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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Fearless Money Talks
1. Welcome to Fearless Money Talks!
How to Plan for Now and the Future
In the first episode of “Fearless Money Talks,” we’re talking about something most people don’t want to talk about: money. Whether you’re scared or ashamed or just grew up in a family that never talked about it, chances are you’ve encountered uncomfortable financial conversations at some point in your life.
Our hosts, Brian Spinelli and Kelli Kiemle, share their own experiences navigating finances with their spouses, as well as what they’ve seen in their work at a financial advisory firm. From spouses who don’t want to know anything about their money to spouses who want to know everything, everyone has their own approach.
Brian and Kelli also share their individual stories of how they got into the world of financial advice despite it not being their first careers. They also share how Halbert Hargrove was founded over 100 years ago and how the world of finance has changed.
Financial advisors help facilitate conversations around money every day for all kinds of clients, whether they like talking about it or not. Whether you're struggling with financial communication in your relationships or simply want to understand why money conversations feel so loaded, this episode offers practical insights and permission to help break the silence around this essential topic.
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