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, they share insights on why behavior can be an investor’s biggest challenge.

They talk through practical ways to calm nerves, help avoid costly mistakes, and keep long-term plans in focus, even when the noise feels overwhelming. If you’ve ever wondered why it’s so hard not to “do something” when markets get shaky, this conversation is for you. Tune in for a thoughtful take on behavior and market volatility.

Connect with us! 

• Kelli Kiemle on LinkedIn
• Brian Spinelli on LinkedIn
• Halbert Hargrove Website

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 this episode, we’re honored to welcome Angela Renee, Halbert Hargrove’s Senior Administrative Director and a Certified Life Coach. Angela loves helping people understand their relationship with money better, and she brings a valuable perspective to our conversation. Tune in to hear the whole thing!

Connect with us! 

• Kelli Kiemle on LinkedIn
• Brian Spinelli on LinkedIn
• Angela Renee on LinkedIn
• Halbert Hargrove Website

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 the resulting expenses. They share their approaches to saving up for trips, as well as their thoughts on funding vacations with credit cards. 

They also discuss how making peace with the give-and-take of saving and spending is a lifelong journey. Retired people face a unique challenge as they stop earning an income and start drawing from their life savings. After spending their entire lives making sure they always set aside some money for later, they have to break out of that mindset, which can be extremely difficult.

Tune in to hear the whole conversation!

Connect with us! 

• Kelli Kiemle on LinkedIn
• Brian Spinelli on LinkedIn
• Halbert Hargrove Website

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 hosts, Brian Spinelli and Kelli Kiemle, share their own experiences navigating finances with their spouses, as well as what they’ve seen in their work at a financial advisory firm. From spouses who don’t want to know anything about their money to spouses who want to know everything, everyone has their own approach. 

Brian and Kelli also share their individual stories of how they got into the world of financial advice despite it not being their first careers. They also share how Halbert Hargrove was founded over 100 years ago and how the world of finance has changed.

Financial advisors help facilitate conversations around money every day for all kinds of clients, whether they like talking about it or not. Whether you're struggling with financial communication in your relationships or simply want to understand why money conversations feel so loaded, this episode offers practical insights and permission to help break the silence around this essential topic. 

Connect with us! 

• Kelli Kiemle on LinkedIn
• Brian Spinelli on LinkedIn
• Halbert Hargrove Website