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 • 13 episodes
Fearless Money Talks
Latest Episodes
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
10. Key Financial Moves to Make in Your 30s and 40s
Life in your 30s and 40s can feel like you’re barely keeping your head above water. Between your job, kids, and social activities, it’s arguably the busiest time in anyone’s life. But it’s also one of the most important times to make a few key ...
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35:25
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