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 • 18 episodes
Fearless Money Talks
Latest Episodes
18. What Clients Want From a Financial Advisor
Have you ever been in a conversation where someone kept explaining something long after you stopped caring?That realization comes up in this episode of Fearless Money Talks, and it opens a bigger discussion about one of the most overlook...
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32:17
17. The Leadership Lessons You Learn the Hard Way with JC Abusaid
Have you ever had to tell someone a raise or bonus wasn’t happening anymore, and realized mid-sentence that you hadn’t explained nearly enough?That moment comes up early in this episode of Fearless Money Talks, and it opens a much bigger...
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29:38
16. Are You Managing a Portfolio or Just Collecting Investments? with Taylor Sutherland
Managing money can slowly turn into one more thing competing for your attention, and it has nothing to do with ability, but with the fact that your days may already be filled up with other decisions that drive your life and work forward....
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26:08
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