romanpolnar

Lael 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 they use to increase visibility and accessibility and become more profitable?

Many companies reduce marketing and advertising budgets during economic downturns in an effort to conserve money. They cut back for fear of being faced with lower demand for their products. However, it’s the ideal time to leverage digital marketing and make it a critical part of your company’s marketing mix. 

In this episode of the Pillar6 Podcast, Roman Polnar is joined by Lael Sturm, the Founder and Managing Director of LPSS Digital Marketing, to discuss the value of digital marketing during challenging economic times. Lael talks about maximizing paid ads, differentiating between content marketing and content strategy, and using online courses to increase revenue. Stay tuned.

Resources mentioned in this episode:

• Pillar6 Advisors
• Roman M. Polnar on LinkedIn
• LPSS Digital Marketing
• Lael Sturm on LinkedIn
• Lael Sturm's email: lael@lpss.co
• Kartra
• Kajabi

Charlotte 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 fulfilling life, you need to have a well designed and well-rounded life. If your health, work-life, finances, relationships, and spiritual life aren’t in balance, you will feel the effects. A good strategy for getting out of a rut is to take small steps and keep moving forward in your life. It’s important, especially during difficult times, to be mindful of what you are consuming, both in terms of food and information. Life has changed a lot, and there have been many adversities and challenges, but it has also given us an opportunity to pause and discover what is really important. 

In this episode of the Pillar6 Podcast, Roman Polnar interviews Charlotte Smith, an Executive Life Design Coach, about what it means to live a life by design. Charlotte also shares her advice for leading teams and communities better, the right mindset for building resiliency, and how to achieve balance in your life to realize your potential.

Resources mentioned in this episode:

• Pillar6 Advisors
• Roman M. Polnar on LinkedIn
• Charlotte Smith's website 
• Charlotte Smith on LinkedIn
• Limitless LawyerPodcast

Justin 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…

In 2021, there were many tax changes that the US administration proposed. These changes would affect both companies and individuals and cover income tax, capital gains tax, and taxation on cryptocurrency (crypto) and real estate investments.

So, what should corporations and individuals know about the proposed tax changes, and what tax planning opportunities are advantageous?

In this episode of the Pillar6 Podcast, Roman Polnar is joined by Justin Miller, a Partner and National Director of Wealth Planning at Evercore Wealth Management. Justin talks about the best practices for year-end tax planning. Justin discusses the biggest proposed income tax changes, the taxation of crypto investments, how to offset crypto gains or losses with traditional investments, and his recommendations on tax-saving opportunities. Stay tuned.

Resources mentioned in this episode:

• Pillar6 Advisors
• Roman M. Polnar on LinkedIn
• Evercore Wealth Management
• Justin Miller on LinkedIn

Yuliya 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 planning, being incapacitated, and writing a will can be unpleasant and touchy subjects. For many people, estate planning is a foreign concept, so they do nothing to plan. The result is that the family left behind is burdened with making difficult decisions, which can cause a lot of discord among them. So how can people take care of and protect their families if they fall sick or die?

Estate planning is very much underrated in this day and age. For many people, it’s a very unfamiliar concept, and they don’t understand why it’s crucial. Estate planning doesn’t just have to do with wills, trusts, or what happens to your assets after death. A lot of the estate planning process deals with disability or not being able to make decisions for yourself and appointing people who you trust to do that for you in that situation. It’s also about planning for unexpected events, taking care of bills, funerals, medical treatments, and other expenses, and making decisions if you can’t do it for yourself. You may have an idea of what you want, but it leaves everything to chance if you don’t get it written out in a legal form.

In this episode of the Pillar6 Podcast, Roman Polnar is joined by Yuliya Magomedov, the Founder and Lead Attorney at Magomedov Law Group, to talk about the benefits of estate planning and planning ahead. Yuliya also talks about the three most important documents for estate planning, explains who can serve as a witness to a will, and talks about the limitations of probate. Stay tuned to hear what it takes to plan your estate and why it’s essential for everyone.

Resources Mentioned in this episode

• Pillar6 Advisors
• Roman M. Polnar on LinkedIn
• Magomedov Law Group
• Yuliya Magomedov on LinkedIn
• Yuliya Magomedov's email: yuliya@magomedovlaw.com

Roman Polnar is the Founder and Managing Partner of Pillar6 Advisors LLC, a financial planning and wealth advisory firm. He founded the firm after spending 10 years in the corporate world as a financial services professional. Roman seeks to differentiate Pillar6 Advisors by listening before giving advice, doing the right thing without compromise, and building lifelong relationships based on honesty, integrity, and thoughtful guidance. He is also a Partner at Pillar6 College Planning, where he helps families navigate the college financial aid system with ease. Additionally, Roman serves as a board member and chair at the Hebrew Free Loan of San Francisco.

In this episode…

Do you have kids who plan to go to college in the future? Have you developed a plan to pay for their education? Will they need financial aid? If you’re having trouble navigating finances for your children’s college, you won’t want to miss this episode of the Get The Intel podcast!

The costs associated with a college education have always been high, and they continue to rise year by year. According to financial advisor Roman Polnar, earning a degree is extremely valuable for young people entering the professional world, but it has become more and more difficult for families to afford. What’s more, the application process for financial aid isn’t easy to understand. So, what can parents do to make sure their children’s education gets funded?

In this episode of the Get The Intel podcast, Chad Gill welcomes Roman Polnar, the Founder and Managing Partner of Pillar6 Advisors LLC, to discuss the ins and outs of saving for your children’s college education, choosing the right school, and navigating the financial aid application process. Roman shares his advice for avoiding student debt and mentions some helpful resources to use in the planning process. If you’re in the midst of this expensive time, be sure to tune in to this episode!

Roman 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 held previous roles at Robertson Stephens, Northwestern Mutual Financial Network, and Lenox Advisors.

In this episode…

College tuition has increased dramatically over the years, rising above the cost of healthcare and making education unaffordable for many families. However, there are resources that can help you cut the cost of tuition and decrease the amount of student loan debt — no matter your salary. 

Roman Polnar is dedicated to helping people get tuition aid and make smarter financial decisions. According to Roman, college tuition has gotten more expensive, but the financial aid forms haven’t gotten much easier. However, he’s got some advice on filling out the forms and preparing for college expenses. Since the FAFSA is on a first-come, first-served basis, you want to start the process early — but you never want to rush it. What other tips does Roman have to save money and get the most out of your financial aid? 

In this episode of This is Concrete, Chad Gill talks with Roman Polnar, Founder and Managing Partner at Pillar6 Advisors LLC, to answer all of your financial aid questions. Roman shares tips for business owners (and others) filling out the FAFSA form, applying for need-based and merit-based financial aid, and avoiding common — but costly — mistakes. Plus, Roman provides plenty of resources to guide you through the financial aid process. You don’t want to miss it!