The Millionaire Next Door

Robert Curtiss

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.

47 odcinki(-ów)

Lessons From the Past: Exploring US Financial History with Mark Higgins, CFA, CFP® (Ep. 48)
16.04.2024
32:14
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
Process-Oriented Financial Insights For Long-term Success with Will Gibson (Ep. 47)
2.04.2024
35:03
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
Nie przegap odcinka z kanału “The Millionaire Next Door”! Subskrybuj bezpłatnie w aplikacji GetPodcast.
Safeguard Your Wealth: Unraveling the Complexities of Estate Planning with April Rosenberry (Ep. 46)
20.03.2024
39:16
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
Compelling Investment Opportunities in Today’s Market with Ryan Issakainen (Ep. 45)
26.02.2024
38:21
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
Learn How Alternative Investments Can Strengthen Your Portfolio with Joe Carey, CFA® (Ep. 44)
13.02.2024
40:46
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
Preserving Capital in Retirement with David Marra (Ep. 43)
2.02.2024
35:14
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
From Denial to Deliberate: Planning for Life’s Final Moments with Pat Miles Zimmerman (Ep. 42)
9.01.2024
53:21
We like to plan for education, weddings, raising children, and even retirement. But no one likes to plan for (or even talk about) the end of life. It’s overwhelming…but also immensely important! Join host Robert Curtiss and returning guest Pat Miles Zimmerman, author of “Before All Is Said and Done: Practical Advice on Living and … Read More Read More
How To Save Your Way To Freedom with Tyson Ray (Ep. 41)
5.12.2023
41:06
Wealth isn’t about just numbers… Would you agree? Join host Robert Curtiss and special guest Tyson Ray, CFP®, CExP®, and CIMA® from FORM Wealth Advisors in this eye-opening episode of The Millionaire Next Door! Together, they unravel the lesser-known aspects of wealth management while talking about their approach to guiding individuals toward a life of … Read More Read More
The Benefits of 1031 Exchanges for Real Estate Investors with Joe Carey, CFA® (Ep. 40)
21.11.2023
43:27
Have you heard about 1031 exchanges? Leveraging this strategy correctly could help investors sell and reinvest without facing capital gains taxes — thereby preserving wealth. Join Robert Curtiss with guest Joe Carey, alternative investment specialist at Signature Estate & Investment Advisors, LLC, as they talk about the benefits and complexities of 1031 exchanges, a tax … Read More Read More
Trust and Transparency: The Foundation of a Successful Advisor-Client Relationship with Mike Cy (Ep. 39)
9.11.2023
50:55
Advisors, are you currently evolving your business? What opportunities and information might your clients miss if you don’t continue growing your practice? This week, Rob Curtiss brings back Mike Cy, a returning guest and business consultant at Pareto Systems. Rob and Mike discuss the importance of communication and building relationships with clients and explain why … Read More Read More

Więcej odcinków

Odkrywaj najlepsze podcasty dzięki bezpłatnej aplikacji GetPodcast.

Subskrybuj ulubione podcasty, słuchaj odcinków offline i sprawdzaj najlepsze polecane podcasty.

Polityka prywatności
Informacja prawna
Polska

The Millionaire Next Door

Robert Curtiss

47 odcinki(-ów)

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

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

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

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

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

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

From Denial to Deliberate: Planning for Life’s Final Moments with Pat Miles Zimmerman (Ep. 42)

How To Save Your Way To Freedom with Tyson Ray (Ep. 41)

The Benefits of 1031 Exchanges for Real Estate Investors with Joe Carey, CFA® (Ep. 40)

Trust and Transparency: The Foundation of a Successful Advisor-Client Relationship with Mike Cy (Ep. 39)