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
One of the most common questions in retirement planning is also one of the hardest to answer: ”How much money do I need to retire?”
The reality is that there's no universal number or withdrawal strategy that works for everyone. Your retirement goals, spending habits, investment approach, and lifestyle all play a role in determining what ”enough” looks like.
In this episode of Fearless Money Talks, Brian and Kelli discuss the fear of running out of money, the limitations of relying on rules of thumb like the 4% rule, and why thoughtful financial planning goes far beyond choosing a target savings balance.
They also explore how budgeting, lifestyle inflation, retirement timing, and spending priorities influence long-term financial security. Whether you're decades away from retirement or already drawing income from your portfolio, this conversation offers practical ideas for building a retirement plan that reflects your goals and can help you make more confident financial decisions.
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