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.
Want to learn more about Halbert Hargrove? Click the link below to visit our website today.
Our Website: HalbertHargrove.com
Episodes
9 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
5. Investing Through Life’s Phases with JC Abusaid
What does it really mean to invest for your life, not just your age or a risk survey? In this episode of Fearless Money Talks, we welcome JC Abusaid, AIF®, CEO and President of Halbert Hargrove, to talk about LifePhase Investing®.<...
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26:32
4. Riding the Ups and Downs: Behavior in Volatile Markets
Markets rise, markets fall, and our emotions often rise and fall with them. This week, hosts Brian Spinelli, CFP®, AIF® and Kelli Kiemle, AIF® dig into how fear and greed shape investor decisions, especially when the headlines are screaming and...
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28:28
3. Why Are People So Scared to Talk About Money? with Angela Renee
Does anyone like talking about money? For years, the traditional advice has been to avoid the subject of money with anyone other than your immediate family, and even then some kids never heard their parents discuss it! Today, we’re talking abou...
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23:24
2. What Do You Spend Your Money On (and How Does Spending Make You Feel)?
What do you spend your money on, and how does it make you feel to part with those hard-earned dollars? Whether you spend your money on trips, or eating out, or club sports for your kids, or something else, everybody approaches spending differen...
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29:58