Tag: Millionaire Next Door Podcast

FEATURE
How to Tap into Private Investments with Bob Long (Ep. 61)

How to Tap into Private Investments with Bob Long (Ep. 61)

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Private markets are no longer just for the financial elite—they’re now within reach of individual investors. But how do you make the most of this opportunity without missing out on serious growth?

This week on The Millionaire Next Door, Bob Long, CEO of StepStone Private Wealth, explains how innovative structures like evergreen funds are making it easier to access private equity, credit, real estate, and infrastructure. With features like seamless entry, daily asset valuation, and simplified tax reporting, these investments are transforming how investors build their portfolios.

Find out why diversifying into private markets is more important than ever as public company listings decline while learning how these investments could fuel growth, offer stable income, and protect against inflation.

Key topics discussed include:

  • The growing accessibility of private market investments for individual investors
  • Understanding the distinctions among private equity, credit, real estate, and infrastructure
  • Benefits of StepStone’s evergreen funds for seamless investing
  • Global trends shaping private infrastructure investments
  • Key considerations for accredited investors, including liquidity and advisory collaboration
  • Reasons having a financial advisor in your corner can make all the difference
  • And much more!

Resources:

Connect with Bob Long:

Connect with Robert Curtiss:

About Our Guest:

Bob Long is the CEO of StepStone Private Wealth. Bob has three decades of experience in the private markets and has led investment teams for global firms in both the general partner and limited partner roles. He has served as the CEO of two publicly traded companies focused on expanding private market access for high-net-worth investors.

Prior to joining StepStone, Bob was the CEO of OHA Investment Corporation, a publicly traded specialty finance company. Previously, he co-founded Conversus Capital, the largest publicly traded fund of third-party private equity funds with $3 billion of AUM, and served as its CEO. Previously, Bob led Bank of America’s $7 billion strategic capital division. Early in his career, Bob served as the lead in-house counsel for a large portion of Bank of America’s Investment Banking Division and worked as a securities lawyer for a major law firm.

FEATURE
How to Protect Your Loved Ones: Special Needs Trusts Explained with April Rosenberry (Ep. 60)

How to Protect Your Loved Ones: Special Needs Trusts Explained with April Rosenberry (Ep. 60)

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As the 2026 estate tax law changes inch closer, the risk of costly financial missteps is rising for those who don’t plan ahead. 

Failing to act now could mean losing millions in taxes.

Robert Curtiss welcomes back April Rosenberry, Director of Estate, Tax, and Financial Planning, to offer valuable insights into the upcoming tax exemptions and what they really mean for estate owners.  Together, they examine why proactive estate planning is more critical than ever—especially for families with special needs beneficiaries. 

Tune in as they also explore SEIA’s unique, holistic approach, revealing how a collaborative strategy can bring peace of mind in the face of an ever-changing financial landscape.

Key topics discussed include:

  • How 2026’s estate tax law changes will reduce exemptions and why early planning is critical
  • The role of special needs trusts when it comes to protecting beneficiaries without losing access to government aid
  • SEIA’s commitment to working with legal professionals to provide tailored, stress-free estate planning
  • Why flexible trust language is vital for adapting to changing family circumstances
  • How a proactive, all-inclusive approach can secure your family’s long-term financial stability
  • And much more!

Resources:

Connect with April Rosenberry:

Connect with Robert Curtiss:

About Our Guest:

April Rosenberry has been a tax attorney for over 25 years. With Bar licenses in California and New York, April specializes in estate planning, company structuring, and litigation. She has represented banks and corporations in court, earning recognition and numerous awards.

April excels in developing departments for companies, expanding client offerings, and managing legal teams in law firms, financial institutions, and wealth advisory firms. She earned her Bachelor of Science in Business Administration from CSUN in 1995, a Juris Doctor from California Western School of Law in 1998, and a Master of Laws in Taxation from USD School of Law in 1999.

Recognized in Modern Luxury magazine, April has received a Trifecta Award and is designated a Five Star Professional. She contributes to scholarly articles for the American Bar Association and the ACFLS Journal, in addition to speaking engagements and pro bono work for Wills for Heroes. A member of various associations, she enjoys yoga, performing arts, and traveling with her family.

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