The Millionaire Next Door

The Millionaire Next Door


Latest Episodes

Why the Future of Financial Planning is Relationship-Focused with Mike Cy (Ep. 63)
December 10, 2024

As the financial world becomes increasingly interconnected, true wealth management goes beyond portfoliosits about clarity, relationships, and forward-thinking strategies. Robert Curtiss and Mike Cy

Precision, Performance, and People: Inside SEIA’s Process with Vince Reyes and Tony Nguyen (Ep. 62)
November 26, 2024

As financial markets grow more complex, the difference between a good trade and a great one lies in precision, relationships, and cutting-edge tools. Robert Curtiss welcomes Vince Reyes, Director of T

How to Tap into Private Investments with Bob Long (Ep. 61)
November 12, 2024

Private markets are no longer just for the financial elitetheyre now within reach of individual investors. But how do you make the most of this opportunity without missing out on serious growth? Thi

How to Protect Your Loved Ones: Special Needs Trusts Explained with April Rosenberry (Ep. 60)
October 29, 2024

As the 2026 estate tax law changes inch closer, the risk of costly financial missteps is rising for those who dont plan ahead. Failing to act now could mean losing millions in taxes. Robert Curtiss

The Five Pillars of Performance with PJ Nestler (Ep. 59)
October 15, 2024

Have you ever found yourself saying, Im not a runner or I cant? Weve all been there. But this episode of The Millionaire Next Door is about identifying these limiting beliefs to ultimately emb

How To Invest Smart in Uncertain Times with Miles Clark (Ep. 58)
October 01, 2024

A 50-basis-point rate cut has shaken up the market so what does that mean for your investments? With 11-12 rate hikes since March 2020 and a rapidly evolving economic landscape, uncertainty looms.

The World of International Parental Abduction with Fahi Takesh Hallin (Ep. 57)
September 10, 2024

International parental abduction sounds like something reserved for Netflix documentaries. But unfortunately, its more common than you think. In this installment of The Millionaire Next Door, Rob Cu

Getting the Most Out of Your Life Insurance Policy with Rob Haynie (Ep. 56)
August 27, 2024

Many believe that once you no longer need or can afford your life insurance policy, your only option is to let it lapse or surrender it for its cash value. But theres a better way life settlements

Navigating Alternative Investments with Phil Huber, CFA, CFP® (Ep. 55)
August 13, 2024

Private equity might sound complex, but it simply means investing in companies that arent listed on public stock exchanges. Are you ready to uncover the world of private equity and alternative invest

The Art of Understanding Fear with Kristen Ulmer (Ep. 54)
July 30, 2024

Think fear holds you back? Think again. The real obstacle isnt fear itself but your relationship with it. Much like the Olympians who are gearing up for the 2024 Summer Olympic Games in Paris, Kris