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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

26:08

What You Should Know About ESG and SRI in Investment...

The Millionaire Next Door ·

2023/02/28

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 … Read More Read More

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25:04

SECURE Act 2.0: Here’s What To Do Differently in 2023...

The Millionaire Next Door ·

2023/02/07

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 … Read More Read More

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Protected: Here’s What You Need To Know About Estate...

The Millionaire Next Door ·

2023/01/24

There is no excerpt because this is a protected post.

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20:57

What’s Next For Retirement & Financial Planning (Ep. 20)

The Millionaire Next Door ·

2023/01/10

As time passes, client needs (and government regulations) surrounding retirement accounts change. So, what are some considerations advisors need to think about when it comes to building future retirement accounts? In this episode, Robert Curtiss looks into the future. From company improvements to how government changes to retirement accounts will impact 401(k) contributions. Rob shares … Read More Read More

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25:22

Expanding Investment Opportunities Through Effective...

The Millionaire Next Door ·

2022/12/27

Building tax strategies around investment plans provide a layer of security to reduce the cost of returns while allowing you to further invest that money. In this episode, Robert Curtiss is joined by Sam Miller, the director of research and marketing at Signature Estate & Investment Advisors (SEIA). Sam unpacks the different types of investment … Read More Read More

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31:01

Looking Into The Future of The Millionaire Next Door...

The Millionaire Next Door ·

2022/12/13

With everything that has happened in the past few years, financial planning firms have evolved — not only in the way they serve but also in where they are heading. In this episode, Robert Curtiss explores the past and future of his practice. He shares some areas his firm has expanded on, touching on aspects … Read More Read More

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26:28

Creating A Supportive Long-Term Care Plan with...

The Millionaire Next Door ·

2022/11/29

Humans have a longer life expectancy today compared to the last 20 years. However, the cost of long-term care and an increase in patients with dementia and Alzheimer’s has changed the way we consider long-term care planning. In this episode, Anthony Ridd from Crump Life Insurance Services joins Robert Curtiss to explain the role of … Read More Read More

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51:31

Being Coachable with Mike Cy (Ep. 16)

The Millionaire Next Door ·

2022/11/08

Whether it’s sports or business, a good coach or mentor can help you challenge yourself and raise the bar for your professional growth. A year ago, Robert Curtiss started working alongside a coach to up his business and come up with several systems and processes to better serve clients. In this episode, Rob sits down … Read More Read More

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27:09

Modernizing The Human Resources Role with Annissa...

The Millionaire Next Door ·

2022/10/18

The role of an HR professional has changed over the past few decades. While hiring the best talent is just one aspect of the job, the role of the human resources specialist now covers everything from legal compliance to workforce motivation. In this episode, Annissa Deshpande, the CEO of lōglab, LLC, joins Rob Curtiss to … Read More Read More

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37:21

Facing The Investment Storm (Ep.14)

The Millionaire Next Door ·

2022/08/30

When the waves become rocky, clients turn to their advisors for stability within their investments. But what about financial advisors? How do they feel when faced with the same situation? In this episode, Robert Curtiss shares insight into the role of financial advisors for clients, both in financial planning and as a pillar when the … Read More Read More

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31:12

The Guide You Need to Take Advantage of Your...

The Millionaire Next Door ·

2022/07/19

How flexible is your retirement plan? Would you send money to the government or your employees? In this episode, Robert Curtiss is joined by Kevin Manahan, vice president actuary at CMC Pension Professionals. Rob and Kevin unveil their collaborative approach to optimizing retirement plans for business owners and their employees with a focus on cash … Read More Read More

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36:05

Finding The Right Fit (Ep. 12)

The Millionaire Next Door ·

2022/06/07

Finding the right financial advisor who understands each individual needs can be a challenge for clients. Learn how Signature Estate and Investment Advisors (SEIA) creates an effective strategy when meeting potential clients in this week’s episode of The Millionaire Next Door. This week, Robert Curtiss shares his approach to finding the right client and building … Read More Read More

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33:09

Financial Concerns For The Current Generation (Ep.11)

The Millionaire Next Door ·

2022/05/10

We hear about stock prices, inflation, taxes, and the conflict between Russia and Ukraine on the news — all this with lots of numbers and information. Luckily, here’s where financial advisors like Rob Curtiss untangle the numbers to help clients move forward. In this episode, Rob dives into current world events, revealing their impact on … Read More Read More

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33:21

The 2022 Retirement Plan (Ep.10)

The Millionaire Next Door ·

2022/04/19

Our approach to saving for retirement and investing our money differs from the past. In this episode, Robert Curtiss dives into retirement and social security, revealing how current events impact where investments lie and individual priorities when it comes to savings. Robert unveils the different types of retirement accounts, the ways each is influenced by … Read More Read More

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34:54

Refining The Client Experience (Ep.9)

The Millionaire Next Door ·

2022/03/22

If there is one thing financial advisors have learned from the pandemic, it is the importance of adapting to their client needs. In this episode, Robert Curtiss shares his latest endeavors in refining and enhancing the client experience at Signature Estate and Investment Advisors. Rob reveals what his clients are looking for within their financial … Read More Read More

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31:05

The Creation Of A Business Process (Ep. 8)

The Millionaire Next Door ·

2022/03/08

In business, having the ability to replicate a process benefits more than the company. This process becomes the groundwork for building a business higher. In this episode, Robert Curtiss dives deeper into the creation of his business, revealing why he created a process and the replication possibilities. He shares how surfing influenced his process, focusing … Read More Read More

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25:01

Stepping Into The New Year With Meaningful...

The Millionaire Next Door ·

2022/01/25

As we look back to the past year, the knowledge gained from past experiences allows us to move forwards as we enter 2022. In this episode, Robert Curtiss shares the discussions he had over the past year and what his company is looking forward to in the new year. He recounts personal stories throughout the … Read More Read More

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32:10

6. Goodbye 2021, Hello 2022!

The Millionaire Next Door ·

2021/12/21

With 2021 coming to a close, we are looking towards the new year with hope — and walking along the path of our goals is an important part of our future. In this episode, Robert Curtiss shares his personal goals and expectations for 2022. He reveals his hopes for his business, his advice to clients … Read More Read More

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31:38

5. Do You Have The Right Financial Planning Process?

The Millionaire Next Door ·

2021/11/09

A solid financial planning process leads to financial security. But, who do you go to when you come across a step you are not familiar with? In this episode, Robert Curtiss shares everything you need to know about his financial planning process. Revealing the insights he has gathered from others and their influence within his … Read More Read More

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41:23

4. How Self Care Can Improve Your Workflow

The Millionaire Next Door ·

2021/09/21

Feeling tired midday is one sign that you don’t have a very good work/life balance. The same goes for your financial planning—burnout will impact the success of your plan. But, having a process is key to granting you the success you want. In this episode, Robert Curtiss dives into the importance of having a process … Read More Read More

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83 results

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