Your health and longevity play a crucial role when it comes to your financial future, especially when it comes to retirement planning. Get ready to explore the fascinating world of longevity risk and why it’s becoming an increasingly important topic for people of all ages in this episode of The Millionaire Next Door. This week, …
Can you imagine being in a situation where your spouse passes away, and you have no idea about their finances? It can be an overwhelming and complex journey, to say the least. In this episode, Pat Miles Zimmerman joins Rob Curtiss to talk about her experience losing her husband and the struggle of sorting out …
We all want to save as much as possible before heading into retirement. So, how to protect the wealth we save from high tax rates? In this episode, Robert Curtiss is joined by Tony Watson, senior tax consultant at Robert Hall & Associates. This week, Tony explains how to protect wealth and decrease taxation. He …
Want to know how to personalize and customize your investment portfolio while potentially gaining tax benefits? Let us introduce you to direct indexing! In this episode, Robert Curtiss sits down with Sam Miller, the director of research and marketing at Signature Estate & Investment Advisors (SEIA), to talk about direct indexing and its advantages for …
Did you know that 78% of people in assisted living still feel lonely despite the communal environment? This underscores the importance of not only financial planning but also emotional and social planning as we age. Join Rob Crutiss as he welcomes Mary Winners, founder of About Senior Solutions™, to discuss the complexities of aging and …