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

Here’s What You Need To Know About Value-Added Service Teams with Mike Cy (Ep. 27)

Posted April 25, 2023 • 00:30:06

Professionals collaborating with other professionals can lead to more creative solutions, more innovative ideas, and ultimately better results for advisors...

Exploring The Benefits of Direct Indexing with Sam Miller, CFA®, CFP®, CAIA® (Ep. 26)

Posted April 11, 2023 • 00:24:55

Want to know how to personalize and customize your investment portfolio while potentially gaining tax benefits?

Let us introduce you to direct...

The Many Facets of Insurance: Here’s What You Need To Know with Dana Dattola (Ep. 25)

Posted March 28, 2023 • 00:29:29

Planning out your insurance can widely vary, from home to auto, business, and even cyber security insurance.

What to consider when planning...

The SECURE Act 2.0 And Its Retirement Planning Changes with Emily Vincent (Ep. 24)

Posted March 14, 2023 • 00:33:35

The age requirement is only one of the changes made in the SECURE Act 2.0.

In this episode, Robert Curtiss is joined by Emily Vincent, President...

What You Should Know About ESG and SRI in Investment Planning with Sam Miller, CFA®, CFP®, CAIA® (Ep. 23)

Posted February 28, 2023 • 00:26:08

The idea of aligning our money with our goals is a common practice. However, the focus today is aligning our investments with what we are truly passionate...