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 …
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 …
In a time when economic textbooks preach the inevitability of risk in pursuit of reward, the current state of the financial markets tells a different story. Follow along as Rob Curtiss sits down with returning guest Will Gibson, chartered financial analyst (CFA) and research analyst at Nasdaq Dorsey Wright, for an insightful conversation on the …
Have you ever thought about how financial history can impact your investment decisions? This week on The Millionaire Next Door, Robert Curtiss speaks with Mark Higgins, CFA, CFP®, and author of “Investing in U.S. Financial History: Understanding the Past to Forecast the Future.” Mark delves into his journey of researching and writing about US financial …
Do you need help to make sense of all the financial noise in the market? Cut through the noise and learn tips and tricks to make informed investment decisions with clarity and confidence by playing this week’s episode of The Millionaire Next Door. Listen as Will Gibson, chartered financial analyst (CFA) and research analyst at …
How to protect your assets and legacy from potential financial abuse and undue influence? Do you know? In the latest edition of The Millionaire Next Door Podcast, Rob Curtiss is joined by April Rosenberry, director of estate tax and financial planning at SEIA, to explore the complexities of estate planning and the importance of comprehensive …
In today’s rapidly evolving market landscape, investors are often confronted with the challenge of making informed decisions amidst a plethora of options and the noise of market fluctuations. In this insightful episode of The Millionaire Next Door, Robert Curtiss is joined by certified financial analyst and ETF analyst at First Trust, Ryan Issakainen. Together, they …
Alternative investments are investments that only some people hear about often. But we can change that… With a commitment to assist clients throughout their investment journey, in this episode of The Millionaire Next Door, Robert Curtiss sits down with Joe Carey, alternative investment specialist at Signature Estate & Investment Advisors, LLC. Rob and Joe explore …
Have you considered the significance of safeguarding your capital and managing risks during retirement? How does capital preservation play a role in maintaining a stable stream of income? Join Rob Curtiss and his guest, David Marra, Co-Founder and Chief Investment Officer at Markin Asset Management, LP, as they navigate the connection between finance and technology, …
We like to plan for education, weddings, raising children, and even retirement. But no one likes to plan for (or even talk about) the end of life. It’s overwhelming…but also immensely important! Join host Robert Curtiss and returning guest Pat Miles Zimmerman, author of “Before All Is Said and Done: Practical Advice on Living and …