The Millionaire Next Door

Welcome to The Millionaire Next Door Podcast with Robert Curtiss, CFP®, AIF® from Signature Estate and Investment Advisors. In this podcast, we help successful wealth accumulators like you looking to transition to a work-optional lifestyle by helping you

Recent Episodes

Private Markets and Long-Term Investing with Chris Schelling, CAIA (Ep. 92)

Posted March 3, 2026 • 00:31:32

Long-term investing can feel more difficult when headlines are loud and markets seem unpredictable.

What happens when investors stop reacting...

Opportunity Zones Explained: What’s Changing in 2027 and Why It Matters with Michael O’Shea (Ep. 91)

Posted February 17, 2026 • 00:32:06

For investors facing concentrated wealth or future liquidity events, understanding tax-aware planning options matters long before decisions are required....

Balancing Markets, Policy, and AI Spending in the 2026 Outlook Peter Repetto (Ep. 90)

Posted February 3, 2026 • 00:32:45

Markets are entering a year shaped by crosscurrents, shifting signals, and unresolved questions. Economic strength, policy decisions, and investment...

Turning Equity Exposure Into Monthly Income With Auto Callable ETFs with Matt Kaufman (Ep. 89)

Posted January 20, 2026 • 00:28:23

Reliable income is harder to find when markets shift, and traditional tools feel less predictable. Many investors are looking for new ways to generate...

The Real-World Guide to 1031 Exchanges with Damian Gallagher (Ep. 88)

Posted January 6, 2026 • 00:41:23

If you own investment property in California, you may have wondered how to handle the built-up gain without losing a significant portion to taxes.

Robert...