Tag: The Millionaire Next Door

FEATURE
The World of International Parental Abduction with Fahi Takesh Hallin (Ep. 57)

The World of International Parental Abduction with Fahi Takesh Hallin (Ep. 57)

By |

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

International parental abduction sounds like something reserved for Netflix documentaries. 

But unfortunately, it’s more common than you think.

In this installment of The Millionaire Next Door, Rob Curtiss dives into the complex world of international parental abduction with family law expert Fahi Takesh Hallin, a partner at Harris Ginsburg LLP. Fahi shares knowledge and various real-life scenarios regarding this often-overlooked area, providing you with vital information on how to safeguard against child abduction and what to do if it occurs.

Rob and Fahi discuss:

  • The intricacies of the Hague International Abduction Convention and its role in resolving international child abduction cases
  • Red flags that may signal a possible abduction and practical steps parents can take to prevent it
  • The legal process for seeking the return of a child and the exceptions that might prevent their return
  • Practical advice on drafting travel agreements and understanding the importance of timely legal actions
  • And more!

Resources:

Connect with Fahi Takesh Hallin:

Connect with Robert Curtiss:

About Our Guest:

Fahi Takesh Hallin is a Partner at family law firm Harris Ginsberg LLP. She has focused on family law for nearly 30 years. Recognized as a Southern California Rising Star by Los Angeles Magazine from 2006 to 2009, she has been named a Super Lawyer annually since 2010.

Fahi is a part of the International Academy of Family Lawyers and has extensive experience in international family law. She has lectured at Continuing Legal Education seminars, served as a Mediator for the Los Angeles Superior Court, and chaired the Family Law Section of the Santa Monica Bar Association in 2006. Fahi has been listed among the Best Lawyers in America since 2011 and was named one of the Top Women Attorneys in Southern California by Los Angeles Magazine in 2012, a title she continues to hold.

FEATURE
Getting the Most Out of Your Life Insurance Policy with Rob Haynie (Ep. 56)

Getting the Most Out of Your Life Insurance Policy with Rob Haynie (Ep. 56)

By |

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Many believe that once you no longer need or can afford your life insurance policy, your only option is to let it lapse or surrender it for its cash value. 

But there’s a better way – life settlements!

This week on The Millionaire Next Door, Robert Curtiss sits down with Rob Haynie, the Managing Director of Life Insurance Settlements, Inc., to discuss the concept of life settlements and how they can provide a financial alternative for policyholders. 

Tune in and discover what a life settlement is, the key factors that influence its value, and how it could potentially turn your outdated policy into a blooming financial asset.

Episode talking points include: 

  • The basics of what a life settlement is and how it applies to life insurance policies that are no longer needed or affordable
  • How insurance policies are evaluated and what factors can influence their market value
  • Real-life scenarios where clients benefited from choosing a life settlement over surrendering or lapsing their policies
  • The evolving life settlement market and how new regulations and investor interest are shaping its future
  • And more!

Resources:

Connect with Rob Haynie:

Connect with Robert Curtiss:

About Our Guest:

For over 30 years, Rob Haynie has been a prominent figure in the life settlement industry, currently serving as the Owner and Managing Director of Life Insurance Settlements, Inc., a leading life settlement brokerage. He is also a member of Forbes Councils, a mentor at InsuranceWebX, and frequently speaks at global forums on life settlements.

Rob’s mission is to assist individuals in understanding the value of their existing life insurance policies and to offer them a viable option to sell these policies for cash rather than surrendering or letting them lapse. He has been recognized as one of the 10 Most Influential People in Life Settlements by The Life Settlement Review and by his peers. Additionally, he serves on the board of directors and the public policy council of the Life Insurance Settlement Association, the trade organization for the life settlement industry. His extensive expertise encompasses retirement, financial planning, public speaking, social media networking, and insurance.

FEATURE
Navigating Alternative Investments with Phil Huber, CFA, CFP® (Ep. 55)

Navigating Alternative Investments with Phil Huber, CFA, CFP® (Ep. 55)

By |

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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 and alternative investments. 

Tune in as they cover the potential advantages of private investments while mentioning ways they can represent a valuable addition to a well-rounded portfolio, especially for those seeking a work-optional lifestyle. 

Rob and Phil discuss:

  • The dynamics between public and private equity markets and why private equity is becoming increasingly attractive
  • The evolution of Cliffwater and its commitment to providing accessible, diversified private debt and equity opportunities
  • Some intricacies of alternative investments, including co-investments and secondary transactions
  • Insights into how even the ‘millionaire next door’ can benefit from sophisticated investment strategies historically reserved for large institutions
  • And more!

Resources:

Connect with Phil Huber:

Connect with Robert Curtiss:

About Our Guest:

Prior to joining Cliffwater, Phil was the Chief Investment Officer for Savant Wealth Management. He earned a bachelor’s degree in finance from the Kelley School of Business at Indiana University. He is a CERTIFIED FINANCIAL PLANNER™ professional, has attained his Chartered Financial Analyst® (CFA®) designation, and is a member of the CFA Society of Chicago.

Phil has been featured in a number of notable media outlets, including The Wall Street Journal, The New York Times, InvestmentNews, CityWire RIA Magazine, and Bloomberg TV. From 2018-2020, he was named one of Investopedia’s Top Financial Advisors. Phil was also named CIO of the Year by RIA Intel in 2023.

FEATURE
The Art of Understanding Fear with Kristen Ulmer (Ep. 54)

The Art of Understanding Fear with Kristen Ulmer (Ep. 54)

By |

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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 up to big moments.  

This week on The Millionaire Next Door, Kristen and Rob Curtiss dive into mastering your relationship with fear. Get ready to gain valuable insights into how the principles she learned over her life and now teaches can provide a unique perspective on managing fear, overcoming obstacles, and entering a flow state to make smarter life and financial decisions.

Rob and Kristen discuss:

  • Kristen’s background in professional skiing and how it shaped her understanding of fear
  • Understanding the different types of fear and how it presents itself
  • The role of fear and anxiety in decision-making both in life and investments
  • How to transform fear into a powerful ally rather than something to be conquered
  • Tips on developing a healthy relationship with fear to enhance overall well-being
  • And so much more!

Resources:

Connect with Kristen Ulmer:

Connect with Robert Curtiss:

About Our Guest:

Kristen Ulmer is a thought leader, high-performance facilitator, and fear/anxiety expert who draws from her tenure as the Hall of Fame’s most ‘fearless’ woman extreme skier in the world for 12 years, from studying Zen for 15 years, and from facilitating over ten thousand clients on the subjects of fear, anxiety and achieving flow states.

Her remarkable work has been featured in such media as NPR, The Wall Street Journal, Forbes, USA Today, Tim Ferriss’s Tribe of Mentors, The Robb Report, The Megyn Kelly Show, over 150 podcasts, and many more. Kristen is now also an author, having published her book, The Art of Fear: Why Conquering Fear Won’t Work and What to Do Instead, which radically challenges existing norms about what to do about this misunderstood emotion.

FEATURE
Balancing Health and Wealth, Catching up with Rob Curtiss (Ep. 53)

Balancing Health and Wealth, Catching up with Rob Curtiss (Ep. 53)

By |

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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 the U.S. Federal Reserve’s balance sheet expansion, and pressing concerns surrounding the future of Social Security. 

So, follow along to hear about Rob’s recent outreach to clients and how he plans to build upon those relationships. (Remember to stick around to also learn more about his daily routine!)

Episode highlights include: 

  • The top 10 global economies by GDP and their growth rates
  • The Federal Reserve’s balance sheet and its historical expansion
  • The solvency projections and challenges facing Social Security
  • Rob’s experience in working with and getting to know different clients
  • Rob’s morning routine and tips on adopting a balanced routine for personal well-being and professional effectiveness
  • And more! 

Resources:


Connect with Robert Curtiss:

FEATURE
Unpacking Today’s Market Trends with Will Gibson (Ep. 52)

Unpacking Today’s Market Trends with Will Gibson (Ep. 52)

By |

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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 of objective investing. 

Tune in and hear real-life stories and data to help guide you through these times!

Rob and Will discuss:

  • May market performance 
  • The concentration of market gains among mega-cap stocks
  • The anticipated effects of the upcoming election on market volatility
  • The importance of objective, rules-based investing (and why it’s wise to avoid emotional decision-making)
  • And more!

Resources:

Connect with Will Gibson:

Connect with Robert Curtiss:

About Our Guest:

Will Gibson, CFA, currently works as a Senior Research Analyst for Nasdaq Dorsey Wright (DWA), a boutique investment advisory and asset management division of Nasdaq focused on providing quantitative capital market strategies to Wall Street and professional money managers globally. He joined the team as an intern in 2018 and now produces macro technical research for the firm’s clients and Daily Market Report. Other involvements include indicator testing, adaptive modeling, and furthering the firm’s media/educational efforts.

FEATURE
Essential Steps in Estate Planning with Roger Silk (Ep. 51)

Essential Steps in Estate Planning with Roger Silk (Ep. 51)

By |

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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 the essentials of estate planning. 

Get ready to learn how to set up a secure and impactful legacy, understand the implications of the upcoming 2025 sunset of the Tax Cuts and Jobs Act of 2017, and explore strategies to mitigate taxes and avoid probate, all while ensuring your wishes are honored.

Rob and Roger discuss:

  • The value of having a well-structured estate plan to avoid unnecessary legal battles and high taxes
  • Real-life stories of high-profile individuals who faced estate planning disasters
  • Insights into the 2025 sunset of the Tax Cuts and Jobs Act of 2017 and its potential impact on estate and gift taxes
  • Strategies for managing and diversifying highly appreciated assets to minimize tax liabilities
  • And more!

Resources:

Connect with Roger Silk:

Connect with Robert Curtiss:

About Our Guest:

Roger Silk, Ph.D., is the CEO of Sterling Foundation Management, LLC, and President of Lifetime Perspectives, Inc. Roger is widely recognized as a leading expert and innovator in the emerging field at the intersection of finance and philanthropy. 

Roger has more than three decades of experience working with and advising wealthy clients, high-net-worth families, and the advisors who work with them on a variety of issues ranging from the use of private foundations to the integration of sophisticated charitable planning into multi-generational estate plans. He has worked with numerous investment, accounting, financial planning, and legal professionals to educate them, their firms, and their clients about the benefits and characteristics of a full suite of solutions, entities, and planning tools.

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

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

By |

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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 the importance of comprehensive planning for diminished capacity, whether physical or mental. 

Get ready to hear practical advice and real-life anecdotes to learn how you can prepare for the future and strive for a brighter outcome for yourself and your loved ones.

Rob and Mary talk about:

  • The significance of proactive planning to avoid crises as you age
  • Physical and mental challenges of the elderly, such as Alzheimer’s and dementia 
  • Insights into developing a personalized care plan that acknowledges your wishes
  • The role of technology and community in supporting aging individuals
  • The costs and common struggles associated with caring for the elderly
  • And more!

Resources:

Connect with Mary Winners:

Connect with Robert Curtiss:

About Our Guest:

Mary Winners has over a decade of experience in healthcare. While physicians and nurses provide medical recommendations, Mary understands the other side of health care-the confusing maze of healthcare options and unknowns. She has extensive knowledge in acute care hospitalization, Gero-psychiatric issues, Alzheimer’s and dementia care, hospice, assisted living, and other senior care options. 

As a noted speaker and adviser, Mary has provided expert services to a wide variety of seniors in every economic category. Her ability to accurately pinpoint and guide families as they deal with emotionally life-changing events gives Mary unparalleled insights.

In 2023, Mary was appointed Commissioner for Older Adults by The Los Angeles County Board of Supervisors.

FEATURE
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)

By |

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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 fascinating state of the financial markets. 

From the subtle trends shaping the future of investing to the compelling force of interest rates and commodities, Will brings a wealth of knowledge and clarity to the complex world of finance. 

Listen in as they explore the critical elements affecting your investments and how you can navigate these shifting tides with a better understanding.

Episode talking points include:

  • Rising interest rates and their implications for investors and the broader economic outlook
  • The current state and potential future of US equities, including the impact of recent pullbacks
  • Popular commodities in the market, what’s driving their momentum, and ways they could impact your investment strategy
  • Investors’ behavior and market speculation, drawing parallels from historical records to today’s market dynamics
  • And more!

Resources:

Connect with Will Gibson:

Connect with Robert Curtiss:

About Our Guest:

Will Gibson, CFA, currently works as a Senior Research Analyst for Nasdaq Dorsey Wright (DWA), a boutique investment advisory and asset management division of Nasdaq focused on providing quantitative capital market strategies to Wall Street and professional money managers globally. He joined the team as an intern in 2018 and now produces macro technical research for the firm’s clients and Daily Market Report. Other involvements include indicator testing, adaptive modeling, and furthering the firm’s media/educational efforts.

FEATURE
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)

By |

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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 history and the significance of understanding the past to make informed decisions in the present financial environment. So, tune in as Rob and Mark offer valuable perspectives for investors and financial professionals alike.

Rob and Mark discuss:

  • The journey behind Mark’s book
  • The value of understanding financial history
  • Past financial crises and how they relate to current economic challenges
  • The evolution of market efficiency
  • The resilience of the United States economy
  • And more!

Resources:

Connect with Mark Higgins:

Connect with Robert Curtiss:

About Our Guest:

Mark J. Higgins, CFA, CFP, is an author, financial historian, and frequent contributor to Enterprising Investor. His work draws from his upcoming book, Investing in U.S. Financial History. 

Before writing Investing in U.S. Financial History, Mark served as a senior investment consultant for more than 12 years. In this role, he advised the trustees of large pension plans, foundations, endowments, and insurance reserves that had aggregate assets of more than $60 billion. As a consultant, he discovered that understanding financial history proved much more valuable than tracking the latest economic data.

Archives

Categories