The Millionaire Next Door
Latest Episodes
Lessons From the Past: Exploring US Financial History with Mark Higgins, CFA, CFP® (Ep. 48)
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 Inve
Process-Oriented Financial Insights For Long-term Success with Will Gibson (Ep. 47)
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 th
Safeguard Your Wealth: Unraveling the Complexities of Estate Planning with April Rosenberry (Ep. 46)
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 Rosen
Compelling Investment Opportunities in Today’s Market with Ryan Issakainen (Ep. 45)
In todays 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
Learn How Alternative Investments Can Strengthen Your Portfolio with Joe Carey, CFA® (Ep. 44)
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
Preserving Capital in Retirement with David Marra (Ep. 43)
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 Cur
From Denial to Deliberate: Planning for Life’s Final Moments with Pat Miles Zimmerman (Ep. 42)
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. Its overwhelmingbut also immensely important! Join
How To Save Your Way To Freedom with Tyson Ray (Ep. 41)
Wealth isnt 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
The Benefits of 1031 Exchanges for Real Estate Investors with Joe Carey, CFA® (Ep. 40)
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
Trust and Transparency: The Foundation of a Successful Advisor-Client Relationship with Mike Cy (Ep. 39)
Advisors, are you currently evolving your business? What opportunities and information might your clients miss if you dont continue growing your practice? This week, Rob Curtiss brings back Mike Cy,