The Millionaire Next Door
Latest Episodes
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,
The Power of Personalized Retirement Planning with Jordan Cross (Ep. 38)
Having a retirement plan is the first step in building your future. But do you have the right plan? How can small parts of a plan work together to transform a few hundred thousand into a seven-figure
As We Transition From Summer to Fall: Reflecting on Financial, Estate, Investment, and Tax Topics (Ep. 37)
At 37 episodes, The Millionaire Next Door Podcast has explored a multitude of topics, from financial planning tips to life-changing experiences and lessons. Each conversation contains helpful informa
Revolutionizing Financial Planning For The Aging Population with Tom West (Ep. 36)
Whether you or a loved one is reaching a point where you need more care, it may be challenging (but not impossible!) to find the right plan for your needs. What strategy is the best? How much will it
Is Private Lending the Future of Investments? with Phil Hasbrouck (Ep. 35)
Are you interested in exploring the future of the financial and investment landscape and the contribution the private lending arena can bring to the field? In this episode, Rob Curtiss is joined by P
The Impact of The Media on Investment Decisions (Ep. 34)
Have you ever come across a news article that highlights the latest investment opportunities? Or seen news reports warning about certain stocks that could impact your portfolio? The real question you
Unveiling the Fiduciary Approach of Signature Estate and Investment Advisors (SEIA) (Ep. 33)
Financial and investment advisors are all about creating the best financial plan for their clients needs. But how does Signature Estate and Investment Advisors (SEIA) set themselves apart from the c
Brand Advocacy: Here’s Everything You Need To Know with Chase Griffin (Ep. 32)
Think about what attracts us to products: From the people talking about it to the social media content promoting it. The truth is that content creators and content creation plays a significant role i
Let’s Communicate Before We’re Gone with Pat Miles Zimmerman (Ep. 31)
Can you imagine being in a situation where your spouse passes away, and you have no idea about their finances? It can be an overwhelming and complex journey, to say the least. In this episode, Pat Mi
Saving on Taxes to Retain Wealth with Tony Watson (Ep. 30)
We all want to save as much as possible before heading into retirement. So, how to protect the wealth we save from high tax rates? In this episode, Robert Curtiss is joined by Tony Watson, senior tax