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
Episodes
13 episodes
13. The First Year After Loss: Financial Steps That Can Help New Widows with Samantha Garcia
Losing a spouse reshapes the pace of life in ways that aren’t easy to explain until you’re in it.In this conversation, Brian Spinelli CFP®, AIF®, Kelli Kiemle AIF®, and this week’s guest, Senior Wealth Advisor Samantha Garcia CFP®, AIF®,...
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28:48
12. The Money Choices That Help Shape Your 30s and 40s
There’s a moment in your 30s and 40s when money stops feeling theoretical and starts shaping your daily life. The home you buy, the debt you carry, the savings you manage to build, the risk you’re willing to take, all of it begins to influence ...
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36:48
11. What Business Owners Should Know Before Selling with James Ahn
Selling a business isn’t a single event, but a journey that blends numbers, timing, and emotion.In this episode of Fearless Money Talks, James T. Ahn, CFP®, AIF®, Senior Wealth Advisor, joins our hosts Brian Spinelli, CFP®, AIF®, and Kel...
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29:56
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 ...
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35:25
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