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Fearless Money Talks

Halbert Hargrove

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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: HalbertHarg ...
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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 transit…
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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 portfolios are bouncing. From euphoria when everything looks unstoppable to panic when losses hit hard, t…
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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 about why money is such a taboo subject and how we can try to find a healthy balance when discussing it. In th…
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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 differently. In this episode, Brian and Kelli discuss their shared love of family trips, and their shared pain at …
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How to Plan for Now and the Future In the first episode of “Fearless Money Talks,” we’re talking about something most people don’t want to talk about: money. Whether you’re scared or ashamed or just grew up in a family that never talked about it, chances are you’ve encountered uncomfortable financial conversations at some point in your life. Our ho…
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