Podcast summary and Notes on "pillar6advisors"

Making Space for Big Questions With Andy Cahill

Andy 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 overcome this is by letting go of things that no longer serve a purpose in our lives.

Andy Cahill, a seasoned consultant in leadership development, advocates for incorporating mindful practices to enhance conscious living. To achieve this, Andy recommends heightening your awareness of your immediate environment and taking the time to make well-informed decisions. He further emphasizes the importance of taking control of your life by carving out time for rest and slowing down, as this can play a pivotal role in facilitating effective adaptation to changes in your professional or personal life.

In this episode of the Pillar6 Podcast, Roman Polnar interviews Andy Cahill, a Leadership Development Consultant and an Associate Partner at KONU, about strategies for managing life's complexities. They also discuss the need for conscious living, how to embrace change, and tips for slowing down.

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enNovember 30, 2023

Leadership and Change Management Strategies

Michael 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 implement strategies that inspire teams to embrace change. Employees may fear losing control, their status, or their sense of connection with others. Engaging and communicating effectively with your team encourages positive change. Identify all potential losses that may occur and help them overcome their fears.

In this episode of the Pillar6 Podcast, Roman Polnar interviews Michael Koehler, the Founder and CEO of KONU, about change management strategies. They also discuss Michael's adaptive leadership framework, the difference between authority and leadership, and tips for overcoming loss.

Resources Mentioned in this episode

enSeptember 28, 2023

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How To Prepare for a Successful M&A Transaction With Shawn Flynn

Shawn 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 intact. Preparing your exit strategy with ample time allows you to focus on achieving your business goals, increasing your business value, and handing it over to the buyer on your terms.

If you're a business owner looking to scale your company through a merger or acquisition, there are key points to take into consideration. According to Shawn Flynn, a mid-market investment banker, working with the right advisors is crucial. Start preparing for your exit early by providing due diligence to avoid losses and help make the transition seamless. This will also help you attract the right investors.

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.

Resources Mentioned in this episode

Pillar6 Podcast

enMay 11, 2023

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Responding to the Recent Banking Collapse With Roman Polnar

Roman 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 things differently, and that’s when Pillar6 Advisors was born.

In this episode…

The recent bank collapses in the US have left many people concerned. Customers reacted by withdrawing their money, creating further problems in our financial system.

What steps should individual customers and businesses take to protect their investments? What can the government do to protect its citizens?

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.

Resources Mentioned in this episode

enMarch 23, 2023

Year in Review With Roman Polnar

Roman 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 things differently, and that’s when Pillar6 Advisors was born.

In this episode…

Balancing your work and personal life can be challenging to navigate. What can you implement in your daily routines to live a well-rounded, successful life?

For Roman Polnar, there are three key areas that he’s passionate about: managing your personal finances, leadership and entrepreneurship, and attention to personal wellness. Having interviewed many professionals and thought leaders on the Pillar6 Podcast, Roman has gained wisdom on how to live a well-rounded life.

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.

Resources Mentioned in this episode

enFebruary 16, 2023

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Common College Financial Aid Planning Mistakes

Roman 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 things differently, and that’s when Pillar6 Advisors was born.

In this episode…

Putting kids through college has become even more expensive, with more families applying for financial aid to curb the cost. However, many miss out on significant opportunities because of common mistakes made in the application process.

As an advisor to families applying for financial aid, some typical mistakes Roman Polnar sees include over-reporting the value of assets, filling out and submitting application forms late, and assuming that any family can qualify for financial aid. Roman advises people to work with a professional to guide them through the application process to ensure maximum college financial aid assistance.

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 he helped a client get over $17,000 in financial aid.

Resources mentioned in this episode

enNovember 10, 2022

Sports Legends and the Four Pillars of Success

Andrew 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 of Sport, where he hosts a weekly podcast entering its sixth season. Andrew is also the Director of Photography for AEG's Crypto.com Arena and Microsoft Theater LA Live. He runs a successful team and venue photography business.

In this episode…

What does success mean to you? Would you define it by the amount of money you make, the family you build, or the business you grow?

For Andrew Bernstein, success means being fulfilled in whatever you do, whether work or family-related. Having spent years working alongside top NBA players, Andrew learned there are four pillars to success and that success comes at a cost — being obsessed with what you do, curious about your craft, relentless in your pursuit, and overcoming obstacles will cost you time, energy, and resources, but the reward is worth it. Andrew has experienced the benefits of challenging himself and accomplishing his goals while maintaining respect for the people around him. His advice is to build trust and nurture positive relationships with others. Never give anyone a reason to distrust or doubt you.

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.

Resources mentioned in this episode

Pillar6 Podcast

enOctober 27, 2022

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Financial Planning Best Practices for Coordinating Your Finances

Roman 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 things differently, and that’s when Pillar6 Advisors was born.

In this episode…

There are many aspects of financial planning — taxes, cash flow, investment, risk insurance, estate and legacy, retirement, and goal planning. Where does anyone begin?

As Roman Polnar says, financial planning is an essential structural exercise that aligns people and organizations with their goals. Finding balance is necessary in order to create amazing experiences and live a happy, stress-free life. So when is the right time to think about financial planning? How can you put all the aspects of financial planning together in a well-coordinated manner?

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.