Fearless Money Talks
Fearless Money Talks
Podcast Description
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
Podcast Insights
Content Themes
The podcast primarily focuses on financial literacy, investment strategies, and personal finance management, including specific episodes that address subjects like overcoming the discomfort of financial discussions in relationships and the evolution of financial advising in the modern age.
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
Managing money can slowly turn into one more thing competing for your attention, and it has nothing to do with ability, but with the fact that your days may already be filled up with other decisions that drive your life and work forward.
This episode’s conversation starts there.
Brian and Kelli talk with Taylor Sutherland about why high-performing people may step away from day-to-day investing, how portfolios can drift when decisions happen in scattered moments, and what can change when someone commits to a clear process instead of reacting to headlines or short-term swings.
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