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
21. The Roth Conversion Playbook with Nick Strain
What You’ll LearnHow Roth conversions actually workWhy timing matters more than most investors realizeThe tax traps that can make conversions expensiveHow Roth conversions affect Medicare premiums<...
20. Q1 2026 in Review: Expect the Unexpected
What if everything went wrong in the markets and it still wasn't as bad as you expected?This episode of Fearless Money Talks is a Q1 2026 market recap that actually earns its runtime. Kelli Kiemle and Brian Spinelli walk through a quarte...
19. The Real Cost of Giving
What happens to all that boomer wealth everyone keeps talking about? And while we're at it, how much should you actually spend on your nephew this Christmas?This episode of Fearless Money Talks takes a sharp turn from the sentimental to ...
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...
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...