The Millionaire Next Door
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.
Private Commercial Real Estate After the Market Reset with PGIM’s Andrew Garten (Ep. 104)
Commercial real estate has repriced, but the opportunity isn’t the same across every property type or market.
What should investors weigh before adding it to a long-term portfolio?
In this episode, Robert Curtiss speaks with Andrew Garten, Alternative Investment Specialist at PGIM, about the case for private commercial real estate after the 2022 to 2024 market reset. They cover where PGIM sees demand across housing, senior living, medical offices, logistics, and necessity-based retail.
Andrew explains how core real estate may combine income, growth, tax deferral, and lower correlation with stocks and bonds. They also add...
Behavioral Finance and Better Investment Decisions with Devin Ekberg, CFA, CPWA, CIMA (Ep. 103)
Have you ever wondered why making good financial decisions can feel so difficult, especially when markets become uncertain?
Even experienced investors can find emotions influencing their decisions during uncertain markets.
In this episode, Robert Curtiss welcomes Devin Ekberg, Senior Vice President and Senior Consultant in Advisor Education at PIMCO, for a thoughtful discussion about behavioral finance and the psychology behind investing. Together, they explain how fear, excitement, cognitive bias, and decision-making influence financial outcomes.
They explore how advisors help clients stay focused during periods of uncertainty, why process often matters more than prediction, an...
Protecting Your Portfolio During Market Drawdowns with James St. Aubin, CFA®, CAIA® (Ep. 102)
What happens to your retirement portfolio when the next major market downturn arrives? Markets can spend years moving higher, making it easy to forget how quickly conditions can change. Preparing for uncertainty often starts long before volatility returns.
In this episode, Robert Curtiss speaks with James St. Aubin, CFA®, CAIA®, Chief Investment Officer and Portfolio Manager at Ocean Park Asset Management, about protecting portfolios during market declines without relying solely on traditional diversification.
They explore trend following strategies, downside risk management, investor psychology, portfolio construction, changing stock and bond correlations, the strengths and limitations of AI...
Private Credit and Its Role in a Diversified Portfolio with Phil Huber, CFA, CFP® (Ep. 101)
Private credit has become one of the fastest-growing areas of investing, yet it’s also surrounded by headlines that often create uncertainty.
How should long-term investors evaluate the opportunity? When does media attention reflect genuine risks, and when does it distract from the bigger picture?
In this episode, Robert Curtiss welcomes back Phil Huber, CFA, CFP®, Managing Director and Head of Portfolio Solutions at Cliffwater, to discuss private credit and its growing role in diversified portfolios. They explain why recent headlines about defaults, liquidity, and valuations deserve context, how private credit differs from traditional fixed-income inv...
How AI Robotics Could Change Investing and Everyday Life with Brendan Ahern (Ep. 100)
What happens when artificial intelligence moves beyond software and into the physical world?
As technology continues to evolve, many investors are asking how artificial intelligence could influence businesses, markets, and everyday life in the years ahead.
In this special 100th episode of The Millionaire Next Door Podcast, Robert Curtiss welcomes Brendan Ahern, Chief Investment Officer at KraneShares, to explore how AI-powered robotics are already being adopted across Asia and what those developments could mean for investors. Brendan shares firsthand observations from his firm’s research and his travels throughout Asia, discussing automation, manufacturing, demographics, healthcare, re...
Understanding the Latest Tax Law Changes with Nicole Green (Ep. 99)
Tax laws change often, but knowing which updates actually affect your finances can be difficult.
How do you know which deductions still apply, which strategies are worth considering, and when it’s time to have a planning conversation instead of simply filing a return?
In this episode, Robert Curtiss welcomes Nicole Green, Tax Advisor at Robert Hall, to discuss several tax law changes that could affect individuals, retirees, and business owners. They explain how recent updates may influence deductions, charitable giving, required minimum distributions, bonus depreciation, and year-round tax planning. They also explore why proactive co...
Market Momentum, AI Growth, and What’s Driving Markets Higher in 2026 (Ep. 98)
Markets continue reaching new highs, yet many investors remain hesitant to put money to work.
With headlines dominated by geopolitical conflict, rising oil prices, and rapid technological change, how do you separate emotion from opportunity?
In this episode, Robert Curtiss welcomes back Miles Clark, Senior Analyst at Nasdaq Dorsey Wright, to discuss the forces shaping today’s market environment. They explore momentum investing, relative strength, semiconductor leadership, AI-driven growth, energy sector performance, and market participation trends.
Miles shares how momentum strategies identify strong-performing assets, why all-time highs may not be a reason to stay...
Estate Planning Isn’t Done When You Sign the Papers with Brad Repinsky (Ep. 97)
Many people assume their estate planning is “done” once the documents are signed, but that’s actually only the beginning. This conversation explores what actually happens when financial, tax, and estate planning are all aligned.
In this episode, Robert Curtiss sits down with Brad Repinsky to break down how integrating financial planning, estate planning, and tax strategy can help create a more coordinated decision making for families over time.
Key takeaways:
Why a clear net worth snapshot can uncover gaps in your current plan How account titling and beneficiary designations can override estate documents What “...Private Credit, AI Concerns, and the Power of Diversification with Mark Gatto (Ep. 96)
Markets shift, headlines create noise, and uncertainty rises, but what actually matters when building a resilient portfolio?
How do you separate real risks from exaggerated fears and position yourself for long-term growth?
In this episode, Robert Curtiss welcomes back Mark Gatto, Chief Executive Officer at CION Investments, to discuss the growing attention to private credit and the role of diversification in uncertain markets. They explore how AI concerns are shaping investor sentiment, why fund structure and liquidity matter, and how infrastructure investing offers long-term opportunity.
Mark also shares insights on manager selection, underwriting d...
When Success Feels Like a Trap: The Hidden Emotional Side of Wealth with Stacey Inal (Ep. 95)
You can have the career, the income, and the life that looks perfect on paper, yet still feel something is missing.
Why do high achievers feel stuck, overwhelmed, or quietly unhappy despite their accomplishments?
In this episode, Robert Curtiss speaks with Stacey Inal, MA, MBA, LMFT, Licensed Psychotherapist and Women’s Career Coach, about the intersection of financial decisions and emotional health. They explore how burnout shows up in high performers, why social media fuels anxiety, and how “golden handcuffs” keep people stuck. Stacey also shares practical ways to reset your nervous system, reconnect with yourse...
AI and the Future of Financial Advice with Michael Cy (Ep. 94)
Technology is moving fast, and it’s raising big questions about how decisions get made. Can tools replace human judgment, or do they simply change how we think, plan, and act? In this episode, Robert Curtiss welcomes back Michael Cy, advisor consultant, about how artificial intelligence is shaping financial services and what it means for clients. …
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Sector Rotation, AI Spending, and What Market Momentum Is Telling Us with Miles Clark (Ep. 93)
Markets can feel calm on the surface while powerful shifts happen underneath. Are recent pullbacks a warning sign, or simply part of a broader rotation? In this episode, Robert Curtiss welcomes back Miles Clark of Nasdaq Dorsey Wright to break down sector rotation, weakening tech leadership, and renewed strength in international equities. They explore how …
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Private Markets and Long-Term Investing with Chris Schelling, CAIA (Ep. 92)
Long-term investing can feel more difficult when headlines are loud and markets seem unpredictable. What happens when investors stop reacting to daily noise and start thinking like institutions that plan decades ahead? In this episode, Robert Curtiss welcomes Chris Schelling, CAIA, Managing Director at Aksia, to explore how private markets have shaped institutional portfolios and …
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Opportunity Zones Explained: What’s Changing in 2027 and Why It Matters with Michael O’Shea (Ep. 91)
For investors facing concentrated wealth or future liquidity events, understanding tax-aware planning options matters long before decisions are required. Opportunity Zones are one of the most talked-about and least understood tools in that conversation. In this episode of The Millionaire Next Door Podcast, Robert Curtiss sits down with Michael O’Shea, CFA, Head of Private Wealth …
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Balancing Markets, Policy, and AI Spending in the 2026 Outlook Peter Repetto (Ep. 90)
Markets are entering a year shaped by crosscurrents, shifting signals, and unresolved questions. Economic strength, policy decisions, and investment concentration all point to a period that demands close attention and thoughtful positioning. In this episode, Robert Curtiss speaks with Peter Repetto, Vice President and Investment Strategist at iCapital, about their 2026 economic and market outlook. …
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Turning Equity Exposure Into Monthly Income With Auto Callable ETFs with Matt Kaufman (Ep. 89)
Reliable income is harder to find when markets shift, and traditional tools feel less predictable. Many investors are looking for new ways to generate cash flow without stepping away from equity exposure altogether. This week, Robert Curtiss welcomes Matt Kaufman, Head of ETFs at Calamos Investments, to explain how auto-callable strategies work and why they …
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The Real-World Guide to 1031 Exchanges with Damian Gallagher (Ep. 88)
If you own investment property in California, you may have wondered how to handle the built-up gain without losing a significant portion to taxes. Robert sits down with Damian Gallagher, Senior Vice President at Blue Rock, for a grounded, practical walkthrough of 1031 exchanges and DSTs. The conversation opens with the history of 1031 rules, …
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A Clear Look at the Trends Driving Markets and Daily Life with Bryce Gill (Ep. 87)
It is not often that an economic moment feels this confusing for everyday people, and Robert Curtiss knows it. That is why he brings economist Bryce Gill, economist and national speaker with First Trust Advisors, into a conversation that puts words to the shifts everyone is sensing but few can explain clearly. Robert approaches the …
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The Real Role of Private Credit in Portfolios with Tod Trabocco (Ep. 86)
When most investors think about private credit, they picture direct lending. But as Tod Trabocco, Head of Private Debt Advisory at StepStone Group, makes clear, it’s much more nuanced than that. With over two decades in the space, Tod walks us through the four silos of private credit, including corporate, asset-based, asset-backed, and risk-sharing strategies, …
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How Advisors Can Reach the Next Generation with Natasha Kennedy (Ep. 85)
Why do 90% of heirs walk away from their parents’ advisor? Robert Curtiss welcomes Natasha Kennedy, a former Wall Street professional turned mental health therapist, to explore why the Great Wealth Transfer is at risk of becoming the Great Disconnect. With $124 trillion poised to change hands in the next two decades, this episode tackles …
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How Cliffwater Is Democratizing Private Market Access with Phil Huber (Ep. 84)
Is private equity still worth it, and can everyday investors finally get access without the complexity? Robert Curtiss, CFP,® welcomes back Phil Huber, Managing Director and Head of Portfolio Solutions at Cliffwater, to unpack the rise of evergreen private equity funds, an innovation reshaping the private investing landscape. Phil explains how Cliffwater’s newly launched Evergreen …
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How to Invest Beyond the Magnificent Seven Stocks with Andrew Hull, CFA (Ep. 83)
As markets surge on the backs of the Magnificent Seven, are investors missing what’s happening off the radar? Robert Curtiss, CFP®, is joined by Andrew Hull, CFA, Vice President and ETF Strategist at First Trust, to unpack overlooked investment opportunities that may hold stronger long-term value than today’s most-hyped tech names. Andrew explains how today’s …
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Why Infrastructure May Be the Most Underrated Asset Class of 2025 (Ep. 82)
When electricity demand in the U.S. hit a record-breaking high on July 28th, 2025, it wasn’t a blip; it was a signal. In this powerful follow-up to Episodes 69 and 78, Robert Curtiss welcomes back Michael Underhill, founder and CIO of Capital Innovations, to unpack the megatrends shaping the future of investing. From surging AI-driven …
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Why Private Markets Are Reshaping Investment Strategy in 2025 with Tony Davidow (Ep. 81)
What happens when public markets no longer provide the diversification they once promised? In this episode, Robert Curtiss, CFP®, is joined by Tony Davidow, Senior Alternatives Investment Strategist at the Franklin Templeton Institute, to explore the tectonic shifts transforming private markets. Tony shares insights from decades of experience working with institutional capital, family offices, and …
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Time vs. Timing the Market with Miles Clark (Ep. 80)
It’s the dog days of summer, but the market hasn’t gone to sleep. Robert Curtiss welcomes back frequent guest Miles Clark from Dorsey Wright for a timely conversation on where we are and where we might be headed. From all-time market highs to yellow-flag participation levels, this episode dives into the realities behind performance, volatility, …
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What the Second Half of 2025 Could Mean for Investors with Peter Repetto (Ep. 79)
Markets have been anything but predictable in 2025, yet resilience continues to surprise investors. In this midyear outlook episode, Robert Curtiss is joined by Peter Repetto, Vice President and Investment Strategist at iCapital, to unpack where the economy stands and where it may be heading next. With deep insights drawn from Peter’s team-wide strategy review, …
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The Ongoing Demand for Infrastructure Investments (Ep. 78)
A power shift is underway. And it is not just political or technological. In this episode of The Millionaire Next Door, host Robert Curtiss sits down with Michael Underhill, Chief Investment Officer at Capital Innovations, to explore the seismic transformation in infrastructure and energy investing. With humor, historical context, and deep industry insight, Michael compares …
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How You Can Build Better Returns in an Uncertain Economy with Zachary Levenick (Ep. 77)
In today’s financial world, headlines shift by the hour, and uncertainty feels like the new norm. But what if this volatile environment is actually full of opportunity? In this insightful episode, Robert Curtiss speaks with Zachary Levenick, a seasoned hedge fund executive turned family office investor, about why today’s market isn’t just chaotic, it’s promising. …
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What You Need to Know About Private Credit with Mark Gatto (Ep. 76)
With public markets still shaky despite recent rebounds, many investors are looking for more stability, without sacrificing returns. In this timely episode, Robert Curtiss sits down with Mark Gatto, co-founder and co-CEO of CION Investments, to unpack how private credit and infrastructure investing can offer stable, reliable alternatives for individual investors. They discuss the growing …
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Identity Theft: Why It’s Inevitable And What You Can Do About It with Robert Brennan (Ep. 75)
It’s not if you’ll face identity theft, it’s when. In this powerful episode, Robert Curtiss sits down with seasoned trial attorney Robert Brennan, an experienced professional in identity theft cases, to unpack the alarming realities of this modern-day crime. From fraud rings targeting disaster victims to the surprising statistic that nearly every American’s data is …
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Reading the Market’s Pulse: Breadth, Signals, and Smart Strategy with Miles Clark (Ep. 74)
What do market recoveries, pilot training, and emotional discipline have in common? In volatile times, they all remind us that trusting your instruments and your process can make all the difference. In this quarterly market check-in, host Robert Curtiss, CFP®, welcomes back recurring guest Miles Clark of Dorsey Wright to unpack what’s happening beneath the …
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2025 Economic Insights From Senior Economist, Strider Elass (Ep. 73)
Where is the economy headed amidst all this uncertainty? Well, who better to ask than a Senior Economist! Robert Curtiss sits down with Strider Elass, a Senior Economist from First Trust, to navigate the financial landscape we’re seeing so far in 2025. They discuss the implications of recent policy decisions, historic market volatility, and what …
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How To Cut Through Modern-Day Financial Noise with Gary Sinderbrand (Ep. 72)
In a world filled with financial noise, how do you know which signals actually matter? Join Robert Curtiss as he chats with Gary Sinderbrand, a seasoned financial professional with roots going back to their days at Merrill Lynch. They unravel years of insights on keeping your financial journey on track. Delving into tales from the …
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Behind the Mic: Robert Curtiss’ Journey (Ep. 71)
Who is the man behind the mic? In today’s episode, we pull back the curtain on Robert Curtiss’s journey—from a public policy graduate to a trusted financial advisor. Along the way, he shares hard-earned lessons on diligence, adaptability, and finding harmony between career and personal life. Robert dives into the intersection of marriage and money, …
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How to Build a Diversified Investment Portfolio with Phil Huber, CFA, CFP®(Ep.70)
Are you ready to unlock the potential of alternative investments in your portfolio? Join Robert Curtiss as he sits down with repeat guest Phil Huber from Cliffwater to explore the dynamic world of alternative investments. The episode delves into the benefits of diversification, the current volatility in global markets, and the strategic role of private …
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The Role of Infrastructure in a Diversified Investment Portfolio with Matthew Moreno and Jake Kelsall (Ep.69)
What if you could tap into the infrastructure of tomorrow, today? As Americans, it’s fair to say that some of our infrastructure and urban grids are outdated and must be invested in and updated. How can you incorporate infrastructure in your portfolio? Join Robert Curtiss and portfolio managers Matthew Moreno and Jake Kelsall from StepStone …
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The Future of Venture Capital with Anthony Giambrone and Stephen West (Ep.68)
Want to know how venture capital is reshaping the future? Join us as we explore this dynamic landscape with industry experts. Robert Curtiss, CFP®, sits down with Stephen West and Anthony Giambrone from StepStone to demystify venture capital. They explore how this dynamic sector, historically the reserve of institutions, is becoming more accessible. Discover how …
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Unveiling Real Estate Secrets with Michael Bell (Ep.67)
What are the mistakes you could be making when selling your home? Host Robert Curtis sits down with Michael Bell, a seasoned real estate broker from Sotheby’s in Southern California and author of “Seller Mistakes: What You Were Never Told About Selling Your Home and Why It Should Matter to You.” Michael brings to light …
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Financial Trends to Watch in 2025 with Miles Clark (Ep.66)
What does the future hold for the stock market in 2025? Robert Curtiss chats with Miles Clark, a research analyst from Nasdaq Dorsey Wright, known for their expertise in technical analysis and momentum-based trading. Dive into the emerging financial themes of 2025 as Miles offers a glimpse into the factors impacting the market landscape, emphasizing …
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Mastering the Art of Listening with Matt Halloran (Ep. 65)
What happens when you truly listen? Are you truly listening or just waiting for your turn to speak? Robert Curtiss speaks with Matt Halloran, co-founder of ProudMouth, about the art and power of listening. Matt, fresh off releasing his new book “Shut the F Up and Listen,” dives into the epidemic of loneliness and how …
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