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.

Episodes

Why Private Markets Are Reshaping Investment Strategy in 2025 with Tony Davidow (Ep. 81)

September 11, 2025 • 36 mins

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 …

Time vs. Timing the Market with Miles Clark (Ep. 80)

August 26, 2025 • 33 mins

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)

August 11, 2025 • 36 mins

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, …

The Ongoing Demand for Infrastructure Investments (Ep. 78)

July 28, 2025 • 39 mins

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 …

How You Can Build Better Returns in an Uncertain Economy with Zachary Levenick (Ep. 77)

July 8, 2025 • 32 mins

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. …

What You Need to Know About Private Credit with Mark Gatto (Ep. 76)

June 16, 2025 • 36 mins

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)

June 6, 2025 • 43 mins

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 …

Reading the Market’s Pulse: Breadth, Signals, and Smart Strategy with Miles Clark (Ep. 74)

May 29, 2025 • 39 mins

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 …

2025 Economic Insights From Senior Economist, Strider Elass (Ep. 73)

May 13, 2025 • 33 mins

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)

April 30, 2025 • 58 mins

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)

April 15, 2025 • 42 mins

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)

April 1, 2025 • 42 mins

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)

March 18, 2025 • 36 mins

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)

March 5, 2025 • 28 mins

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 …

Unveiling Real Estate Secrets with Michael Bell (Ep.67)

February 25, 2025 • 38 mins

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)

January 21, 2025 • 38 mins

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)

January 8, 2025 • 34 mins

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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Elevate Your Business with Insightful Accounting and Planning Tips with Ilona and Takaya Brunner (Ep. 64)

December 24, 2024 • 44 mins

How do you run a successful business without sacrificing your personal life? Many struggle to find the answers to this question… Robert Curtiss brings on Ilona and Takaya Brunner, a dynamic CPA duo, to share their inspiring journey and unique approach to balancing work and life as business owners. They dive into how they help …

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

December 10, 2024 • 41 mins

As the financial world becomes increasingly interconnected, true wealth management goes beyond portfolios—it’s about clarity, relationships, and forward-thinking strategies. Robert Curtiss and Mike Cy take us into the heart of their holistic approach to financial planning, showcasing the tools and processes that empower clients to achieve confidence in their financial futures. They uncover how cutting-edge …

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

November 26, 2024 • 32 mins

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 Trading Operations, and Tony Nguyen, Senior Trader at SEIA, to uncover the meticulous strategies behind SEIA’s trading desk. Together, they break down how high-touch execution, …

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The Millionaire Next Door

Episodes

.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}Why Private Markets Are Reshaping Investment Strategy in 2025 with Tony Davidow (Ep. 81)

.css-r6mb8g{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:1;overflow:hidden;}Time vs. Timing the Market with Miles Clark (Ep. 80)

What the Second Half of 2025 Could Mean for Investors with Peter Repetto (Ep. 79)

The Ongoing Demand for Infrastructure Investments (Ep. 78)

How You Can Build Better Returns in an Uncertain Economy with Zachary Levenick (Ep. 77)

What You Need to Know About Private Credit with Mark Gatto (Ep. 76)

Identity Theft: Why It’s Inevitable And What You Can Do About It with Robert Brennan (Ep. 75)

Reading the Market’s Pulse: Breadth, Signals, and Smart Strategy with Miles Clark (Ep. 74)

2025 Economic Insights From Senior Economist, Strider Elass (Ep. 73)

How To Cut Through Modern-Day Financial Noise with Gary Sinderbrand (Ep. 72)

Behind the Mic: Robert Curtiss’ Journey (Ep. 71)

How to Build a Diversified Investment Portfolio with Phil Huber, CFA, CFP®(Ep.70)

The Role of Infrastructure in a Diversified Investment Portfolio with Matthew Moreno and Jake Kelsall (Ep.69)

The Future of Venture Capital with Anthony Giambrone and Stephen West (Ep.68)

Unveiling Real Estate Secrets with Michael Bell (Ep.67)

Financial Trends to Watch in 2025 with Miles Clark (Ep.66)

Mastering the Art of Listening with Matt Halloran (Ep. 65)

Elevate Your Business with Insightful Accounting and Planning Tips with Ilona and Takaya Brunner (Ep. 64)

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

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

Popular Podcasts

Why Private Markets Are Reshaping Investment Strategy in 2025 with Tony Davidow (Ep. 81)

Time vs. Timing the Market with Miles Clark (Ep. 80)