Navigating the Ever-Changing Landscape of Market Trends with Will Gibson (Ep. 49)

Navigating the Ever-Changing Landscape of Market Trends with Will Gibson (Ep. 49)

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 …

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Lessons From the Past: Exploring US Financial History with Mark Higgins, CFA, CFP® (Ep. 48)

Lessons From the Past: Exploring US Financial History with Mark Higgins, CFA, CFP® (Ep. 48)

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 …

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Process-Oriented Financial Insights For Long-term Success with Will Gibson (Ep. 47)

Process-Oriented Financial Insights For Long-term Success with Will Gibson (Ep. 47)

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 …

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Safeguard Your Wealth: Unraveling the Complexities of Estate Planning with April Rosenberry (Ep. 46)

Safeguard Your Wealth: Unraveling the Complexities of Estate Planning with April Rosenberry (Ep. 46)

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 …

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Compelling Investment Opportunities in Today’s Market with Ryan Issakainen (Ep. 45)

Compelling Investment Opportunities in Today’s Market with Ryan Issakainen (Ep. 45)

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 …

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Learn How Alternative Investments Can Strengthen Your Portfolio with Joe Carey, CFA® (Ep. 44)

Learn How Alternative Investments Can Strengthen Your Portfolio with Joe Carey, CFA® (Ep. 44)

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 …

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Preserving Capital in Retirement with David Marra (Ep. 43)

Preserving Capital in Retirement with David Marra (Ep. 43)

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, …

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From Denial to Deliberate: Planning for Life’s Final Moments with Pat Miles Zimmerman (Ep. 42)

From Denial to Deliberate: Planning for Life’s Final Moments with Pat Miles Zimmerman (Ep. 42)

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 …

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How To Save Your Way To Freedom with Tyson Ray (Ep. 41)

How To Save Your Way To Freedom with Tyson Ray (Ep. 41)

Wealth isn’t about just numbers… Would you agree? Join host Robert Curtiss and special guest Tyson Ray, CFP®, CExP®, and CIMA® from FORM Wealth Advisors in this eye-opening episode of The Millionaire Next Door! Together, they unravel the lesser-known aspects of wealth management while talking about their approach to guiding individuals toward a life of …

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The Benefits of 1031 Exchanges for Real Estate Investors with Joe Carey, CFA® (Ep. 40)

The Benefits of 1031 Exchanges for Real Estate Investors with Joe Carey, CFA® (Ep. 40)

Have you heard about 1031 exchanges? Leveraging this strategy correctly could help investors sell and reinvest without facing capital gains taxes — thereby preserving wealth. Join Robert Curtiss with guest Joe Carey,  alternative investment specialist at Signature Estate & Investment Advisors, LLC, as they talk about the benefits and complexities of 1031 exchanges, a tax …

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