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Tired of money being a taboo topic? Welcome to Fearless Money Talks, featuring Halbert Hargrove's Co-Chief Investment Officer, Brian M. Spinelli, CFP®, AIF®, and Managing Director of Growth and Client Experience, Kelli Kiemle, AIF®.
Get ready for candid, fear-free discussions on helping your money work for you, navigating market ups and downs, and planning for your retirement.
Want to learn more about Halbert Hargrove? Click the link below to visit our website today.
Our Website: HalbertHargrove.com
فرکانس به روز رسانی:
biweekly
میانگین طول صدا:
28 minutes
مصاحبه های مهمان
انگلیسی
ایالات متحده آمریکا
33 قسمت
از سال 29 ژوئیه 2025
episodic
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آخرین اپیزود 🔗
Supporting your children while helping aging parents can leave you feeling stretched in every direction. Between education expenses, caregiving responsibilities, and planning for your own retirement, finding a balance can be difficult, especially when family expectations and emotions enter the pict…
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اپیزود قبلی 🔗
Choosing where to live is one of the biggest decisions we make, yet it's often driven by habit, convenience, or circumstance rather than intentional planning. But where we live can influence much more than our daily routine. It can shape our health, finances, relationships, and overall quality…
A growing income and higher net worth can look like signs that everything is moving in the right direction. But what happens when financial success leaves you with little time or energy to enjoy the life you've built?
In this episode of Fearless Money Talks, Brian and Kelli explore what it can…
College can be one of the biggest expenses a family plans for, and figuring out how much to save can quickly become overwhelming.
In this episode of Fearless Money Talks, Brian and Kelli bring both their professional and personal perspectives to the college planning conversation. They explore the d…
There may come a point in your career when the question shifts from "How much more can I earn?" to "Is earning more still worth it?"
In this episode of Fearless Money Talks, Brian and Kelli explore the difficult decision of whether to stay in a career to help maximize your pensi…
Building a successful business is an accomplishment. Building one that continues to thrive for generations requires an entirely different level of planning.
In this episode of Fearless Money Talks, Brian and Kelli welcome Halbert Hargrove COO Cecilia Williams for a conversation about succession pla…
One of the most common questions in retirement planning is also one of the hardest to answer: "How much money do I need to retire?"
The reality is that there's no universal number or withdrawal strategy that works for everyone. Your retirement goals, spending habits, investment appro…
The search for a financial advisor tends to start by comparing investment performance, credentials, or fees. Those things matter, but they rarely determine whether a relationship will be successful over the long term.
In this episode of Fearless Money Talks, Brian and Kelli welcome back Angela Rene…
Doing it yourself can be a great way to build wealth. In fact, many DIY investors have done exactly that. But success can also create new challenges that aren't always obvious until years later.
In this season finale of Fearless Money Talks, Brian and Kelli walk through some of the most common…
AI can summarize an article, build a budget, explain a Roth conversion, and answer almost any financial question you can think of in seconds. So what happens when investors start asking a bigger question: do they still need a financial advisor?
In this episode of Fearless Money Talks, Brian and Kel…
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