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Welcome to The Millionaire Next Door Podcast with Robert Curtiss, CFP®, AIF® from Signature Estate and Investment Advisors.
- Indexed episodes, last 90 days
- 7
- Latest publication
- Sep 29, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 8, 2026
Latest episodes
How Opportunity Zones 2.0 Could Change Capital Gains Planning with Nick Rosenthal (Ep. 105) (opens the original)
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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
Private Commercial Real Estate After the Market Reset with PGIM’s Andrew Garten (Ep. 104) (opens the original)
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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
Behavioral Finance and Better Investment Decisions with Devin Ekberg, CFA, CPWA, CIMA (Ep. 103) (opens the original)
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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
Protecting Your Portfolio During Market Drawdowns with James St. Aubin, CFA®, CAIA® (Ep. 102) (opens the original)
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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 and Its Role in a Diversified Portfolio with Phil Huber, CFA, CFP® (Ep. 101) (opens the original)
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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
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