The Millionaire Next Door

Robert Curtiss
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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.

  1. HACE 3 DÍAS

    How 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 … Read More Read More

    36 min

  2. 29 OCT

    How 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 … Read More Read More

    46 min

  3. 15 OCT

    The 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 … Read More Read More

    52 min

  4. 1 OCT

    How 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, … Read More Read More

    35 min

  5. 10 SEPT

    The 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 … Read More Read More

    39 min

  6. 27 AGO

    Getting 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 … Read More Read More

    29 min

  7. 13 AGO

    Navigating 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 … Read More Read More

    39 min

  8. 30 JUL

    The 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 … Read More Read More

    52 min
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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.

Información

  • Creador
    Robert Curtiss
  • Años de actividad
    2021 - 2024
  • Episodios
    60
  • Clasificación
    Apto
  • Copyright
    © Copyright 2021 The Millionaire Next Door
  • Mostrar sitio web
    The Millionaire Next Door

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