Shows
The Millionaire Next DoorOpportunity Zones Explained: What’s Changing in 2027 and Why It Matters with Michael O’Shea (Ep. 91)For investors facing concentrated wealth or future liquidity events, understanding tax-aware planning options matters long before decisions are required. Opportunity Zones are one of the most talked-about and least understood tools in that conversation.
In this episode of The Millionaire Next Door Podcast, Robert Curtiss sits down with Michael O’Shea, CFA, Head of Private Wealth at Origin Investments, to unpack one of the most misunderstood and potentially powerful tax planning tools available today: Qualified Opportunity Zones.
Together, they walk through how Opportunity Zones work, why the original structure created a temporary pause in interest, an...
2026-02-1732 minThe Millionaire Next DoorBalancing Markets, Policy, and AI Spending in the 2026 Outlook Peter Repetto (Ep. 90)Markets are entering a year shaped by crosscurrents, shifting signals, and unresolved questions. Economic strength, policy decisions, and investment concentration all point to a period that demands close attention and thoughtful positioning.
In this episode, Robert Curtiss speaks with Peter Repetto, Vice President and Investment Strategist at iCapital, about their 2026 economic and market outlook. They explore slowing labor trends alongside strong GDP growth, the role of AI investment, and how fiscal and monetary policy may influence markets.
The conversation also covers inflation risks, tariffs, and why selectivity across asset classes matters heading into a midterm e...
2026-02-0332 minThe Millionaire Next DoorTurning Equity Exposure Into Monthly Income With Auto Callable ETFs with Matt Kaufman (Ep. 89)Reliable income is harder to find when markets shift, and traditional tools feel less predictable. Many investors are looking for new ways to generate cash flow without stepping away from equity exposure altogether.
This week, Robert Curtiss welcomes Matt Kaufman, Head of ETFs at Calamos Investments, to explain how auto-callable strategies work and why they are gaining attention. They break down how equity-linked income differs from bonds, how coupons are generated, and where these tools may fit inside a portfolio. The conversation also covers risk considerations, tax treatment, and how ETFs are changing access to structured strategies.
2026-01-2028 minThe Millionaire Next DoorThe Real-World Guide to 1031 Exchanges with Damian Gallagher (Ep. 88)If you own investment property in California, you may have wondered how to handle the built-up gain without losing a significant portion to taxes.
Robert sits down with Damian Gallagher, Senior Vice President at Blue Rock, for a grounded, practical walkthrough of 1031 exchanges and DSTs. The conversation opens with the history of 1031 rules, then moves into what actually happens when you sell, how timelines work, and why so many investors struggle with the 45-day identification window.
Damian also explains DSTs in plain language, including when they might help reduce hands-on management and how they fit in...
2026-01-0641 minThe Millionaire Next DoorA Clear Look at the Trends Driving Markets and Daily Life with Bryce Gill (Ep. 87)It is not often that an economic moment feels this confusing for everyday people, and Robert Curtiss knows it.
That is why he brings economist Bryce Gill, economist and national speaker with First Trust Advisors, into a conversation that puts words to the shifts everyone is sensing but few can explain clearly. Robert approaches the discussion the same way he approaches client conversations. He slows things down, asks the questions people are wrestling with, and pulls out insights that make a complicated world easier to understand.
Together, Robert and Bryce explore how global supply chains a...
2025-12-2348 minThe Millionaire Next DoorThe Real Role of Private Credit in Portfolios with Tod Trabocco (Ep. 86)When most investors think about private credit, they picture direct lending. But as Tod Trabocco, Head of Private Debt Advisory at StepStone Group, makes clear, it’s much more nuanced than that.
With over two decades in the space, Tod walks us through the four silos of private credit, including corporate, asset-based, asset-backed, and risk-sharing strategies, using unforgettable examples like leasing aircraft and monetizing Van Halen’s music catalog.
Listeners will learn:
Why private credit offers control that public markets don’t
How bilateral negotiation changes risk dynamics
What recent high-profile defaults reveal (and what th...
2025-12-0943 minThe Millionaire Next DoorHow Advisors Can Reach the Next Generation with Natasha Kennedy (Ep. 85)Why do 90% of heirs walk away from their parents’ advisor?
Robert Curtiss welcomes Natasha Kennedy, a former Wall Street professional turned mental health therapist, to explore why the Great Wealth Transfer is at risk of becoming the Great Disconnect.
With $124 trillion poised to change hands in the next two decades, this episode tackles the emotional, behavioral, and generational blind spots advisors must navigate to retain relationships across family lines.
Expect insights on:
Why wealth transfer isn’t just about documents and dollars
How silence, secrecy, and emotional discomfort disrupt legacy
Small, powerful actio...
2025-11-2543 minThe Millionaire Next DoorHow Cliffwater Is Democratizing Private Market Access with Phil Huber (Ep. 84)Is private equity still worth it, and can everyday investors finally get access without the complexity?
Robert Curtiss, CFP,® welcomes back Phil Huber, Managing Director and Head of Portfolio Solutions at Cliffwater, to unpack the rise of evergreen private equity funds, an innovation reshaping the private investing landscape.
Phil explains how Cliffwater’s newly launched Evergreen Private Equity Index is giving advisors better visibility into performance, while opening doors for accredited and even unaccredited investors to tap into long-term private market strategies.
Expect an honest look at tradeoffs, manager due diligence, and the evo...
2025-11-1130 minThe Millionaire Next DoorHow to Invest Beyond the Magnificent Seven Stocks with Andrew Hull, CFA (Ep. 83)As markets surge on the backs of the Magnificent Seven, are investors missing what’s happening off the radar?
Robert Curtiss, CFP®, is joined by Andrew Hull, CFA, Vice President and ETF Strategist at First Trust, to unpack overlooked investment opportunities that may hold stronger long-term value than today’s most-hyped tech names.
Andrew explains how today’s market is historically concentrated and why that creates risk and opportunity. From the reshoring of American industry to massive grid upgrades and the rise of water-cooled data centers, this conversation clarifies themes that may shape the future of retu...
2025-10-2829 minThe Millionaire Next DoorWhy Infrastructure May Be the Most Underrated Asset Class of 2025 (Ep. 82)When electricity demand in the U.S. hit a record-breaking high on July 28th, 2025, it wasn’t a blip; it was a signal.
In this powerful follow-up to Episodes 69 and 78, Robert Curtiss welcomes back Michael Underhill, founder and CIO of Capital Innovations, to unpack the megatrends shaping the future of investing.
From surging AI-driven capital expenditures to the multi-trillion-dollar rebuild of America’s power grid, Michael outlines why infrastructure is no longer a “nice to have” but an essential portfolio diversifier. He explores how interest rate cycles, inflation, and the evolving definition of risk are impacting...
2025-09-2432 minThe Millionaire Next DoorWhy Private Markets Are Reshaping Investment Strategy in 2025 with Tony Davidow (Ep. 81)What happens when public markets no longer provide the diversification they once promised? In this episode, Robert Curtiss, CFP®, is joined by Tony Davidow, Senior Alternatives Investment Strategist at the Franklin Templeton Institute, to explore the tectonic shifts transforming private markets.
Tony shares insights from decades of experience working with institutional capital, family offices, and advisors. He breaks down the evolution of private equity, real estate debt, and evergreen structures and why today’s investors may be missing out on an illiquidity premium worth 3–5% per year.
From secondaries to real estate, digital infrastructure to target-date funds...
2025-09-1136 minThe Millionaire Next DoorTime vs. Timing the Market with Miles Clark (Ep. 80)It’s the dog days of summer, but the market hasn’t gone to sleep.
Robert Curtiss welcomes back frequent guest Miles Clark from Dorsey Wright for a timely conversation on where we are and where we might be headed.
From all-time market highs to yellow-flag participation levels, this episode dives into the realities behind performance, volatility, and how history favors the long view.
You’ll hear:
Why staying invested may beat trying to time the market
A 70+ year study that shows the power of consistent participation
What sector strength and declining breadth...
2025-08-2633 minThe Millionaire Next DoorWhat the Second Half of 2025 Could Mean for Investors with Peter Repetto (Ep. 79)Markets have been anything but predictable in 2025, yet resilience continues to surprise investors.
In this midyear outlook episode, Robert Curtiss is joined by Peter Repetto, Vice President and Investment Strategist at iCapital, to unpack where the economy stands and where it may be heading next.
With deep insights drawn from Peter’s team-wide strategy review, they explore how markets are absorbing trade volatility, policy shifts, and inflation risks and why there’s room for optimism. They also dive into key opportunities across both public and private markets, including middle-market buyouts, infrastructure, and asset-based lending.
Wha...
2025-08-1136 minThe Millionaire Next DoorThe Ongoing Demand for Infrastructure Investments (Ep. 78)A power shift is underway. And it is not just political or technological.
In this episode of The Millionaire Next Door, host Robert Curtiss sits down with Michael Underhill, Chief Investment Officer at Capital Innovations, to explore the seismic transformation in infrastructure and energy investing.
With humor, historical context, and deep industry insight, Michael compares this moment to Led Zeppelin’s debut, when a once-niche phenomenon suddenly became the main event. The episode unpacks the $112 trillion global energy transition, the exponential rise of AI-fueled electricity demand, and how public and private capital must unite to pow...
2025-07-2839 minThe Millionaire Next DoorHow You Can Build Better Returns in an Uncertain Economy with Zachary Levenick (Ep. 77)In today’s financial world, headlines shift by the hour, and uncertainty feels like the new norm.
But what if this volatile environment is actually full of opportunity?
In this insightful episode, Robert Curtiss speaks with Zachary Levenick, a seasoned hedge fund executive turned family office investor, about why today’s market isn’t just chaotic, it’s promising. From his global experience managing funds in New York, London, and Latin America, Zach shares his perspective on why volatility may actually signal better potential returns, if you know where to look.
They explore everythin...
2025-07-0832 minThe Millionaire Next DoorWhat You Need to Know About Private Credit with Mark Gatto (Ep. 76)With public markets still shaky despite recent rebounds, many investors are looking for more stability, without sacrificing returns.
In this timely episode, Robert Curtiss sits down with Mark Gatto, co-founder and co-CEO of CION Investments, to unpack how private credit and infrastructure investing can offer stable, reliable alternatives for individual investors.
They discuss the growing accessibility of alternative investments, the yield potential of private credit, and why “boring” may be the new smart in today’s market. Mark also shares how CION’s platform was designed specifically for individual investors, unlike most institutions that only cater to...
2025-06-1636 minThe Millionaire Next DoorIdentity Theft: Why It’s Inevitable And What You Can Do About It with Robert Brennan (Ep. 75)It’s not if you’ll face identity theft, it’s when.
In this powerful episode, Robert Curtiss sits down with seasoned trial attorney Robert Brennan, an experienced professional in identity theft cases, to unpack the alarming realities of this modern-day crime. From fraud rings targeting disaster victims to the surprising statistic that nearly every American’s data is already on the dark web, Brennan delivers a wake-up call for anyone who thinks they’re immune.
You’ll hear real-life stories of how identity theft happens, often from the people you trust most, and learn practical, ac...
2025-06-0643 minThe Millionaire Next DoorReading the Market’s Pulse: Breadth, Signals, and Smart Strategy with Miles Clark (Ep. 74)What do market recoveries, pilot training, and emotional discipline have in common?
In volatile times, they all remind us that trusting your instruments and your process can make all the difference.
In this quarterly market check-in, host Robert Curtiss, CFP®, welcomes back recurring guest Miles Clark of Dorsey Wright to unpack what’s happening beneath the surface of recent market turbulence. From sector rotations to investor behavior, this episode brings clarity without the noise.
Here’s what you can expect to learn by listening:
Why the S&P’s recent rebound may be maski...
2025-05-2939 minThe Millionaire Next Door2025 Economic Insights From Senior Economist, Strider Elass (Ep. 73)Where is the economy headed amidst all this uncertainty?
Well, who better to ask than a Senior Economist!
Robert Curtiss sits down with Strider Elass, a Senior Economist from First Trust, to navigate the financial landscape we’re seeing so far in 2025. They discuss the implications of recent policy decisions, historic market volatility, and what they could mean for your investments.
Other key conversation points include:
The impact of COVID-19 shutdowns and subsequent policy decisions on the current economic climate [04:17]
The “payback period” we’re entering due to recent economic stimuli [04:55]
The role of t...
2025-05-1333 minThe Millionaire Next DoorHow To Cut Through Modern-Day Financial Noise with Gary Sinderbrand (Ep. 72)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 trading floor to personal anecdotes from the ski slopes, Curtiss and Sinderbrand uncover strategies for managing financial anxieties and the importance of a disciplined, rules-based approach.
Key discussion points include:
Navigating financial fear in today’s world [00:05:00]
Effe...
2025-04-3058 minThe Millionaire Next DoorBehind the Mic: Robert Curtiss’ Journey (Ep. 71)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, emphasizing the power of shared values, mutual respect, patience, and flexibility in building a strong financial foundation with your partner.
Get ready for an inspiring conversation filled with wisdom, real-life experience, and practical advice on naviga...
2025-04-1542 minThe Millionaire Next DoorHow to Build a Diversified Investment Portfolio with Phil Huber, CFA, CFP®(Ep.70)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 debt and equity. Discover why modern investors can’t afford to ignore these opportunities and how they’ve helped portfolios remain robust amidst market uncertainty.
Other key discussions include:
Broad asset allocation outlook and capital market assumptions [00:01:52]
The r...
2025-04-0142 minThe Millionaire Next DoorThe Role of Infrastructure in a Diversified Investment Portfolio with Matthew Moreno and Jake Kelsall (Ep.69)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 Moreno and Jake Kelsall from StepStone Group as they unpack the robust world of private infrastructure. From bustling airports to critical utilities and the intricacies of renewable energies, this episode uncovers why private capital is taking the reins from government efforts in evolving our global in...
2025-03-1836 minThe Millionaire Next DoorThe Future of Venture Capital with Anthony Giambrone and Stephen West (Ep.68)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 venture opportunities can diversify your portfolio and how the VC landscape has transformed over the past decade.
Top takeaways include:
Difference between Private Equity and Venture Capital and why VC matters [04:58]
Today’s VC landscape and the democratization of inves...
2025-03-0528 minThe Millionaire Next DoorUnveiling Real Estate Secrets with Michael Bell (Ep.67)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 surprising insights and common pitfalls in the real estate industry that most sellers overlook.
Top takeaways include:
The truth behind common real estate practices and why they might not serve your best interests [00:01:49].
Why interviewing multiple agents is crucial...
2025-02-2538 min
Curtiss King ReactsKendrick Lamar's Super Bowl LIX Was The MOST WATCHED In NFL HISTORY!Kendrick Lamar's Super Bowl LIX Was The MOST WATCHED In NFL HISTORY! #kendricklamar #superbowl #NFL #curtissking 🔴 SUBSCRIBE TO CURTISSKINGTV: https://bit.ly/subcktv🛠️ JOIN THE DIYERS PATREON! / curtisskingtv Chapters:0:00 Kendrick Sets A Super Bowl Record!2:52 The World Celebrates 'Not Like Us'9:57 How Kendrick 'Haters' Sound12:27 Dave Free: Why Kendrick Didn't Perform HITS?15:27 How The Halftime Show Was Prepared18:02 Kendrick Uses GTA Cheat Code At Show?20:45 WeHustle Breaksdown Kendrick Halftime Show25:03 Sucoo's "Man At The Ga...
2025-02-121h 19The Millionaire Next DoorFinancial Trends to Watch in 2025 with Miles Clark (Ep.66)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 the art of reading the ‘Weight of the Evidence’ and what that data means moving into the next quarter.
Rob and Miles discuss:
The significance of momentum and how winners often keep winning
The evolving role of small caps and the conce...
2025-01-2138 minThe Millionaire Next DoorMastering the Art of Listening with Matt Halloran (Ep. 65)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 improved listening skills can pave the way to deeper connections and understanding.
Discussion points include:
The art of “Listening to Listen” and not just to respond
Understanding the five types of communicators: skydivers, hang gliders, water skiers, snorkelers, and scuba dive...
2025-01-0834 minThe Millionaire Next DoorElevate Your Business with Insightful Accounting and Planning Tips with Ilona and Takaya Brunner (Ep. 64)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 fellow entrepreneurs by taking the stress out of back-office tasks so business owners can focus on what truly matters.
From building a thriving practice while enjoying family life to seamlessly managing client relationships, this episode is packed with prac...
2024-12-2444 minThe Millionaire Next DoorWhy the Future of Financial Planning is Relationship-Focused with Mike Cy (Ep. 63)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 technology and adaptability redefine wealth strategies, even in a post-COVID world, while fostering enduring, multi-generational success.
Tune in and discover how a client-first, innovation-driven approach transforms financial advisory into a tool for lasting impact!
Key topi...
2024-12-1041 minThe Millionaire Next DoorPrecision, Performance, and People: Inside SEIA’s Process with Vince Reyes and Tony Nguyen (Ep. 62)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, trusted dealer relationships, and advanced tools drive superior client outcomes—even in volatile or illiquid markets.
So, tune in as they explore SEIA’s finely tuned trading operation, revealing how their client-first approach ensures precision and performance in every trade...
2024-11-2632 minThe Millionaire Next DoorHow to Tap into Private Investments with Bob Long (Ep. 61)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 it easier to access private equity, credit, real estate, and infrastructure. With features like seamless entry, daily asset valuation, and simplified tax reporting, these investments are transforming how investors build their portfolios.
Find out why diversifying into private mark...
2024-11-1236 minThe Millionaire Next DoorHow to Protect Your Loved Ones: Special Needs Trusts Explained with April Rosenberry (Ep. 60)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 and what they really mean for estate owners. Together, they examine why proactive estate planning is more critical than ever—especially for families with special needs beneficiaries.
Tune in as they also explore SEIA’s unique, holistic approach, revealing...
2024-10-2945 minThe Millionaire Next DoorThe Five Pillars of Performance with PJ Nestler (Ep. 59)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 holistic strategies can impact our financial and personal success while uncovering insights on financial planning, breaking mental barriers, and adopting a growth mindset for a more fulfilling life.
Talking points include:
How limiting beliefs c...
2024-10-1551 minThe Millionaire Next DoorHow To Invest Smart in Uncertain Times with Miles Clark (Ep. 58)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, Rob Curtiss teams up with Miles Clark from Nasdaq Dorsey Wright to reveal the strategies and tools you need to navigate the current economic landscape with confidence.
Key Highlights:
The Impact of Rate Cuts: While rate...
2024-10-0134 minThe Millionaire Next DoorThe World of International Parental Abduction with Fahi Takesh Hallin (Ep. 57)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 real-life scenarios regarding this often-overlooked area, providing you with vital information on how to safeguard against child abduction and what to do if it occurs.
Rob and Fahi discuss:
The intricacies of the Hague International Abduction Con...
2024-09-1039 minThe Millionaire Next DoorGetting the Most Out of Your Life Insurance Policy with Rob Haynie (Ep. 56)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 of Life Insurance Settlements, Inc., to discuss the concept of life settlements and how they can provide a financial alternative for policyholders.
Tune in and discover what a life settlement is, the key factors that influence its value, and ho...
2024-08-2729 minThe Millionaire Next DoorNavigating Alternative Investments with Phil Huber, CFA, CFP® (Ep. 55)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 and alternative investments.
Tune in as they cover the potential advantages of private investments while mentioning ways they can represent a valuable addition to a well-rounded portfolio, especially for those seeking a work-optional lifestyle.
Rob and P...
2024-08-1338 minThe Millionaire Next DoorThe Art of Understanding Fear with Kristen Ulmer (Ep. 54)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 up to big moments.
This week on The Millionaire Next Door, Kristen and Rob Curtiss dive into mastering your relationship with fear. Get ready to gain valuable insights into how the principles she learned over her life and now te...
2024-07-3052 minThe Millionaire Next DoorBalancing Health and Wealth, Catching up with Rob Curtiss (Ep. 53)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 the U.S. Federal Reserve’s balance sheet expansion, and pressing concerns surrounding the future of Social Security.
So, follow along to hear about Rob’s recent outreach to clients and how he plans to build upon those re...
2024-07-1629 minThe Millionaire Next DoorUnpacking Today’s Market Trends with Will Gibson (Ep. 52)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 of objective investing.
Tune in and hear real-life stories and data to help guide you through these times!
Rob and Will discuss:
May market performance
The concentration of market gains among mega-cap stocks
The anticipated effects of th...
2024-07-0227 minThe Millionaire Next DoorEssential Steps in Estate Planning with Roger Silk (Ep. 51)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 the essentials of estate planning.
Get ready to learn how to set up a secure and impactful legacy, understand the implications of the upcoming 2025 sunset of the Tax Cuts and Jobs Act of 2017, and explore strategies to mitigate ta...
2024-06-1846 minThe Millionaire Next DoorEpisode 50 Special: Caring for Aging Loved Ones with Mary WinnersDid 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 the importance of comprehensive planning for diminished capacity, whether physical or mental.
Get ready to hear practical advice and real-life anecdotes to learn how you can prepare for the future and strive for a brighter outcome for yourself and yo...
2024-06-0539 minThe Millionaire Next DoorNavigating the Ever-Changing Landscape of Market Trends with Will Gibson (Ep. 49)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 fascinating state of the financial markets.
From the subtle trends shaping the future of investing to the compelling force of interest rates and commodities, Will brings a wealth of knowledge and clarity to the complex world of finance.
Lis...
2024-05-0330 minThe Millionaire Next DoorLessons From the Past: Exploring US Financial History with Mark Higgins, CFA, CFP® (Ep. 48)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 history and the significance of understanding the past to make informed decisions in the present financial environment. So, tune in as Rob and Mark offer valuable perspectives for investors and financial professionals alike.
Rob and Mark discuss:
The...
2024-04-1632 minThe Millionaire Next DoorProcess-Oriented Financial Insights For Long-term Success with Will Gibson (Ep. 47)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 Nasdaq Dorsey Wright, joins host Robert Curtiss to navigate the world of technical analysis and trend-following strategies in investment management.
This episode offers valuable insights into leveraging data-driven decision-making and sticking to a systematic process to navigate mark...
2024-04-0235 minThe Millionaire Next DoorSafeguard Your Wealth: Unraveling the Complexities of Estate Planning with April Rosenberry (Ep. 46)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 financial strategies to safeguard your wealth and loved ones.
April shares her experience and insights on upcoming tax law changes while providing valuable tips to help you navigate the intricate world of estate planning.
Rob and Ap...
2024-03-2039 minThe Millionaire Next DoorCompelling Investment Opportunities in Today’s Market with Ryan Issakainen (Ep. 45)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 jump into the intricacies of thematic investing — a strategy that can potentially offer investors a pathway to capitalize on emerging market trends.
By dissecting the impact of behavioral biases on investment choices, Ryan provides listeners with strategies to identify under...
2024-02-2638 minThe Millionaire Next DoorLearn How Alternative Investments Can Strengthen Your Portfolio with Joe Carey, CFA® (Ep. 44)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 the role of alternative investments in portfolio diversification, covering private equity, private credit, real estate, and hedge funds. They tackle the complexities and due diligence required in these less regulated spaces, emphasizing the importance of professional guidance.
Talk...
2024-02-1340 minThe Millionaire Next DoorPreserving Capital in Retirement with David Marra (Ep. 43)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, specifically delving into David’s expertise in quantitative investment research and machine learning.
But that’s not everything! David and Rob also explore the importance of capital preservation and effective risk management, focusing on ensuring a stable stream of retirement incom...
2024-02-0235 minThe Millionaire Next DoorFrom Denial to Deliberate: Planning for Life’s Final Moments with Pat Miles Zimmerman (Ep. 42)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 Dying Well,” as they highlight the numerous challenges that follow the unexpected death of a loved one and help you plan for them — so you don’t have to learn them the hard way.
Rob and Pat explore...
2024-01-0953 minThe Millionaire Next DoorHow To Save Your Way To Freedom with Tyson Ray (Ep. 41)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 choice and comfort beyond the balance sheet.
Rob and Tyson explore:
Changing the meaning of financial success to match wealth with personal goals and dreams
Moving from careful saving to spending with confidence
The value o...
2023-12-0541 minThe Millionaire Next DoorThe Benefits of 1031 Exchanges for Real Estate Investors with Joe Carey, CFA® (Ep. 40)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 deferral strategy for real estate investors.
Rob and Joe discuss:
When should real estate investors consider using a 1031 exchange as a tax deferral strategy
Why would clients benefit from utilizing a 1031 exchange
What are the costs associated with different types of Delaware Statutory Trus...
2023-11-2143 minThe Millionaire Next DoorTrust and Transparency: The Foundation of a Successful Advisor-Client Relationship with Mike Cy (Ep. 39)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 it is valuable to both of them.
Listen in as they touch on the value of aligning and personalizing services to their client’s unique needs while addressing all things market volatility, geopolitical tensions, and alternative investment strat...
2023-11-0950 minThe Millionaire Next DoorThe Power of Personalized Retirement Planning with Jordan Cross (Ep. 38)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 president of CrossPlans.
In this episode, Jordan joins Rob Curtiss to talk about the current state of qualified retirement plans, why individuals need to start planning for retirement, and the role of financial advisors when it comes to b...
2023-10-2449 minThe Millionaire Next DoorAs We Transition From Summer to Fall: Reflecting on Financial, Estate, Investment, and Tax Topics (Ep. 37)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. Rob highlights how different aspects of planning evolve with changing needs and how his podcast provides valuable advice for existing and potential clients.
Rob discusses:
How his podcast and the stories on it can help people learn beneficial fi...
2023-10-0336 minThe Millionaire Next DoorRevolutionizing Financial Planning For The Aging Population with Tom West (Ep. 36)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 is joined by a fellow SEIA colleague from the East Coast, Tom West, who has developed a process to address the challenges of medical care and aging. Rob and Tom cover the importance of navigating dynastic issues within families and t...
2023-09-1347 min
Victorian Periodical ParadeS2 E5.03 Lady Audley's Secret Chapter 13 - StoryHello historians,
Today Owen narrates Chapter 13 of Lady Audley’s Secret
Published in the London Journal from 1863
The Victorian Periodical Parade podcast is a time traveling vessel, going back 160 years to see what folks were interested in, and how they lived their daily lives. As it turns out they were folks just like us, coming up with reasons to do things, reasons for why things happened, and attempting to make sense of it all. There is much that we can learn about our daily life, by reading sto...
2023-09-1216 minThe Millionaire Next DoorIs Private Lending the Future of Investments? with Phil Hasbrouck (Ep. 35)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 to the space. Phil also explains the opportunities and risks associated with investing in private debt, emphasizing the importance of conservative underwriting and its ability to navigate economic downturns.
Phil explores:
How private lending has grown to the mul...
2023-08-3028 minVictorian Periodical ParadeS2 E5.00 Lady Audley's Secret Chapter 10Hello hello lovely people,
Today Owen reads Chapter 10 of Lady Audley’s Secret
Published in the London Journal from 1863
The Victorian Periodical Parade travels back in time 160 years to see what folks were interested in reading, learning about, and how they lived their daily lives. They were folks just like us coming up with reasons to do things, reasons for why things happened, and making sense of it all. There is much that we can learn about daily life in the Victorian Era simply from reading their stories. So far Lad...
2023-08-0110 minThe Millionaire Next DoorThe Impact of The Media on Investment Decisions (Ep. 34)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 well-diversified portfolio and long-term investment goals. He reveals the role of the media in investment decisions, how it can generate panic and lead to bad investment choices as well as how the media focuses on viewership rather than good investment...
2023-08-0139 minThe Millionaire Next DoorUnveiling the Fiduciary Approach of Signature Estate and Investment Advisors (SEIA) (Ep. 33)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 prioritize clients’ best interests.
Tune in and explore the firm’s investment strategies to help clients gain the most from their portfolios.
Rob discusses:
What it means to be a full fiduciary and independent...
2023-07-1829 minThe Millionaire Next DoorBrand Advocacy: Here’s Everything You Need To Know with Chase Griffin (Ep. 32)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 year. Chase reveals how he built himself up as a brand ambassador and what his role means for companies looking to work with him.
Listen in as Chase details how students are becoming more involved with marketing strategies th...
2023-07-0427 minVictorian Periodical ParadeS2 E4.02 Lady Audley's Secret - Chapter 8Hallu Hallu,
Today Owen reads Chapter 8 of Lady Audley’s Secret
Published in the London Journal from 1863
Welcome back to Victorian Periodical Parade, 160 years ago folks were still interested in royal weddings, wildlife, and how to wear your hair to your wedding reception. They were folks just like us coming up with reasons to do things, reasons for why things happened, and making sense of it all.
Today Owen reads Chapter 8 of Lady Audley’s Secret. Alicia Audley is determined to meet George Talboys and her f...
2023-06-2028 minThe Millionaire Next DoorLet’s Communicate Before We’re Gone with Pat Miles Zimmerman (Ep. 31)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 financial and legal components while navigating the fog of grief.
Sharing valuable insights from her book, “Before All Is Said And Done,” Pat reveals what she didn’t know about her husband’s estate and the problems that surfaced fr...
2023-06-2046 minThe Millionaire Next DoorSaving on Taxes to Retain Wealth with Tony Watson (Ep. 30)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 also unpacks some corporate strategies while detailing how transforming a corporation into an LLC provides new opportunities to secure wealth for the future.
Rob and Tony discuss:
When is a good time to incorporate entities into investment plans
How taxation...
2023-06-0642 minThe Millionaire Next DoorThe Role of Alternative Investments In Investment Planning with Sam Miller, CFA®, CFP®, CAIA® (Ep. 29)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 Estate & Investment Advisors (SEIA). Sam talks about the role of alternative investments in building (and diversifying) a portfolio and the ways they are being integrated within existing client investment plans.
Sam discusses:
What you need to k...
2023-05-2332 minVictorian Periodical ParadeS2 E3.03 - Lady Audley's Secret - Chapter 7Hey listener,
Today Owen Narrates "Lady Audley's Secret" Chapter 7
Written by Mary Elizabeth Braddon
Published in the London Journal 1863
Welcome back to the Victorian Periodical Parade. We have another reading from the London Journal for you today. My name is Owen and I have been assisting Kari Nixon, PhD, by reading the fiction portions of the 1863 bound annual edition of the London Journal. This is a nice collection of literature and news articles that connects present day folk to the Victorians of 160 years ago.
In Chapter 7 we find that...
2023-05-2327 minThe Millionaire Next DoorMeasuring Longevity Risk: Here’s What You Need To Know About SEIA’s Wealth GPS with Julia Fahlen (Ep. 28)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, Robert Curtiss is joined by fellow team member and wealth coordinator at SEIA, Julia Fahlen, to unpack the ins and outs of the firm’s Wealth GPS and its role in measuring their clients’ longevity risk to ensure they don’t r...
2023-05-0934 minThe Millionaire Next DoorHere’s What You Need To Know About Value-Added Service Teams with Mike Cy (Ep. 27)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 with like-minded advisors to achieve the best outcomes for their clients.
Listen in and discover how Rob’s relationship with his clients goes beyond their investments and the ways he leverages strategic partnerships within his business.
Rob and Mi...
2023-04-2530 minThe Millionaire Next DoorExploring The Benefits of Direct Indexing with Sam Miller, CFA®, CFP®, CAIA® (Ep. 26)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 investors.
Listen in as they delve into various cases of direct indexing, including its tax benefits, ESG customization, and active engagement with companies.
Sam discusses:
Direct indexing and how it allows investors to personalize and customize t...
2023-04-1124 minThe Millionaire Next DoorThe Many Facets of Insurance: Here’s What You Need To Know with Dana Dattola (Ep. 25)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 of insurance policies and outlines how it fits within financial and tax planning.
Listen in as Dana shares tips for managing and understanding your insurance policy while highlighting some must-know tips to increase your insurance protection.
Dana di...
2023-03-2829 minThe Millionaire Next DoorThe SECURE Act 2.0 And Its Retirement Planning Changes with Emily Vincent (Ep. 24)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 how the size of the company impacts the benefits of providing retirement plans to employees.
Emily discusses:
How the changes to the SECURE Act 2.0 impacts older retirement plans
Who is included in the automatic opt-in for company retirement accounts
How to...
2023-03-1433 minThe Millionaire Next DoorWhat You Should Know About ESG and SRI in Investment Planning with Sam Miller, CFA®, CFP®, CAIA® (Ep. 23)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 impact of environmental, social, and governance (ESG) and socially responsible investing (SRI) within portfolio planning and how personal beliefs influence investment planning.
Sam discusses:
How the term ESG entered the mainstream media
The value of aligning our ESG and SRI in...
2023-02-2826 minThe Millionaire Next DoorSECURE Act 2.0: Here’s What To Do Differently in 2023 (Ep. 22)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 your overall retirement picture.
Rob discusses:
How’s the SECURE Act 2.0 impacting required minimum distributions (RMDs)
When you might be able to accelerate your retirement savings
Legislative changes starting in 2024 (which you should start thinking about now)
Major changes around 529 plans, catch-up co...
2023-02-0725 minThe Millionaire Next DoorWhat’s Next For Retirement & Financial Planning (Ep. 20)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 how he balances service to others with service to himself while still focusing on providing clients the financial care they need.
Rob discusses:
His approach to creating an impeccable experience for his clients
What makes h...
2023-01-1020 minThe Millionaire Next DoorExpanding Investment Opportunities Through Effective Tax Planning with Sam Miller, CFA®, CFP®, CAIA® (Ep.19)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 options clients can consider, how they fit within portfolio planning, and the importance of including a tax planner in your investment planning.
Sam discusses:
His role at SEIA and his approach to portfolio construction and investment selection
How...
2022-12-2725 minThe Millionaire Next DoorLooking Into The Future of The Millionaire Next Door (Ep.18)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 outside of traditional finance, such as his podcast and all things client experience.
Rob discusses:
The elements he has added to his practice for the benefit of his clients
Ways he develops the relationship with clients to make th...
2022-12-1331 minThe Millionaire Next DoorCreating A Supportive Long-Term Care Plan with Anthony Ridd (Ep. 17)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 long-term care planning when it comes to financial planning. Anthony shares how the current life expectancy and a higher consciousness towards mental and physical health play a role in the what, when, where, and how of long-term care.
R...
2022-11-2926 minThe Millionaire Next DoorBeing Coachable with Mike Cy (Ep. 16)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 with his business coach Mike Cy from Pareto Systems. They unpack the importance of being coachable as a business leader while unveiling the pandemic and its role in helping advisors adapt to a new business model.
Ro...
2022-11-0851 minThe Millionaire Next DoorModernizing The Human Resources Role with Annissa Deshpande (Ep. 15)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 unpack the four aspects of modern human resources. Annissa outlines how she has combined her knowledge and creativity to write a fiction novel about modern HR while navigating everything you need to know about hiring in this post-pandemic era.
...
2022-10-1827 minThe Millionaire Next DoorFacing The Investment Storm (Ep.14)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 market becomes stormy. Rob unveils how he’s dealing with the current state of the economy as a person and a financial professional.
Rob discusses:
What types of conversations are advisors having with clients
The opportunity in unp...
2022-08-3037 min
HVAC Financial FreedomUsing the R&D Tax Credit to Recover Tens of Thousands in Overpaid Taxes with Robert CurtissWelcoming Robert Curtiss to the HVAC Financial Freedom podcast!
Robert Curtiss is the National Account Manager for Business Group Resources, a specialty accounting firm. He brings to his work a long and successful career as a small business owner, trainer and speaker, and consultant to small and mid-size businesses in the areas of marketing, operations, and organization.
In this episode, Robert taught us how to take advantage of the R&D tax credit and recover tens of thousands in overpaid taxes, and you'll also learn...
0:27 Introducing Robert Curtiss
2:33 Robert's Background and...
2022-08-2538 minThe Millionaire Next DoorThe Guide You Need to Take Advantage of Your Retirement Planning Benefits with Kevin Manahan, ASA, EA, MSEA (Ep.13)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 balance plans and taxes.
Rob and Kevin discuss:
Ways they tailor qualified retirement plans according to client needs and goals
The role of cash balance plans when it comes to selling your business in the future
The benefits of work...
2022-07-1931 minThe Millionaire Next DoorFinding The Right Fit (Ep. 12)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 relationships to benefit their financial planning. He dives into the personal as well as the professional aspect of working with clients according to their individual wants and needs.
Rob discusses:
Key pieces of information he provides dur...
2022-06-0736 minThe Millionaire Next DoorFinancial Concerns For The Current Generation (Ep.11)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 inflation, taxes, and investment planning as clients shift their routines. He shares what his company looks for in potential clients, along with concerns individuals bring up during a single call-in.
Rob discusses:
What you should know about his obj...
2022-05-1033 minThe Millionaire Next DoorThe 2022 Retirement Plan (Ep.10)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 the money we put in, and the importance of working alongside a support team that will help build an optimal retirement plan.
Rob discusses:
How the current turmoil and geopolitical upheaval influences the market
Reasons why investments a...
2022-04-1933 minThe Millionaire Next DoorRefining The Client Experience (Ep.9)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 and retirement planning and recounts examples of how he has provided clients with the personalized attention they need.
Robert discusses:
The three questions he is asking clients to refine his process
Reasons why advisors need to know what’s hap...
2022-03-2234 minThe Millionaire Next DoorThe Creation Of A Business Process (Ep. 8)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 on the importance of evolving and adapting to the current world and maintaining an objective mindset when it comes to managing money.
Robert discusses:
The importance of creating a process for a business
How his joy of surfing influenced...
2022-03-0831 minThe Millionaire Next DoorStepping Into The New Year With Meaningful Conversations (Ep. 7)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 year and what advisors and clients should consider as they move forward with their retirement and financial plans.
Robert discusses:
The value of meaningful conversations and advisor-client relationships
His 2022 company goals
How entitlement impacts wealth planning
The importance of including...
2022-01-2525 minThe Millionaire Next Door6. Goodbye 2021, Hello 2022!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 as the year comes to a close, and how he will personally close out the year. Rob also highlights the importance of personal health along with financial planning in the new year.
Rob discusses:
His personal goals for the future
His motivation in...
2021-12-2132 minThe Millionaire Next Door5. Do You Have The Right Financial Planning Process?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 own process, Rob mentions how he works alongside key experts to create individualized financial plans for clients.
Rob discusses:
The importance of clarity within your goals
Benefits of maintaining a support network outside of your business.
Who he...
2021-11-0931 minThe Millionaire Next Door4. How Self Care Can Improve Your WorkflowFeeling 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 for your financial plan and your physical health. Robert provides the tips and tricks you need to function optimally as you balance health and work while planning for a secure financial future.
Robert discusses:
The im...
2021-09-2141 minThe Millionaire Next Door3. How To Reach The Peak of Your Wealth Management PyramidA financial plan needs to be tailored to your individual needs.
If you’re wondering where to start and how to build your personalized plan, Robert Curtiss’ wealth management pyramid approach could provide you with the guidance you need.
In this episode, Robert reveals how he has helped his clients navigate the different stages of their wealth management from the principles of creating a financial plan to the benefits of wealth counseling. Robert highlights how each step of the wealth management pyramid contributes to the development of your overall plan.
Robert discusses:
The bu...
2021-09-0725 minThe Millionaire Next Door2. From Prospect to Client – Welcome to SEIAChoosing your financial advisor out of the hundreds pushing their services can be daunting. What should you be looking for as a prospective client?
In this episode, Robert Curtiss shares how he works with clients, from the first meeting to building long-standing relationships. Robert discusses the lessons he has learned from clients and other advisors throughout his career, and the importance of finding the right fit for both client and advisor.
Robert discusses:
How he meets new clients
Why not all potential clients are the right fit for his business
How the pandemic changed...
2021-08-2429 minThe Millionaire Next Door1. Introducing The Millionaire Next Door with Robert Curtiss, CFP®, AIF®, CWS®Welcome to The Millionaire Next Door, a podcast designed to help successful wealth accumulators looking to transition to a work-optional lifestyle by helping you build strategies for growing and maintaining your wealth.
In this inaugural podcast, meet Robert Curtiss, CFP®, AIF®, CWS®, a financial advisor with Signature Estate and Investment Advisors, LLC. Robert shares how he entered the financial services industry, how he helps clients create their financial plans, and who he is when he leaves the office.
Robert discusses:
How he got his start in the financial services industry
His approach to comprehensive fin...
2021-08-1032 min
The Tax Resolution Ninja ShowHow to Get R&D Tax Credit for Your Small Business with Robert Curtiss of Business Group ResourcesRobert Curtiss helps U.S. companies be more competitive by assisting them in getting the R&D tax credit they're entitled to. He is an Account Executive at Business Group Resources. Their company helps businesses identify and claim the incentives, rebates, and credits that Congress initially mandated in 1981. Robert is also a Centricity Certified Coach which allows him to help business owners develop strategic relationships and vibrant business networks for client referrals, new opportunities, and professional growth. In this episode… Many eligible small businesses are unaware that they are eligible for and are en...
2021-01-2016 min
Cultural Inertia 101Cousin CurtissThis is a Shout out to Cousin Curtiss aka Curtiss O Rorke--- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app--- Send in a voice message: https://anchor.fm/inspirenation21/messageSupport this podcast: https://anchor.fm/inspirenation21/support
2020-04-1103 min
3 Questions3 Questions w/ Robert Curtiss of Business Group ResourcesAre you a small business owner? Could you use some additional capital? Do you know anything about the Research & Development Credit of 1981? Have you ever even heard of it? If you hesitated in either answer, then you need to listen to this episode. Robert Curtiss joins and explains how he is able to find money for small business owners through this tax credit.
Robert, a fellow Temple Owl, works with Business Group Resources. They have helped over 5,000 business utilize this tax credit that 95%! of businesses don't know about.
2020-03-3118 min
The Practical Wealth ShowBuying a Franchise or a Business? with Robert CurtissIs buying a franchise the best financial decision for you? This and many other topics will be discussed on this brand new episode, on which Curtis is joined by a special guest, Robert Curtiss. Robert is a business broker who helps others buy and sell their businesses, properties and also helps them find all kinds of investing opportunities. Curtis' motto is what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
2019-08-1442 min