The Millionaire Next Door

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 address liquidity, allocation ranges, manager selection, and why local supply and demand can shape results. Andrew discusses: Why the 2022 to 2024 market reset may have improved pricing across selected commercial real estate sectors How senior housing, student housing, medical offices, and logistics reflect essential demand and limited supply How core real estate may combine income and growth while behaving differently from public stocks and bonds Why depreciation may defer part of private REIT income and affect an investor’s cost basis over time How liquidity needs, retirement timing, and portfolio goals can influence an appropriate real estate allocation And more! Resources: Educational videos (bottom of the page) Connect with PGIM :  LinkedIn: PGIM  Website: PGIM.com Connect with Robert Curtiss: [email protected] (626) 795-2944 About Robert Curtiss  LinkedIn: Robert Curtiss Facebook: Robert Curtiss SEIA LinkedIn: SEIA About Our Guest: Andrew Garten is an Alternative Investment Specialist at PGIM, the asset management business of Prudential Financial. With more than 20 years of experience, he focuses on helping investors understand opportunities across private markets, including commercial real estate. In his role, Andrew draws on PGIM’s global real estate platform and long operating history to explain how property type, location, income potential, tax treatment, and liquidity can affect an investment. He holds a Bachelor of Science in International Business Technology, International Studies, and French from the Pamplin College of Business.

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, and how thoughtful guidance can help people make clearer financial decisions over the long term. Key takeaways: How emotional and cognitive biases influence investment decisions during uncertain markets Why having a written investment process helps reduce reactive financial decisions over time How financial advisors help clients reframe fear into thoughtful, productive action Why trust, communication, and behavioral coaching strengthen long-term financial planning Books and behavioral finance concepts that help investors understand their own decision-making And more! Resources: Educational videos (bottom of the page) Thinking, Fast and Slow by Daniel Kahneman The Behavior Gap by Carl Richards The Behavioral Investor by Daniel Crosby Connect with Devin Ekberg: LinkedIn: Devin Ekberg Website: PIMCO Connect with Robert Curtiss: [email protected] (626) 795-2944 About Robert Curtiss  LinkedIn: Robert Curtiss Facebook: Robert Curtiss SEIA LinkedIn: SEIA About Our Guest: Mr. Ekberg is a senior vice president and senior consultant in advisor education at PIMCO. He provides training to financial professionals on advanced wealth planning topics, including retirement strategies, alternative investments, and goals-based wealth management. Prior to joining PIMCO in 2021, Mr. Ekberg was chief learning officer and managing director of professional development for the Investments & Wealth Institute (IWI), where he led the advisor education programs for advanced credentials in the financial industry. During his tenure at IWI, he oversaw the Certified Private Wealth Advisor (CPWA) certification education at the University of Chicago and led the acquisition and development of the Retirement Management Advisor (RMA) certification. He has 20 years of investment and financial services experience and holds a master’s degree from Creighton University. He is a CFA charterholder and holds the Certified Investment Management Analyst (CIMA) and CPWA designations.

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 investment tools, and why maintaining a disciplined investment process becomes increasingly important as retirement approaches. Key points: How trend following strategies seek to reduce large portfolio drawdowns through disciplined investment rules Why diversification alone may not provide enough protection during certain market environments How retirement timing changes an investor’s ability to recover from significant portfolio losses What recent bond market performance reveals about changing stock and bond correlations Why AI investing tools should support, rather than replace, thoughtful financial decision making And more! Resources: Educational videos (bottom of the page) Connect with James St. Aubin: LinkedIn: James St. Aubin Website: Ocean Park Asset Management Connect with Robert Curtiss: [email protected] (626) 795-2944 About Robert Curtiss  LinkedIn: Robert Curtiss Facebook: Robert Curtiss SEIA LinkedIn: SEIA About Our Guest: James St. Aubin, CFA®, CAIA®, is Chief Investment Officer and Portfolio Manager for Ocean Park Asset Management. He has oversight of all Investment Management department activities, in collaboration with Co-founders David Wright and Kenneth Sleeper. An experienced investment management executive, his career of more than 20 years includes leadership roles in asset allocation, manager research, and portfolio construction. James earned a Bachelor of Science in Finance from DePaul University and is a CFA® and CAIA® Charterholder.

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 investments, and why institutional investors continue to allocate to the asset class.  They also explore how long-term discipline, diversification, and a rules-based investment process can help investors separate meaningful information from market noise. Key takeaways: Why private credit has expanded as banks reduced lending to middle-market businesses How private credit generates returns through contractual income rather than stock-like appreciation Why institutional investors continue increasing allocations despite concerning headlines How diversification and manager selection can help reduce borrower-specific risks Why long-term discipline often leads to better investment decisions than reacting to headlines And more! Resources: Educational videos (bottom of the page) Connect with Phil Huber: LinkedIn: Phil Huber Website: Cliffwater Connect with Robert Curtiss: [email protected] (626) 795-2944 About Robert Curtiss  LinkedIn: Robert Curtiss Facebook: Robert Curtiss SEIA LinkedIn: SEIA About Our Guest: Phil Huber, CFA, CFP®, is the Managing Director and Head of Portfolio Solutions at Cliffwater, where he focuses on research, portfolio construction, and helping advisors and investors better understand private markets and alternative investments. He regularly analyzes topics including private credit, private equity, and portfolio diversification, translating complex investment concepts into practical insights for long-term investors. Through his research and industry commentary, Phil helps financial professionals evaluate alternative investment opportunities within disciplined, diversified portfolio strategies.

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, regulation, and the evolving relationship between the United States and China. Together, they examine how looking beyond headlines can help investors better understand long-term opportunities. Key takeaways: How AI-powered robotics are already being used across healthcare, transportation, and manufacturing Why demographic changes are accelerating automation in several countries around the globe How robotics manufacturing and AI technology create opportunities across different investment markets Why regulations will likely influence the pace of AI adoption across industries and countries How data-driven research can help investors separate headlines from long-term market trends And more! Resources: Educational videos (bottom of the page) Breakneck by Dan Wang Daily Note: China Last Night powered by KraneShares Connect with Brendan Ahern: LinkedIn: Brendan Ahern Website: KraneShares Connect with Robert Curtiss: [email protected] (626) 795-2944 About Robert Curtiss  LinkedIn: Robert Curtiss Facebook: Robert Curtiss SEIA LinkedIn: SEIA About Our Guest: Brendan Ahern is the Chief Investment Officer at KraneShares. Brendan joined KraneShares in 2013. Brendan leads the firm’s research and education efforts and actively works with investors on a variety of subjects ranging from asset allocation to trading to articulating the growing influence that index providers hold in the asset management industry. Prior experience includes over ten years with Barclays Global Investors (subsequently BlackRock’s iShares), which he joined in 2001 during the rollout of their ETF business. His career has spanned a period of tremendous growth for ETFs, which has contributed to his profound knowledge of the ETF landscape.  Brendan is considered a preeminent expert in global financial markets with a particular focus on China. He is a frequent visitor to China and actively maintains daily contact with a deep local research network comprised of investment banks, brokers, and regional and boutique research firms. He produces a daily update called China Last Night, which also appears as a column on Forbes.com. He is often sought after by leading business and financial outlets and regularly appears on CNBC and Bloomberg to discuss China’s capital markets. He is a frequent guest of Bloomberg Radio’s Daybreak Asia, and he is quoted in The Wall Street Journal and Investor’s Business Daily. Brendan graduated from the College of the Holy Cross and has a Master of Science in Financial Analysis from the University of San Francisco.

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 collaboration between financial advisors and tax professionals can help people make better decisions before the end of the year instead of reacting during tax season. Key takeaways: How recent SALT deduction changes may affect taxpayers in higher tax states and income brackets Ways bonus depreciation can fit into long-term planning instead of focusing on one tax year Why charitable giving strategies can reduce taxable income more efficiently than standard donations How tax planning conversations throughout the year may reduce unwanted surprises at filing time Why financial advisors and tax professionals often produce better outcomes when working together And more! Resources: Educational videos (bottom of the page) Connect with Nicole Green: LinkedIn: Nicole Green Website: Robert Hall & Associates [email protected] Connect with Robert Curtiss: [email protected] (626) 795-2944 About Robert Curtiss  LinkedIn: Robert Curtiss Facebook: Robert Curtiss SEIA LinkedIn: SEIA About Our Guest: After graduating with a Bachelor’s Degree of Science with a focus in Education, Nicole Green went on to earn her Master’s degree in Education and Educational Theory. Her love for learning led her into the tax industry. With the ever-evolving tax code and continual education, it was a perfect match for her. With almost a decade of experience in the tax world, Nicole Green holds a federal license as an Enrolled Agent tax practitioner, where she can advise, represent, and prepare tax returns for individuals, partnerships, corporations, and any other entity with tax-reporting requirements. Her knowledge in tax has been recognized in numerous publications, including The Wall Street Journal, HomeLight—an online real estate company that matches clients with local agents and provides home loans—and impact.com, a platform that helps influencers and content creators manage partnerships. Nicole has been featured in these outlets for her insightful tax advice and industry knowledge. Outside the office, Nicole is an avid traveler. She’s been to all 7 continents spanning 50 different countries. She enjoys cooking and trying new cuisines at food festivals around the world. Some of her other favorite activities include attending sporting events and the occasional shopping spree.

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 on the sidelines, and what narrowing market leadership could signal for investors moving forward. Key takeaways: How relative strength identifies leadership across equities, commodities, fixed income, and global markets Why semiconductor stocks continue driving market gains despite concerns about concentration levels How momentum strategies seek large winners while limiting the impact of underperforming holdings Why historical market performance often remains positive despite geopolitical conflict and uncertainty What narrowing market participation may reveal about the durability of the current market advance And more! Resources: Educational videos (bottom of the page) Connect with Miles Clark: LinkedIn: Miles Clark Nasdaq Dorsey Wright Connect with Robert Curtiss: [email protected] (626) 795-2944 About Robert Curtiss  LinkedIn: Robert Curtiss Facebook: Robert Curtiss SEIA LinkedIn: SEIA About Our Guest: Miles currently works as a Research Analyst for Nasdaq Dorsey Wright (DWA), a boutique investment advisory and asset management division of Nasdaq focused on providing quantitative strategies to Wall Street and professional money managers globally. Since 1987, DWA has been a recognized expert in relative strength and momentum through the application of Point & Figure (XO) charting, as well as a thought leader in tactical portfolio construction. Miles joined the DWA team as an intern in 2021 and now creates technical-based analysis and client-facing research in the firm’s Daily Market Analysis segment, with more focused coverage in the communication services, industrials and cryptocurrency spaces. Other areas of involvement to note include supplementing broad-based technical indicator and research projects and the creation of weekly media distributed to prospective clients.

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 “estate ease” means and why it matters for your family When strategies like QCDs and Roth conversions may help manage taxes How to think about wealth transfer across generations in a more intentional way And more! Resources: Educational videos (bottom of the page) Connect with Brad Repinsky: LinkedIn: Brad Repinsky LinkedIn: Signature Estate & Investment Advisors, LLC Connect with Robert Curtiss: [email protected] (626) 795-2944 About Robert Curtiss  LinkedIn: Robert Curtiss Facebook: Robert Curtiss SEIA LinkedIn: SEIA About Our Guest: Brad Repinsky is the Director of Estate, Tax, and Financial Planning at Signature Estate and Investment Advisors. With over 20 years of experience, including roles at Goldman Sachs and Fidelity, Brad specializes in helping high-net-worth and ultra-high-net-worth families navigate complex planning decisions. As a former attorney, he brings a unique perspective to integrating estate planning, tax strategy, and wealth management to help clients create clarity, efficiency, and long-term alignment with their goals. 

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 discipline, and how individual investors can access strategies once reserved for institutions. Key takeaways: How private credit continues gaining attention and why concerns around AI disruption may be overstated Why understanding fund structure, liquidity limits, and redemption mechanics is critical for investors How diversification across sectors and geographies helps reduce risk in changing market conditions The difference between direct investing and allocating capital to other managers in private markets Why infrastructure investing presents long-term growth potential across multiple sectors and assets And more! Resources: Educational videos (bottom of the page) Connect with Mark Gatto: LinkedIn: Mark Gatto CION Investments Connect with Robert Curtiss: [email protected] (626) 795-2944 About Robert Curtiss  LinkedIn: Robert Curtiss Facebook: Robert Curtiss SEIA LinkedIn: SEIA About Our Guest: Mark Gatto is Co-Founder, Co-Chief Executive Officer, and Co-President of CION Investment Group, CION Investment Corporation (CIC), and CION Grosvenor Infrastructure Fund. He is also a Director and Co-Chief Executive Officer of CION Ares Diversified Credit Fund (CADC). Mr. Gatto serves on the investment committee of CIC and the investment allocation committee of CADC. Mr. Gatto joined CION in 1999. He served as Executive Vice President and Chief Acquisitions Officer from May 2007 through January 2008. He served as Executive Vice President of Business Development from May 2006 through May 2007 and Vice President of Marketing from August 2005 through February 2006. He was also Associate General Counsel from November 1999 until October 2000. Previously, Mr. Gatto served as an executive at a leading international product development and marketing company from 2000 through 2003. Later, he co-founded a specialty business-consulting firm in New York City, where he served as its managing partner before re-joining CION in 2005. He was also an attorney in private practice prior to joining the firm. Mr. Gatto received an M.B.A. from the W. Paul Stillman School of Business at Seton Hall University, a J.D. from Seton Hall University School of Law, and a B.S. from Montclair State University.

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 yourself, and take the first step toward a more aligned life. Key takeaways: How high achievers can feel trapped by financial obligations despite outward success and stability Why burnout in successful people often hides behind high performance and daily productivity How social media and constant noise contribute to anxiety and poor decision-making The connection between emotional stress and financial behaviors like overspending or hoarding Simple practices to reset your mindset and reconnect with what you truly want And more! Resources: Educational videos (bottom of the page) Connect with Stacey Inal: LinkedIn: Stacey Inal Website: Stacey Inal Instagram: @staceyinal_inspiringwomen Connect with Robert Curtiss: [email protected] (626) 795-2944 About Robert Curtiss  LinkedIn: Robert Curtiss Facebook: Robert Curtiss SEIA LinkedIn: SEIA About Our Guest: Stacey Inal is a Licensed Psychotherapist, MBA, and Women’s Career Coach who works at the intersection of mental health, career transitions, and financial identity. With a background in corporate sales and business strategy, she brings both clinical insight and real-world experience to her work, helping high-achieving individuals, especially women, navigate moments when outward success no longer feels aligned internally. Stacey supports clients through burnout, life reinvention, and major transitions by helping them reconnect with what they truly want and build a path forward with clarity and purpose.

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. … Read More Read More

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 … Read More Read More

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 … Read More Read More

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 … Read More Read More

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. … Read More Read More

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 … Read More Read More

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, … Read More Read More

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 … Read More Read More

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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 … Read More Read More

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 … Read More Read More

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 … Read More Read More

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 … Read More Read More

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 … Read More Read More

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, … Read More Read More

Private markets are no longer just for the financial elite—they’re now within reach of individual investors. But how do you make the most of this opportunity without missing out on serious growth? This week on The Millionaire Next Door, Bob Long, CEO of StepStone Private Wealth, explains how innovative structures like evergreen funds are making … Read More Read More

As the 2026 estate tax law changes inch closer, the risk of costly financial missteps is rising for those who don’t plan ahead.  Failing to act now could mean losing millions in taxes. Robert Curtiss welcomes back April Rosenberry, Director of Estate, Tax, and Financial Planning, to offer valuable insights into the upcoming tax exemptions … Read More Read More

Have you ever found yourself saying, “I’m not a runner” or “I can’t”? We’ve all been there.  But this episode of The Millionaire Next Door is about identifying these limiting beliefs to ultimately embrace and enhance our lives!  Tune in as Rob Curtiss explores these concepts with PJ Nestler from XPT Life. They unveil how … Read More Read More

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 key to staying ahead lies in understanding how different assets respond to these shifts.  This week on The Millionaire Next Door, … Read More Read More

International parental abduction sounds like something reserved for Netflix documentaries.  But unfortunately, it’s more common than you think. In this installment of The Millionaire Next Door, Rob Curtiss dives into the complex world of international parental abduction with family law expert Fahi Takesh Hallin, a partner at Harris Ginsburg LLP. Fahi shares knowledge and various … Read More Read More

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 there’s a better way – life settlements! This week on The Millionaire Next Door, Robert Curtiss sits down with Rob Haynie, the Managing Director … Read More Read More

Private equity might sound complex, but it simply means investing in companies that aren’t listed on public stock exchanges. Are you ready to uncover the world of private equity and alternative investments? This week on The Millionaire Next Door, Robert Curtiss, CFP®, welcomes Phil Huber from Cliffwater to explore the fascinating world of private equity … Read More Read More