The Millionaire Next Door

Markets continue reaching new highs, yet many investors remain hesitant to put money to work. 

With headlines dominated by geopolitical conflict, rising oil prices, and rapid technological change, how do you separate emotion from opportunity?

In this episode, Robert Curtiss welcomes back Miles Clark, Senior Analyst at ...

Many people assume their estate planning is “done” once the documents are signed, but that’s actually only the beginning. This conversation explores what actually happens when financial, tax, and estate planning are all aligned.

In this episode, Robert Curtiss sits down with Brad Repinsky to break down how integrating financial planning, estate...

Markets shift, headlines create noise, and uncertainty rises, but what actually matters when building a resilient portfolio?

How do you separate real risks from exaggerated fears and position yourself for long-term growth?

In this episode, Robert Curtiss welcomes back Mark Gatto, Chief Executive Officer at CION Investments,...

You can have the career, the income, and the life that looks perfect on paper, yet still feel something is missing.

Why do high achievers feel stuck, overwhelmed, or quietly unhappy despite their accomplishments?

In this episode, Robert Curtiss speaks with Stacey Inal, MA, MBA, LMFT, Licensed Psychotherapist and Women&rsquo...

Technology is moving fast, and it’s raising big questions about how decisions get made.

Can tools replace human judgment, or do they simply change how we think, plan, and act?

In this episode, Robert Curtiss welcomes back Michael Cy, advisor consultant, about how artificial intelligence is shaping financial services a...

Markets can feel calm on the surface while powerful shifts happen underneath. Are recent pullbacks a warning sign, or simply part of a broader rotation?

In this episode, Robert Curtiss welcomes back Miles Clark of Nasdaq Dorsey Wright to break down sector rotation, weakening tech leadership, and renewed strength in international equities. They explore how moment...

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, Managing Director at Aksia, to explore how...

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,...

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 int...

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 ...

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 s...

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 dec...

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.

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.

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 re...