Fearless Money Talks
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.
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Our Website: HalbertHargrove.com
Podcasting since 2025 • 15 episodes
Fearless Money Talks
Latest Episodes
15. The Awkward Money Math We Don’t Talk About with Angela Renee
Money has a way of sneaking into moments that are supposed to feel easy, like group dinners, trips with friends, roommates or family traditions. But suddenly there’s a bill on the table, everyone freezes, and no one wants to be the person who s...
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29:28
14. The Part of Business Sales That You May Not Be Prepared For with Matt Rabin
A business sale typically doesn’t start with a plan. Most of the time, it begins with a call, a letter of interest, or a number that can suddenly make everything feel more complicated. In this conversation, Brian and Kelli sit down with attorne...
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31:14
13. The First Year After Loss: Financial Steps That Can Help New Widows with Samantha Garcia
Losing a spouse reshapes the pace of life in ways that aren’t easy to explain until you’re in it.In this conversation, Brian Spinelli CFP®, AIF®, Kelli Kiemle AIF®, and this week’s guest, Senior Wealth Advisor Samantha Garcia CFP®, AIF®,...
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28:48
12. The Money Choices That Help Shape Your 30s and 40s
There’s a moment in your 30s and 40s when money stops feeling theoretical and starts shaping your daily life. The home you buy, the debt you carry, the savings you manage to build, the risk you’re willing to take, all of it begins to influence ...
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36:48
11. What Business Owners Should Know Before Selling with James Ahn
Selling a business isn’t a single event, but a journey that blends numbers, timing, and emotion.In this episode of Fearless Money Talks, James T. Ahn, CFP®, AIF®, Senior Wealth Advisor, joins our hosts Brian Spinelli, CFP®, AIF®, and Kel...
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29:56