Real Talk about Finances, Freedom & the Future
Let’s get real about your money.
Featured Episode
How to Plan for Now and the Future
| 1 | 25 min
Episode Summary In the first episode of “Fearless Money Talks,” we’re talking about something most people don’t want to talk
What We’re Really Talking About:
Fearless Money Talks is where we have open, honest conversations about financial life—even the uncomfortable topics. Your hosts, Kelli Kiemle and Brian Spinelli, deliver clear, practical money insights you can actually use. Expect real talk about saving, spending, retirement planning, and the big decisions that help shape your future.
Why Listen:
Because financial planning shouldn’t be a mystery, we share the human side of finance. This podcast is our way of letting you in on the candid, sometimes tough money conversations that can truly make a difference.
Take charge
of your
finances.
Too many people feel intimidated by financial jargon or are afraid to talk about money. We’re here to help change that. Let’s talk about the things you think about but don’t always say out loud—so you can take charge of your financial life with confidence.
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Meet the Hosts
“There’s so much financial noise out there. The Fearless Money Talks podcast enables us to have the kind of conversations we know people actually need.”
— Brian Spinelli
Brian Spinelli, CFP®, AIF®
Co-Chief Investment Officer | Halbert Hargrove
Brian has nearly two decades of experience in investment strategy and wealth management. Since joining Halbert Hargrove in 2006, he has played a key role in leading the investment team, overseeing portfolio strategy, and advising individuals and institutions on a wide range of investment and wealth planning needs. He is a primary resource for advisors and clients, offering insights into capital markets and investment solutions, and regularly represents the firm’s perspective in the media.
In 2012, Brian was appointed to the firm’s management team and, in 2022, assumed the role of Co-Chief Investment Officer. He has led the development of the firm’s approach to alternative investments, helping structure client access to nontraditional opportunities as the space continues to evolve. Known for his organized and disciplined approach, Brian is also valued for his ability to navigate critical conversations with clarity and conviction. At the heart of his work is a commitment to helping clients feel understood, supported, and confident in their long-term plans.
Brian earned both his Bachelor of Arts in Business Administration – Finance and his MBA from Loyola Marymount University. He holds the CERTIFIED FINANCIAL PLANNER™ designation and is an ACCREDITED INVESTMENT FIDUCIARY™ designee, a credential awarded by the Center for Fiduciary Studies.
“Money is so personal. Fearless Money Talks gives us a way to talk about the money questions people are often afraid to ask —and to show that they’re not alone.”
— Kelli Kiemle
Kelli Kiemle, AIF®
Managing Director of Growth and Client Experience | Halbert Hargrove
Kelli Kiemle, AIF®, is the Managing Director of Growth and Client Experience at Halbert Hargrove. Kelli sets the strategic vision for Halbert Hargrove’s client service experience and drives initiatives that support the firm’s growth and long-term success.
She oversees a wide range of client-facing efforts, including the firm’s marketing, communications, and sales strategies. Kelli also leads Halbert Hargrove’s mentorship program, which earned her the Women in Wealth Management Awards: Excellence in Mentorship & Allyship Award in 2023*, reflecting her ongoing commitment to fostering professional development and inclusive leadership within the firm.
Kelli earned her Bachelor of Science in Business Administration with a focus on Business Communication and Marketing from the Marshall School of Business at the University of Southern California. She holds the ACCREDITED INVESTMENT FIDUCIARY™ designation from the Center for Fiduciary Studies, affiliated with the University of Pittsburgh.
*Received November 2023, based on nominations submitted by August 5, 2023. It was provided by The Carson Group. Neither Halbert Hargrove Global Advisors nor Kelli paid a fee for the nomination or consideration. HH did pay a registration fee to attend the Excell Represent conference where the winners were announced during the Women in Wealth Management Awards ceremony.
The Women in Wealth Management Awards comprised seven categories, including the Excellence in Mentorship & Allyship Award. The awards are designed to highlight, celebrate and honor the women (and men) in the wealth management industry, who act as an inspiration for others and who are making a difference in the profession and their communities. The Excellence in Mentorship & Allyship Award is open to both men and women who have acted as both mentors and allies to women in the wealth management industry. The award is not indicative of Halbert Hargrove Global Advisors future.