The Millionaire Next Door
Latest Episodes
Why the Future of Financial Planning is Relationship-Focused with Mike Cy (Ep. 63)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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