47 episodes

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.

The Millionaire Next Door Robert Curtiss

    • Business
    • 5.0 • 5 Ratings

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.

    Lessons From the Past: Exploring US Financial History with Mark Higgins, CFA, CFP® (Ep. 48)

    Lessons 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 … Read More Read More

    • 32 min
    Process-Oriented Financial Insights For Long-term Success with Will Gibson (Ep. 47)

    Process-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 … Read More Read More

    • 35 min
    Safeguard Your Wealth: Unraveling the Complexities of Estate Planning with April Rosenberry (Ep. 46)

    Safeguard 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 … Read More Read More

    • 39 min
    Compelling Investment Opportunities in Today’s Market with Ryan Issakainen (Ep. 45)

    Compelling 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 … Read More Read More

    • 38 min
    Learn How Alternative Investments Can Strengthen Your Portfolio with Joe Carey, CFA® (Ep. 44)

    Learn 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 … Read More Read More

    • 40 min
    Preserving Capital in Retirement with David Marra (Ep. 43)

    Preserving 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, … Read More Read More

    • 35 min

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