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Financial Planning Best Practices for Coordinating Your Finances
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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.
Resources mentioned in this episode:26 episodes
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