The Millionaire Next Door

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 fascinating state of the financial markets.  From t...

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 history and the significance of...

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 Nasdaq Dorsey Wright, joins host Robert Curtiss to navigate the world...

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 financial strategies to safeguard your wealth and loved...

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 jump into the intricacies...

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 the role of alternative inves...

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, specifically delving into David...

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 Dying Well,” as they highlight the numerous challenges that follow t...

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 choice and comfort beyond the balance sheet....

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 deferral strategy for...

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 it is valuable to both...

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 president of CrossPlans. In this episode, Jordan joins Rob Curtiss...

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. Rob highlights how diff...

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 is joined by a fellow SEIA colleague from the East Coast, Tom West, who has developed a process to address the...

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 to the space. Phil also explains the opportuniti...

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 well-diversified portfolio and long-term invest...

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 prioritize clients’ bes...

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 year. Chase reveals how he built himself up as a bran...

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 financial and legal components while navigating the fog of grief.  Sharing valuable insi...

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 also unpacks some corporate strategies while detailing how transforming a corporati...

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 Estate & Investment Advisors (SEIA)...

Your health and longevity play a crucial role when it comes to your financial future, especially when it comes to retirement planning.  Get ready to explore the fascinating world of longevity risk and why it’s becoming an increasingly important topic for people of all ages in this episode of The Millionaire Next Door. This week, Robert Curtiss is joined by fellow team member and wealth coord...

Professionals collaborating with other professionals can lead to more creative solutions, more innovative ideas, and ultimately better results for advisors and their clients. In this episode, Rob Curtiss is joined by returning guest and business consultant at Pareto Systems, Mike Cy, to talk about value-added service teams while referring to the importance of advisors collaborating with like-minde...

Want to know how to personalize and customize your investment portfolio while potentially gaining tax benefits? Let us introduce you to direct indexing! In this episode, Robert Curtiss sits down with Sam Miller, the director of research and marketing at Signature Estate & Investment Advisors (SEIA), to talk about direct indexing and its advantages for investors.  Listen in as they delve into v...

Planning out your insurance can widely vary, from home to auto, business, and even cyber security insurance.  What to consider when planning or adding someone to your insurance policy? Do you know? In this episode, Rob Curtiss speaks with Dana Dattola, a business insurance broker at Weaver & Associates. Dana details the ins and outs of insurance policies and outlines how it fits within financi...