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
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®.
This approach recognizes that every stage of life brings different priorities. Building wealth, preparing for a transition, or drawing from what you’ve created all require a different perspective. JC also shares the story of his grandmother and how her experience with investing shaped his passion for helping people make the most of their resources, not just preserve them. It’s a reminder that money decisions carry both financial and emotional weight.
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