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
SECURE Act 2.0: Here’s What To Do Differently in 2023 (Ep. 22)
The SECURE Act 2.0 has brought significant changes to retirement planning in 2023 and beyond, especially in IRA and 401(k) plans.
In this episode,...
What’s Next For Retirement & Financial Planning (Ep. 20)
As time passes, client needs (and government regulations) surrounding retirement accounts change.
So, what are some considerations advisors...
Expanding Investment Opportunities Through Effective Tax Planning with Sam Miller, CFA®, CFP®, CAIA® (Ep.19)
Building tax strategies around investment plans provide a layer of security to reduce the cost of returns while allowing you to further invest that...
Looking Into The Future of The Millionaire Next Door (Ep.18)
With everything that has happened in the past few years, financial planning firms have evolved — not only in the way they serve but also in where...
Creating A Supportive Long-Term Care Plan with Anthony Ridd (Ep. 17)
Humans have a longer life expectancy today compared to the last 20 years.
However, the cost of long-term care and an increase in patients with...
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