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
Long-term investing can feel more difficult when headlines are loud and markets seem unpredictable.
What happens when investors stop reacting to daily noise and start thinking like institutions that plan decades ahead?
In this episode, Robert Curtiss welcomes Chris Schelling, CAIA, Ma...
Opportunity 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 ...
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 the...
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 ...
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 wha...
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 ap...
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, ...
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 ...
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 r...
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.
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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 surgi...
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 instit...
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 pe...
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 ...
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 en...
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 todayR...
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 investor...
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 unpa...
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 u...
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 mark...
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