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

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

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)

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

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)

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

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)

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

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)

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

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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How to Tap into Private Investments with Bob Long (Ep. 61)

How to Tap into Private Investments with Bob Long (Ep. 61)

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 …

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How to Protect Your Loved Ones: Special Needs Trusts Explained with April Rosenberry (Ep. 60)

How to Protect Your Loved Ones: Special Needs Trusts Explained with April Rosenberry (Ep. 60)

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 …

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The Five Pillars of Performance with PJ Nestler (Ep. 59)

The Five Pillars of Performance with PJ Nestler (Ep. 59)

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 …

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How To Invest Smart in Uncertain Times with Miles Clark (Ep. 58)

How To Invest Smart in Uncertain Times with Miles Clark (Ep. 58)

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, …

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The World of International Parental Abduction with Fahi Takesh Hallin (Ep. 57)

The World of International Parental Abduction with Fahi Takesh Hallin (Ep. 57)

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 …

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