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The Millionaire Next Door

Robert Curtiss
Artificial Intelligence
Private Equity
Economic Growth
Investment Strategies
Infrastructure Investment
Estate Planning
Private Capital
Private Credit
Real Estate
Inflation
Fear
Energy Demand
Wealth Management
Private Markets
S&P 500
Venture Capital
Home Selling
Telecommunications
Market Volatility
Transport

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 build strategies for growing and maintaining your wealth. Robert draws from years of experience and fiduciary responsibility, and interviews gues... more

PublishesTwice monthlyEpisodes98Founded5 years ago
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BusinessInvesting

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Artwork for The Millionaire Next Door

Latest Episodes

Markets continue reaching new highs, yet many investors remain hesitant to put money to work.

With headlines dominated by geopolitical conflict, rising oil prices, and rapid technological change, how do you separate emotion from opportunity?

In ... more

Many people assume their estate planning is “done” once the documents are signed, but that’s actually only the beginning. This conversation explores what actually happens when financial, tax, and estate planning are all aligned.

In this episode, Ro... more

YouTube

Markets shift, headlines create noise, and uncertainty rises, but what actually matters when building a resilient portfolio?

How do you separate real risks from exaggerated fears and position yourself for long-term growth?

In this episode, Robert... more

You can have the career, the income, and the life that looks perfect on paper, yet still feel something is missing.

Why do high achievers feel stuck, overwhelmed, or quietly unhappy despite their accomplishments?

In this episode, Robert Curtiss s... more

YouTube

Technology is moving fast, and it’s raising big questions about how decisions get made.

Can tools replace human judgment, or do they simply change how we think, plan, and act?

In this episode, Robert Curtiss welcomes back Michael Cy, advisor cons... more

YouTube

Markets can feel calm on the surface while powerful shifts happen underneath. Are recent pullbacks a warning sign, or simply part of a broader rotation?

In this episode, Robert Curtiss welcomes back Miles Clark of Nasdaq Dorsey Wright to break down... more

Long-term investing can feel more difficult when headlines are loud and markets seem unpredictable.

What happens when investors stop reacting to daily noise and start thinking like institutions that plan decades ahead?

In this episode, Robert Cu... more

YouTube

For investors facing concentrated wealth or future liquidity events, understanding tax-aware planning options matters long before decisions are required. Opportunity Zones are one of the most talked-about and least understood tools in that conversati... more

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Recent Guests

Brad Repinsky
Director of Estate Tax and Financial Planning at Signature Estate & Investment Advisors
Signature Estate & Investment Advisors
Episode: Estate Planning Isn’t Done When You Sign the Papers with Brad Repinsky (Ep. 97)
Stacey Inal
Licensed psychotherapist and Women's Career Coach based in Los Angeles
Independent practice / Inspiring Women
Episode: When Success Feels Like a Trap: The Hidden Emotional Side of Wealth with Stacey Inal (Ep. 95)
Michael Cy
Advisor and expert on AI in financial services
Episode: AI and the Future of Financial Advice with Michael Cy (Ep. 94)
Chris Schelling
Managing Director at Aksia, experienced in private markets and alts
Aksia
Episode: Private Markets and Long-Term Investing with Chris Schelling, CAIA (Ep. 92)
Michael O'Shea
Certified Financial Advisor, CFA, Director of Private Wealth with Origin Investments
Origin Investments
Episode: Opportunity Zones Explained: What’s Changing in 2027 and Why It Matters with Michael O’Shea (Ep. 91)
Peter Repetto
Guest from iCapital
iCapital
Episode: Balancing Markets, Policy, and AI Spending in the 2026 Outlook Peter Repetto (Ep. 90)
Matt Kaufman
Head of ETFs at Calamos Investments
Calamos Investments
Episode: Turning Equity Exposure Into Monthly Income With Auto Callable ETFs with Matt Kaufman (Ep. 89)
Damian Gallagher
Senior Vice President
Bluerock
Episode: The Real-World Guide to 1031 Exchanges with Damian Gallagher (Ep. 88)
Bryce Gill
Economist, First Trust Advisors
First Trust Advisors
Episode: A Clear Look at the Trends Driving Markets and Daily Life with Bryce Gill (Ep. 87)

Host

Robert Curtiss
Host of The Millionaire Next Door Podcast

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Talking Points

Recent interactions between the hosts and their guests.

What You Need to Know About Private Credit with Mark Gatto (Ep. 76)
Q: Could you give an example of the kind of private-credit opportunities discussed, perhaps mentionable by company or sector?
The ARIES/Sign Aries Diversified Credit Fund sources a broad range of opportunities across large loans to traditional middle-market companies, with a portfolio spanning 700 names and a focus on first-lien, senior-secured loans to high-quality issuers.
What the Second Half of 2025 Could Mean for Investors with Peter Repetto (Ep. 79)
Q: Where do you see opportunities in private versus public markets moving forward?
In private markets, mid-market buyouts, infrastructure (especially data centers and digital infrastructure), and asset-based lending look attractive due to dry powder, favorable risk/return, and diversification benefits; in public markets, AI-related software and cyclical exposure with improving policy certainty could help, along with selective offshore allocations as valuations justify potential rotations.
What the Second Half of 2025 Could Mean for Investors with Peter Repetto (Ep. 79)
Q: What are the big themes for the second half of the year as you see them?
The themes include policy certainty improving, potential rate cuts in the second half, ongoing trade discussions with more clarity, and selective secular growth in AI and digital infrastructure that could support earnings and exit activity.
Why Infrastructure May Be the Most Underrated Asset Class of 2025 (Ep. 82)
Q: Why is diversification of portfolio allocations to infrastructure important, especially given correlations in public markets?
Infrastructure has shown low correlations with the S&P 500 and traditional bonds, providing ballast during market stress. A modest allocation to private infrastructure can reduce overall portfolio drawdowns, improve the Sharpe ratio, and offer inflation-protected income, making it a valuable complement to stocks and bonds in a diversified strategy.
Why Infrastructure May Be the Most Underrated Asset Class of 2025 (Ep. 82)
Q: What role does interest rate movement play in infrastructure investing, and how should an investor position their portfolio as rates shift?
Lower rates reduce discount rates for project financing, supporting growth opportunities and higher potential returns in periods of declining rates. In higher-rate environments, long-term power agreements become more attractive. A diversified approach across private infrastructure equity, debt, and different sectors helps manage rate-related risk and preserves income through rate cycles.

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Frequently Asked Questions About The Millionaire Next Door

What is The Millionaire Next Door about and what kind of topics does it cover?

This show centers on wealth-building, risk management, and strategic investing for high-earning listeners who aim to grow and preserve wealth over time. Episodes frequently cover market cycles, investment strategies, and the role of private and infrastructure investments in diversified portfolios, often with a focus on disciplined, process-driven approaches and client education. A standout angle is how alternative investments and inflation-hedging assets can fit into a long-term plan, with guests who bring deep expertise in economics, asset allocation, and wealth planning. The format tends to blend market analysis with practical guidance for navigating volatility and market noise, making it useful for professionals and affluent individual i... more

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1. Money Guy Show
2. Ramsey Everyday Millionaires
3. Your Money, Your Wealth
4. The Meb Faber Show - Better Investing
5. Stay Wealthy Retirement Podcast

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The Millionaire Next Door launched 5 years ago and published 98 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Millionaire Next Door?

Recent guests on The Millionaire Next Door include:

1. Brad Repinsky
2. Stacey Inal
3. Michael Cy
4. Chris Schelling
5. Michael O'Shea
6. Peter Repetto
7. Matt Kaufman
8. Damian Gallagher

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