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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6. Goodbye 2021, Hello 2022!

Posted December 21, 202100:32:10

With 2021 coming to a close, we are looking towards the new year with hope — and walking along the path of our goals is an important part of our future....

5. Do You Have The Right Financial Planning Process?

Posted November 9, 202100:31:38

A solid financial planning process leads to financial security.  But, who do you go to when you come across a step you are not familiar with? In this...

4. How Self Care Can Improve Your Workflow

Posted September 21, 202100:41:23

Feeling tired midday is one sign that you don’t have a very good work/life balance. The same goes for your financial planning—burnout will impact...

3. How To Reach The Peak of Your Wealth Management Pyramid

Posted September 7, 202100:25:54

A financial plan needs to be tailored to your individual needs.  If you’re wondering where to start and how to build your personalized plan, Robert...

2. From Prospect to Client – Welcome to SEIA

Posted August 24, 202100:29:19

Choosing your financial advisor out of the hundreds pushing their services can be daunting. What should you be looking for as a prospective client?...