David Goldman is the Founder of Ruby Peak Recruiting, a firm specializing in direct-hire recruiting for top level executive assistants nationwide. After moving to San Francisco from Colorado in 2001, he began his recruiting career and established Ruby Peak Recruiting in 2008. With over two decades of experience, David has been instrumental in connecting companies with exceptional talent, particularly in administrative and executive assistant roles. His dedication to building long-standing relationships and reducing friction points at every step of the process has made him a respected figure in the recruiting industry.

Starting and running a business doesn’t have to follow a rigid script, especially in industries built on human connection. Often, doing what simply makes sense can lead to better outcomes and better engagement from all sides. So what happens when you ditch the conventional playbook and trust your instincts instead?

According to David Goldman, a recruiter with over two decades of experience, having genuine curiosity, trusting his intuition, and being adaptable have been his biggest business advantages.

David highlights how traditional recruiting methods, especially ones focused on control, convention, and rigid processes, can stifle connections, slow the rate of progress, and produce subpar outcomes.

David also explains why being present, letting go of “the way it’s always been done,” and truly understanding each person’s unique working style has shaped his unconventional but highly successful approach.

In this episode of the Pillar6 Podcast, host Roman Polnar sits down with David Goldman, Founder of Ruby Peak Recruiting, to talk about building a business by breaking away from convention. David explains why trusting intuition can create stronger client relationships, how curiosity unlocks better hiring decisions, and why rigid interview processes often backfire. David also shares his take on post-pandemic hiring trends and how to work best with recruiters.

• Roman M. Polnar on LinkedIn
• Pillar6 Advisors
• David Goldman on LinkedIn
• Ruby Peak Recruiting
• Blink: The Power of Thinking Without Thinking by Malcolm Gladwell

Ryan Shane is the President of The Housing Guild Management Co., a property management company based in San Francisco that specializes in managing apartments, homes, and commercial spaces throughout the Bay Area. Under his leadership, the company continues the legacy established by his father, Lawrence Shane, who founded The Housing Guild in 1977 with a commitment to providing exceptional service to property investors. Ryan brings a personal perspective to property management as an owner and investor, which ensures that clients' investments are well cared for and their returns maximized.

Buying and owning investment property is one thing, but managing it successfully is another. Individual property investors can get blindsided by making emotional investment decisions or focusing solely on the bottom line. What if I told you that the key to long-term success was finding the right balance between the two?

According to Ryan Shane, a seasoned real estate investor and second-generation property manager, adopting an investor and owner’s mindset is critical for maintaining a thriving real estate portfolio while maximizing returns. He highlights the importance of viewing each property decision through an ROI lens, from maintenance choices to tenant selection. By thinking beyond short-term gains and prioritizing long-term value, owners can avoid costly mistakes and increase profitability.

In this episode of the Pillar6 Podcast, Roman Polnar sits down with Ryan Shane, President of The Housing Guild Management Co., to discuss why every property owner needs an investor and owner’s mindset. Ryan shares key strategies for evaluating real estate opportunities, making cost-effective property decisions, and balancing cash flow with long-term appreciation. He also explains the common pitfalls that owners face and how professional management can help you avoid them.

• Roman M. Polnar on LinkedIn
• Pillar6 Advisors
• Ryan Shane on LinkedIn
• The Housing Guild Management Co.
• Email: hello@housingguild.com
• San Francisco Apartment Association (SFAA)
• California Apartment Association
• San Francisco Association of Realtors
• “Unlocking DSTs: A Hidden Tool in 1031 Exchanges With Amit Urban” on the Pillar6 Podcast
• Nothing Down for the 2000s: Dynamic New Wealth Strategies in Real Estate by Robert G. Allen
• Never Split the Difference: Negotiating As If Your Life Depended On It by Chris Voss and Tahl Raz

Michelle Lerman is an attorney specializing in estate planning, real estate law, and business law, with a focus on serving high-net-worth and ultra-high-net-worth individuals, business owners, and real estate investors. Michelle and her husband co-founded Lerman Law Partners, LLP, and joined forces with Cunningham Legal to enhance their collective expertise. She has been named a Top Attorney and received the Top Women Attorneys award in Northern California by San Francisco Magazine multiple times. In 2018, Michelle released the third edition of her book, Create Your Best Legacy: What Every Homeowner, Real Estate Investor, and Parent Must Know About Estate Planning, Living Trusts, and Probate.

Increased wealth brings increased options and opportunities — but also complexities, especially when it comes to estate planning. With recent tax law changes and potential changes on the horizon, ultra-high-net-worth individuals need proactive strategies to safeguard their assets and minimize estate taxes. What key planning techniques should affluent families consider right now to protect their wealth for future generations?

According to Michelle Lerman, a renowned estate planning attorney with over 35 years of experience, ultra-high-net-worth individuals must act to give themselves options in advance of any significant estate and gift tax changes. She highlights the importance of irrevocable trusts as a powerful tool to preserve wealth while maintaining flexibility. Strategic gifting, life insurance planning, and entity structuring can also help minimize tax burdens and protect family assets. Without a proactive approach, wealthy families risk losing millions to unnecessary taxation and legal complications.

In this episode of the Pillar6 Podcast, host Roman Polnar sits down with Michelle Lerman, an Attorney at Cunningham Legal, to discuss advanced estate planning strategies for ultra-high-net-worth individuals. They explore the impact of upcoming estate tax changes, why now is the time to establish irrevocable trusts, and how to protect family wealth from divorce or legal risks. Michelle also shares key liquidity strategies, including how life insurance can cover estate taxes.

• Roman M. Polnar on LinkedIn
• Pillar6 Advisors
• Michelle Lerman: LinkedIn | Contact no.: (415) 308-3640
• Cunningham Legal
• “Estate Planning for Families with Non-Taxable Estates With Rachel Dodson” on the Pillar6 Podcast
• The Other Einstein: A Novel by Marie Benedict
• Nexus by Ramez Naam