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 …
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 …
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 …
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 …
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 …
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 …
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. …
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 …
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 …
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 …