Shows
Pillar6 PodcastMaking Space for Big Questions With Andy CahillAndy Cahill is a Leadership Development Consultant and an Associate Partner at KONU, an international boutique consultancy for leadership development and change management. As a transformative coach, he works with purpose-driven leaders and entrepreneurs to help them make a positive difference in the world. He is also the author of the critically acclaimed science-fiction novel Gradient and the host of The Wonder Dome podcast. In this episode… We are constantly faced with life's complexities, and without the proper tools, navigating through all the difficulties can be challenging and may even lead to despair. One way to...
2023-11-3036 minPillar6 PodcastLeadership and Change Management StrategiesMichael Koehler is the Founder and CEO of KONU, an international boutique consultancy for leadership development and change management. Michael also teaches leadership as an Adjunct Lecturer at Harvard Graduate School of Education and hosts the On The Balcony podcast, where he inspires change agents, executives, and others passionate about personal development. In this episode… According to studies, most people love change if it is in their favor. In organizations, people may be reluctant to change due to ineffective leadership or the fear of loss. It's essential for the company's visionary leader to imp...
2023-09-2835 minPillar6 PodcastUtilizing Military Spouses To Build a Lifestyle Business With Laura RennerLaura Renner is the Founder and Managing Director of Freedom Makers, a virtual assistant agency supporting small businesses and entrepreneurs with admin support. Freedom Makers pairs companies with qualified, versatile, and experienced military spouses. Laura, a former Public Affairs Officer for the US Air Force, is passionate about connecting talented military spouses with motivated small business owners. As a small business owner, she understands the stress associated with running a business and the challenge of being a military spouse struggling to build a career when assignments can change at a moment’s notice. In this episode… In...
2023-06-2937 minPillar6 PodcastGrow Your Business With the Support of a Consultant With Crystal ShanksCrystal Shanks is the CEO and Certified Business Coach at Run Right Business Consulting, where business and executive coaches help entrepreneurs and executives thrive through professional and personal development. Run Right’s coaching program is uniquely personalized for each person and focuses on core needs, including marketing, sales, operations, leadership, financial mastery, career advancement, and mindset. Crystal has coached thousands of owners and businesses worldwide to generate maximum profits and substantial results for nearly 15 years. In this episode… People hire business coaches and consultants for various reasons, including having a sounding board, gaining accountability, and help...
2023-06-2236 minPillar6 PodcastHow To Avoid Predatory Lending Practices and Get Out of Debt With Brad StrohBrad Stroh is the Co-founder and Co-CEO of Achieve, a digital personal finance company helping people plan for their future. Formerly known as Freedom Financial, Achieve offers innovative customized financial solutions including financial education, home equity loans, personal loans, and debt resolution. In this episode… Inflation makes it difficult for Americans to pay for their most basic needs. As prices continue to increase, so is the cost of borrowing. Taking a loan from the bank is an option, but it only helps until you have to pay it back — and getting out of debt is an a...
2023-06-1534 minPillar6 PodcastEstate Planning Myths, Traps, and Opportunities With Patricia De FontePatricia De Fonte is the Founder and Owner of De Fonte Law PC, an estate planning firm based out of San Francisco, California. Through her relationship-based approach, Patricia works with clients to create highly personalized value-based estate plans tailored to protect and provide for their loved ones. She is an Estate Planning Attorney highly regarded within the ProVisors community. In this episode… What do you need to start estate planning? Which documents and professionals do you need to protect your estate and loved ones? In estate planning, there are three key areas to co...
2023-06-0236 minPillar6 PodcastHow To Prepare for a Successful M&A Transaction With Shawn FlynnShawn Flynn is a Principal at Global Capital Markets, a middle-market investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and valuation. As an investment banker, Shawn advises business owners on decisions involving M&A transactions and raising growth capital. He also hosts The Silicon Valley Podcast where he interviews entrepreneurs, venture capitalists, and leaders in the tech industry. In this episode… A successful M&A transaction requires cooperative participants on both the business and banking sides. It is critical that you launch your business with a growth plan and exit strategy in...
2023-05-1137 minPillar6 PodcastResponding to the Recent Banking Collapse With Roman PolnarRoman Polnar is the Founder and Managing Partner of Pillar6 Advisors, a multifaceted financial planning and wealth management firm geared toward serving successful individuals and families with active lifestyles. Roman is also a Partner at Pillar6 College Planning, where he helps families unlock debt-free money from the financial aid system so they can avoid loans and navigate the system with ease. Roman has over 18 years of experience in the financial services profession, working for some of the nation’s most recognized names. After 10 years in the corporate world, he left to build an independent firm that would do...
2023-03-2325 minPillar6 PodcastYear in Review With Roman PolnarRoman Polnar is the Founder and Managing Partner of Pillar6 Advisors, a multifaceted financial planning and wealth management firm geared toward serving successful individuals and families with active lifestyles. Roman is also a Partner at Pillar6 College Planning, where he helps families unlock debt-free money from the financial aid system so they can avoid loans and navigate the system with ease. Roman has over 18 years of experience in the financial services profession, working for some of the nation’s most recognized names. After 10 years in the corporate world, he left to build an independent firm that would do...
2023-02-1621 minPillar6 PodcastFrom Loss to Abundance — Finding Time and MeaningSamantha Grant is the Founder of GUSH Productions, an award-winning media production company based out of San Francisco. She is a journalist, Emmy-nominated documentary filmmaker, and educator who has produced films that range from polished traditional broadcast pieces to edgy and innovative online-only content. Samantha has over 20 years of experience working in the film, media production, and tech startup industries. Samantha holds a BA in American studies and literature from Yale University and a master’s of journalism in cinematography and film/video production from the University of California, Berkeley. In this Episode Wh...
2022-12-2943 minPillar6 PodcastConnecting Tax Planning With Philanthropy To Maximize Tax BreaksJim Amerman is a Managing Director at Foundation Source, the nation's leading provider of customized support services and technology for private foundations. Before joining the company, Jim was the Managing Director of Wealth Planning at Fortress Wealth Management and Director of Financial Planning at Westmount Asset Management. He is an expert on Roth conversion optimization. He received his BA in economics from Duke University and his MBA in finance, accounting, and marketing from The University of Chicago Booth School of Business. In this episode… Tax planning is a critical component of wealth management. As...
2022-12-0840 minPillar6 PodcastHow Reverse Mortgages WorkAndy Block is a Senior Loan Advisor and Personal Finance Advisor at Flagstar Bank where he helps individuals and families make wise decisions about their personal finances. His background combines mortgage banking and wealth management, allowing him to advise clients on how to make effective financial decisions that support their lifestyle and plan for the future. Andy has more than 29 years of experience in the mortgage industry and has spent the past 12 years focusing on reverse mortgages. In this episode… The use of reverse mortgages has become more popular over the last couple of years. Fi...
2022-12-0541 minPillar6 PodcastCollege Tuition TransparencyDr. Mark Salisbury is the Co-founder and CEO of TuitionFit, a company whose mission is to aid students in finding college options that are affordable and accessible. An enthusiastic champion of college price transparency, Dr. Salisbury received his PhD in educational policy from the University of Iowa and has spent more than 25 years in academia. He has been featured in The New York Times, Forbes, The Chronicle of Higher Education, and Money Magazine. He was also featured in The Price You Pay for College and Who Gets In and Why, which are two well-known books on college admissions.
2022-11-2432 minPillar6 PodcastThe Value of Risk Assessment in Financial Decision MakingAaron Klein is the Co-founder and CEO of Riskalyze, a behavioral finance tool. Riskalyze is known for inventing the Risk Number, which powers the world's first Risk Alignment Platform. Their mission is to help financial advisers and individuals evaluate their investments and build better portfolios. It was built on an academic framework that won the Nobel Prize for economics. Aaron was honored by Investment News as one of the industry’s top 40 Under 40 executives. He has also led Riskalyze to be named one of the world’s top 10 most innovative companies in finance by Fast Company Magazine.
2022-11-1739 minPillar6 PodcastCommon College Financial Aid Planning MistakesRoman Polnar is the Founder and Managing Partner of Pillar6 Advisors, a multifaceted financial planning and wealth management firm geared toward serving successful individuals and families with active lifestyles. Roman is also a Partner at Pillar6 College Planning, where he helps families unlock debt-free money from the financial aid system so they can avoid loans and navigate the system with ease. Roman has over 18 years of experience in the financial services profession, working for some of the nation’s most recognized names. After 10 years in the corporate world, he left to build an independent firm that would do...
2022-11-1018 minPillar6 PodcastSports Legends and the Four Pillars of SuccessAndrew Bernstein is a Senior Official NBA Photographer starting his 42nd season. He is a member of the Naismith Memorial Basketball Hall of Fame and the second photographer to have ever been honored by the Hall of Fame. He has photographed the LA Lakers, LA Kings, LA Clippers, and the LA Dodgers, and he has been published in virtually every major sports magazine around the world. Andrew co-authored the book The Mamba Mentality: How I Play with Kobe Bryant. He is in the process of transitioning from on-court photography to building a sports content platform called Legends...
2022-10-2746 minPillar6 PodcastBeating Stress and Being at Your BestDr. Ben Bernstein is a licensed clinical psychologist who trains people in high-stress occupations to manage their stress and stay in the zone. His keynote presentations and workshops are not only engaging, but useful for learning how to apply stress management principles. He is also the author of Stress Free, Crush Your Test Anxiety, A Teen’s Guide to Success, and Stressed Out! for Parents. Dr. Bernstein's highly effective model for reducing stress includes the body, mind, and spirit. His clients not only learn how to handle the most challenging situations in a calm, confident, and focused way, but th...
2022-10-2034 minPillar6 PodcastFinancial Planning Best Practices for Coordinating Your FinancesRoman Polnar is the Founder and Managing Partner of Pillar6 Advisors, a multifaceted financial planning and wealth management firm geared toward serving successful individuals and families with active lifestyles. Roman is also a Partner at Pillar6 College Planning, where he helps families unlock debt-free money from the financial aid system so they can avoid loans and navigate the system with ease. Roman has over 18 years of experience in the financial services profession, working for some of the nation’s most recognized names. After 10 years in the corporate world, he left to build an independent firm that would do...
2022-10-1319 minPillar6 PodcastUsing Financial Tools To Make Better Financial DecisionsEric Dunn is the CEO of Quicken, makers of the best-selling personal finance software in the US. Under his leadership, the company successfully spun off from Intuit and modernized its product suite — leading to significant growth and attracting a major investment from Aquiline Capital Partners in 2021. Today, Quicken provides more than two million active users the tools to lead healthier financial lives. Before serving as Quicken's CEO, Eric spent more than 20 years at Intuit, where he was the fourth employee. As the CFO, he took the company into its IPO (initial public offering) in 1993. During his career, Eri...
2022-10-0643 minPillar6 PodcastMaking Wise Investment Decisions in an Uncertain MarketBrian Gemmer is a Principal and Portfolio Manager at Gemmer Asset Management, which is a registered investment advisor with the Securities and Exchange Commission (SEC). The company provides investment management and back-office support to independent investment advisory firms and professionals. Prior to that, Brian was a Partner and Portfolio Manager at GlobeFlex Capital, an institutional money management firm in San Diego, CA. He graduated magna cum laude with a bachelor’s degree in finance and information management from the Wharton School of Business at the University of Pennsylvania. Michael Mischler is a Portfolio Strategist at Gemmer Asset Ma...
2022-09-2938 minPillar6 PodcastIs Student Loan Forgiveness a Solution?Nancy Paul is the Founder of The Institute for Financial Literacy in College Planning, a collaborative education center and think tank dedicated to boldly leading at the intersection of financial literacy, higher education, teen empowerment, and financial wellness. Nancy found over $600,000 in merit scholarships for her three daughters and turned that personal experience into a career helping other families afford college. She now provides coaching, consulting, and training for financial advisors, corporations, and groups that are committed to financial wellness. She is also the author of The Little Book About Scholarships and the creator of The College Treasure Chest.
2022-09-2034 minPillar6 PodcastDigital Marketing Now More Than EverLael Sturm is the Founder and Managing Director at LPSS Digital Marketing, a full-service marketing and strategy agency. He has worked with well-known companies, including MTV, Microsoft, Bloomberg, and Virgin Airways. He also works with startups and professional services firms, including solopreneurs and professionals who want to reach more ideal customers. Lael studied media at the University of Arizona before earning his MBA from the Columbia Business School, where he focused on management, marketing, and finance. In this episode… What can companies do to thrive in hard economic times? What marketing strategies can th...
2022-05-2036 minPillar6 PodcastLiving Life by Design and Leading With PurposeCharlotte Smith is a former lawyer turned Executive Life Design Coach. She works with leaders across the Bay Area, the UK, and internationally to design lives that work. She knows that success, happiness, and fulfillment are not out of reach, even in uncertain times, especially when you have the right tools and mindset. In this episode… What does it mean to live a life by design? What does it involve? And what can people do to become better leaders and move through difficult times? Charlotte Smith says that to have a successful and fu...
2022-05-1328 minPillar6 PodcastYear-End Taxes With Justin MillerJustin Miller is a Partner and the National Director of Wealth Planning at Evercore Wealth Management and the Managing Director at Evercore Trust Company. He works with accountants, attorneys, and other advisors to provide comprehensive wealth planning advice to clients. He is a highly respected, knowledgeable, and passionate tax attorney and an Accredited Estate Planner (AEP) and Certified Financial Planner (CFP). Justin is also an adjunct professor at Golden Gate University School of Law, a Fellow of the American Bar Foundation, and a Fellow of the American College of Trust and Estate Counsel. In this episode… ...
2022-05-0652 minPillar6 PodcastLet's Talk About the Elephant in the RoomJen Grondahl Lee is a Debt and Credit Strategy Attorney at Jen Lee Law, Inc. She helps her clients handle debt and credit issues and advises them on credit card loans, student loans, past-due taxes, identity theft, credit report problems, and other matters related to debt and credit. Jen has been featured in ConsumerAffairs, US News & World Report, and other national publications. She is the co-author of Preventing Credit Card Fraud and a regular speaker in the professional community in Northern California. As the host of the Debt Therapy podcast, she shares practical financial advice on everyday t...
2022-05-0629 minPillar6 PodcastDIY Estate PlanningYuliya Magomedov is the Founder and Lead Attorney at Magomedov Law Group, a firm that provides estate planning services as well as other legal advice. Yuliya guides her clients through the often-complicated estate planning process and also offers continuous guidance if it becomes necessary. She can practice law in the State of California, the United States District Court, Northern District of California, and the United States Court of Appeals for the Ninth Circuit. She is a member of Consumer Attorneys of California and the San Francisco Trial Lawyer Association. In this episode… Conversations about estate pl...
2022-04-1541 min
This Is ConcreteTips for Tackling Financial AidRoman Polnar is the Founder and Managing Partner at Pillar6 Advisors LLC, a financial planning and wealth advisory firm focused on serving successful individuals and families with active lifestyles. Pillar6’s approach to goal setting, money coaching, and planning integrates the five pillars of personal finance, helping clients achieve success. Roman is also a Partner at Pillar6 College Planning, which helps students and families with financial aid preparation. Currently, Roman is a Board Member and Chair of the Business Circle for Hebrew Free Loan of San Francisco. He has over two decades of experience in finances and has...
2021-10-2039 min