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.
Please subscribe and let our conversations inform and inspire you to live fully - live intentionally - live by design!
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.
In this episode of the Pillar6 Podcast, Roman Polnar interviews Andrew Bernstein, a Senior Official NBA Photographer, about sports legends and why success comes at a cost. Andrew talks about the four pillars of success, honoring memorable athletes through his podcast, and his drive for success.
In this episode of the Pillar6 Podcast, Roman Polnar interviews Dr. Ben Bernstein, a high-performance coach, author, and speaker, about how to beat stress and be your best. Dr. Bernstein explains how stress affects performance, discusses his system for helping people stay in the zone, and discusses the value of reconnecting with others. Thanks for tuning in!
In this episode of the Pillar6 Podcast, Roman Polnar sits down with Chad Franzen of Rise25 to discuss financial planning best practices to coordinate your finances. Roman explains what financial advisory involves, shares his approach to lifestyle planning and wealth management, and discusses the biggest regrets people have about their money decisions.
In this episode of the Pillar6 Podcast, Roman Polnar interviews Eric Dunn, the CEO of Quicken, about using financial tools to make better financial decisions. Eric talks about the growth and evolution of Quicken, tips for managing finances, and the future of the personal fintech space.
In this episode of the Pillar6 Podcast, Roman Polnar is joined by Brian Gemmer and Michael Mischler from Gemmer Asset Management to talk about making wise investment decisions in an uncertain market. They discuss challenges in the current investment market, the right time to start investing, and common financial mistakes made by clients and advisors.