Here we talk about important topics around Money, Life, Success, and the Balance of it all.
Money doesn't buy happiness, but it can buy time & freedoms to do what you want, with the people you care about most.
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In this episode of the Pillar6 Podcast, Roman Polnar sits down with Patricia De Fonte, Founder and Owner of De Fonte Law PC, to share top tips and strategies for estate planning. Patricia explains what estate planning involves, the right time to start the process, and the value of working with financial advisors. Stay tuned.
In this episode of the Pillar6 Podcast, Roman Polnar interviews Shawn Flynn, a Principal at Global Capital Markets, to discuss how M&A transactions work. They also discuss common challenges business owners face in the transaction process, the value of working with a financial advisor, and when to start preparing for a business exit.
In this episode of the Pillar6 Podcast, host Roman Polnar is joined by Chad Frazen from Rise25 to talk about the recent bank collapse. They discuss the causes of bank failures, the effects on interest rates, and tips for protecting your money.
In this episode of the Pillar6 Podcast, host Roman Polnar is interviewed by Chad Franzen from Rise25 to discuss the main takeaways from memorable interviews he conducted with thought leaders over the past year. They discuss leadership tips, personal finance best practices, and how to manage stress.
In this episode of the Pillar6 Podcast, Roman Polnar interviews Samantha Grant, the Founder of GUSH Productions, about the lessons she learned from the tragic loss of her home. They also talk about materialism, the power of journaling, and her family's healing process.
Jim Amerman, a Managing Director at Foundation Source, joins Roman Polnar in this episode of the Pillar6 Podcast to share his insights on tax planning and philanthropy. Jim explains what a private foundation means, differentiates between a private foundation and Donor-Advised Fund, and discusses Roth IRA conversions.
In this episode of the Pillar6 Podcast, Roman Polnar interviews Andy Block, a Senior Loan Advisor and Personal Finance Advisor at Flagstar Bank, about how reverse mortgages work. Andy discusses the evolution of reverse mortgages, the differences between reverse and traditional mortgages, the qualifications for obtaining a reverse mortgage, and how to refinance a reverse mortgage.
In this episode of the Pillar6 Podcast, Roman Polnar interviews Dr. Mark Salisbury, the Co-founder and CEO of TuitionFit, about creating transparency in college pricing. They also discuss the evolution of college prices, how high college sticker prices impact college admissions, and how TuitionFit helps families save on college tuition fees.
In this episode of the Pillar6 Podcast, Roman Polnar sits down with Aaron Klein, the Co-founder and CEO of Riskalyze, to discuss why risk assessment is essential when making financial decisions. Aaron talks about his risk assessment framework, tips for long-term investments, and explains how financial advisers can help clients make more informed financial decisions.
In this episode of the Pillar6 Podcast, Roman Polnar sits down with Chad Franzen of Rise25 to talk about the most common mistakes families make with financial aid planning. Roman discusses the connection between wealth management and financial aid planning, the benefits of having money conversations with kids, and how a simple change helped one family get over $17,000 in financial aid.