All Episodes
The Millionaire Next Door — 97 episodes
Market Momentum, AI Growth, and What’s Driving Markets Higher in 2026 (Ep. 98)
Estate Planning Isn’t Done When You Sign the Papers with Brad Repinsky (Ep. 97)
Private Credit, AI Concerns, and the Power of Diversification with Mark Gatto (Ep. 96)
When Success Feels Like a Trap: The Hidden Emotional Side of Wealth with Stacey Inal (Ep. 95)
AI and the Future of Financial Advice with Michael Cy (Ep. 94)
Sector Rotation, AI Spending, and What Market Momentum Is Telling Us with Miles Clark (Ep. 93)
Private Markets and Long-Term Investing with Chris Schelling, CAIA (Ep. 92)
Opportunity Zones Explained: What’s Changing in 2027 and Why It Matters with Michael O’Shea (Ep. 91)
Balancing Markets, Policy, and AI Spending in the 2026 Outlook Peter Repetto (Ep. 90)
Turning Equity Exposure Into Monthly Income With Auto Callable ETFs with Matt Kaufman (Ep. 89)
The Real-World Guide to 1031 Exchanges with Damian Gallagher (Ep. 88)
A Clear Look at the Trends Driving Markets and Daily Life with Bryce Gill (Ep. 87)
The Real Role of Private Credit in Portfolios with Tod Trabocco (Ep. 86)
How Advisors Can Reach the Next Generation with Natasha Kennedy (Ep. 85)
How Cliffwater Is Democratizing Private Market Access with Phil Huber (Ep. 84)
How to Invest Beyond the Magnificent Seven Stocks with Andrew Hull, CFA (Ep. 83)
Why Infrastructure May Be the Most Underrated Asset Class of 2025 (Ep. 82)
Why Private Markets Are Reshaping Investment Strategy in 2025 with Tony Davidow (Ep. 81)
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)
How to Tap into Private Investments with Bob Long (Ep. 61)
How to Protect Your Loved Ones: Special Needs Trusts Explained with April Rosenberry (Ep. 60)
The Five Pillars of Performance with PJ Nestler (Ep. 59)
How To Invest Smart in Uncertain Times with Miles Clark (Ep. 58)
The World of International Parental Abduction with Fahi Takesh Hallin (Ep. 57)
Getting the Most Out of Your Life Insurance Policy with Rob Haynie (Ep. 56)
Navigating Alternative Investments with Phil Huber, CFA, CFP® (Ep. 55)
The Art of Understanding Fear with Kristen Ulmer (Ep. 54)
Balancing Health and Wealth, Catching up with Rob Curtiss (Ep. 53)
Unpacking Today’s Market Trends with Will Gibson (Ep. 52)
Essential Steps in Estate Planning with Roger Silk (Ep. 51)
Episode 50 Special: Caring for Aging Loved Ones with Mary Winners
Navigating the Ever-Changing Landscape of Market Trends with Will Gibson (Ep. 49)
Lessons From the Past: Exploring US Financial History with Mark Higgins, CFA, CFP® (Ep. 48)
Process-Oriented Financial Insights For Long-term Success with Will Gibson (Ep. 47)
Safeguard Your Wealth: Unraveling the Complexities of Estate Planning with April Rosenberry (Ep. 46)
Compelling Investment Opportunities in Today’s Market with Ryan Issakainen (Ep. 45)
Learn How Alternative Investments Can Strengthen Your Portfolio with Joe Carey, CFA® (Ep. 44)
Preserving Capital in Retirement with David Marra (Ep. 43)
From Denial to Deliberate: Planning for Life’s Final Moments with Pat Miles Zimmerman (Ep. 42)
How To Save Your Way To Freedom with Tyson Ray (Ep. 41)
The Benefits of 1031 Exchanges for Real Estate Investors with Joe Carey, CFA® (Ep. 40)
Trust and Transparency: The Foundation of a Successful Advisor-Client Relationship with Mike Cy (Ep. 39)
The Power of Personalized Retirement Planning with Jordan Cross (Ep. 38)
As We Transition From Summer to Fall: Reflecting on Financial, Estate, Investment, and Tax Topics (Ep. 37)
Revolutionizing Financial Planning For The Aging Population with Tom West (Ep. 36)
Is Private Lending the Future of Investments? with Phil Hasbrouck (Ep. 35)
The Impact of The Media on Investment Decisions (Ep. 34)
Unveiling the Fiduciary Approach of Signature Estate and Investment Advisors (SEIA) (Ep. 33)
Brand Advocacy: Here’s Everything You Need To Know with Chase Griffin (Ep. 32)
Let’s Communicate Before We’re Gone with Pat Miles Zimmerman (Ep. 31)
Saving on Taxes to Retain Wealth with Tony Watson (Ep. 30)
The Role of Alternative Investments In Investment Planning with Sam Miller, CFA®, CFP®, CAIA® (Ep. 29)
Measuring Longevity Risk: Here’s What You Need To Know About SEIA’s Wealth GPS with Julia Fahlen (Ep. 28)
Here’s What You Need To Know About Value-Added Service Teams with Mike Cy (Ep. 27)
Exploring The Benefits of Direct Indexing with Sam Miller, CFA®, CFP®, CAIA® (Ep. 26)
The Many Facets of Insurance: Here’s What You Need To Know with Dana Dattola (Ep. 25)
The SECURE Act 2.0 And Its Retirement Planning Changes with Emily Vincent (Ep. 24)
What You Should Know About ESG and SRI in Investment Planning with Sam Miller, CFA®, CFP®, CAIA® (Ep. 23)
SECURE Act 2.0: Here’s What To Do Differently in 2023 (Ep. 22)
What’s Next For Retirement & Financial Planning (Ep. 20)
Expanding Investment Opportunities Through Effective Tax Planning with Sam Miller, CFA®, CFP®, CAIA® (Ep.19)
Looking Into The Future of The Millionaire Next Door (Ep.18)
Creating A Supportive Long-Term Care Plan with Anthony Ridd (Ep. 17)
Being Coachable with Mike Cy (Ep. 16)
Modernizing The Human Resources Role with Annissa Deshpande (Ep. 15)
Facing The Investment Storm (Ep.14)
The Guide You Need to Take Advantage of Your Retirement Planning Benefits with Kevin Manahan, ASA, EA, MSEA (Ep.13)
Finding The Right Fit (Ep. 12)
Financial Concerns For The Current Generation (Ep.11)
The 2022 Retirement Plan (Ep.10)
Refining The Client Experience (Ep.9)
The Creation Of A Business Process (Ep. 8)
Stepping Into The New Year With Meaningful Conversations (Ep. 7)
6. Goodbye 2021, Hello 2022!
5. Do You Have The Right Financial Planning Process?
4. How Self Care Can Improve Your Workflow
3. How To Reach The Peak of Your Wealth Management Pyramid
2. From Prospect to Client – Welcome to SEIA
1. Introducing The Millionaire Next Door with Robert Curtiss, CFP®, AIF®, CWS®