence the people around us.  The conversation also examines how fear often competes with love in our decision-making, why serving others creates lasting fulfillment, and how living with intentional compassion can transform families, workplaces, communities, and future generations.  Whether you're building wealth, raising a family, leading a business, or preparing for retirement, this episode offers a practical reminder that our greatest legacy isn't measured by what we accumulate, but by how we love others.  In This Episode  Why love is the first True Wealth Principle The meaning of agape love and why it requires action Why transformational love is more than a feeling How fear and love influence everyday decisions Practical ways to serve others through generosity and compassion Building a legacy through intentional relationships Why true wealth begins with character before finances Living a life that positively influences future generations  Host:   Kevin Engbers, CFP®, Senior Wealth Advisor, CEO & Founder Ryan Ovenden, CFP®, CKA®, Senior Wealth Advisor, Chief Planning Officer (CPO) Nik Aamlid, CFP®, CAP®, CKA®, Senior Wealth Advisor, Chief Operating Officer (COO)  Connect with the True Wealth Podcast  YouTube Playlist:  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

  5. Sep 7

    The Legacy Leaders: Living, Giving, and Passing On What Matters

    What does true wealth look like in the later stages of life?  In this episode the Pinnacle Wealth team unpacks the final life stage in the True Wealth framework: the Legacy Leaders, generally those age 76 and beyond.  This stage is often associated with leaving a legacy, but the conversation challenges the idea that legacy is simply about the money, property, or possessions someone leaves behind. This explores the unique perspective that comes with decades of life experience and why those in the Legacy Leader stage still have so much to contribute. They discuss the importance of sharing stories, communicating appreciation while there is still time, and passing emotional and spiritual capital to the next generation. The conversation also offers an important challenge to younger generations: don't wait until it's too late to ask questions, hear stories, and learn from the people who came before you.  In This Episode  What defines the Legacy Leader stage and why it is about more than leaving an inheritance Why the wisdom of older generations is one of the most valuable forms of legacy The importance of saying the things you want loved ones to know while there is still time Why legacy should be lived throughout every stage of life, not created at the end The three forms of capital that can be passed to the next generation: financial, emotional, and spiritual How relationships with clients can become some of the most meaningful parts of a financial advisor's work Why writing a legacy letter can preserve memories, values, encouragement, and personal stories Legacy Is More Than What You Leave Behind  It's a season of reflection, contribution, perspective, and influence.  True legacy isn't simply something that is handed down after someone is gone. It is something that can be intentionally lived out every day.  The question isn't only, "What will I leave behind?"  Hosts and Senior Wealth Advisors:  Kevin Engbers, CFP®, CEO & Founder  Ryan Ovenden, CFP®, CKA®, Chief Planning Officer Nik Aamlid, CFP®, CAP®, CKA®, COO Watch or listen to the True Wealth Podcast on YouTube, Spotify, or Apple Podcasts.  YouTube Playlist: 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

  6. Aug 24

    The Leaper Stage of Life: From Career Identity to Lasting Purpose

    What happens when your career is no longer the primary thing that defines you?  For many people between the ages of 60 and 75, life enters a season of transition unlike any before. The pace begins to change. Retirement comes into view or has already begun. Children are independent, careers wind down, and new questions begin to surface.  Who am I beyond my profession? What do I want this next chapter to represent?  In this episode of the True Wealth Podcast, Kevin Engbers, Ryan Ovenden, and Nik Aamlid continue their Life Stages series by exploring the Leaper stage—a season defined less by accumulating wealth and more by aligning your life with purpose.  The conversation examines the emotional and practical realities of moving from career identity to life identity. The hosts discuss why retirement isn't simply about leaving work, but about intentionally stepping into a new season with clarity, meaningful relationships, healthy routines, and a renewed sense of purpose.  Whether retirement is just around the corner or still several years away, this episode offers practical wisdom for making the transition with confidence and intentionality.  In This Episode  What defines the Leaper stage of life Why retirement is more than a financial milestone Moving from career identity to life identity Navigating purpose beyond full-time work Prioritizing health, relationships, and personal growth Why intentional planning extends beyond finances Redefining success during retirement Preparing for a meaningful next chapter  Key Takeaways  The Leaper stage is about far more than stepping away from a career. It's about stepping toward a life that's intentionally aligned with your values, relationships, faith, and purpose. Financial readiness is important, but true retirement planning also includes preparing emotionally, relationally, and spiritually for the opportunities this next season brings.  Hosts:  Kevin Engbers, CFP®, Senior Wealth Advisor, CEO & Founder  Ryan Ovenden, CFP®, CKA®, Senior Wealth Advisor, CPO  Nik Aamlid, CFP®, CAP®, CKA®, Senior Wealth Advisor, COO  Listen to the 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  Website: https://www.TrueWealthPodcast.com

  7. Aug 10

    How to Navigate the Builder Stage of Life: From Success to Significance

    For many people, the Builder stage of life can be one of the busiest and most demanding seasons they'll ever experience.  Careers are at their peak. Children are growing up. Parents are aging. Financial decisions become more complex, and the pace of life rarely slows down. It's also a season where many begin asking deeper questions about purpose, legacy, and what they're ultimately building toward.  In this episode of the True Wealth Podcast, Kevin Engbers, Ryan Ovenden, and Nik Aamlid explore what it means to live intentionally during the Builder stage of life. Rather than focusing solely on financial accumulation, they discuss how this season presents an opportunity to align your resources, relationships, and decisions with what matters most.  The conversation examines how comparison, fear, and constant busyness can quietly shape our choices without us realizing it. The hosts share practical insights on creating margin, strengthening family relationships, preparing for future transitions, and making decisions based on values rather than pressure.  Whether you're currently navigating the Builder stage or preparing for it, this episode offers a framework for moving beyond simply achieving success toward building a life of lasting significance.  In This Episode  Understanding the Builder stage of life and its unique challenges Why intentional living becomes increasingly important during midlife The difference between success and significance How comparison can quietly influence financial and life decisions Building stronger family relationships during life's busiest years Creating margin instead of constantly chasing more Making decisions from purpose instead of fear Aligning your financial plan with your values and long-term vision  Key Takeaways  The Builder stage isn't simply about earning more or accumulating more wealth. It's about becoming more intentional with the resources, relationships, and opportunities you've been given.  By clarifying your values, strengthening the people closest to you, and making purpose-driven decisions, you can help build a life that creates lasting impact long after your career ends.  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  Website: https://www.TrueWealthPodcast.com

  8. Jul 27

    Old Words, New Life: Dan LaRock on the Faith and Wisdom Passed Down Through Generations

    In this episode of the True Wealth Podcast, we welcome back Dan LaRock for a deeply meaningful conversation centered around his book, Grandpa’s Gift, and the timeless wisdom passed down from his grandfather. The discussion explores how lessons rooted in faith, history, and personal experience can shape a more purposeful and grounded life today.  Dan shares the origin story behind Grandpa’s Gift, which was inspired by a collection of sermons and writings from his grandfather, a Methodist minister. Although these messages were originally delivered decades ago, Dan reflects on how revisiting them later in life brought a renewed sense of clarity and direction. What once felt distant and difficult to grasp became deeply personal and transformative as he matured, revealing truths that resonated with his everyday life, relationships, and decisions.  The episode also introduces several key principles from the book, including the idea of “giving the Heisman” to the world’s expectations—choosing not to be driven solely by status, success, or external validation. Instead, Dan highlights the importance of seeking a higher purpose, being bold in one’s beliefs, and living out faith through daily interactions. This includes finding love in every relationship and becoming a living example of that love in both personal and professional environments.  Ultimately, this episode serves as a powerful reminder that true wealth is found in aligning one’s life with enduring truths. By embracing wisdom from the past, living with intention, and applying faith in everyday interactions, individuals can experience a deeper sense of peace, purpose, and fulfillment that transcends temporary success.    Highlights from the Episode  Grandpa’s Gift was inspired by decades-old sermons that continue to provide relevant, life-changing wisdom today. Old wisdom remains powerful and applicable, even as culture and generations evolve. Giving the “Heisman” to the world means rejecting external pressures of success, status, and validation. True fulfillment is not found in financial success or achievements, but in purpose, belonging, and faith. Understanding history and scripture provides a stronger foundation for navigating modern life. Love should be expressed intentionally in every relationship, serving as a reflection of one’s beliefs. Investing in people and experiences creates deeper, lasting joy compared to material success.  Listen on:  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/  Host/Guest  Kevin Engbers CFP®, Senior Wealth Advisor, CEO & Founder  Nik Aamlid CFP®, CAP®, CKA®, Senior Wealth Advisor  Dan LaRock, Co-Founder of Rock Ranch and Author of “Grandpa’s Gift”

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Ratings & Reviews

4.5
out of 5
2 Ratings

About

Where money is a tool, not the destination.   The True Wealth Podcast shares inspiring conversations and real-life stories that go beyond dollars and cents. Hosted by the team at Pinnacle Wealth, each episode explores what it truly means to live a life of purpose, generosity, and fulfillment; grounded in the belief that True Wealth is everything you have that money can’t buy and death can’t take away.      Through heartfelt storytelling and thoughtful discussion, Pinnacle Wealth advisors open up about:   Their own True Wealth journeys as advisors, parents, and community members.  The lessons learned while helping clients align their financial lives with their personal values.  The 9 Principles of True Wealth and how they apply to everyday life.  This is not a podcast about financial products or quick tips: it’s about building a meaningful life that integrates purpose and planning.     Subscribe to hear stories that inspire you to live intentionally, give generously, and design your own version of True Wealth.     Learn more, explore educational resources, or connect with an advisor at PinnacleWealth.com.     Pinnacle Wealth Social Channels:  Instagram: https://www.instagram.com/truewealthu/  Facebook: https://www.facebook.com/PinnacleWealthSD  LinkedIn: https://www.linkedin.com/company/pinnacle-wealth-management---sd/  612 E Tan Tara Cir Unit 100, Sioux Falls, SD 57108 605-271-6023 Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor.

Information

  • Creator
    Pinnacle Wealth
  • Years Active
    2025 - 2026
  • Episodes
    22
  • Rating
    Clean
  • Copyright
    © 2026 Pinnacle Wealth
  • Show Website
    True Wealth Podcast