Tag: Wealth

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

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

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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:

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Is Private Lending the Future of Investments? with Phil Hasbrouck (Ep. 35)

Is Private Lending the Future of Investments? with Phil Hasbrouck (Ep. 35)

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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 to the space. Phil also explains the opportunities and risks associated with investing in private debt, emphasizing the importance of conservative underwriting and its ability to navigate economic downturns.

Phil explores:

  • How private lending has grown to the multimillion-dollar market it is today
  • The importance of understanding the risks associated with private lenders
  • Some risks and return characteristics of private lending
  • The fees and cost savings that come with working with firms like Cliffwater
  • And more!

Resources:

Connect with Phil Hasbrouck:

Connect with Robert Curtiss:

About Our Guest:

Phil Hasbrouck is the co-head of Cliffwater’s asset management business. In this role, Phil leads the firm’s asset management distribution efforts and is involved with product development and positioning, business development, and managing client relationships.

FEATURE
1. Introducing The Millionaire Next Door with Robert Curtiss, CFP®, AIF®, CWS®

1. Introducing The Millionaire Next Door with Robert Curtiss, CFP®, AIF®, CWS®

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Welcome to The Millionaire Next Door, a podcast designed to help successful wealth accumulators looking to transition to a work-optional lifestyle by helping you build strategies for growing and maintaining your wealth.

In this inaugural podcast, meet Robert Curtiss, CFP®, AIF®, CWS®, a financial advisor with Signature Estate and Investment Advisors, LLC. Robert shares how he entered the financial services industry, how he helps clients create their financial plans, and who he is when he leaves the office.

Robert discusses:

  • How he got his start in the financial services industry
  • His approach to comprehensive financial planning
  • His business philosophy
  • The lessons he learned over the years in business and in life
  • And more

Resources:

Connect with Robert Curtiss:

About Robert Curtiss: 

Robert J. Curtiss, CFP®, CWS®, AIF® is a Financial Advisor in the Pasadena office of Signature Estate & Investment Advisors (SEIA).  His focus areas include fiduciary investment management for individuals and retirement plans, retirement planning, and strategies involving handling concentrated, highly appreciated stock positions. Robert has been in the investment management and insurance business for over 20 years. 

Robert is involved with numerous charities and philanthropic groups throughout southern California.  He is a member of the UCLA Extension Personal Financial Planning Program Advisory Board.  He is a 26-year resident of Pasadena, California along with his wife, son, and daughter. 

Robert received his Bachelor of Science degree in Pharmacology from the University of California, Santa Barbara. He received a Master of Public Administration with an emphasis in Intergovernmental Management from the University of Southern California.

He earned his CERTIFIED FINANCIAL PLANNER™ certification in 2001, after completing the professional education program through the Certified Financial Planner Board of Standards, Inc. In 2015, Robert earned the Accredited Investment Fiduciary® (AIF® ) professional designation from Fiduciary360, receiving formal training in investment fiduciary responsibility.  He is also a licensed insurance agent (CA Ins. License #0B95743).

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