Halbert Hargrove
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Halbert Hargrove provides a proven, goals-directed planning process for wealthy families and individuals.
06/12/2026
The financials can tell you if a business is profitable. They don't tell you if it can survive without the person selling it.
Some of the most important things to know before buying a business don’t show up in a spreadsheet. Who holds the client relationships? How dependent is the operation on one person? Could this thing run if the owner took two weeks off?
The businesses that look clean on paper aren't necessarily the ones worth buying. And the ones with messier books aren't always the ones to walk away from.
Fearless Money Talks breaks down what smart buyers actually look for and why the qualitative questions matter just as much as the numbers.
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05/29/2026
Wealth doesn’t typically disappear because of one bad investment decision.
More often, it fades through confusion, avoidance, and conversations families never had while everyone still had the chance.
Not knowing who’s responsible. Not knowing what parents actually wanted. Not knowing whether there was even a plan in the first place.
The families that navigate these transitions best aren’t necessarily the ones with the most wealth. They’re the ones willing to have uncomfortable conversations before a crisis forces them to.
Fearless Money Talks explores why clarity, communication, and empathy matter far more than most people realize when it comes to passing wealth from one generation to the next.
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Most people assume “the inheritance conversation” has to revolve around money and account balances. But some of the most important conversations have nothing to do with numbers at all.
Sometimes the most helpful thing a parent can do is simply make introductions before there’s ever a crisis:
Who’s the attorney?
Who handles taxes?
Where are the documents?
Who should we call first if something happens?
That kind of clarity can help prevent confusion, panic, and family conflict later on. It also sends a message that adult children could really use: “There’s a plan.”
This episode of Fearless Money Talks gets into why these conversations matter, and why they’re often less about money than people assume.
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Apple Podcasts: https://loom.ly/JH3INHA
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111 W Ocean Boulevard Fl 23
Long Beach, CA
90802
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |
