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
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 financial moves to help set your family up for success in the future.
In this episode, Brian and Kelli discuss the pillars of a good financial plan, including how to maximize your 401(k), setting up an estate plan, why you should consider getting an umbrella insurance policy, and much more! It may sound overwhelming, so stick around for the end when Brian shares how to approach it all realistically.
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