As We Transition From Summer to Fall: Reflecting on Financial, Estate, Investment, and Tax Topics (Ep. 37)
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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. Rob highlights how different aspects of planning evolve with changing needs and how his podcast provides valuable advice for existing and potential clients.
Rob discusses:
- How his podcast and the stories on it can help people learn beneficial financial lessons
- The process behind estate planning and the importance of frequent updates
- Strategies when navigating investments and tax implications
- The value of regular client-advisor communication and check-ins
- And more!
Resources:
- Educational videos (bottom of the page)
- Revolutionizing Financial Planning For The Aging Population with Tom West (Ep. 36)
- Is Private Lending the Future of Investments? with Phil Hasbrouck (Ep. 35)
- Let’s Communicate Before We’re Gone with Pat Miles Zimmerman (Ep. 31)
- Here’s What You Need To Know About Estate Planning with Jeff Brooks (Ep. 21) (estateplanning)
Connect with Robert Curtiss: