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.
Episodes
June 16, 2025 • 36 mins
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 …
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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 …
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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 …
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May 13, 2025 • 33 mins
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 …
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April 30, 2025 • 58 mins
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 …
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April 15, 2025 • 42 mins
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, …
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April 1, 2025 • 42 mins
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 …
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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 …
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March 5, 2025 • 28 mins
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 …
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February 25, 2025 • 38 mins
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 …
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January 21, 2025 • 38 mins
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 …
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January 8, 2025 • 34 mins
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 …
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December 24, 2024 • 44 mins
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 …
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December 10, 2024 • 41 mins
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 …
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November 26, 2024 • 32 mins
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, …
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November 12, 2024 • 36 mins
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 …
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October 29, 2024 • 45 mins
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 …
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October 15, 2024 • 51 mins
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 …
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October 1, 2024 • 34 mins
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, …
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September 10, 2024 • 39 mins
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 …
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