The Millionaire Next Door

By Robert CurtissBusiness Investing

The Millionaire Next Door episodes

December 23, 2025 A Clear Look at the Trends Driving Markets and Daily Life with Bryce Gill (Ep. 87)
It is not often that an economic moment feels this confusing for everyday people, and Robert Curtiss knows it. That is why he brings economist Bryce Gill, economist and national speaker with First Trust Advisors, into a conversation that puts words to the shifts everyone is sensing but few can explain clearly. Robert approaches the …
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49 min
December 09, 2025 The Real Role of Private Credit in Portfolios with Tod Trabocco (Ep. 86)
When most investors think about private credit, they picture direct lending. But as Tod Trabocco, Head of Private Debt Advisory at StepStone Group, makes clear, it’s much more nuanced than that. With over two decades in the space, Tod walks us through the four silos of private credit, including corporate, asset-based, asset-backed, and risk-sharing strategies, …
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44 min
November 25, 2025 How Advisors Can Reach the Next Generation with Natasha Kennedy (Ep. 85)
Why do 90% of heirs walk away from their parents’ advisor? Robert Curtiss welcomes Natasha Kennedy, a former Wall Street professional turned mental health therapist, to explore why the Great Wealth Transfer is at risk of becoming the Great Disconnect. With $124 trillion poised to change hands in the next two decades, this episode tackles …
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44 min
November 11, 2025 How Cliffwater Is Democratizing Private Market Access with Phil Huber (Ep. 84)
Is private equity still worth it, and can everyday investors finally get access without the complexity? Robert Curtiss, CFP,® welcomes back Phil Huber, Managing Director and Head of Portfolio Solutions at Cliffwater, to unpack the rise of evergreen private equity funds, an innovation reshaping the private investing landscape. Phil explains how Cliffwater’s newly launched Evergreen …
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31 min
October 28, 2025 How to Invest Beyond the Magnificent Seven Stocks with Andrew Hull, CFA (Ep. 83)
As markets surge on the backs of the Magnificent Seven, are investors missing what’s happening off the radar? Robert Curtiss, CFP®, is joined by Andrew Hull, CFA, Vice President and ETF Strategist at First Trust, to unpack overlooked investment opportunities that may hold stronger long-term value than today’s most-hyped tech names. Andrew explains how today’s …
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30 min
September 24, 2025 Why Infrastructure May Be the Most Underrated Asset Class of 2025 (Ep. 82)
When electricity demand in the U.S. hit a record-breaking high on July 28th, 2025, it wasn’t a blip; it was a signal. In this powerful follow-up to Episodes 69 and 78, Robert Curtiss welcomes back Michael Underhill, founder and CIO of Capital Innovations, to unpack the megatrends shaping the future of investing. From surging AI-driven …
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33 min
September 11, 2025 Why Private Markets Are Reshaping Investment Strategy in 2025 with Tony Davidow (Ep. 81)
What happens when public markets no longer provide the diversification they once promised? In this episode, Robert Curtiss, CFP®, is joined by Tony Davidow, Senior Alternatives Investment Strategist at the Franklin Templeton Institute, to explore the tectonic shifts transforming private markets. Tony shares insights from decades of experience working with institutional capital, family offices, and …
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37 min
August 26, 2025 Time vs. Timing the Market with Miles Clark (Ep. 80)
It’s the dog days of summer, but the market hasn’t gone to sleep. Robert Curtiss welcomes back frequent guest Miles Clark from Dorsey Wright for a timely conversation on where we are and where we might be headed. From all-time market highs to yellow-flag participation levels, this episode dives into the realities behind performance, volatility, …
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34 min
August 11, 2025 What the Second Half of 2025 Could Mean for Investors with Peter Repetto (Ep. 79)
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, …
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37 min
July 28, 2025 The Ongoing Demand for Infrastructure Investments (Ep. 78)
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 …
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40 min

About The Millionaire Next Door

From the publisher's feed

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…