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 …

Read More Read More

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 …

Read More Read More

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, …

Read More Read More

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 …

Read More Read More

Getting the Most Out of Your Life Insurance Policy with Rob Haynie (Ep. 56)

Getting the Most Out of Your Life Insurance Policy with Rob Haynie (Ep. 56)

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

Navigating Alternative Investments with Phil Huber, CFA, CFP® (Ep. 55)

Navigating Alternative Investments with Phil Huber, CFA, CFP® (Ep. 55)

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

The Art of Understanding Fear with Kristen Ulmer (Ep. 54)

The Art of Understanding Fear with Kristen Ulmer (Ep. 54)

Think fear holds you back?  Think again. The real obstacle isn’t fear itself but your relationship with it.  Much like the Olympians who are gearing up for the 2024 Summer Olympic Games in Paris, Kristen Ulmer, a thought leader and former world-class extreme skier, has worked through her fair share of fear and anxiety leading …

Read More Read More

Balancing Health and Wealth, Catching up with Rob Curtiss (Ep. 53)

Balancing Health and Wealth, Catching up with Rob Curtiss (Ep. 53)

From discussing the world’s top countries by GDP to tips for elevating your morning routine, this week’s episode is all about what’s on the mind of your host, Rob Curtiss. In this installment of the Millionaire Next Door Podcast, Rob dives into a detailed analysis of the world’s largest economies by GDP, the intricacies of …

Read More Read More

Unpacking Today’s Market Trends with Will Gibson (Ep. 52)

Unpacking Today’s Market Trends with Will Gibson (Ep. 52)

Research indicates that markets have risen approximately 75% of the time during election years since 1928.  So, what does this mean for your investing efforts today? Join Robert Curtiss as he welcomes back Will Gibson, senior analyst with Nasdaq Dorsey Wright, to dive into today’s investment market, the impact of election cycles, and the importance …

Read More Read More

Essential Steps in Estate Planning with Roger Silk (Ep. 51)

Essential Steps in Estate Planning with Roger Silk (Ep. 51)

Did you know that more than two-thirds of adult Americans have yet to implement any form of estate planning?  Even high-profile figures like Prince and Pablo Picasso faced chaotic and costly consequences because they lacked a proper plan. Join Rob Curtiss alongside Roger Silk, CEO of Sterling Foundation Management LLC, for a deep dive into …

Read More Read More