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 • 9 episodes
Fearless Money Talks
Latest Episodes
9. Q3 Recap: Market Uncertainty is Nothing New
The word everyone in the media is using to describe the markets seems to be “uncertain,” but Brian Spinelli isn’t a fan. In his eyes, your opinion on the state of the markets may say more about where you get your news than any real volatility. ...
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19:29
8. The Top 3 Tax Issues to Watch Out for in Retirement
Most people want to know how much money they should save for retirement, but here’s another important question: How much of the money in your retirement accounts is actually yours? Between capital gains and the tax implications of 401(k) withdr...
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26:46
7. Claim Now or Wait? Navigating the Social Security Dilemma with Vincent Birardi
Social Security: When should you claim? Will it still be around by the time you retire? How much does your spouse get if they made less than you while you were working? What if your spouse passes away? We’re taking on the big questions about th...
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30:24
6. How Much Money Will You Need in Retirement? Saving & Spending During Your Golden Years
One of the most common questions financial advisors get is, “How much money should I save for retirement?” Until we figure out how to build a time machine, the answer is, “It depends.” In other words, how much money you need depends on how long...
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28:17