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
Fearless Money Talks
Latest Episodes
25. 3 DIY Investing Mistakes
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 Tal...
24. Can AI Replace Your Financial Advisor? Tyler Gilley Explains Where It Can Fall Short
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?...
23. Don't Buy a Business Without Asking These Questions First with David Koch
Buying a business sounds like the move. Be your own boss. Generate income. Maybe even step back and let it run. But most people walk into the process not knowing what they don't know, and that gap can cost them.This episode of Fearless M...
22. It’s Not About the Money: How to Talk to Your Parents About “The Plan”
Talking to your parents about money sounds like it should be straightforward. It’s not.This episode of Fearless Money Talks takes on one of the most uncomfortable financial conversations out there: inheritance. Or more accuratel...