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
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Recent Episodes
From Denial to Deliberate: Planning for Life’s Final Moments with Pat Miles Zimmerman (Ep. 42)
We like to plan for education, weddings, raising children, and even retirement. But no one likes to plan for (or even talk about) the end of life.
It’s...
How To Save Your Way To Freedom with Tyson Ray (Ep. 41)
Wealth isn’t about just numbers…
Would you agree?
Join host Robert Curtiss and special guest Tyson Ray, CFP®, CExP®, and CIMA®...
The Benefits of 1031 Exchanges for Real Estate Investors with Joe Carey, CFA® (Ep. 40)
Have you heard about 1031 exchanges? Leveraging this strategy correctly could help investors sell and reinvest without facing capital gains taxes —...
Trust and Transparency: The Foundation of a Successful Advisor-Client Relationship with Mike Cy (Ep. 39)
Advisors, are you currently evolving your business?
What opportunities and information might your clients miss if you don’t continue growing...
The Power of Personalized Retirement Planning with Jordan Cross (Ep. 38)
Having a retirement plan is the first step in building your future.
But do you have the right plan? How can small parts of a plan work together...
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