The Millionaire Next Door

Retirement income can become harder to manage when inflation, longer lifespans, taxes, and market swings all compete for the same dollars. How can investors think carefully about income without losing sight of risk? In this episode, Robert Curtiss welcomes back Matt Kaufman, Head of ETFs at Calamos Investments, to explore what investors should understand about using auto-callable ETFs and options-based strategies for retirement income, including the potential income, trade-offs, and risks. Matt

If you’re sitting on a large capital gain from appreciated stock, real estate, or the sale of a business, deciding what to do next can have tax and investment implications that extend well beyond the year of the sale. Timing, liquidity, investment structure, and your long-term plan all matter. In this episode, Robert Curtiss talks with Nick Rosenthal, Co-Chief Executive Officer of Griffin Capital Company, LLC, about Qualified Opportunity Zones and the 2.0 rules beginning in 2027. They explain th

Commercial real estate has repriced, but the opportunity isn’t the same across every property type or market. What should investors weigh before adding it to a long-term portfolio? In this episode, Robert Curtiss speaks with Andrew Garten, Alternative Investment Specialist at PGIM, about the case for private commercial real estate after the 2022 to 2024 market reset. They cover where PGIM sees demand across housing, senior living, medical offices, logistics, and necessity-based retail. Andrew ex

Have you ever wondered why making good financial decisions can feel so difficult, especially when markets become uncertain? Even experienced investors can find emotions influencing their decisions during uncertain markets. In this episode, Robert Curtiss welcomes Devin Ekberg, Senior Vice President and Senior Consultant in Advisor Education at PIMCO, for a thoughtful discussion about behavioral finance and the psychology behind investing. Together, they explain how fear, excitement, cognitive bi

What happens to your retirement portfolio when the next major market downturn arrives? Markets can spend years moving higher, making it easy to forget how quickly conditions can change. Preparing for uncertainty often starts long before volatility returns. In this episode, Robert Curtiss speaks with James St. Aubin, CFA®, CAIA®, Chief Investment Officer and Portfolio Manager at Ocean Park Asset Management, about protecting portfolios during market declines without relying solely on traditional d

Private credit has become one of the fastest-growing areas of investing, yet it’s also surrounded by headlines that often create uncertainty. How should long-term investors evaluate the opportunity? When does media attention reflect genuine risks, and when does it distract from the bigger picture? In this episode, Robert Curtiss welcomes back Phil Huber, CFA, CFP®, Managing Director and Head of Portfolio Solutions at Cliffwater, to discuss private credit and its growing role in diversified portf