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The Millionaire Next Door

Robert Curtiss

86 episodes

1 week ago

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.

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All content for The Millionaire Next Door is the property of Robert Curtiss and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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.

Show more...

Episodes (20/86)

The Millionaire Next Door

A Clear Look at the Trends Driving Markets and Daily Life with Bryce Gill (Ep. 87)

1 week ago

48 minutes 57 seconds

The Millionaire Next Door

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, … Read More Read More

3 weeks ago

43 minutes 17 seconds

The Millionaire Next Door

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 … Read More Read More

1 month ago

43 minutes 14 seconds

The Millionaire Next Door

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 … Read More Read More

1 month ago

30 minutes 40 seconds

The Millionaire Next Door

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 … Read More Read More

2 months ago

29 minutes 45 seconds

The Millionaire Next Door

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 … Read More Read More

3 months ago

32 minutes 44 seconds

The Millionaire Next Door

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 … Read More Read More

3 months ago

36 minutes 30 seconds

The Millionaire Next Door

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, … Read More Read More

4 months ago

33 minutes 2 seconds

The Millionaire Next Door

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, … Read More Read More

4 months ago

36 minutes 58 seconds

The Millionaire Next Door

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 … Read More Read More

5 months ago

39 minutes 6 seconds

The Millionaire Next Door

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. … Read More Read More

6 months ago

32 minutes 51 seconds

The Millionaire Next Door

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 … Read More Read More

6 months ago

36 minutes 35 seconds

The Millionaire Next Door

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 … Read More Read More

7 months ago

43 minutes 4 seconds

The Millionaire Next Door

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 … Read More Read More

7 months ago

39 minutes 24 seconds

The Millionaire Next Door

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 … Read More Read More

7 months ago

33 minutes 43 seconds

The Millionaire Next Door

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 … Read More Read More

8 months ago

58 minutes 20 seconds

The Millionaire Next Door

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, … Read More Read More

8 months ago

42 minutes 49 seconds

The Millionaire Next Door

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 … Read More Read More

9 months ago

42 minutes 2 seconds

The Millionaire Next Door

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 … Read More Read More

9 months ago

36 minutes 45 seconds

The Millionaire Next Door

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 … Read More Read More

10 months ago

28 minutes 53 seconds