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The Millionaire Next Door

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

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 monthlyEpisodes101Founded5 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for The Millionaire Next Door

Latest Episodes

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, ... more

What happens when artificial intelligence moves beyond software and into the physical world?

As technology continues to evolve, many investors are asking how artificial intelligence could influence businesses, markets, and everyday life in the year... more

Tax laws change often, but knowing which updates actually affect your finances can be difficult.

How do you know which deductions still apply, which strategies are worth considering, and when it’s time to have a planning conversation instead of sim... more

YouTube

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

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Recent Guests

Nicole Green
Tax advisor at Robert Hall
Robert Hall
Episode: Understanding the Latest Tax Law Changes with Nicole Green (Ep. 99)
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)
Mark Gatto
Executive/portfolio manager focused on private credit and diversified investments
CION Investments
Episode: Private Credit, AI Concerns, and the Power of Diversification with Mark Gatto (Ep. 96)
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)

Host

Robert Curtiss
Host of The Millionaire Next Door Podcast

Chart Rankings

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Apple Podcasts
#152
India/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Understanding the Latest Tax Law Changes with Nicole Green (Ep. 99)
Q: What should people consider when planning for charitable giving and RMDs in light of these changes?
Charitable giving through qualified distributions can reduce AGI and help preserve eligibility for deductions like SALT and mortgage interest; planning whether to donate directly from the RMD or to take the distribution and donate later can have important tax consequences. The guest stresses evaluating timing and source of funds, including considerations around charity-type entities and crypto donations.
Understanding the Latest Tax Law Changes with Nicole Green (Ep. 99)
Q: Tell me what's going on with this big tax bill and how it's affecting returns this tax season.
The guest explains that changes like the SALT cap increase to $40,000 provide meaningful deductions for higher-tax states like California, while other changes such as bonus depreciation and senior deduction offer planning opportunities across income levels. The guidance emphasizes coordinating with a tax advisor to tailor strategies to individual life circumstances and income levels.
Market Momentum, AI Growth, and What’s Driving Markets Higher in 2026 (Ep. 98)
Q: Do you think we are at all-time highs in some areas, and how should investors think about adding exposure in that context?
Historically, staying invested in a strong market environment tends to work, and dollar-cost averaging can help when markets look overbought; waiting for a correction isn't usually the best approach because markets often push higher after brief pauses.
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.

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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. Ramsey Everyday Millionaires
2. Wall Street Breakfast
3. Money Guy Show
4. The Clark Howard Podcast
5. The Daily

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The Millionaire Next Door launched 5 years ago and published 101 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. Nicole Green
2. Brad Repinsky
3. Mark Gatto
4. Stacey Inal
5. Michael Cy
6. Chris Schelling
7. Michael O'Shea
8. Peter Repetto

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