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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

35:14

Preserving Capital in Retirement with David Marra...

The Millionaire Next Door ·

2024/02/02

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

en-US

53:21

From Denial to Deliberate: Planning for Life’s Final...

The Millionaire Next Door ·

2024/01/09

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

en-US

41:06

How To Save Your Way To Freedom with Tyson Ray (Ep. 41)

The Millionaire Next Door ·

2023/12/05

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

en-US

43:27

The Benefits of 1031 Exchanges for Real Estate...

The Millionaire Next Door ·

2023/11/21

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

en-US

50:55

Trust and Transparency: The Foundation of a...

The Millionaire Next Door ·

2023/11/09

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

en-US

49:20

The Power of Personalized Retirement Planning with...

The Millionaire Next Door ·

2023/10/24

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

en-US

36:14

As We Transition From Summer to Fall: Reflecting on...

The Millionaire Next Door ·

2023/10/03

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

en-US

47:01

Revolutionizing Financial Planning For The Aging...

The Millionaire Next Door ·

2023/09/13

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

en-US

28:33

Is Private Lending the Future of Investments? with...

The Millionaire Next Door ·

2023/08/30

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 … Read More Read More

en-US

39:43

The Impact of The Media on Investment Decisions (Ep. 34)

The Millionaire Next Door ·

2023/08/01

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 … Read More Read More

en-US

29:58

Unveiling the Fiduciary Approach of Signature Estate...

The Millionaire Next Door ·

2023/07/18

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 … Read More Read More

en-US

27:11

Brand Advocacy: Here’s Everything You Need To Know...

The Millionaire Next Door ·

2023/07/04

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 … Read More Read More

en-US

46:17

Let’s Communicate Before We’re Gone with Pat Miles...

The Millionaire Next Door ·

2023/06/20

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 … Read More Read More

en-US

42:22

Saving on Taxes to Retain Wealth with Tony Watson...

The Millionaire Next Door ·

2023/06/06

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 … Read More Read More

en-US

32:37

The Role of Alternative Investments In Investment...

The Millionaire Next Door ·

2023/05/23

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 … Read More Read More

en-US

34:55

Measuring Longevity Risk: Here’s What You Need To...

The Millionaire Next Door ·

2023/05/09

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, … Read More Read More

en-US

30:06

Here’s What You Need To Know About Value-Added...

The Millionaire Next Door ·

2023/04/25

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 … Read More Read More

en-US

24:55

Exploring The Benefits of Direct Indexing with Sam...

The Millionaire Next Door ·

2023/04/11

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 … Read More Read More

en-US

29:29

The Many Facets of Insurance: Here’s What You Need To...

The Millionaire Next Door ·

2023/03/28

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 … Read More Read More

en-US

33:35

The SECURE Act 2.0 And Its Retirement Planning...

The Millionaire Next Door ·

2023/03/14

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 … Read More Read More

en-US

83 results

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