Markets have been anything but predictable in 2025, yet resilience continues to surprise investors. In this midyear outlook episode, Robert Curtiss is joined by Peter Repetto, Vice President and Investment Strategist at iCapital, to unpack where the economy stands and where it may be heading next. With deep insights drawn from Peter’s team-wide strategy review, they explore how markets are absorbing trade volatility, policy shifts, and inflation risks and why there’s room for optimism. They also...
Aug 11, 2025•37 min
A power shift is underway. And it is not just political or technological. In this episode of The Millionaire Next Door , host Robert Curtiss sits down with Michael Underhill, Chief Investment Officer at Capital Innovations, to explore the seismic transformation in infrastructure and energy investing. With humor, historical context, and deep industry insight, Michael compares this moment to Led Zeppelin’s debut, when a once-niche phenomenon suddenly became the main event. The episode unpacks the ...
Jul 28, 2025•39 min
In today’s financial world, headlines shift by the hour, and uncertainty feels like the new norm. But what if this volatile environment is actually full of opportunity? In this insightful episode, Robert Curtiss speaks with Zachary Levenick, a seasoned hedge fund executive turned family office investor, about why today’s market isn’t just chaotic, it’s promising. From his global experience managing funds in New York, London, and Latin America, Zach shares his perspective on why volatility may ac...
Jul 08, 2025•33 min
With public markets still shaky despite recent rebounds, many investors are looking for more stability, without sacrificing returns. In this timely episode, Robert Curtiss sits down with Mark Gatto, co-founder and co-CEO of CION Investments, to unpack how private credit and infrastructure investing can offer stable, reliable alternatives for individual investors. They discuss the growing accessibility of alternative investments, the yield potential of private credit, and why “boring” may be the ...
Jun 16, 2025•37 min
It’s not if you’ll face identity theft, it’s when . In this powerful episode, Robert Curtiss sits down with seasoned trial attorney Robert Brennan, an experienced professional in identity theft cases, to unpack the alarming realities of this modern-day crime. From fraud rings targeting disaster victims to the surprising statistic that nearly every American’s data is already on the dark web, Brennan delivers a wake-up call for anyone who thinks they’re immune. You’ll hear real-life stories of how...
Jun 06, 2025•43 min
What do market recoveries, pilot training, and emotional discipline have in common? In volatile times, they all remind us that trusting your instruments and your process can make all the difference. In this quarterly market check-in, host Robert Curtiss, CFP®, welcomes back recurring guest Miles Clark of Dorsey Wright to unpack what’s happening beneath the surface of recent market turbulence. From sector rotations to investor behavior, this episode brings clarity without the noise. Here’s what y...
May 29, 2025•39 min
Where is the economy headed amidst all this uncertainty? Well, who better to ask than a Senior Economist! Robert Curtiss sits down with Strider Elass, a Senior Economist from First Trust, to navigate the financial landscape we’re seeing so far in 2025. They discuss the implications of recent policy decisions, historic market volatility, and what they could mean for your investments. Other key conversation points include: The impact of COVID-19 shutdowns and subsequent policy decisions on the cur...
May 13, 2025•34 min
In a world filled with financial noise, how do you know which signals actually matter? Join Robert Curtiss as he chats with Gary Sinderbrand, a seasoned financial professional with roots going back to their days at Merrill Lynch. They unravel years of insights on keeping your financial journey on track. Delving into tales from the trading floor to personal anecdotes from the ski slopes, Curtiss and Sinderbrand uncover strategies for managing financial anxieties and the importance of a discipline...
Apr 30, 2025•58 min
Who is the man behind the mic? In today’s episode, we pull back the curtain on Robert Curtiss’s journey—from a public policy graduate to a trusted financial advisor. Along the way, he shares hard-earned lessons on diligence, adaptability, and finding harmony between career and personal life. Robert dives into the intersection of marriage and money, emphasizing the power of shared values, mutual respect, patience, and flexibility in building a strong financial foundation with your partner. Get re...
Apr 15, 2025•43 min
Are you ready to unlock the potential of alternative investments in your portfolio? Join Robert Curtiss as he sits down with repeat guest Phil Huber from Cliffwater to explore the dynamic world of alternative investments. The episode delves into the benefits of diversification, the current volatility in global markets, and the strategic role of private debt and equity. Discover why modern investors can’t afford to ignore these opportunities and how they’ve helped portfolios remain robust amidst ...
Apr 01, 2025•42 min
What if you could tap into the infrastructure of tomorrow, today? As Americans, it’s fair to say that some of our infrastructure and urban grids are outdated and must be invested in and updated. How can you incorporate infrastructure in your portfolio? Join Robert Curtiss and portfolio managers Matthew Moreno and Jake Kelsall from StepStone … Read More Read More...
Mar 18, 2025•37 min
Want to know how venture capital is reshaping the future? Join us as we explore this dynamic landscape with industry experts. Robert Curtiss, CFP®, sits down with Stephen West and Anthony Giambrone from StepStone to demystify venture capital. They explore how this dynamic sector, historically the reserve of institutions, is becoming more accessible. Discover how … Read More Read More...
Mar 05, 2025•29 min
What are the mistakes you could be making when selling your home? Host Robert Curtis sits down with Michael Bell, a seasoned real estate broker from Sotheby’s in Southern California and author of “Seller Mistakes: What You Were Never Told About Selling Your Home and Why It Should Matter to You.” Michael brings to light … Read More Read More
Feb 25, 2025•39 min
What does the future hold for the stock market in 2025? Robert Curtiss chats with Miles Clark, a research analyst from Nasdaq Dorsey Wright, known for their expertise in technical analysis and momentum-based trading. Dive into the emerging financial themes of 2025 as Miles offers a glimpse into the factors impacting the market landscape, emphasizing … Read More Read More...
Jan 21, 2025•39 min
What happens when you truly listen? Are you truly listening or just waiting for your turn to speak? Robert Curtiss speaks with Matt Halloran, co-founder of ProudMouth, about the art and power of listening. Matt, fresh off releasing his new book “Shut the F Up and Listen,” dives into the epidemic of loneliness and how … Read More Read More
Jan 08, 2025•34 min
How do you run a successful business without sacrificing your personal life? Many struggle to find the answers to this question… Robert Curtiss brings on Ilona and Takaya Brunner, a dynamic CPA duo, to share their inspiring journey and unique approach to balancing work and life as business owners. They dive into how they help … Read More Read More...
Dec 24, 2024•44 min
As the financial world becomes increasingly interconnected, true wealth management goes beyond portfolios—it’s about clarity, relationships, and forward-thinking strategies. Robert Curtiss and Mike Cy take us into the heart of their holistic approach to financial planning, showcasing the tools and processes that empower clients to achieve confidence in their financial futures. They uncover how cutting-edge … Read More Read More...
Dec 10, 2024•41 min
As financial markets grow more complex, the difference between a good trade and a great one lies in precision, relationships, and cutting-edge tools. Robert Curtiss welcomes Vince Reyes, Director of Trading Operations, and Tony Nguyen, Senior Trader at SEIA, to uncover the meticulous strategies behind SEIA’s trading desk. Together, they break down how high-touch execution, … Read More Read More...
Nov 26, 2024•32 min
Private markets are no longer just for the financial elite—they’re now within reach of individual investors. But how do you make the most of this opportunity without missing out on serious growth? This week on The Millionaire Next Door, Bob Long, CEO of StepStone Private Wealth, explains how innovative structures like evergreen funds are making … Read More Read More...
Nov 12, 2024•36 min
As the 2026 estate tax law changes inch closer, the risk of costly financial missteps is rising for those who don’t plan ahead. Failing to act now could mean losing millions in taxes. Robert Curtiss welcomes back April Rosenberry, Director of Estate, Tax, and Financial Planning, to offer valuable insights into the upcoming tax exemptions … Read More Read More...
Oct 29, 2024•46 min
Have you ever found yourself saying, “I’m not a runner” or “I can’t”? We’ve all been there. But this episode of The Millionaire Next Door is about identifying these limiting beliefs to ultimately embrace and enhance our lives! Tune in as Rob Curtiss explores these concepts with PJ Nestler from XPT Life. They unveil how … Read More Read More
Oct 15, 2024•52 min
A 50-basis-point rate cut has shaken up the market — so what does that mean for your investments? With 11-12 rate hikes since March 2020 and a rapidly evolving economic landscape, uncertainty looms. The key to staying ahead lies in understanding how different assets respond to these shifts. This week on The Millionaire Next Door, … Read More Read More...
Oct 01, 2024•35 min
International parental abduction sounds like something reserved for Netflix documentaries. But unfortunately, it’s more common than you think. In this installment of The Millionaire Next Door, Rob Curtiss dives into the complex world of international parental abduction with family law expert Fahi Takesh Hallin, a partner at Harris Ginsburg LLP. Fahi shares knowledge and various … Read More Read More...
Sep 10, 2024•39 min
Many believe that once you no longer need or can afford your life insurance policy, your only option is to let it lapse or surrender it for its cash value. But there’s a better way – life settlements! This week on The Millionaire Next Door, Robert Curtiss sits down with Rob Haynie, the Managing Director … Read More Read More
Aug 27, 2024•29 min
Private equity might sound complex, but it simply means investing in companies that aren’t listed on public stock exchanges. Are you ready to uncover the world of private equity and alternative investments? This week on The Millionaire Next Door, Robert Curtiss, CFP®, welcomes Phil Huber from Cliffwater to explore the fascinating world of private equity … Read More Read More...
Aug 13, 2024•39 min
Think fear holds you back? Think again. The real obstacle isn’t fear itself but your relationship with it. Much like the Olympians who are gearing up for the 2024 Summer Olympic Games in Paris, Kristen Ulmer, a thought leader and former world-class extreme skier, has worked through her fair share of fear and anxiety leading … Read More Read More
Jul 30, 2024•52 min
From discussing the world’s top countries by GDP to tips for elevating your morning routine, this week’s episode is all about what’s on the mind of your host, Rob Curtiss. In this installment of the Millionaire Next Door Podcast, Rob dives into a detailed analysis of the world’s largest economies by GDP, the intricacies of … Read More Read More
Jul 16, 2024•30 min
Research indicates that markets have risen approximately 75% of the time during election years since 1928. So, what does this mean for your investing efforts today? Join Robert Curtiss as he welcomes back Will Gibson, senior analyst with Nasdaq Dorsey Wright, to dive into today’s investment market, the impact of election cycles, and the importance … Read More Read More...
Jul 02, 2024•28 min
Did you know that more than two-thirds of adult Americans have yet to implement any form of estate planning? Even high-profile figures like Prince and Pablo Picasso faced chaotic and costly consequences because they lacked a proper plan. Join Rob Curtiss alongside Roger Silk, CEO of Sterling Foundation Management LLC, for a deep dive into … Read More Read More...
Jun 18, 2024•46 min
Did you know that 78% of people in assisted living still feel lonely despite the communal environment? This underscores the importance of not only financial planning but also emotional and social planning as we age. Join Rob Crutiss as he welcomes Mary Winners, founder of About Senior Solutions™, to discuss the complexities of aging and … Read More Read More...
Jun 05, 2024•39 min
