The idea of aligning our money with our goals is a common practice. However, the focus today is aligning our investments with what we are truly passionate about. In this episode, Robert Curtiss is joined by Sam Miller, the director of research and marketing at Signature Estate & Investment Advisors (SEIA). Together they unpack the …
The SECURE Act 2.0 has brought significant changes to retirement planning in 2023 and beyond, especially in IRA and 401(k) plans. In this episode, Robert Curtiss shares key highlights from the SECURE Act 2.0 and how you can use the new provisions to save in taxes, contribute more effectively to your retirement accounts, and improve …
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As time passes, client needs (and government regulations) surrounding retirement accounts change. So, what are some considerations advisors need to think about when it comes to building future retirement accounts? In this episode, Robert Curtiss looks into the future. From company improvements to how government changes to retirement accounts will impact 401(k) contributions. Rob shares …
Building tax strategies around investment plans provide a layer of security to reduce the cost of returns while allowing you to further invest that money. In this episode, Robert Curtiss is joined by Sam Miller, the director of research and marketing at Signature Estate & Investment Advisors (SEIA). Sam unpacks the different types of investment …
With everything that has happened in the past few years, financial planning firms have evolved — not only in the way they serve but also in where they are heading. In this episode, Robert Curtiss explores the past and future of his practice. He shares some areas his firm has expanded on, touching on aspects …
Humans have a longer life expectancy today compared to the last 20 years. However, the cost of long-term care and an increase in patients with dementia and Alzheimer’s has changed the way we consider long-term care planning. In this episode, Anthony Ridd from Crump Life Insurance Services joins Robert Curtiss to explain the role of …
Whether it’s sports or business, a good coach or mentor can help you challenge yourself and raise the bar for your professional growth. A year ago, Robert Curtiss started working alongside a coach to up his business and come up with several systems and processes to better serve clients. In this episode, Rob sits down …
The role of an HR professional has changed over the past few decades. While hiring the best talent is just one aspect of the job, the role of the human resources specialist now covers everything from legal compliance to workforce motivation. In this episode, Annissa Deshpande, the CEO of lōglab, LLC, joins Rob Curtiss to …
When the waves become rocky, clients turn to their advisors for stability within their investments. But what about financial advisors? How do they feel when faced with the same situation? In this episode, Robert Curtiss shares insight into the role of financial advisors for clients, both in financial planning and as a pillar when the …