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
How To Invest Smart in Uncertain Times with Miles Clark (Ep. 58)
10/1/2024
A 50-basis-point rate cut has shaken up the market — so what does that mean for your investments? With 11-12 rate hikes since March 2020 and a rapidly evolving economic landscape, uncertainty looms. The key to staying ahead lies in understanding how different assets respond to these shifts. This week on The Millionaire Next Door, … Read More Read More
Duration:00:34:41
The World of International Parental Abduction with Fahi Takesh Hallin (Ep. 57)
9/10/2024
International parental abduction sounds like something reserved for Netflix documentaries. But unfortunately, it’s more common than you think. In this installment of The Millionaire Next Door, Rob Curtiss dives into the complex world of international parental abduction with family law expert Fahi Takesh Hallin, a partner at Harris Ginsburg LLP. Fahi shares knowledge and various … Read More Read More
Duration:00:39:12
Getting the Most Out of Your Life Insurance Policy with Rob Haynie (Ep. 56)
8/27/2024
Many believe that once you no longer need or can afford your life insurance policy, your only option is to let it lapse or surrender it for its cash value. But there’s a better way – life settlements! This week on The Millionaire Next Door, Robert Curtiss sits down with Rob Haynie, the Managing Director … Read More Read More
Duration:00:29:27
Navigating Alternative Investments with Phil Huber, CFA, CFP® (Ep. 55)
8/13/2024
Private equity might sound complex, but it simply means investing in companies that aren’t listed on public stock exchanges. Are you ready to uncover the world of private equity and alternative investments? This week on The Millionaire Next Door, Robert Curtiss, CFP®, welcomes Phil Huber from Cliffwater to explore the fascinating world of private equity … Read More Read More
Duration:00:38:57
The Art of Understanding Fear with Kristen Ulmer (Ep. 54)
7/30/2024
Think fear holds you back? Think again. The real obstacle isn’t fear itself but your relationship with it. Much like the Olympians who are gearing up for the 2024 Summer Olympic Games in Paris, Kristen Ulmer, a thought leader and former world-class extreme skier, has worked through her fair share of fear and anxiety leading … Read More Read More
Duration:00:52:11
Balancing Health and Wealth, Catching up with Rob Curtiss (Ep. 53)
7/16/2024
From discussing the world’s top countries by GDP to tips for elevating your morning routine, this week’s episode is all about what’s on the mind of your host, Rob Curtiss. In this installment of the Millionaire Next Door Podcast, Rob dives into a detailed analysis of the world’s largest economies by GDP, the intricacies of … Read More Read More
Duration:00:29:43
Unpacking Today’s Market Trends with Will Gibson (Ep. 52)
7/2/2024
Research indicates that markets have risen approximately 75% of the time during election years since 1928. So, what does this mean for your investing efforts today? Join Robert Curtiss as he welcomes back Will Gibson, senior analyst with Nasdaq Dorsey Wright, to dive into today’s investment market, the impact of election cycles, and the importance … Read More Read More
Duration:00:27:55
Essential Steps in Estate Planning with Roger Silk (Ep. 51)
6/18/2024
Did you know that more than two-thirds of adult Americans have yet to implement any form of estate planning? Even high-profile figures like Prince and Pablo Picasso faced chaotic and costly consequences because they lacked a proper plan. Join Rob Curtiss alongside Roger Silk, CEO of Sterling Foundation Management LLC, for a deep dive into … Read More Read More
Duration:00:46:05
Episode 50 Special: Caring for Aging Loved Ones with Mary Winners
6/5/2024
Did you know that 78% of people in assisted living still feel lonely despite the communal environment? This underscores the importance of not only financial planning but also emotional and social planning as we age. Join Rob Crutiss as he welcomes Mary Winners, founder of About Senior Solutions™, to discuss the complexities of aging and … Read More Read More
Duration:00:39:09
Navigating the Ever-Changing Landscape of Market Trends with Will Gibson (Ep. 49)
5/3/2024
In a time when economic textbooks preach the inevitability of risk in pursuit of reward, the current state of the financial markets tells a different story. Follow along as Rob Curtiss sits down with returning guest Will Gibson, chartered financial analyst (CFA) and research analyst at Nasdaq Dorsey Wright, for an insightful conversation on the … Read More Read More
Duration:00:30:39
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