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 …
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 …
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 …
Advisors, are you currently evolving your business? What opportunities and information might your clients miss if you don’t continue growing your practice? This week, Rob Curtiss brings back Mike Cy, a returning guest and business consultant at Pareto Systems. Rob and Mike discuss the importance of communication and building relationships with clients and explain why …
Having a retirement plan is the first step in building your future. But do you have the right plan? How can small parts of a plan work together to transform a few hundred thousand into a seven-figure retirement fund? Get ready to explore retirement planning, wealth accumulation, and tax deduction strategies with Jordan Cross, the …
At 37 episodes, The Millionaire Next Door Podcast has explored a multitude of topics, from financial planning tips to life-changing experiences and lessons. Each conversation contains helpful information and resources you can use and refer to! In this episode, Rob Curtiss shares his top-of-mind topics, ranging from general finances to estate, tax, and investment planning. …
Whether you or a loved one is reaching a point where you need more care, it may be challenging (but not impossible!) to find the right plan for your needs. What strategy is the best? How much will it cost? Should you move to a senior home or hire caretakers? In this episode, Rob Curtiss …
Are you interested in exploring the future of the financial and investment landscape and the contribution the private lending arena can bring to the field? In this episode, Rob Curtiss is joined by Phil Hasbrouck, the co-head of Cliffwater’s asset management business. Phil sheds light on the growing private lending market and what Cliffwater brings …
Have you ever come across a news article that highlights the latest investment opportunities? Or seen news reports warning about certain stocks that could impact your portfolio? The real question you should be asking is if that information truly benefits your portfolio and long-term goals. In this episode, Robert Curtiss discusses the importance of a …