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
If you’re sitting on a large capital gain from appreciated stock, real estate, or the sale of a business, deciding what to do next can have tax and investment implications that extend well beyond the year of the sale. Timing, liquidity, investment structure, and your long-term plan all matter.
In this episode, Robert Curtiss talks with Nick Rosenthal, Co-C...
Commercial real estate has repriced, but the opportunity isn’t the same across every property type or market.
What should investors weigh before adding it to a long-term portfolio?
In this episode, Robert Curtiss speaks with Andrew Garten, Alternative Investment Specialist at PGIM, about the case for private com...
Have you ever wondered why making good financial decisions can feel so difficult, especially when markets become uncertain?
Even experienced investors can find emotions influencing their decisions during uncertain markets.
In this episode, Robert Curtiss welcomes Devin Ekberg, Senior Vice President and Senior Consulta...
What happens to your retirement portfolio when the next major market downturn arrives? Markets can spend years moving higher, making it easy to forget how quickly conditions can change. Preparing for uncertainty often starts long before volatility returns.
In this episode, Robert Curtiss speaks with James St. Aubin, CFA®, CAIA®, Chief Investment Officer and Port...
Private credit has become one of the fastest-growing areas of investing, yet it’s also surrounded by headlines that often create uncertainty.
How should long-term investors evaluate the opportunity? When does media attention reflect genuine risks, and when does it distract from the bigger picture?
In this episode, Rob...
What happens when artificial intelligence moves beyond software and into the physical world?
As technology continues to evolve, many investors are asking how artificial intelligence could influence businesses, markets, and everyday life in the years ahead.
In this special 100th episode of The Millionaire Next Door Podcast, ...
Tax laws change often, but knowing which updates actually affect your finances can be difficult.
How do you know which deductions still apply, which strategies are worth considering, and when it’s time to have a planning conversation instead of simply filing a return?
In this episode, Robert Curtiss welcomes Nicole Gr...
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,...
Opportunity Zones Explained: What’s Changing in 2027 and Why It Matters with Michael O’Shea (Ep. 91)
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