The Millionaire Next Door

Tax laws change often, but knowing which updates actually affect your finances can be difficult. How do you know which deductions still apply, which strategies are worth considering, and when it’s time to have a planning conversation instead of simply filing a return? In this episode, Robert Curtiss welcomes Nicole Green, Tax Advisor at Robert Hall, to discuss several tax law changes that co...

Markets continue reaching new highs, yet many investors remain hesitant to put money to work.  With headlines dominated by geopolitical conflict, rising oil prices, and rapid technological change, how do you separate emotion from opportunity? In this episode, Robert Curtiss welcomes back Miles Clark, Senior Analyst at Nasdaq Dorsey Wright, to discuss the forces shaping today’s market environ...

Many people assume their estate planning is “done” once the documents are signed, but that’s actually only the beginning. This conversation explores what actually happens when financial, tax, and estate planning are all aligned. In this episode, Robert Curtiss sits down with Brad Repinsky to break down how integrating financial planning, estate planning, and tax strategy can help create a more coo...

Markets shift, headlines create noise, and uncertainty rises, but what actually matters when building a resilient portfolio? How do you separate real risks from exaggerated fears and position yourself for long-term growth? In this episode, Robert Curtiss welcomes back Mark Gatto, Chief Executive Officer at CION Investments, to discuss the growing attention to private credit and the role of diversi...

You can have the career, the income, and the life that looks perfect on paper, yet still feel something is missing. Why do high achievers feel stuck, overwhelmed, or quietly unhappy despite their accomplishments? In this episode, Robert Curtiss speaks with Stacey Inal, MA, MBA, LMFT, Licensed Psychotherapist and Women’s Career Coach, about the intersection of financial decisions and emotional heal...

Technology is moving fast, and it’s raising big questions about how decisions get made. Can tools replace human judgment, or do they simply change how we think, plan, and act? In this episode, Robert Curtiss welcomes back Michael Cy, advisor consultant, about how artificial intelligence is shaping financial services and what it means for clients. They explore how AI improves efficiency, speeds up...

Markets can feel calm on the surface while powerful shifts happen underneath. Are recent pullbacks a warning sign, or simply part of a broader rotation? In this episode, Robert Curtiss welcomes back Miles Clark of Nasdaq Dorsey Wright to break down sector rotation, weakening tech leadership, and renewed strength in international equities. They explore how momentum strategies respond to shifting tr...

Long-term investing can feel more difficult when headlines are loud and markets seem unpredictable.   What happens when investors stop reacting to daily noise and start thinking like institutions that plan decades ahead? In this episode, Robert Curtiss welcomes Chris Schelling, CAIA, Managing Director at Aksia, to explore how private markets have shaped institutional portfolios and why some indivi...

For investors facing concentrated wealth or future liquidity events, understanding tax-aware planning options matters long before decisions are required. Opportunity Zones are one of the most talked-about and least understood tools in that conversation. In this episode of The Millionaire Next Door Podcast, Robert Curtiss sits down with Michael O’Shea, CFA, Head of Private Wealth at Origin Investme...

Markets are entering a year shaped by crosscurrents, shifting signals, and unresolved questions. Economic strength, policy decisions, and investment concentration all point to a period that demands close attention and thoughtful positioning. In this episode, Robert Curtiss speaks with Peter Repetto, Vice President and Investment Strategist at iCapital, about their 2026 economic and market outlook....

Reliable income is harder to find when markets shift, and traditional tools feel less predictable. Many investors are looking for new ways to generate cash flow without stepping away from equity exposure altogether. This week, Robert Curtiss welcomes Matt Kaufman, Head of ETFs at Calamos Investments, to explain how auto-callable strategies work and why they are gaining attention. They break down h...

If you own investment property in California, you may have wondered how to handle the built-up gain without losing a significant portion to taxes.  Robert sits down with Damian Gallagher, Senior Vice President at Blue Rock, for a grounded, practical walkthrough of 1031 exchanges and DSTs. The conversation opens with the history of 1031 rules, then moves into what actually happens when you sell, ho...

It is not often that an economic moment feels this confusing for everyday people, and Robert Curtiss knows it.  That is why he brings economist Bryce Gill, economist and national speaker with First Trust Advisors, into a conversation that puts words to the shifts everyone is sensing but few can explain clearly. Robert approaches the discussion the same way he approaches client conversations. He sl...

When most investors think about private credit, they picture direct lending. But as Tod Trabocco, Head of Private Debt Advisory at StepStone Group, makes clear, it’s much more nuanced than that.  With over two decades in the space, Tod walks us through the four silos of private credit, including corporate, asset-based, asset-backed, and risk-sharing strategies, using unforgettable examples like le...

Why do 90% of heirs walk away from their parents’ advisor? Robert Curtiss welcomes Natasha Kennedy, a former Wall Street professional turned mental health therapist, to explore why the Great Wealth Transfer is at risk of becoming the Great Disconnect.  With $124 trillion poised to change hands in the next two decades, this episode tackles the emotional, behavioral, and generational blind spots adv...

Is private equity still worth it, and can everyday investors finally get access without the complexity? Robert Curtiss, CFP,® welcomes back Phil Huber, Managing Director and Head of Portfolio Solutions at Cliffwater, to unpack the rise of evergreen private equity funds , an innovation reshaping the private investing landscape. Phil explains how Cliffwater’s newly launched Evergreen Private Equity...

As markets surge on the backs of the Magnificent Seven, are investors missing what’s happening off the radar? Robert Curtiss, CFP®, is joined by Andrew Hull, CFA, Vice President and ETF Strategist at First Trust, to unpack overlooked investment opportunities that may hold stronger long-term value than today’s most-hyped tech names. Andrew explains how today’s market is historically concentrated an...

When electricity demand in the U.S. hit a record-breaking high on July 28th, 2025, it wasn’t a blip; it was a signal.  In this powerful follow-up to Episodes 69 and 78, Robert Curtiss welcomes back Michael Underhill, founder and CIO of Capital Innovations, to unpack the megatrends shaping the future of investing. From surging AI-driven capital expenditures to the multi-trillion-dollar rebuild of A...

What happens when public markets no longer provide the diversification they once promised? In this episode, Robert Curtiss, CFP®, is joined by Tony Davidow, Senior Alternatives Investment Strategist at the Franklin Templeton Institute, to explore the tectonic shifts transforming private markets. Tony shares insights from decades of experience working with institutional capital, family offices, and...

It’s the dog days of summer, but the market hasn’t gone to sleep. Robert Curtiss welcomes back frequent guest Miles Clark from Dorsey Wright for a timely conversation on where we are and where we might be headed.  From all-time market highs to yellow-flag participation levels, this episode dives into the realities behind performance, volatility, and how history favors the long view. You’ll hear: W...

Markets have been anything but predictable in 2025, yet resilience continues to surprise investors.  In this midyear outlook episode, Robert Curtiss is joined by Peter Repetto, Vice President and Investment Strategist at iCapital, to unpack where the economy stands and where it may be heading next. With deep insights drawn from Peter’s team-wide strategy review, they explore how markets are absorb...

A power shift is underway. And it is not just political or technological.  In this episode of The Millionaire Next Door , host Robert Curtiss sits down with Michael Underhill, Chief Investment Officer at Capital Innovations, to explore the seismic transformation in infrastructure and energy investing. With humor, historical context, and deep industry insight, Michael compares this moment to Led Ze...

In today’s financial world, headlines shift by the hour, and uncertainty feels like the new norm.  But what if this volatile environment is actually full of opportunity? In this insightful episode, Robert Curtiss speaks with Zachary Levenick, a seasoned hedge fund executive turned family office investor, about why today’s market isn’t just chaotic, it’s promising. From his global...

With public markets still shaky despite recent rebounds, many investors are looking for more stability, without sacrificing returns.  In this timely episode, Robert Curtiss sits down with Mark Gatto, co-founder and co-CEO of CION Investments, to unpack how private credit and infrastructure investing can offer stable, reliable alternatives for individual investors. They discuss the growing accessib...

It’s not if you’ll face identity theft, it’s when .  In this powerful episode, Robert Curtiss sits down with seasoned trial attorney Robert Brennan, an experienced professional in identity theft cases, to unpack the alarming realities of this modern-day crime. From fraud rings targeting disaster victims to the surprising statistic that nearly every American’s data is already on the dark web, Brenn...