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 …

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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 …

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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 …

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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 …

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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 …

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Episode 50 Special: Caring for Aging Loved Ones with Mary Winners

Episode 50 Special: Caring for Aging Loved Ones with Mary Winners

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 …

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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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