The Millionaire Next Door
Business & Economics Podcasts
Welcome to The Millionaire Next Door Podcast with Robert Curtiss, CFP®, AIF® from Signature Estate and Investment Advisors. In this podcast, we help successful wealth accumulators like you looking to transition to a work-optional lifestyle by helping you build strategies for growing and maintaining your wealth. Robert draws from years of experience and fiduciary responsibility, and interviews guest experts to help you build reliable strategies to grow and maintain your wealth.
Location:
United States
Description:
Welcome to The Millionaire Next Door Podcast with Robert Curtiss, CFP®, AIF® from Signature Estate and Investment Advisors. In this podcast, we help successful wealth accumulators like you looking to transition to a work-optional lifestyle by helping you build strategies for growing and maintaining your wealth. Robert draws from years of experience and fiduciary responsibility, and interviews guest experts to help you build reliable strategies to grow and maintain your wealth.
Language:
English
Contact:
(626) 795-2944
Website:
https://www.seia.com/
Episodes
Lessons From the Past: Exploring US Financial History with Mark Higgins, CFA, CFP® (Ep. 48)
4/16/2024
Have you ever thought about how financial history can impact your investment decisions? This week on The Millionaire Next Door, Robert Curtiss speaks with Mark Higgins, CFA, CFP®, and author of “Investing in U.S. Financial History: Understanding the Past to Forecast the Future.” Mark delves into his journey of researching and writing about US financial … Read More Read More
Duration:00:32:14
Process-Oriented Financial Insights For Long-term Success with Will Gibson (Ep. 47)
4/2/2024
Do you need help to make sense of all the financial noise in the market? Cut through the noise and learn tips and tricks to make informed investment decisions with clarity and confidence by playing this week’s episode of The Millionaire Next Door. Listen as Will Gibson, chartered financial analyst (CFA) and research analyst at … Read More Read More
Duration:00:35:03
Safeguard Your Wealth: Unraveling the Complexities of Estate Planning with April Rosenberry (Ep. 46)
3/20/2024
How to protect your assets and legacy from potential financial abuse and undue influence? Do you know? In the latest edition of The Millionaire Next Door Podcast, Rob Curtiss is joined by April Rosenberry, director of estate tax and financial planning at SEIA, to explore the complexities of estate planning and the importance of comprehensive … Read More Read More
Duration:00:39:16
Compelling Investment Opportunities in Today’s Market with Ryan Issakainen (Ep. 45)
2/26/2024
In today’s rapidly evolving market landscape, investors are often confronted with the challenge of making informed decisions amidst a plethora of options and the noise of market fluctuations. In this insightful episode of The Millionaire Next Door, Robert Curtiss is joined by certified financial analyst and ETF analyst at First Trust, Ryan Issakainen. Together, they … Read More Read More
Duration:00:38:21
Learn How Alternative Investments Can Strengthen Your Portfolio with Joe Carey, CFA® (Ep. 44)
2/13/2024
Alternative investments are investments that only some people hear about often. But we can change that… With a commitment to assist clients throughout their investment journey, in this episode of The Millionaire Next Door, Robert Curtiss sits down with Joe Carey, alternative investment specialist at Signature Estate & Investment Advisors, LLC. Rob and Joe explore … Read More Read More
Duration:00:40:46
Preserving Capital in Retirement with David Marra (Ep. 43)
2/2/2024
Have you considered the significance of safeguarding your capital and managing risks during retirement? How does capital preservation play a role in maintaining a stable stream of income? Join Rob Curtiss and his guest, David Marra, Co-Founder and Chief Investment Officer at Markin Asset Management, LP, as they navigate the connection between finance and technology, … Read More Read More
Duration:00:35:14
From Denial to Deliberate: Planning for Life’s Final Moments with Pat Miles Zimmerman (Ep. 42)
1/9/2024
We like to plan for education, weddings, raising children, and even retirement. But no one likes to plan for (or even talk about) the end of life. It’s overwhelming…but also immensely important! Join host Robert Curtiss and returning guest Pat Miles Zimmerman, author of “Before All Is Said and Done: Practical Advice on Living and … Read More Read More
Duration:00:53:21
How To Save Your Way To Freedom with Tyson Ray (Ep. 41)
12/5/2023
Wealth isn’t about just numbers… Would you agree? Join host Robert Curtiss and special guest Tyson Ray, CFP®, CExP®, and CIMA® from FORM Wealth Advisors in this eye-opening episode of The Millionaire Next Door! Together, they unravel the lesser-known aspects of wealth management while talking about their approach to guiding individuals toward a life of … Read More Read More
Duration:00:41:06
The Benefits of 1031 Exchanges for Real Estate Investors with Joe Carey, CFA® (Ep. 40)
11/21/2023
Have you heard about 1031 exchanges? Leveraging this strategy correctly could help investors sell and reinvest without facing capital gains taxes — thereby preserving wealth. Join Robert Curtiss with guest Joe Carey, alternative investment specialist at Signature Estate & Investment Advisors, LLC, as they talk about the benefits and complexities of 1031 exchanges, a tax … Read More Read More
Duration:00:43:27
Trust and Transparency: The Foundation of a Successful Advisor-Client Relationship with Mike Cy (Ep. 39)
11/9/2023
Advisors, are you currently evolving your business? What opportunities and information might your clients miss if you don’t continue growing your practice? This week, Rob Curtiss brings back Mike Cy, a returning guest and business consultant at Pareto Systems. Rob and Mike discuss the importance of communication and building relationships with clients and explain why … Read More Read More
Duration:00:50:55
The Power of Personalized Retirement Planning with Jordan Cross (Ep. 38)
10/24/2023
Having a retirement plan is the first step in building your future. But do you have the right plan? How can small parts of a plan work together to transform a few hundred thousand into a seven-figure retirement fund? Get ready to explore retirement planning, wealth accumulation, and tax deduction strategies with Jordan Cross, the … Read More Read More
Duration:00:49:26
As We Transition From Summer to Fall: Reflecting on Financial, Estate, Investment, and Tax Topics (Ep. 37)
10/3/2023
At 37 episodes, The Millionaire Next Door Podcast has explored a multitude of topics, from financial planning tips to life-changing experiences and lessons. Each conversation contains helpful information and resources you can use and refer to! In this episode, Rob Curtiss shares his top-of-mind topics, ranging from general finances to estate, tax, and investment planning. … Read More Read More
Duration:00:36:21
Revolutionizing Financial Planning For The Aging Population with Tom West (Ep. 36)
9/13/2023
Whether you or a loved one is reaching a point where you need more care, it may be challenging (but not impossible!) to find the right plan for your needs. What strategy is the best? How much will it cost? Should you move to a senior home or hire caretakers? In this episode, Rob Curtiss … Read More Read More
Duration:00:47:10
Is Private Lending the Future of Investments? with Phil Hasbrouck (Ep. 35)
8/30/2023
Are you interested in exploring the future of the financial and investment landscape and the contribution the private lending arena can bring to the field? In this episode, Rob Curtiss is joined by Phil Hasbrouck, the co-head of Cliffwater’s asset management business. Phil sheds light on the growing private lending market and what Cliffwater brings … Read More Read More
Duration:00:28:33
The Impact of The Media on Investment Decisions (Ep. 34)
8/1/2023
Have you ever come across a news article that highlights the latest investment opportunities? Or seen news reports warning about certain stocks that could impact your portfolio? The real question you should be asking is if that information truly benefits your portfolio and long-term goals. In this episode, Robert Curtiss discusses the importance of a … Read More Read More
Duration:00:39:43
Unveiling the Fiduciary Approach of Signature Estate and Investment Advisors (SEIA) (Ep. 33)
7/18/2023
Financial and investment advisors are all about creating the best financial plan for their client’s needs. But how does Signature Estate and Investment Advisors (SEIA) set themselves apart from the crowd? In this episode, Robert Curtiss is back to basics! Rob talks about SEIA’s services and approach while emphasizing their independence and fiduciary responsibility to … Read More Read More
Duration:00:29:58
Brand Advocacy: Here’s Everything You Need To Know with Chase Griffin (Ep. 32)
7/4/2023
Think about what attracts us to products: From the people talking about it to the social media content promoting it. The truth is that content creators and content creation plays a significant role in successful marketing and promotion. In this episode, Robert Curtiss speaks with Chase Griffin, a student-athlete and national NIL athlete of the … Read More Read More
Duration:00:27:11
Let’s Communicate Before We’re Gone with Pat Miles Zimmerman (Ep. 31)
6/20/2023
Can you imagine being in a situation where your spouse passes away, and you have no idea about their finances? It can be an overwhelming and complex journey, to say the least. In this episode, Pat Miles Zimmerman joins Rob Curtiss to talk about her experience losing her husband and the struggle of sorting out … Read More Read More
Duration:00:46:17
Saving on Taxes to Retain Wealth with Tony Watson (Ep. 30)
6/6/2023
We all want to save as much as possible before heading into retirement. So, how to protect the wealth we save from high tax rates? In this episode, Robert Curtiss is joined by Tony Watson, senior tax consultant at Robert Hall & Associates. This week, Tony explains how to protect wealth and decrease taxation. He … Read More Read More
Duration:00:42:22
The Role of Alternative Investments In Investment Planning with Sam Miller, CFA®, CFP®, CAIA® (Ep. 29)
5/23/2023
With market volatility and political uncertainty being a few reasons, the truth is that the investment market doesn’t always cooperate with our portfolios. But as an advisor, how can alternative investments protect our client’s portfolios? Do you know? In this episode, Robert Curtiss speaks with Sam Miller, the director of research and marketing at Signature … Read More Read More
Duration:00:32:37