The Millionaire Next Door

In a world filled with financial noise, how do you know which signals actually matter?  Join Robert Curtiss as he chats with Gary Sinderbrand, a seasoned financial professional with roots going back to their days at Merrill Lynch.  They unravel years of insights on keeping your financial journey on track. Delving into tales from the … Read More Read More

Who is the man behind the mic? In today's episode, we pull back the curtain on Robert Curtiss's journey—from a public policy graduate to a trusted financial advisor. Along the way, he shares hard-earned lessons on diligence, adaptability, and finding harmony between career and personal life. Robert dives into the intersection of marriage and money, … Read More Read More

Are you ready to unlock the potential of alternative investments in your portfolio? Join Robert Curtiss as he sits down with repeat guest Phil Huber from Cliffwater to explore the dynamic world of alternative investments.  The episode delves into the benefits of diversification, the current volatility in global markets, and the strategic role of private … Read More Read More

What if you could tap into the infrastructure of tomorrow, today? As Americans, it's fair to say that some of our infrastructure and urban grids are outdated and must be invested in and updated. How can you incorporate infrastructure in your portfolio? Join Robert Curtiss and portfolio managers Matthew Marino and Jake Kelsall from StepStone … Read More Read More

Want to know how venture capital is reshaping the future? Join us as we explore this dynamic landscape with industry experts. Robert Curtiss, CFP®, sits down with Stephen West and Anthony Giambrone from StepStone to demystify venture capital. They explore how this dynamic sector, historically the reserve of institutions, is becoming more accessible. Discover how … Read More Read More

What are the mistakes you could be making when selling your home?  Host Robert Curtis sits down with Michael Bell, a seasoned real estate broker from Sotheby's in Southern California and author of “Seller Mistakes: What You Were Never Told About Selling Your Home and Why It Should Matter to You.” Michael brings to light … Read More Read More

What does the future hold for the stock market in 2025?  Robert Curtiss chats with Miles Clark, a research analyst from Nasdaq Dorsey Wright, known for their expertise in technical analysis and momentum-based trading. Dive into the emerging financial themes of 2025 as Miles offers a glimpse into the factors impacting the market landscape, emphasizing … Read More Read More

What happens when you truly listen? Are you truly listening or just waiting for your turn to speak? Robert Curtiss speaks with Matt Halloran, co-founder of ProudMouth, about the art and power of listening. Matt, fresh off releasing his new book “Shut the F Up and Listen,” dives into the epidemic of loneliness and how … Read More Read More

How do you run a successful business without sacrificing your personal life?  Many struggle to find the answers to this question… Robert Curtiss brings on Ilona and Takaya Brunner, a dynamic CPA duo, to share their inspiring journey and unique approach to balancing work and life as business owners. They dive into how they help … Read More Read More

As the financial world becomes increasingly interconnected, true wealth management goes beyond portfolios—it's about clarity, relationships, and forward-thinking strategies. Robert Curtiss and Mike Cy take us into the heart of their holistic approach to financial planning, showcasing the tools and processes that empower clients to achieve confidence in their financial futures. They uncover how cutting-edge … Read More Read More

As financial markets grow more complex, the difference between a good trade and a great one lies in precision, relationships, and cutting-edge tools. Robert Curtiss welcomes Vince Reyes, Director of Trading Operations, and Tony Nguyen, Senior Trader at SEIA, to uncover the meticulous strategies behind SEIA's trading desk. Together, they break down how high-touch execution, … Read More Read More

Private markets are no longer just for the financial elite—they're now within reach of individual investors. But how do you make the most of this opportunity without missing out on serious growth? This week on The Millionaire Next Door, Bob Long, CEO of StepStone Private Wealth, explains how innovative structures like evergreen funds are making … Read More Read More

As the 2026 estate tax law changes inch closer, the risk of costly financial missteps is rising for those who don't plan ahead.  Failing to act now could mean losing millions in taxes. Robert Curtiss welcomes back April Rosenberry, Director of Estate, Tax, and Financial Planning, to offer valuable insights into the upcoming tax exemptions … Read More Read More

Have you ever found yourself saying, “I'm not a runner” or “I can't”? We've all been there.  But this episode of The Millionaire Next Door is about identifying these limiting beliefs to ultimately embrace and enhance our lives!  Tune in as Rob Curtiss explores these concepts with PJ Nestler from XPT Life. They unveil how … Read More Read More

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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 … Continue reading Is Private Lending the Future of Investments? with Phil Hasbrouck (Ep. 35) →

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 … Continue reading The Impact of The Media on Investment Decisions (Ep. 34) →

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 … Continue reading Unveiling the Fiduciary Approach of Signature Estate and Investment Advisors (SEIA) (Ep. 33) →

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 … Continue reading Brand Advocacy: Here's Everything You Need To Know with Chase Griffin (Ep. 32) →

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 … Continue reading Let's Communicate Before We're Gone with Pat Miles Zimmerman (Ep. 31) →

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 … Continue reading Saving on Taxes to Retain Wealth with Tony Watson (Ep. 30) →

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 … Continue reading The Role of Alternative Investments In Investment Planning with Sam Miller, CFA®, CFP®, CAIA® (Ep. 29) →

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, … Continue reading Measuring Longevity Risk: Here's What You Need To Know About SEIA's Wealth GPS with Julia Fahlen (Ep. 28) →

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 … Continue reading Here's What You Need To Know About Value-Added Service Teams with Mike Cy (Ep. 27) →

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 … Continue reading Exploring The Benefits of Direct Indexing with Sam Miller, CFA®, CFP®, CAIA® (Ep. 26) →

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 … Continue reading The Many Facets of Insurance: Here's What You Need To Know with Dana Dattola (Ep. 25) →

The age requirement is only one of the changes made in the SECURE Act 2.0. In this episode, Robert Curtiss is joined by Emily Vincent, President of Douglas M. Farr and Company. Emily unpacks the retirement planning changes reflected in the SECURE Act 2.0. Additionally, when it comes to businesses and business owners, Emily reveals … Continue reading The SECURE Act 2.0 And Its Retirement Planning Changes with Emily Vincent (Ep. 24) →

The idea of aligning our money with our goals is a common practice. However, the focus today is aligning our investments with what we are truly passionate about. In this episode, Robert Curtiss is joined by Sam Miller, the director of research and marketing at Signature Estate & Investment Advisors (SEIA). Together they unpack the … Continue reading What You Should Know About ESG and SRI in Investment Planning with Sam Miller, CFA®, CFP®, CAIA® (Ep. 23) →

The SECURE Act 2.0 has brought significant changes to retirement planning in 2023 and beyond, especially in IRA and 401(k) plans. In this episode, Robert Curtiss shares key highlights from the SECURE Act 2.0 and how you can use the new provisions to save in taxes, contribute more effectively to your retirement accounts, and improve … Continue reading SECURE Act 2.0: Here's What To Do Differently in 2023 (Ep. 22) →