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PODCAST

The Millionaire Next Door

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.

business investing

All Episodes

41:23

Why the Future of Financial Planning is...

The Millionaire Next Door ·

2024/12/10

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

en-US

32:05

Precision, Performance, and People: Inside SEIA’s...

The Millionaire Next Door ·

2024/11/26

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

en-US

36:01

How to Tap into Private Investments with Bob Long...

The Millionaire Next Door ·

2024/11/12

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

en-US

45:49

How to Protect Your Loved Ones: Special Needs Trusts...

The Millionaire Next Door ·

2024/10/29

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

en-US

51:33

The Five Pillars of Performance with PJ Nestler (Ep. 59)

The Millionaire Next Door ·

2024/10/15

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

en-US

34:41

How To Invest Smart in Uncertain Times with Miles...

The Millionaire Next Door ·

2024/10/01

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

en-US

39:12

The World of International Parental Abduction with...

The Millionaire Next Door ·

2024/09/10

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

en-US

29:27

Getting the Most Out of Your Life Insurance Policy...

The Millionaire Next Door ·

2024/08/27

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

en-US

38:57

Navigating Alternative Investments with Phil Huber,...

The Millionaire Next Door ·

2024/08/13

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

en-US

52:11

The Art of Understanding Fear with Kristen Ulmer (Ep....

The Millionaire Next Door ·

2024/07/30

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

en-US

29:43

Balancing Health and Wealth, Catching up with Rob...

The Millionaire Next Door ·

2024/07/16

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

en-US

27:55

Unpacking Today’s Market Trends with Will Gibson (Ep....

The Millionaire Next Door ·

2024/07/02

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

en-US

46:05

Essential Steps in Estate Planning with Roger Silk...

The Millionaire Next Door ·

2024/06/18

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

en-US

39:09

Episode 50 Special: Caring for Aging Loved Ones with...

The Millionaire Next Door ·

2024/06/05

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

en-US

30:39

Navigating the Ever-Changing Landscape of Market...

The Millionaire Next Door ·

2024/05/03

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

en-US

32:14

Lessons From the Past: Exploring US Financial History...

The Millionaire Next Door ·

2024/04/16

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

en-US

35:03

Process-Oriented Financial Insights For Long-term...

The Millionaire Next Door ·

2024/04/02

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

en-US

39:16

Safeguard Your Wealth: Unraveling the Complexities of...

The Millionaire Next Door ·

2024/03/20

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

en-US

38:21

Compelling Investment Opportunities in Today’s Market...

The Millionaire Next Door ·

2024/02/26

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

en-US

40:46

Learn How Alternative Investments Can Strengthen Your...

The Millionaire Next Door ·

2024/02/13

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

en-US

83 results

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