Shows
Fearless Money Talks11. What Business Owners Should Know Before Selling with James AhnSelling 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 Kelli Kiemle, AIF®, to share five things business owners should do before selling. They explore what helps drive a successful exit, including basic things like preparing your books and building the right advisory team to more complex ones like understanding valuation multiples and emotional readiness.In the end, the most important thing is what life looks l...
2025-12-1629 minFearless Money Talks10. Key Financial Moves to Make in Your 30s and 40sLife 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 financial moves to help set your family up for success in the future.In this episode, Brian and Kelli discuss the pillars of a good financial plan, including how to maximize your 401(k), setting up an estate plan, why you should consider getting an umbrella insurance policy, and much mor...
2025-12-0235 minFearless Money Talks9. Q3 Recap: Market Uncertainty is Nothing NewThe 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. Besides, when are the markets not uncertain?In this episode, Brian and Kelli look back at how the markets performed in Q3, and they look ahead at what could happen in Q4. Plus, they talk about their favorite non-market-related moments from the last 90 days. Tune in to hear the whole conver...
2025-11-1819 minFearless Money Talks8. The Top 3 Tax Issues to Watch Out for in RetirementMost 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) withdrawals, retirees can face some pretty unpleasant surprises if they don’t plan ahead. In this episode, Brian and Kelli discuss three common tax issues retirees encounter – and ways that can help keep the surprises to a minimum. Tune in for the full conversation!Connect with us! Kelli Kiemle on LinkedInBrian Spinelli on LinkedInHalbert Hargrove
2025-11-0426 minFearless Money Talks7. Claim Now or Wait? Navigating the Social Security Dilemma with Vincent BirardiSocial 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 the most widely used retirement benefit in America.In this episode, Brian and Kelli are joined by Vincent Birardi, Senior Wealth Advisor at Halbert Hargrove, to talk about the factors you should consider before you claim, what people get wrong about Social Security, and much more. Tune in for the wh...
2025-10-2130 minFearless Money Talks6. How Much Money Will You Need in Retirement? Saving & Spending During Your Golden YearsOne 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 you’ll live, how much you’ll spend on healthcare, and several other unknowable, uncontrollable factors. Fortunately, there are a number of factors that we do know and have some measure of control over. In this episode, we dig into the considerations that play into how much you should save for retirement. Tune in for t...
2025-10-0728 minFearless Money Talks5. Investing Through Life’s Phases with JC AbusaidWhat 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 transition, or drawing from what you’ve created all require a different perspective. JC also shares the story of his grandmother and how her experience with investing shaped his passion for helping people make the most of their resources, not just...
2025-09-2326 minFearless Money Talks4. Riding the Ups and Downs: Behavior in Volatile MarketsMarkets 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’...
2025-09-0928 minFearless Money Talks3. Why Are People So Scared to Talk About Money? with Angela ReneeDoes 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 valuab...
2025-08-2623 minFearless Money Talks2. 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 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 an...
2025-08-1229 min
The FintapeCowboy Ethics in Modern Wealth Management with JC AbusaidIn this episode of The Fintape, Brodrick sits down with JC Abusaid, CEO and President of Halbert Hargrove, to unpack how a $3.5 billion wealth management firm has built a century-long legacy on trust, transparency, and client-first values.He shares his journey from Bogota, Colombia, to almost giving up on the American dream, to leading a firm where “a handshake seals the deal.” JC shares how Cowboy Ethics have shaped everything—from voluntarily undergoing third-party audits to pioneering their unique Life-Phase Investing methodology.If you want to see what true integrity in wealth management looks like, this i...
2025-08-0522 minFearless Money Talks1. Welcome to Fearless Money Talks!How to Plan for Now and the FutureIn 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...
2025-07-2925 min
Next MileBuilding Tomorrow's Advisors with JC AbusaidEpisode 082: At Halbert Hargrove, the path to sustainable, long-term success has been shaped by its commitment to developing the next generation of advisors. In this episode, Kyle Van Pelt talks with JC Abusaid, CEO and President at Halbert Hargrove, about the company’s generational growth model. JC shares how the firm transitioned from hiring experienced advisors with existing books of business to cultivating homegrown talent through a structured internship and mentorship program. JC also discusses how Halbert Hargrove overcame the stigma of selling and the importance of separating management from client service roles to ensure efficiency and sust...
2025-02-2546 min
Building Your Sales EngineFrom Technical Skills to Sales Skills - Learning to Sell When You're Not a Born Seller with Nick StrainMark McGraw talks with Nickolas "Nick" Strain, Senior Wealth Advisor at Halbert Hargrove. Press play to learn how Nick "fell" into sales and how the Sandler Selling System has helped him close more deals. To find our handout for this episode, click here. You'll hear about the two Sandler Rules Nick is a fan of, and what you need to do to achieve sales success. Whether you have been in sales for a couple of months or for several years, you'll walk away with some principles that will improve your sales...
2025-01-2331 min
Financial Advisor SuccessMaintaining Company Culture More Virtually (When Scaling Past $3B AUM With 10 Office Locations) with Kelli KiemleKelli Kiemle is the Managing Director of Growth and Client Experience of Halbert Hargrove, an RIA based out of California that oversees $3.1 billion in assets under management for 75 households. Kelli uniquely spearheads initiatives at Halbert Hargrove to uphold the firm's four core values and foster a strong corporate culture, a critical task as the company expands to 50 employees across 10 offices in the western United States. This growth makes even their in-person offices effectively 'remote' and 'virtual' relative to the leadership at the firm's main headquarters. Listen in as Kelli shares how she has implemented effective communication and...
2024-08-201h 26
Smart Money CircleGet Invested - $3B Firm CIO - Brian Spinelli, CFP, Co-CIO of Halbert Hargrove Global AdvisorsBrian Spinelli,
CFP, Co-CIO of Halbert Hargrove Global Advisors. Halbert Hargrove is a
financial advisory firm with ~$3B in assets under management.
Bio
Brian joined Halbert Hargrove in 2006 and works with clients across the US; his responsibilities encompass running the firm’s investment committee as well as advising individuals and institutions on their investment and wealth advisory needs. He connects with clients from all walks of life: “I build relationships of trust by being knowledgeable and straightforward, and making a positive difference. Sometimes that means not sugar-coating issues—which I believe most client...
2024-01-2415 min
Daily Business NewsTuesday October 3rd, 2023: Microsoft CEO testifies against Google, Airbnb CEO urges price cuts, and moreMicrosoft CEO testifies in Google antitrust case, Airbnb CEO urges hosts to lower prices, Spirit AeroSystems CEO resigns, Jeff Zucker acquires stake in Front Office Sports, Birkenstock plans IPO, Halbert Hargrove CEO discusses retirement planning, Kevin O'Leary warns of potential downturn, Blue Apron receives buyout offer, BDO USA introduces employee stock ownership program, Everyday People Financial acquires Arvato Financial Solutions.
2023-10-0306 min
Focused on the FutureFocused on the Future: JC Abusaid: Being Fearless and Defining your NorthStarIn the latest episode of the new podcast series, Focused on the Future, veteran industry leader Suzanne Siracuse talks with JC Abusaid, CEO of Halbert Hargrove, on the importance of purposeful collaboration, being fearless on culture, clients and teams, and capturing a client’s loyalty for the long term. Specifically, JC discusses: How fate and persistence … Read More Read More
2023-09-2036 min
RIA EdgeRIA Edge Podcast: Halbert Hargrove’s JC Abusaid: Building the ‘RIA of Choice’Building an RIA firm that can successfully attract, retain and develop top talent – and ultimately become the “RIA of choice” in a specific market — is no easy feat. But one firm, Halbert Hargrove, for years has been building bridges from G1, to G2 and even G3 talent. In the process the firm’s experiences has created a bit of a roadmap for other RIA firms to learn from and follow as they look to expand their talent base.
In this episode of the RIA Edge podcast, JC Abusaid, the President and CEO of Halbert Hargrove, talks with Mark Bruno...
2023-07-1129 min
Behind the Markets PodcastBehind The Markets Podcast: Brian SpinelliShow from 9/23/22
Wharton Finance Professor Jeremy Siegel kicks off the show with his market update. He talks about why he thinks the fed and Powell are being too hawkish, negative GDP growth, the threat of a serious recession, UK yields, and more. Then Host Jeremy Schwartz talks to Brian Spinelli, an expert in the wealth management space about investing in a heightening recession and the death of the 60/40 model.
Guest:
Brian Spinelli - CFP®, AIF® Senior Wealth Advisor/Chair of Investment Committee at Halbert Hargrove
For more on Brian check out his bio here: https://www.halberthargrove.com/member/brian-m-spinelli-2/
Fo...
2022-09-2353 min
Breaking Money SilenceFinancial Therapy and a Well-Lived Life | Episode 143Today’s podcast episode is the fourth in the “A Well-Lived Life” series. As this series unfolds, you learn how culture, race, generation, and gender influence our guest’s definitions. And often the accumulation of wealth is secondary to the pursuit of one’s life purpose.
My guest is Nate Astle, founder of Relational Money. We first met when I presented a webinar on negotiations for the Financial Therapy Association and Nate was my host. For this interview, we switched roles and I got to ask him about his life purpose and passion for empowering individuals and couples to live more peace...
2022-01-2630 minBreaking Money SilenceHow to Plan for a Well-Lived Life | Episode 140
How to Plan for a Well-Lived Life
Episode 140
Today’s podcast episode is the first in a new series titled “A Well-Lived Life.” In this series, you will learn what a well-lived life is and how the definition shifts depending on your culture, race, generation, and gender. I thought it was a great theme to kick off a new year and I hope you agree.
My first guest is Angela Renee, Administrative Director and Senior Client Service Manager at Halbert Hargrove. In the fall of 2021, I was a guest on her firm’s Fearles...
2022-01-0327 min
Making It CountMoney + Love Part VI: Breakups, Separations & DivorceBreakups suck, but at least our Making it Count hosts were brave enough to talk through the financial ramifications of ending a relationship with Samantha Garcia, a Wealth Advisor at Halbert Hargrove. Together they demystify those common questions around finances and divorce and shed light into the best way to protect your assets through the process. Even if you are currently rocking the single life, you’ll want to tune into this episode – promise us, future you will be thankful.
Links:
–Halbert Hargrove: https://www.halberthargrove.com/
–Samantha Garcia on LinkedIn: https://www.linkedin.com/in/samanthalowery/
–Samantha Garcia’s email addres...
2021-12-2048 min
COO SocietyThe COO Roundtable Episode 20
EP 20 - Diane Gabianelli of Parallel Advisors & Cecilia Williams of Halbert Hargrove
https://coosociety.com/wp-content/uploads/2020/08/Ep-20-1-Final.mp3
In the 20th episode of The COO Roundtable, Matt welcomes Diane Gabianelli, Co-President and Chief Financial Officer of Parallel Advisors and Cecilia Williams, Director of Investment Operations and Chief Compliance Officer of Halbert Hargrove. Parallel Advisors manages over $3 billion of client assets and is headquartered in San Francisco, with offices in Denver, Honolulu, Ohio, and Oklahoma City. Halbert Hargrove is headquartered in Long Beach, California and has over $2 billion in assets under management wi...
2020-08-0400 min
The COO RoundtableEP 20 - Diane Gabianelli of Parallel Advisors & Cecilia Williams of Halbert HargroveIn the 20th episode of The COO Roundtable, Matt welcomes Diane Gabianelli, Co-President and Chief Financial Officer of Parallel Advisors and Cecilia Williams, Director of Investment Operations and Chief Compliance Officer of Halbert Hargrove. Parallel Advisors manages over $3 billion of client assets and is headquartered in San Francisco, with offices in Denver, Honolulu, Ohio, and Oklahoma City. Halbert Hargrove is headquartered in Long Beach, California and has over $2 billion in assets under management with 44 employees and offices in 5 states. Matt, Diane, and Cecilia discuss a myriad of topics, including how they oversee their firm’s operations, how they manage their...
2020-08-0436 min