The Millionaire Next Door
By Robert Curtiss
Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Image by Robert Curtiss
Category: Investing
Open in Apple Podcasts
Open RSS feed
Open Website
Rate for this podcast
Subscribers: 4
Reviews: 0
Episodes: 93
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.
| Episode | Date |
|---|---|
|
Sector Rotation, AI Spending, and What Market Momentum Is Telling Us with Miles Clark (Ep. 93)
|
Mar 17, 2026 |
|
Private Markets and Long-Term Investing with Chris Schelling, CAIA (Ep. 92)
|
Mar 03, 2026 |
|
Opportunity Zones Explained: What’s Changing in 2027 and Why It Matters with Michael O’Shea (Ep. 91)
|
Feb 17, 2026 |
|
Balancing Markets, Policy, and AI Spending in the 2026 Outlook Peter Repetto (Ep. 90)
|
Feb 03, 2026 |
|
Turning Equity Exposure Into Monthly Income With Auto Callable ETFs with Matt Kaufman (Ep. 89)
|
Jan 20, 2026 |
|
The Real-World Guide to 1031 Exchanges with Damian Gallagher (Ep. 88)
|
Jan 06, 2026 |
|
A Clear Look at the Trends Driving Markets and Daily Life with Bryce Gill (Ep. 87)
|
Dec 23, 2025 |
|
The Real Role of Private Credit in Portfolios with Tod Trabocco (Ep. 86)
|
Dec 09, 2025 |
|
How Advisors Can Reach the Next Generation with Natasha Kennedy (Ep. 85)
|
Nov 25, 2025 |
|
How Cliffwater Is Democratizing Private Market Access with Phil Huber (Ep. 84)
|
Nov 11, 2025 |
|
How to Invest Beyond the Magnificent Seven Stocks with Andrew Hull, CFA (Ep. 83)
|
Oct 28, 2025 |
|
Why Infrastructure May Be the Most Underrated Asset Class of 2025 (Ep. 82)
|
Sep 24, 2025 |
|
Why Private Markets Are Reshaping Investment Strategy in 2025 with Tony Davidow (Ep. 81)
|
Sep 11, 2025 |
|
Time vs. Timing the Market with Miles Clark (Ep. 80)
|
Aug 26, 2025 |
|
What the Second Half of 2025 Could Mean for Investors with Peter Repetto (Ep. 79)
|
Aug 11, 2025 |
|
The Ongoing Demand for Infrastructure Investments (Ep. 78)
|
Jul 28, 2025 |
|
How You Can Build Better Returns in an Uncertain Economy with Zachary Levenick (Ep. 77)
|
Jul 08, 2025 |
|
What You Need to Know About Private Credit with Mark Gatto (Ep. 76)
|
Jun 16, 2025 |
|
Identity Theft: Why It’s Inevitable And What You Can Do About It with Robert Brennan (Ep. 75)
|
Jun 06, 2025 |
|
Reading the Market’s Pulse: Breadth, Signals, and Smart Strategy with Miles Clark (Ep. 74)
|
May 29, 2025 |
|
2025 Economic Insights From Senior Economist, Strider Elass (Ep. 73)
|
May 13, 2025 |
|
How To Cut Through Modern-Day Financial Noise with Gary Sinderbrand (Ep. 72)
|
Apr 30, 2025 |
|
Behind the Mic: Robert Curtiss’ Journey (Ep. 71)
|
Apr 15, 2025 |
|
How to Build a Diversified Investment Portfolio with Phil Huber, CFA, CFP®(Ep.70)
|
Apr 01, 2025 |
|
The Role of Infrastructure in a Diversified Investment Portfolio with Matthew Moreno and Jake Kelsall (Ep.69)
|
Mar 18, 2025 |
|
The Future of Venture Capital with Anthony Giambrone and Stephen West (Ep.68)
|
Mar 05, 2025 |
|
Unveiling Real Estate Secrets with Michael Bell (Ep.67)
|
Feb 25, 2025 |
|
Financial Trends to Watch in 2025 with Miles Clark (Ep.66)
|
Jan 21, 2025 |
|
Mastering the Art of Listening with Matt Halloran (Ep. 65)
|
Jan 08, 2025 |
|
Elevate Your Business with Insightful Accounting and Planning Tips with Ilona and Takaya Brunner (Ep. 64)
|
Dec 24, 2024 |
|
Why the Future of Financial Planning is Relationship-Focused with Mike Cy (Ep. 63)
|
Dec 10, 2024 |
|
Precision, Performance, and People: Inside SEIA’s Process with Vince Reyes and Tony Nguyen (Ep. 62)
|
Nov 26, 2024 |
|
How to Tap into Private Investments with Bob Long (Ep. 61)
|
Nov 12, 2024 |
|
How to Protect Your Loved Ones: Special Needs Trusts Explained with April Rosenberry (Ep. 60)
|
Oct 29, 2024 |
|
The Five Pillars of Performance with PJ Nestler (Ep. 59)
|
Oct 15, 2024 |
|
How To Invest Smart in Uncertain Times with Miles Clark (Ep. 58)
|
Oct 01, 2024 |
|
The World of International Parental Abduction with Fahi Takesh Hallin (Ep. 57)
|
Sep 10, 2024 |
|
Getting the Most Out of Your Life Insurance Policy with Rob Haynie (Ep. 56)
|
Aug 27, 2024 |
|
Navigating Alternative Investments with Phil Huber, CFA, CFP® (Ep. 55)
|
Aug 13, 2024 |
|
The Art of Understanding Fear with Kristen Ulmer (Ep. 54)
|
Jul 30, 2024 |
|
Balancing Health and Wealth, Catching up with Rob Curtiss (Ep. 53)
|
Jul 16, 2024 |
|
Unpacking Today’s Market Trends with Will Gibson (Ep. 52)
|
Jul 02, 2024 |
|
Essential Steps in Estate Planning with Roger Silk (Ep. 51)
|
Jun 18, 2024 |
|
Episode 50 Special: Caring for Aging Loved Ones with Mary Winners
|
Jun 05, 2024 |
|
Navigating the Ever-Changing Landscape of Market Trends with Will Gibson (Ep. 49)
|
May 03, 2024 |
|
Lessons From the Past: Exploring US Financial History with Mark Higgins, CFA, CFP® (Ep. 48)
|
Apr 16, 2024 |
|
Process-Oriented Financial Insights For Long-term Success with Will Gibson (Ep. 47)
|
Apr 02, 2024 |
|
Safeguard Your Wealth: Unraveling the Complexities of Estate Planning with April Rosenberry (Ep. 46)
|
Mar 20, 2024 |
|
Compelling Investment Opportunities in Today’s Market with Ryan Issakainen (Ep. 45)
|
Feb 26, 2024 |
|
Learn How Alternative Investments Can Strengthen Your Portfolio with Joe Carey, CFA® (Ep. 44)
|
Feb 13, 2024 |
|
Preserving Capital in Retirement with David Marra (Ep. 43)
|
Feb 02, 2024 |
|
From Denial to Deliberate: Planning for Life’s Final Moments with Pat Miles Zimmerman (Ep. 42)
|
Jan 09, 2024 |
|
How To Save Your Way To Freedom with Tyson Ray (Ep. 41)
|
Dec 05, 2023 |
|
The Benefits of 1031 Exchanges for Real Estate Investors with Joe Carey, CFA® (Ep. 40)
|
Nov 21, 2023 |
|
Trust and Transparency: The Foundation of a Successful Advisor-Client Relationship with Mike Cy (Ep. 39)
|
Nov 09, 2023 |
|
The Power of Personalized Retirement Planning with Jordan Cross (Ep. 38)
|
Oct 24, 2023 |
|
As We Transition From Summer to Fall: Reflecting on Financial, Estate, Investment, and Tax Topics (Ep. 37)
|
Oct 03, 2023 |
|
Revolutionizing Financial Planning For The Aging Population with Tom West (Ep. 36)
|
Sep 13, 2023 |
|
Is Private Lending the Future of Investments? with Phil Hasbrouck (Ep. 35)
|
Aug 30, 2023 |
|
The Impact of The Media on Investment Decisions (Ep. 34)
|
Aug 01, 2023 |
|
Unveiling the Fiduciary Approach of Signature Estate and Investment Advisors (SEIA) (Ep. 33)
|
Jul 18, 2023 |
|
Brand Advocacy: Here’s Everything You Need To Know with Chase Griffin (Ep. 32)
|
Jul 04, 2023 |
|
Let’s Communicate Before We’re Gone with Pat Miles Zimmerman (Ep. 31)
|
Jun 20, 2023 |
|
Saving on Taxes to Retain Wealth with Tony Watson (Ep. 30)
|
Jun 06, 2023 |
|
The Role of Alternative Investments In Investment Planning with Sam Miller, CFA®, CFP®, CAIA® (Ep. 29)
|
May 23, 2023 |
|
Measuring Longevity Risk: Here’s What You Need To Know About SEIA’s Wealth GPS with Julia Fahlen (Ep. 28)
|
May 09, 2023 |
|
Here’s What You Need To Know About Value-Added Service Teams with Mike Cy (Ep. 27)
|
Apr 25, 2023 |
|
Exploring The Benefits of Direct Indexing with Sam Miller, CFA®, CFP®, CAIA® (Ep. 26)
|
Apr 11, 2023 |
|
The Many Facets of Insurance: Here’s What You Need To Know with Dana Dattola (Ep. 25)
|
Mar 28, 2023 |
|
The SECURE Act 2.0 And Its Retirement Planning Changes with Emily Vincent (Ep. 24)
|
Mar 14, 2023 |
|
What You Should Know About ESG and SRI in Investment Planning with Sam Miller, CFA®, CFP®, CAIA® (Ep. 23)
|
Feb 28, 2023 |
|
SECURE Act 2.0: Here’s What To Do Differently in 2023 (Ep. 22)
|
Feb 07, 2023 |
|
Protected: Here’s What You Need To Know About Estate Planning with Jeff Brooks (Ep. 21)
|
Jan 24, 2023 |
|
What’s Next For Retirement & Financial Planning (Ep. 20)
|
Jan 10, 2023 |
|
Expanding Investment Opportunities Through Effective Tax Planning with Sam Miller, CFA®, CFP®, CAIA® (Ep.19)
|
Dec 27, 2022 |
|
Looking Into The Future of The Millionaire Next Door (Ep.18)
|
Dec 13, 2022 |
|
Creating A Supportive Long-Term Care Plan with Anthony Ridd (Ep. 17)
|
Nov 29, 2022 |
|
Being Coachable with Mike Cy (Ep. 16)
|
Nov 08, 2022 |
|
Modernizing The Human Resources Role with Annissa Deshpande (Ep. 15)
|
Oct 18, 2022 |
|
Facing The Investment Storm (Ep.14)
|
Aug 30, 2022 |
|
The Guide You Need to Take Advantage of Your Retirement Planning Benefits with Kevin Manahan, ASA, EA, MSEA (Ep.13)
|
Jul 19, 2022 |
|
Finding The Right Fit (Ep. 12)
|
Jun 07, 2022 |
|
Financial Concerns For The Current Generation (Ep.11)
|
May 10, 2022 |
|
The 2022 Retirement Plan (Ep.10)
|
Apr 19, 2022 |
|
Refining The Client Experience (Ep.9)
|
Mar 22, 2022 |
|
The Creation Of A Business Process (Ep. 8)
|
Mar 08, 2022 |
|
Stepping Into The New Year With Meaningful Conversations (Ep. 7)
|
Jan 25, 2022 |
|
6. Goodbye 2021, Hello 2022!
|
Dec 21, 2021 |
|
5. Do You Have The Right Financial Planning Process?
|
Nov 09, 2021 |
|
4. How Self Care Can Improve Your Workflow
|
Sep 21, 2021 |
|
3. How To Reach The Peak of Your Wealth Management Pyramid
|
Sep 07, 2021 |
|
2. From Prospect to Client – Welcome to SEIA
|
Aug 24, 2021 |
|
1. Introducing The Millionaire Next Door with Robert Curtiss, CFP®, AIF®, CWS®
|
Aug 10, 2021 |