Expansive CEO: Recent Episodes
Hannah Chapman
As the founder of both X² Wealth Planning and Expansive CEO, I am on a mission to help visionary entrepreneurs clear out the old stories they carry about money so they can build businesses that will change the world. Money is both logical and emotional, and we have to address both sides of the equation in order to truly transform our relationship with prosperity. Learn more about how I work with entrepreneurs differently than any other financial advisors at X² Wealth Planning (www.x2wealthplanning.com), and join the movement to become an Expansive CEO (www.expansiveceo.com)!
What happens when a money story you learned decades ago quietly walks into a pricing conversation with you?
In this episode of the Expansive CEO Podcast, Hannah Chapman and Lauren Ammon continue their conversation about changing relationships—this time focusing on one of the most important relationships in your life: your relationship with money.
Because becoming aware of a money pattern isn't enough to change it.
Eventually, life will give you an opportunity to repeat the old pattern or make a different choice.
And that's where the real work begins.
Explore:
- The Expansive CEO framework of Awareness → Acceptance → Aligned Action
- Why skipping acceptance can turn "different action" into another version of the same old pattern
- How childhood money stories continue showing up in business decisions
- Why a "just enough" money story can lead to chronic underpricing
- The connection between pricing, rejection, worth, and the Human Design Ego/Will Center
- How fear of being alone can become a money story
- Why more revenue doesn't necessarily create financial security
- The hidden cost of discounting before anyone has even said no
- Why you have to become comfortable with the discomfort of making a different choice
- How Human Design illustrates the importance of slowing down
- Why your relationship with money deserves to be treated as a primary relationship
Join us on Substack: https://expansiveceo.substack.com/
Ready to work with a fiduciary CFP to build your long-term wealth strategy? Hannah is currently accepting new clients at X² Wealth Planning.
Schedule a complimentary consultation: https://calendly.com/hannahrchapman/60-minute-exploration-call
Hannah Chapman, CFP®, APMA®, CRPC® | hannah.chapman@x2wealthplanning.com | x2wealthplanning.com
Relationships don't change by accident.
Whether it's your spouse, business partner, children, or even your relationship with yourself, lasting transformation begins with one simple question:
What if the problem isn't the other person... but the way you're relating to their energy?
In this episode, Hannah and Lauren explore how Human Design offers a powerful framework for understanding relationship dynamics—not to label or fix people, but to cultivate greater awareness, compassion, and cooperation.
Through personal stories, client examples, and practical insights, they unpack how our unique energetic blueprints shape the way we communicate, parent, partner, and navigate conflict.
In This Episode
- Why every relationship requires two whole people—not two halves
- Understanding the energy you bring into every room
- How Human Design can illuminate relationship friction
- The difference between compromise and collaboration
- Parenting through awareness instead of old wounds
- Emotional authority and why difficult conversations need time
- Why healthy relationships require different choices—not different people
- The role of self-awareness in building stronger partnerships
- An introduction to the new Expansive CEO Substack community and Money Story Meditations
Join us on Substack: https://expansiveceo.substack.com/
Ready to work with a fiduciary CFP to build your long-term wealth strategy? Hannah is currently accepting new clients at X² Wealth Planning.
Schedule a complimentary consultation: https://calendly.com/hannahrchapman/60-minute-exploration-call
Hannah Chapman, CFP®, APMA®, CRPC® | hannah.chapman@x2wealthplanning.com | x2wealthplanning.com
What if your business has its own unique energy?
In this episode of the Expansive CEO Podcast, Hannah and Lauren explore a fascinating realization that changed how they think about entrepreneurship: your business has its own energetic blueprint.
By comparing their personal Human Design and astrological natal charts with the charts of X² Wealth Planning and Expansive CEO, they uncover why certain parts of their businesses feel effortless, why others feel limiting, and why collaboration has been the key to unlocking growth.
They also celebrate the launch of the new Expansive CEO Substack, where they'll continue these conversations through deeper articles, guided meditations, community discussions, and live quarterly events.
Learn About:
- Launching the Expansive CEO Substack community
- The difference between your energy and your business's energy
- How business natal charts can reveal purpose and direction
- Why collaboration creates expansion
- Integrating Human Design, Gene Keys, astrology, and financial planning
- Moving beyond money as power and into money as a tool for service
- The framework of Awareness, Acceptance, and Aligned Action
Join us on Substack: https://expansiveceo.substack.com/
Ready to work with a fiduciary CFP to build your long-term wealth strategy? Hannah is currently accepting new clients at X² Wealth Planning.
Schedule a complimentary consultation: https://calendly.com/hannahrchapman/60-minute-exploration-call
Hannah Chapman, CFP®, APMA®, CRPC® | hannah.chapman@x2wealthplanning.com | x2wealthplanning.com
What if the problem isn't that you're not making enough money… What if it's that you don't have a system for managing it?
In this episode of the Expansive CEO Podcast, Hannah Chapman and Lauren Ammon unpack one of the most common financial challenges entrepreneurs face: the feast-or-famine cycle.
Whether you're landing large consulting contracts, launching coaching programs, or experiencing inconsistent revenue, they explain why big months often lead to bigger stress—and how building the right financial foundation can change everything.
Key Topics
- The entrepreneurial revenue roller coaster
- Why windfall months still create financial stress
- How to pay yourself consistently
- The biggest tax mistake business owners make
- Why knowing your numbers changes your nervous system
- The connection between money mindset and financial data
- Building offers that actually support your life
Join us on Substack: https://expansiveceo.substack.com/
Ready to work with a fiduciary CFP to build your long-term wealth strategy? Hannah is currently accepting new clients at X² Wealth Planning.
Schedule a complimentary consultation: https://calendly.com/hannahrchapman/60-minute-exploration-call
Hannah Chapman, CFP®, APMA®, CRPC® | hannah.chapman@x2wealthplanning.com | x2wealthplanning.com
What if the part of yourself you've questioned the most is actually your greatest gift?
In this episode of the Expansive CEO Podcast, Hannah and Lauren explore a real coaching case study to unpack one of the biggest misconceptions in Human Design—especially for Projectors.
Together, they discuss defined vs. undefined centers, the responsibility that comes with your definition, and why learning to love yourself isn't just personal growth—it's part of your contribution to the world.
Learn:
- Why Projectors struggle with "waiting for the invitation"
- Defined vs. undefined centers in Human Design
- The responsibility of your energetic definition
- Self-love, identity, and the G Center
- The Channel of Surrender and understanding value
- How to offer guidance without creating resistance
- Healthy boundaries, self-worth, and authentic contribution
Join us on Substack: https://expansiveceo.substack.com/
Ready to work with a fiduciary CFP to build your long-term wealth strategy? Hannah is currently accepting new clients at X² Wealth Planning.
Schedule a complimentary consultation: https://calendly.com/hannahrchapman/60-minute-exploration-call
Hannah Chapman, CFP®, APMA®, CRPC® | hannah.chapman@x2wealthplanning.com | x2wealthplanning.com
Divorce, death, and inheritance are some of life's biggest transitions—and yet almost no one teaches us how to prepare for them.
In this episode of the Expansive CEO Podcast, Hannah Chapman and Lauren Ammon explore the emotional and financial realities that accompany major life events. From divorce settlements and business succession planning to estate documents and inheritance, they unpack why these conversations are so often avoided—and why having them early can protect the people you love.
Drawing from Hannah's two decades as a financial planner and Lauren's personal experience navigating divorce and the loss of her brother-in-law, this conversation goes far beyond legal documents and financial checklists.
In This Episode
- Why most people avoid conversations about death and divorce
- The emotional cost of waiting too long to make financial plans
- How money stories influence major life decisions
- The importance of estate planning before you think you need it
- Why every business owner needs a succession plan
- Prenuptial agreements and why they deserve a second look
- Financial planning during divorce
- How a financial advisor can advocate during difficult transitions
- Estate planning mistakes that create unnecessary stress
- Trusts, wills, powers of attorney, and beneficiary designations
- The emotional side of inheritance
- Women, financial independence, and changing societal norms
- The connection between Expansive CEO and X² Wealth Planning
- The Significant Wealth Events Guide
✨ Get the Guide to Navigating Windfalls: https://www.x2wealthplanning.com/significant-wealth-events
Join us on Substack: https://expansiveceo.substack.com/
Ready to work with a fiduciary CFP to build your long-term wealth strategy? Hannah is currently accepting new clients at X² Wealth Planning.
Schedule a complimentary consultation: https://calendly.com/hannahrchapman/60-minute-exploration-call
Hannah Chapman, CFP®, APMA®, CRPC® | hannah.chapman@x2wealthplanning.com | x2wealthplanning.com
What happens when you know all the tools… and still find yourself completely dysregulated?
In this episode, Hannah and Lauren pull back the curtain on a difficult week involving the launch of X² Wealth Planning's newly redesigned website—and the emotional unraveling that unexpectedly followed.
What began as a technical challenge quickly became a powerful lesson in nervous system regulation, emotional processing, Human Design, Gene Keys, and the lifelong work of understanding ourselves more deeply.
Learn:
- Why technical problems can trigger deep emotional responses
- The hidden stress of entrepreneurship
- Gene Keys: reactive vs. repressive shadow patterns
- How childhood conditioning shapes our stress responses
- The connection between emotional regulation and business
- Why entrepreneurs often normalize dysregulation
- The importance of feeling emotions instead of suppressing them
- Reparenting yourself through emotional experiences
- Damaging the relationship with self vs. damaging relationships with others
- Left-angle and right-angle incarnation crosses
- Why self-awareness doesn't eliminate difficult emotions
- Finding clarity on the other side of emotional processing
✨ Get your own Money Story Cards!
Visit: https://www.moneystorycards.com
Join us on Substack: https://expansiveceo.substack.com/
Ready to work with a fiduciary CFP to build your long-term wealth strategy? Hannah is currently accepting new clients at X² Wealth Planning.
Schedule a complimentary consultation: https://calendly.com/hannahrchapman/60-minute-exploration-call
Hannah Chapman, CFP®, APMA®, CRPC® | hannah.chapman@x2wealthplanning.com | x2wealthplanning.com
What if the thing you've been searching for isn't another strategy, another certification, or another business plan?
What if the next level of your impact is hidden in your voice?
In this episode, Hannah and Lauren welcome transformational musician and voice activator Marni Mae for a live Human Design reading. Together, they explore the connection between voice, purpose, leadership, intuition, and what happens when we stop performing and start expressing who we truly are.
Learn:
- Marni's Human Design as a 1/3 Splenic Projector and how it influences her work in the world
- What it means to wait for recognition and invitations as a Projector
- Why so many leaders struggle to share their authentic message
- The connection between voice activation and personal transformation
- How Human Design can help us understand our gifts, wounds, and purpose
- The wisdom of an undefined throat center and learning to hear what is true
- Why your message matters more than ever in today's world
- The importance of community, belonging, and creating "one song" together
Learn about Soul Songs, Voice Activation, and Marni's upcoming programs through the links below.
marni@marnimae.com
VOICES cohort starting soon!
IG @marnimaehem
✨ Get your own Money Story Cards!
Visit: https://www.moneystorycards.com
Join us on Substack: https://expansiveceo.substack.com/
Ready to work with a fiduciary CFP to build your long-term wealth strategy? Hannah is currently accepting new clients at X² Wealth Planning.
Schedule a complimentary consultation: https://calendly.com/hannahrchapman/60-minute-exploration-call
Hannah Chapman, CFP®, APMA®, CRPC® | hannah.chapman@x2wealthplanning.com | x2wealthplanning.com
What happens when you question something you deeply believe in?
In this episode of the Expansive CEO Podcast, Hannah and Lauren explore a question sparked by Hannah's husband during their 20th wedding anniversary trip: "Do you think you might be wrong about something?"
That question opened the door to a profound conversation about Human Design, Gene Keys, self-discovery, parenting, relationships, healing, and what truly matters.
Rather than defending Human Design, Hannah and Lauren ask a different question:
What if we're wrong?
And perhaps more importantly:
Would it change the impact it has had on our lives?
The conversation explores how Human Design has helped both of them develop greater self-acceptance, self-compassion, and understanding of others—even if someone never fully "believes" in the system itself.
Explore:
- What if Human Design isn't real?
- Why self-love matters more than certainty
- Understanding yourself through Human Design
- The freedom of embracing your limitations
- Individuality vs comparison
- Parenting children as unique individuals
- Human Design and neurodiversity
- Using Human Design as a practical tool
- Self-acceptance and personal growth
- The power of curiosity over judgment
- The difference between being right and being helpful
✨ Get your own Money Story Cards!
Visit: https://www.moneystorycards.com
Join us on Substack: https://expansiveceo.substack.com/
Ready to work with a fiduciary CFP to build your long-term wealth strategy? Hannah is currently accepting new clients at X² Wealth Planning.
Schedule a complimentary consultation: https://calendly.com/hannahrchapman/60-minute-exploration-call
Hannah Chapman, CFP®, APMA®, CRPC® | hannah.chapman@x2wealthplanning.com | x2wealthplanning.com
What if the problem isn't your mindset?
What if the real issue is the subconscious money story running underneath it?
In this episode of the Expansive CEO Podcast, Hannah Chapman and Lauren Ammon explore why the popular scarcity vs abundance conversation is far more nuanced than most coaches admit. They unpack the difference between mindset and what Lauren calls "bodyset," the subconscious patterns that shape our relationship with money, worthiness, safety, and receiving.
Together they discuss:
- Why affirmations often fail to create lasting change
- The role of subconscious money stories
- Human Design and open-center conditioning
- The bridge between scarcity and abundance
- Why sufficiency matters more than positivity
- Treating money as a relationship
- How childhood experiences shape financial behaviors
- The power of awareness and small shifts
- Real-life examples of money stories in action
- How entrepreneurs can begin creating healthier relationships with money
This episode is packed with practical insights, personal stories, Human Design wisdom, and powerful questions to help you uncover the patterns influencing your financial life.
If you've ever wondered why mindset work alone hasn't created the results you want, this conversation may provide the missing piece.
✨ Get your own Money Story Cards!
Visit: https://www.moneystorycards.com
Join us on Substack: https://expansiveceo.substack.com/
Ready to work with a fiduciary CFP to build your long-term wealth strategy? Hannah is currently accepting new clients at X² Wealth Planning.
Schedule a complimentary consultation: https://calendly.com/hannahrchapman/60-minute-exploration-call
Hannah Chapman, CFP®, APMA®, CRPC® | hannah.chapman@x2wealthplanning.com | x2wealthplanning.com
What if your biggest financial challenge isn't your income, investments, or business strategy?
What if it's a story you've been carrying for decades without realizing it?
In this episode of the Expansive CEO Podcast, Hannah Chapman and Lauren Ammon celebrate the launch of Money Story Cards and dive deep into the hidden beliefs, emotional conditioning, and Human Design patterns that shape our relationship with money.
The conversation explores how childhood experiences, family dynamics, and unconscious conditioning create lifelong money stories—and how awareness becomes the gateway to freedom. Through personal stories, client experiences, and Human Design insights, Hannah and Lauren reveal why the goal isn't to eliminate every emotional "wiggle," but to recognize patterns with greater awareness and compassion.
They also discuss how different Human Design centers influence our relationship with money, worthiness, conflict, direction, and self-expression, and why healing your money story changes far more than your bank account.
In this episode:
- Why most people have never had meaningful conversations about money
- How awareness creates transformation
- The connection between Human Design and money stories
- Why emotional triggers around money often begin in childhood
- The importance of asking better questions
- Sales conversations and financial objections
- The difference between curiosity and defensiveness
- How entrepreneurs unconsciously absorb client money stories
✨ Get your own Money Story Cards!
Visit: https://www.moneystorycards.com
Join us on Substack: https://expansiveceo.substack.com/
Ready to work with a fiduciary CFP to build your long-term wealth strategy? Hannah is currently accepting new clients at X² Wealth Planning. Schedule a complimentary consultation: https://calendly.com/hannahrchapman/25-minute-get-to-know-you-call?back=1
Hannah Chapman, CFP®, APMA®, CRPC® | hannah.chapman@x2wealthplanning.com | x2wealthplanning.com
What if your relationship with money was shaped long before you ever earned your first dollar?
In this episode of the Expansive CEO Podcast, Hannah and Lauren explore the hidden emotional patterns, nervous system responses, and childhood conditioning that shape our relationship with money — and ultimately impact our businesses, relationships, decisions, and sense of worth.
This conversation dives into:
✨ Money stories and subconscious financial conditioning
✨ Childhood experiences that shape spending and saving patterns
✨ Nervous system responses around money
✨ Hiding, guilt, over-giving, and fear of asking for money
✨ Human Design and emotional patterns around worthiness
✨ Generational money conditioning
✨ Entrepreneurship and emotional triggers
✨ Healing financial shame and self-sabotage
✨ Parenting and interrupting unhealthy money patterns
✨ Why awareness changes everything
Hannah shares the origin story of her Money Story Meditation work and explains how emotional responses around money often live in the body — not just the mind. Lauren opens up vulnerably about her own relationship with money, visibility, worthiness, and learning to feel safe looking directly at finances.
Together, they unpack how Human Design, emotional awareness, and conscious financial work can help entrepreneurs stop operating from fear, shame, and survival mode — and instead build a more grounded, prosperous relationship with money.
This episode is for you if:
- money conversations make you anxious
- you avoid looking at your finances
- you struggle to ask for what you're worth
- you over-give financially or energetically
- you feel shame around spending or receiving
- you want to heal your relationship with money
- you're ready for deeper prosperity work
✨ Want support with this work?
Visit: https://www.expansiveceo.com
Want to be coached live on the podcast?
Email: lauren@expansiveceo.com
Join us on Substack: https://expansiveceo.substack.com/
Ready to work with a fiduciary CFP to build your long-term wealth strategy? Hannah is currently accepting new clients at X² Wealth Planning. Schedule a complimentary consultation: https://calendly.com/hannahrchapman/25-minute-get-to-know-you-call?back=1
Hannah Chapman, CFP®, APMA®, CRPC® | hannah.chapman@x2wealthplanning.com | x2wealthplanning.com
What if the reason your business feels heavy is because you're trying to force yourself into someone else's structure?
In this episode of the Expansive CEO Podcast, Hannah and Lauren unpack the deep connection between Human Design, conditioning, entrepreneurship, prosperity, and building structures that actually align with who you are.
This conversation explores:
- Why “proven strategies” don't work for everyone
- The hidden cost of masking parts of yourself in business
- How conditioning creates self-sabotage
- Why entrepreneurs feel frustrated, burned out, or disconnected
- The relationship between prosperity and authentic expression
- Open centers, emotional conditioning, and people-pleasing
- Why Human Design is not “too soft” for business
- How to build structure from the inside out
- The overlap between emotional intelligence and financial success
- Why alignment creates more ease, clarity, and sustainable growth
Hannah shares her experience of publicly integrating Human Design and Gene Keys into her financial planning practice — and how trying to water down her message eventually created frustration, exhaustion, and disconnection from her authentic work.
Lauren breaks down why structure feels restrictive when it's imposed externally rather than created in alignment with your own mechanics, energy, nervous system, and natural way of operating.
If you've ever felt like:
- traditional business advice doesn't fully fit you
- you're trying to “force” success
- you're exhausted trying to follow someone else's blueprint
- you keep second-guessing yourself
- your business no longer feels like you
…this episode is for you.
✨ Want support with this work?
Visit: https://www.expansiveceo.com
Want to be coached live on the podcast?
Email: lauren@expansiveceo.com
Join us on Substack: https://expansiveceo.substack.com/
What if the thing blocking more money, support, opportunities, and abundance isn't your strategy — but your ability to receive?
In this deeply personal episode of the Expansive CEO Podcast, Hannah and Lauren unpack the connection between gratitude, receiving, Human Design, Gene Keys, business growth, emotional conditioning, and prosperity.
They explore:
- Why so many entrepreneurs struggle to receive support
- The hidden link between overgiving and burnout
- How childhood conditioning impacts money and worthiness
- Why gratitude is more than positivity — it's a portal
- The role of recognition in Human Design
- How your environment affects abundance and alignment
- The Gene Keys Pearl Sphere and prosperity consciousness
- What it actually means to build a business in energetic alignment
This conversation gets especially powerful as Lauren opens up about her personal struggle with receiving recognition, money, and support — and Hannah shares how masking parts of herself blocked prosperity and alignment for years.
✨ Want support with this work?
Visit: https://www.expansiveceo.com
Want to be coached live on the podcast?
Email: lauren@expansiveceo.com
Join us on Substack: https://expansiveceo.substack.com/
Learn about the Regenerative Wealth Program: https://www.expansiveceo.com/opt-in-page
If you've been “doing everything right” with your money… saving, budgeting, staying disciplined… and it still feels stressful, heavy, or misaligned, this episode is for you.
In this conversation, we break down why traditional financial discipline often fails and what actually creates peace, alignment, and sustainable prosperity.
We go deeper into the Gene Keys Pearl Sphere—the pathway to true prosperity—and why so many entrepreneurs are trying to skip the process by chasing results instead of alignment.
From entrepreneurs forcing themselves into systems that don't fit… to over-saving, under-living, and operating from outdated money stories… this episode will challenge everything you've been taught about money.
You'll learn:
- Why discipline alone doesn't create financial peace
- How misalignment shows up in your business and finances
- The hidden cost of ignoring your inner authority around money
- What your Human Design + Gene Keys say about prosperity
- How your “money story” may be keeping you stuck
- Why more effort isn't always the answer and what is
This is about moving from control → alignment
From fear → trust
From force → flow
If you're ready to feel different in your money, not just “look good on paper”, this episode will shift everything.
✨ Want support with this work?
Visit: https://www.expansiveceo.com
Want to be coached live on the podcast?
Email: lauren@expansiveceo.com
Join us on Substack: https://expansiveceo.substack.com/
What if your business struggles aren't about strategy… but regulation?
In this episode of the Expansive CEO Podcast, we break down the difference between a dysregulated entrepreneur and a regulated entrepreneur—and why this shift is the key to sustainable success.
We also dive into the massive energetic transition coming in 2027 and what it means for business owners, leadership, and how we relate to money, systems, and authority.
If you've been feeling overwhelmed, scattered, or like you're doing all the things but still not seeing consistent results… this episode will change how you see your business.
Inside this episode:
- What “regulation” actually means in entrepreneurship
- Why flashy strategies often lead to burnout
- The truth about money, nervous systems, and decision-making
- How Human Design helps you operate from alignment
- The 2027 energetic shift (and why you're already feeling it)
- Why you're NOT meant to do it all alone
This is about building a business that feels safe, sustainable, and fully aligned with who you are.
Learn more about the Regenerative Wealth Community:
https://www.expansiveceo.com/opt-in-page
Want personalized support? Book a clarity call with us.
Discover your design, join the newsletter, and explore working with Hannah and Lauren at: https://expansiveceo.com. Don't forget to send your Human Design questions to lauren@expansiveceo.com!
Are you telling yourself you should have your finances “figured out” before asking for help?
In this episode of the Expansive CEO Podcast, Hannah Chapman and Lauren Ammon break down the 3 biggest misconceptions that keep entrepreneurs stuck, overwhelmed, and delaying the support they actually need.
If you've ever thought:
• “I should be able to do this myself”
• “It's too messy to let anyone see”
• “I don't even know where to start”
This episode is for you.
We dive into the emotional, energetic, and practical realities of money, business ownership, and personal growth—and why waiting until things are “perfect” is actually what keeps you stuck.
You'll learn:
- Why being “smart enough” isn't the same as being supported
- How guilt and shame show up in your financial life
- Why messiness is part of growth—not a sign you've failed
- How to take the first step when everything feels overwhelming
- The real purpose of structure (hint: it's not restriction)
This conversation is about giving yourself permission to be supported exactly where you are—and building a financial life that actually feels aligned, expansive, and sustainable.
If you're ready to move from stress → clarity → expansion… this is your next step.
Learn more about the Regenerative Wealth Program:
https://www.expansiveceo.com/opt-in-page
Want personalized support? Book a clarity call with us.
Discover your design, join the newsletter, and explore working with Hannah and Lauren at: https://expansiveceo.com. Don't forget to send your Human Design questions to lauren@expansiveceo.com!
What if business growth wasn't about doing more… but about becoming more aligned?
In this episode of the Expansive CEO Podcast, we dive into the final phase of our core framework: Expansion—and why most entrepreneurs unknowingly hold themselves back from it.
If you've ever felt like:
- You're growing… but something feels off
- You hit a new level, then everything breaks
- You want more—but you're also scared of it
This conversation is for you.
We break down how true expansion happens after discovery and alignment, and why growth often triggers fear, resistance, and what we call “muted expansion”—where you're moving forward with one foot on the gas and one on the brake.
You'll learn:
- Why your business “breaks” as you grow (and what to do about it)
- How to stop repeating the same patterns in new levels
- The power of the “redo” and integrating past lessons
- How to expand sustainably without burnout
- Why your energy—not strategy—is the real driver of growth
This is the foundation of how we help entrepreneurs build aligned, profitable, and sustainable businesses through our Discovery → Alignment → Expansion process.
If you're ready to stop forcing growth and start expanding in a way that actually works for you… you're in the right place.
Learn more about the Regenerative Wealth Program:
https://www.expansiveceo.com/opt-in-page
Discover your design, join the newsletter, and explore working with Hannah and Lauren at: https://expansiveceo.com. Don't forget to send your Human Design questions to lauren@expansiveceo.com!
What if the problem in your business isn't your strategy—but your alignment?
In this episode of the Expansive CEO Podcast, Hannah Chapman and Lauren Ammon break down the Alignment phase of the Regenerative Wealth framework—and why it's the key to sustainable success, clarity, and growth.
After uncovering your patterns in Discovery, Alignment is where everything starts to shift.
Inside this episode, we explore:
- How to align your time, money, and energy with what actually works for you
- Why your energy—not your effort—is your most valuable resource
- The hidden ways you're spending money and time out of alignment
- How Human Design & Gene Keys help you stop forcing and start flowing
- Why success isn't about outcomes—but how you use your energy
This is the work that gets you unstuck.
Because real wealth isn't built by doing more. It's built by doing what's correct for you.
If you're ready to stop spinning your wheels and start building a business that actually supports your life—this episode is for you.
✨ Learn more about the Regenerative Wealth Program: https://www.expansiveceo.com/opt-in-page
Discover your design, join the newsletter, and explore working with Hannah and Lauren at: https://expansiveceo.com. Don't forget to send your Human Design questions to lauren@expansiveceo.com!
Most entrepreneurs don't fail because they lack strategy. They struggle because they avoid the one step that changes everything: Discovery.
In this episode of the Expansive CEO Podcast, Hannah Chapman and Lauren Ammon dive deep into the real work of building a sustainable, aligned, and profitable business.
This isn't about hustle or about “just think positive.”
This is about:
✔ Facing your current financial reality
✔ Understanding your relationship with money
✔ Releasing shame, avoidance, and emotional weight
✔ Creating clarity so you can actually grow
Because the truth is…
You can't align your business
You can't expand your income
You can't create long-term stability
…until you're willing to look at where you are right now.
Inside this episode, we cover:
- Why entrepreneurs avoid their numbers (and how to move through it)
- The emotional side of money most people ignore
- How Human Design impacts your relationship with money and worth
- The difference between dreaming and actually creating
- Why clarity creates peace—even in hard seasons
- The foundation for sustainable growth, cash flow, and aligned offers
We also share how the Expansive CEO Method (Discovery → Alignment → Expansion) helps you build a business that supports your life—not drains it.
✨ If you're ready to stop avoiding your numbers and start building real momentum, this episode is for you.
Discover your design, join the newsletter, and explore working with Hannah and Lauren at: https://expansiveceo.com. Don't forget to send your Human Design questions to lauren@expansiveceo.com!
What if your biggest money problem… isn't strategy — it's your relationship with money?
In this episode of the Expansive CEO Podcast, Hannah Chapman and Lauren Ammon break down what it really means to build a business that supports your life — not drains it.
From Human Design and Gene Keys to financial systems and money story healing, this conversation bridges the gap between energy and execution in a way most entrepreneurs have never experienced.
You'll learn:
- Why most entrepreneurs are financially dysregulated (and don't realize it)
- How your Human Design impacts your pricing, income, and decisions
- The real reason saving money feels “boring” — and why that matters
- How money stories silently shape your business growth
- Why nervous system regulation is the foundation of sustainable wealth
- The difference between “making money” and actually keeping it
This episode also introduces the Expansive CEO Program — a powerful process that integrates:
✔️ Human Design
✔️ Nervous system regulation
✔️ Money story healing
✔️ Real financial systems
So you can finally build a business that feels stable, aligned, and expansive.
Upcoming Opportunities
→ Free Workshop (April 1) https://www.expansiveceo.com/regenerative-wealth-workshop
→ Live Expansive CEO Cohort (April 29)
→ Self-study program available now
Discover your design, join the newsletter, and explore working with Hannah and Lauren at: https://expansiveceo.com. Don't forget to send your Human Design questions to lauren@expansiveceo.com!
What happens when you're doing the inner work… but the world around you isn't? In this episode, Hannah and Lauren explore the very real tension between personal growth and real life: building a business, making money, leading people, and navigating relationships in a world where most people are still operating unconsciously.
This conversation dives into the gap between understanding your Human Design and actually living it. Because in theory, every type has a beautiful role to play. But in practice? You still have to work with imperfect people, process projection, and learn how to stay true to yourself without expecting everyone else to be fully self-aware too.
Key Points
- Why Human Design can sound ideal in theory but feel much messier in real life
- How each energy type is designed to work together in a healthy ecosystem
- What it means to live and lead in a “not-self” world
- Why awareness changes how you experience projection, judgment, and conflict
- How the Gene Keys shadow, gift, and siddhi framework can help you stay grounded
- Why other people's reactions are often more about their material than yours
- How self-awareness helps you collaborate more consciously in business and life
- Why conscious partnership creates healthier business results and cleaner endings
- What it looks like to give people grace without abandoning yourself
- How to stay true to your own energy even when others are unaware
Discover your design, join the newsletter, and explore working with Hannah and Lauren at: https://expansiveceo.com. Don't forget to send your Human Design questions to lauren@expansiveceo.com!
When the world feels heavy, it can be hard to know what's actually yours to carry. In this episode, Hannah and Lauren explore what it means to move through collective heaviness, personal emotions, and real-life stress without abandoning yourself in the process.
This conversation brings Human Design into the very human experience of grief, overwhelm, uncertainty, and emotional processing. If you've been feeling the weight of everything lately, this episode offers language, perspective, and practical ways to move through it.
Learn:
- Why heavy seasons make self-leadership more important than ever
- How to process what's happening around you without absorbing all of it as your own
- Why you can't harvest the lesson before you've fully moved through the experience
- How undefined centers can amplify collective emotion, pressure, and mental noise
- What it means to be a sieve instead of a sponge when emotions feel overwhelming
- How journaling, movement, crying, and release practices can support emotional processing
- Why understanding yourself creates better boundaries, healthier systems, and more sustainable leadership
Discover your design, join the newsletter, and explore working with Hannah and Lauren at: https://expansiveceo.com. Don't forget to send your Human Design questions to lauren@expansiveceo.com!
You can force your way to impressive results—and still feel depleted, resentful, or stuck. In this episode, Hannah Chapman and Lauren Ammon unpack why the traditional “grind harder” model fails so many high performers: it confuses who you are with what you achieve, and it treats leadership, systems, and money like separate problems instead of one connected ecosystem.
They introduce Expansive CEO's three pillars—Leadership, Systems, and Money—through a grounded definition of prosperity that goes beyond income: time, money, and energy in overflow.
You'll learn:
- Why leadership, systems, and money can't be treated as separate problems in your business
- How redefining prosperity as time, money, and energy changes the way you build
- Why knowing your Human Design doesn't magically make you money (and what it actually does)
- When results start becoming your identity—and how to catch that early
- Why forcing your vision creates burnout, while drifting without vision creates stagnation
- How your “limitations” actually clarify your genius and contribution
- When it's aligned to stretch outside your zone—and how to do it without self-abandonment
Discover your design, join the newsletter, and explore coaching at: https://expansiveceo.com. Don't forget to send your Human Design questions to lauren@expansiveceo.com!
What if the reason some relationships feel energizing — and others feel draining — isn't “compatibility”… but mechanics? In this episode, Hannah and Lauren unpack how your design gets revealed through connection — and how your open centers can become either your biggest source of confusion… or your greatest leadership gift.
- Why relationships reveal patterns you can't see on your own
- How frustration signals misalignment with your natural rhythm
- What changes when you make decisions the way you're designed to
- How different working styles either create tension or deepen collaboration
- When your body is communicating something your mind hasn't acknowledged
- How sensitivity to others' energy becomes a leadership strength
- Why self-leadership is the foundation for leading others effectively
Discover your design, join the newsletter, and explore coaching at: https://expansiveceo.com. Don't forget to send your Human Design questions to lauren@expansiveceo.com!
Some relationships don't fall apart because there's no love — they fall apart because you keep trying to “fix” a feeling you can't name. If you've ever thought, “Why do I feel fine alone, but incomplete with someone… or like something is missing unless they show up a certain way?”…you're not too needy, too intense, or “bad at relationships.” You might be living out a Split Definition pattern — where your energy is designed with a natural gap, and your mind turns that gap into a story: it's me… or it's you.
In today's episode, we break down what Split Definition actually is (simple vs. wide splits), why it can create that push-pull dynamic inside partnerships, and how to stop outsourcing wholeness to the people you love.
Learn:
- Why Split Definition can feel like “something is missing” (and why you're not broken)
- How to tell if you're Single definition, Simple Split, Wide Split, Triple split, or Quad split
- Why Simple Splits tend to internalize it (“something is wrong with me”)
- Why Wide Splits tend to externalize it (“something is wrong with you”)
- How “bridging gates” work (and why certain people feel like relief)
- Why Split Definition teaches cooperation in relationships
- How conditioning turns the “bridge” into a relationship trap
- How to stop looking for “completion” in a partner
- Why relationship advice online often fails (it's too generic)
- How to ask for what you need without self-abandoning
- Why emotional authority + non-emotional partners can feel out of sync
- How to use your Strategy & Authority to reduce relationship friction
Discover your design, join the newsletter, and explore coaching at: https://expansiveceo.com. Don't forget to send your Human Design questions to lauren@expansiveceo.com!
What if the real question in relationships isn't “Do I like you?” — but “Who do I become when I'm with you?” Inspired by Esther Perel's insight, this episode explores how Human Design + Gene Keys explain the energetic chemistry behind that feeling — and how to use it to create healthier, more honest connection.
This week on the Expansive CEO Podcast, Hannah Chapman, CFP® and Lauren Ammon break down why relationships often feel less about “compatibility” and more about who you become in someone else's presence. They translate this concept through the lens of aura mechanics, connection charts, and energetic dynamics—so you can replace blame with clarity (without excusing unhealthy behavior).
Explore:
- Why you feel like a different version of yourself around different people
- How aura mechanics shape attraction, friction, and ease in relationships
- Why “don't take it personally” is easier when you understand energetic dynamics
- How connection charts reveal chemistry, compromise, and recurring conflict points
- Why “easy” relationships can sometimes be self-abandonment in disguise
- How to treat people the way they are designed to be treated (platinum rule)
- Why self-awareness can change your relationships—and what to do when it does
- How split definition works, and why it matters in partnership (teaser for next episode)
Discover your design, join the newsletter, and explore coaching at: https://expansiveceo.com. Don't forget to send your Human Design questions to lauren@expansiveceo.com!
What's it actually like to receive a live Human Design reading—one that lands in your body, not just your mind? In this special episode, we do our first live reading on the show with Stacey Davis, exploring emotional Manifestor leadership, clean initiation, and how to create impact without over-giving, over-holding, or burning out.
Stacey Davis is an executive transformation mentor, ceremonista, podcaster, and lead steward of Solunara. She holds sacred containers for leaders and communities, guiding sovereignty, nervous system regulation, and sustainable and regenerative impact.
- How a live Human Design reading actually works (and what you walk away with)
- Why “clean initiation” matters for Manifestors (and what it changes in leadership)
- How to lead as an Emotional Manifestor without burning out
- Why the Manifestor aura can feel “repelling” (and how to work with it instead of against it)
- How the “Manifestor wound” gets created in childhood (and why it often turns into “I have to do it alone”)
- How to receive real support before you hit crisis mode
- Why anger is a compass for Manifestors (not a problem to suppress)
- Why undefined/open centers can drive overwork and proving
- Why your body gives loud signals (illness, shutdown, “burn it down”) when capacity is exceeded
- How to create sustainable capacity (sessions per day/month, recovery time, creative time)
- Why the full moon is a powerful “release + equilibrium” checkpoint
Expansive CEO Grand Reopening Event — Tuesday, February 17, 2026 at 1:00 PM MT / 3:00 PM ET
A 90-minute workshop + “love seat” coaching with moon gates, new moon/eclipse intention-setting, and planting new seeds together. (Link in show notes.)
Connect with Stacey:
Instagram: https://www.instagram.com/solunara.sanctuary/
Instagram: https://www.instagram.com/stacey.solunara/
Podcast: Voices of Soul (releasing soon)
Discover your design, join the newsletter, and explore coaching at: https://expansiveceo.com. Don't forget to send your Human Design questions to lauren@expansiveceo.com!
This week was a reminder that markets can experience meaningful movement even when the underlying fundamentals haven't changed. We saw volatility driven by rotation, rebalancing, and shifting investor expectations — not panic, and not systemic risk.
In this episode of Investment Friday, Hannah Chapman, CFP®, is joined by Brad Haines, CFA®, FRM®, CIO of Juncture Wealth Strategies, to break down what's actually happening beneath the headlines.
Together, they explore why markets are becoming more selective, how to interpret recent layoff announcements, what a new Fed chair nomination could mean for monetary policy, and why understanding tax-efficient strategies like Qualified Charitable Distributions (QCDs) matters more than ever.
Learn more about:
- What's driving market volatility right now — and what isn't
- Sector rotation, profit-taking, and why differentiation matters
- AI, tech, and how markets are starting to separate winners from the theme
- Layoff headlines vs. labor market reality
- The Fed chair nomination and why Federal Reserve independence matters
- Qualified Charitable Distributions (QCDs): how to give more and pay less in taxes
- Using required minimum distributions strategically
- Why context matters more than headlines for long-term investors
Reminder: Follow Investment Friday and subscribe on YouTube. The show now lives fully in its own podcast feed and YouTube channel.
Connect with Hannah at Hannah.Chapman@x2wealthplanning.com and online at https://x2wealthplanning.com
Connect with Brad at brad@juncturewealth.com.
In our final episode of January's “Crunchiness” series, we unpack why certain parts of Human Design and Gene Keys can feel like… “ugh, why is that me?”
In this episode, Hannah and Lauren dive into the 2/4 profile (Hermit/Opportunist). Why the 2-line hermit needs solitude, why the 4-line opportunist's best opportunities come through your network, and how that inner tension can show up in business and relationships.
Learn more about:
- Why parts of your design can feel “crunchy” at first
- The difference between rejection vs. resonance
- The 7-year deconditioning process
- Gene Keys Shadow as an octave of the Gift
- The 2/4 profile (Hermit/Opportunist) + how it plays out in life
- Natural talents you can't always see (2-line gifts)
- Why 4-line opportunities come through your people
- Projector invitations: not passive, just aligned
- Generator myths: response, desire, and sacral “YES” energy
- Why you don't have to force sales strategies that fight your design
Discover your design, join the newsletter, and explore coaching at: https://expansiveceo.com. Don't forget to send your Human Design questions to lauren@expansiveceo.com!
This week was a great reminder of how quickly markets can move on headlines alone—without anything fundamentally changing underneath. We saw volatility driven by political rhetoric, followed by an equally fast recovery once that noise settled back down.
In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, helps you understand why this kind of movement doesn't mean something is “wrong” with the economy or your plan.
Additionally, she walks you through one of the most important retirement questions there is: how much money do you actually need to retire—and where the 4% rule helps, and where it falls short.
Learn more:
- What moved markets this week (and why it matters)
- Investor behavior: Stop checking so often
- Retirement planning: “How much do I need?”
- The “forward math” Hannah recommends
- Retirement spending isn't flat: “Go-go / slow-go / no-go”
- Different investor life stages
Reminder: Follow Investment Friday and subscribe on YouTube—this show will live fully in its own feed/channel starting in February.
Connect with Hannah at Hannah.Chapman@x2wealthplanning.com and online at https://x2wealthplanning.com
Some parts of Human Design and Gene Keys hit a nerve fast—especially when the language feels intense or “unflattering.” This month on the Expansive CEO Podcast, Hannah and Lauren are unpacking what's crunchy: the parts of your design that can trigger resistance, shame, or “Wait… why me?!”
In this episode, they pick up where last week left off and dive into one of the crunchiest profiles of all: the 3/5 (Martyr/Heretic). Together they reframe the meaning behind those loaded words, explain why 3/5s often feel like they're always “putting out fires,” and share how 3-line trial-and-error becomes wisdom when it's guided by Strategy + Authority.
Key Takeaways:
- January 2026 update: Investment Friday has officially split off
- Profiles 101: what the numbers actually mean
- Why 3/5 is “top-tier crunchy”
- The “theater on fire” metaphor (and why it lands)
- Lower trigram vs upper trigram tension
- The 5-line projection field: “You can fix my problem”
- Parenting/leading a 3/5: ask “What did you learn?”
- Gene Keys lens: 3rd-line Brand = humor
- A crunchy truth: 3-lines can “pay the price” materially
- Business application: why 3/5s can thrive in shorter containers
Discover your design, join the newsletter, and explore coaching at: https://expansiveceo.com. Don't forget to send your Human Design questions to lauren@expansiveceo.com!
There's a lot of noise right now—and it can hijack investor decision-making. In this episode, Hannah Chapman, CFP® and Brad Haines, CFA, FRM zoom out to separate signal from headlines, discuss early-year market context, and share what they're watching for 2026.
You'll hear why recency bias leads people to panic-sell, why earnings and innovation may matter more than day-to-day politics over a 5-year horizon, and why rebalancing at the start of the year can support both portfolio discipline and tax planning. Then, they break down a major story involving Jerome Powell and discuss why Federal Reserve independence is a cornerstone of long-term economic stability.
What's covered:
- “Noise vs. signal” and how to stay grounded as an investor
- Earnings trends: broadening beyond mega-cap tech
- The AI buildout: data centers, compute capacity, and the next wave of applications
- Why rebalancing early in the year can be strategically helpful
- Emerging markets explained (developed vs emerging vs frontier)
- Why Fed independence matters and what happens when central banks aren't independent
- Inflation, wage catch-up, and why it can feel hard even when data improves
Reminder: Follow Investment Friday and subscribe on YouTube—this show will live fully in its own feed/channel starting in February.
Connect with Hannah at Hannah.Chapman@x2wealthplanning.com and online at https://x2wealthplanning.com Connect with Brad at bhaines@juncturewealth.com and online at https://www.juncturewealth.com
Some parts of Human Design and Gene Keys feel… crunchy. You read the original transmission, the channel descriptions, the line language—and something in you goes: “Ew. I don't want that. I'm not that.” And if you're not careful, that reaction can quietly turn into self-rejection… which blocks the very transformation you're here for.
In this episode, Hannah Chapman, CFP® and co-host Lauren Ammon talk about why “softening” or rewriting the system to make it more palatable can actually keep people stuck. Together, they explore how to hold uncomfortable language with maturity, use the shadow as soil, and let your experiment reveal what the words truly mean—without moralizing or bypassing the human experience.
Learn about:
- Why “making HD/GK feel nicer” can be misleading
- The cost of rejecting parts of your chart
- Shadow → Gift → Siddhi as a real transformation pathway
- Gate 59: dishonesty, intimacy, safety, and timing
- Tribal circuitry and “the bargain” dynamic
- Gate 26 and the word “manipulation” (and why it isn't always bad)
- Defined vs open Ego: commitment, promises, and sustainable action
- How supportive aura dynamics can help people follow through
- Teaser: the 3/5 profile and why it can feel painful at first
Discover your design, join the newsletter, and explore coaching at: https://expansiveceo.com. Don't forget to send your Human Design questions to lauren@expansiveceo.com!
Investment Friday is entering an exciting new chapter!
In this episode, Hannah Chapman, CFP®, APMA®, CRPC® and Brad Haines, CFA®, FRM®, Chief Investment Officer at Juncture Wealth Strategies, share why Investment Friday is officially becoming its own podcast — launching February 2026 — and what that means for listeners who want grounded, historically informed financial insight without fear-based headlines.
Together, they unpack:
- What really happened in markets in 2025
- What the early data is telling us about 2026
- Why “bad news can be good news” for markets
- Labor market trends and interest rate expectations
- The Venezuela situation and its global implications
- The U.S. dollar's role as the world's reserve currency — and what happens if that changes
- Why entrepreneurship, innovation, and equity markets endure through every cycle
This episode is a reminder that you don't need to live in financial fight-or-flight. With the right context, history, and perspective, you can stay invested, informed, and grounded — even in uncertain times.
Connect with Hannah at Hannah.Chapman@x2wealthplanning.com and online at https://x2wealthplanning.com
Connect with Brad at bhaines@juncturewealth.com and online at https://www.juncturewealth.com
If you've ever felt like you're doing “everything right” in business but still swimming upstream—this episode marks a turning point. This is the first episode of 2026, and it's also the beginning of a new chapter for the Expansive CEO Podcast. One where we stop forcing strategies that don't fit, stop borrowing advice from people with completely different energy, and start building businesses that actually work with who we are.
In this episode, Hannah Chapman, CFP®, APMA®, CRPC® officially welcomes Lauren Ammon as co-host of the Expansive CEO Podcast. Together, they share why the show is shifting fully into Human Design and Gene Keys as the foundation for entrepreneurship—and what that means for how you lead, decide, build, partner, and grow.
This conversation introduces the heart of what's coming next: real conversations about conditioning, self-trust, energetic alignment, and the not-so-pretty parts of growth that actually lead to sustainable success.
Learn more about:
- Why Expansive CEO is narrowing its focus to Human Design and Gene Keys as tools for aligned entrepreneurship
- How separating Investment Friday creates cleaner energetic containers for money, markets, and business growth
- What it actually means to build a business “with the river” instead of swimming upstream
- Why understanding your conditioning is just as important as knowing your gifts
- How different Human Design profiles experience leadership, struggle, and success differently
- What listeners can expect going forward—including live chart readings, Q&A, and real-life application
- Why Human Design and Gene Keys are entry points, not silver bullets, in a much larger healing and growth journey
Connect with us at ExpansiveCEO.com! Email any questions you may have to lauren@expansiveceo.com.
If you've ever felt successful on paper… but still disconnected from yourself — like you're “doing all the right things” while your heart is quietly asking for more — this episode is for you. Because the truth is: the level of intimacy you have with yourself shapes everything… your relationships, your leadership, your capacity to receive, and the way you show up in your business when things get hard.
In this episode, Hannah Chapman, CFP®, APMA®, CRPC® is joined by intimacy expert Allana Pratt, global media personality and author of six books, to explore what intimacy really means — not just with a partner, but with your own body, your nervous system, and your soul. Together, they talk about:
- Why intimacy with yourself (“into-me-I-see”) is the foundation for intimacy with others — and for aligned entrepreneurship
- How unprocessed wounds can drive business decisions (people-pleasing, proving, perfectionism, overworking, fear-based strategy)
- What it actually looks like to “come home” to yourself through the body, nervous system safety, and emotional truth
- Why you can't repair relational ruptures sustainably if you don't first complete the “loop” within yourself
- How plant medicine + somatic integration can accelerate healing when used intentionally to “check in,” not check out
- The shift from soulmate to “wholemate” relationships — two whole people creating something exponentially greater together
Connect with Allana here:
Website: https://allanapratt.com/
Instagram : https://www.instagram.com/allanapratt/
Patreon: www.patreon.com/allanapratt
Facebook: https://www.facebook.com/coachallanapratt
Youtube: https://www.youtube.com/allanapratt
Free Gift: www.allanapratt.com/top5mistakes
Book a Call with Allana: www.allanapratt.com/connect
Use discount code: READYNOW for $400 savings!
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
If you're a business owner who feels like you should understand your numbers but secretly hopes they'll just… work themselves out, you're not alone. For a lot of entrepreneurs, money feels heavy, confusing, or even shame-filled—and that disconnect can quietly limit growth, peace of mind, and long-term stability.
In this episode, Hannah Chapman, CFP®, APMA®, CRPC® sits down with author, strategist, and fractional CFO Josh Greenbaum, founder of CFO Minded and author of Numbers Scare Me and Other Excuses. Together, they unpack the real differences between a CFO, CFP, CPA, bookkeeper, and controller, why there is no single “right” financial strategy, and how human understanding—not perfection—creates sustainable businesses. This conversation is about clarity over complexity, confidence over fear, and building a financial team that actually supports the life you want to live.
- Why “numbers scare me” is rarely about math—and more often about shame, overwhelm, or lack of context
- How CFO thinking differs from tax prep and financial planning, and why you need all three roles working together
- What most business owners misunderstand about income, profit, and cash flow (and why $120k revenue ≠ $120k lifestyle)
- How human behavior and money psychology impact financial decisions, not just spreadsheets
- Why conflicting advice from financial professionals isn't a problem—it's a feature
- When AI and automation help—and where human judgment is still essential
- How asking better questions (not having perfect knowledge) unlocks better financial outcomes
Connect with Josh here:
Book: https://www.amazon.com/Numbers-Scare-Me-Other-Excuses/dp/0578829762
LinkedIn: https://www.linkedin.com/in/joshgreenbaum/
Website: https://www.cfominded.com/
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
If you felt like 2025 had “way too many headlines” for markets to be up… you're not imagining it. Between rate cuts, policy whiplash, and nonstop AI hot takes, it would've been easy to assume this was the year something finally cracked. And yet—stocks held up, bonds showed up, and a lot of long-term investors were rewarded for staying steady.
In this episode, Hannah Chapman, CFP®, APMA®, CRPC® and Brad Haines, CFA, FRM, Chief Investment Officer of Juncture Wealth Strategies break down what actually drove returns, why AI still looks like a boom (not necessarily a bubble—yet), and what conditions could flip that script in 2026.
Learn more:
- How interest rates could change the AI story in 2026
- What the recent wave of layoffs actually reflects
- Why earnings and cash flow matter more than headlines
- What “Trump Accounts” are and who's eligible
- How time in the market and compounding returns do the heavy lifting in growing wealth
- What details are still unresolved
Connect with Brad here:
Website: https://www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Visibility doesn't require louder marketing, better slides, or a perfectly memorized script. What actually moves people—on stage, on camera, or in a room—is embodiment. And most entrepreneurs were never taught how to access that, especially when nerves, pressure, or people-pleasing kick in.
In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, sits down with international keynote speaker and brand strategist Melanie Spring, known for her “approachable badass” energy and her work helping bold visionaries amplify their voices. Together, they explore:
- The difference between performing and embodying your message
- Why magnetism is as much about repelling as attracting
- How your nervous system affects your presence, and what it looks like to speak from integrity instead of approval
- Practical tools—including a simple essence-clarifying exercise—and
- Details about Melanie's upcoming Speak With Confidence cohort for leaders ready to be fully seen
Connect with Melanie here:
Website: https://melaniespring.com/
Instagram: https://instagram.com/melaniespring
Threads: https://www.threads.com/@melaniespring
LinkedIn: https://linkedin.com/in/melaniespringspeaker
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Interest rates are drifting lower, jobs data keeps getting revised, AI stocks are whipping around on every earnings call, and gold is suddenly back at all-time highs. If you've looked at the headlines lately and wondered, “Is the Fed behind the curve? Is AI already a bubble? Should I be buying gold… or is it too late?” — you're not alone. There's a lot of noise right now around the dollar, inflation, and what actually belongs in a long-term portfolio.
In this episode, Hannah Chapman CFP®, APMA®, CRPC® and Brad Haines, CFA, FRM and Chief Investment Officer of Juncture Wealth Strategies unpack:
- The Fed's latest quarter-point rate cut
- Which data points the Fed is watching ahead of their January meeting
- Oracle's massive new AI infrastructure spend and what it tells us about the stage of the AI cycle
- Why investor pushback on capital expenditures may actually be healthy
- Gold and silver: why these metals are hitting new highs
- How global confidence in U.S. institutions and the dollar plays into it
- Will there be a return to the gold standard?
- How to think about owning (or not owning) precious metals without making fear-based, all-or-nothing bet
Connect with Brad here:
Website: https://www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Money, work, and wealth-building are changing faster than most people can process, and a lot of the old “rules” for career and business no longer apply. If you've felt the squeeze of a barbell economy, watched the online business space wobble, or wondered how AI, social platforms, and new financial tools are going to affect your long-term stability… you're not imagining it. We're in the middle of a major economic and energetic shift.
In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, sits down with financial futurist and Rich Future founder Kalei Correll, a former Big Four CPA and finance executive who helped scale a hyper-growth tech company through acquisition and IPO readiness.
- Why the “single income mindset” is becoming obsolete
- How AI is accelerating opportunity instead of eliminating it
- When diversification becomes a form of durability
- How Human Design shaped Kalei's career pivot
- Why the middle class is shrinking — and what individuals can do now
- How social trading, tokenized assets, and platforms like Robinhood are creating brand-new income pathways
- What entrepreneurs must know about 2027 and the new paradigm
- Kalei's special gift to Expansive CEO listeners - Use this link to get 1 month free subscription to the Rich Future substack! https://www.richfuturemedia.com/EXPANSIVECEO
Kalei Correll is a former Big 4 CPA and finance executive who scaled global operations through hypergrowth and IPO readiness. She's a 2x founder who left the traditional path in 2023. Now she writes Rich Future, a Substack newsletter for operators who are building wealth in a rapidly evolving economy and want to see market shifts 6-12 months early. She also provides fractional CFO services for companies scaling to $1M-$50M that need strategic finance expertise without the executive overhead.
Connect with Kalei here:
Substack:https://www.richfuturemedia.com/subscribe
LinkedIn: https://www.linkedin.com/in/kaleicorrell/
Instagram:https://www.instagram.com/thekaleicorrell
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Crypto is having another volatile season — Bitcoin dropping 35%, narratives heating up online, and investors wondering whether they should “buy the dip” or stay far away.
But beneath the hype, the memes, and the overnight-millionaire stories, there's a deeper conversation to be had about what cryptocurrency actually is, what blockchain technology does, and how to navigate a landscape where speculation can look like opportunity if you don't know what you're looking at.
In this episode, Hannah Chapman, CFP®, APMA®, CRPC® and Brad Haines, CFA, FRM, Chief Investment Officer of Juncture Wealth Strategies, break down crypto from first principles:
- Why the job market looks weaker than the headlines
- How ISM manufacturing data revealed a hidden slowdown
- The Fed may cut now, pause later — and 2026 may surprise everyone
- What crypto actually is (and is not)
- Why “limited supply” is a flawed argument
- Why crypto fails as a currency
- Where the real value is: blockchain technology
- How to think about crypto in a portfolio
Connect with Brad here:
Website: https://www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
So many brilliant entrepreneurs are maxed out, fully booked, and still feel like they're leaving impact (and income) on the table. You know your work changes lives, but there are only so many 1:1 calls you can take and only so many hours you can sell. Add AI into the mix — with everyone shouting that “everything is changing” — and it's easy to freeze, overthink, or never actually get your course out of your head and into the world.
In this episode, Hannah Chapman CFP®, APMA®, CRPC® and course creation expert Jasmine Jonte break down what it really takes to turn your expertise into a scalable, transformational learning experience in the age of AI.
If you've been sitting on a course idea — or wondering if AI is about to make you obsolete — this conversation will give you clarity, direction, and a deep exhale.
Learn:
- Why “just teach what you know” is dangerous advice
- How instructional design and support structures create real results
- The right way to use AI as a tool (not a crutch)
- Why decoupling your time from your income is both a strategy and an identity shift
- How to provide the right level of support for your ideal client
Connect with Jasmine here:
Website: https://www.jasminejonte.com/
Instagram: http://instagram.com/jasminejonte/#
LinkedIn: https://www.linkedin.com/in/jasminejonte
Facebook: https://www.facebook.com/jasminejonte/
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
What if a 5% pullback in the market wasn't a warning sign…but just the cost of long-term growth? In this episode, Hannah Chapman, CFP®, APMA®, CRPC® and Brad Haines, CFA, FRM and Chief Investment Officer of Juncture Wealth Strategies unpack recent volatility, why it feels so uncomfortable in the moment, and how to navigate it without derailing your financial plan.
- How the recent ~5% market pullback fits into “normal” annual volatility that typically happens 4–6 times per year
- Why the market can hit all-time highs and still experience uncomfortable short-term drops without changing the long-term story
- What declining shelter inflation and a softening job market could mean for future interest rates and equity returns in 2026
- How shelter inflation is actually measured (rents and imputed rents)
- What it looks like to build a personalized inflation assumption based on your real-life spending instead of headline CPI
- How year 3 of a financial plan often becomes the “peace point”
- Which simple lifestyle choices can meaningfully support your financial plan
Connect with Brad here:
Website: https://www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
What if scaling from six to seven (and even eight) figures wasn't about working harder…but about doing less with way more intention? In this episode, we unpack what actually changes as you grow — and what must stay the same — so you can build a business that doesn't chew you up on the way to your next revenue milestone.
In this conversation, Hannah Chapman, CFP®, APMA®, CRPC® sits down with Austin Netzley — founder & CEO of 2X and Operations.com, emotional Projector, and author of From 6 to 7 Figures and The 2-Week Vacation Test. Austin shares how to turn your business into a machine that can run and thrive without you, the hidden “valleys of death” between each stage of growth, and the operational and leadership shifts required to go from hustler to true CEO with real freedom and optionality.
- What actually stays the same from six to seven to eight figures — and what must change in your time, focus, and leadership
- How to avoid “solving step-4 problems at step 1” and the costly mistake of overbuilding for a $10M business when you're at $1–2M
- Why most multi–six-figure founders should double down on one marketing channel instead of chasing 7–10 different ones
- How to think about fractional leadership (where it works brilliantly and where you really need someone full-time inside your culture)
- Why over-hiring leadership too early crushes profit and slows decisions — and what Austin learned from an 18-month marketing downturn
- How to think about revenue vs. profit, and why a $1M business with 50% margins can feel way better than a $5M business with none
- What Austin is seeing in 8–9 figure companies behind the scenes — and why it's “way simpler than you think” when operations are excellent
Connect with Austin here:
Website: https://www.austinnetzley.com/
Facebook: https://www.facebook.com/scale2x/
IG: https://www.instagram.com/netzley/
YouTube: https://2x.co/youtube
LinkedIn: https://www.linkedin.com/in/austingnetzley
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Life doesn't stop being hard just because you decide to grow. There are seasons that take you out at the knees, sucker-punch your heart, and leave you wondering how you're supposed to carry on being a parent, a partner, a leader, or a business owner.
In this conversation, Hannah Chapman CFP®, APMA®, CRPC® and Joy Alchemist & author Jan Hoath explore what it really means to choose joy anyway — not as a bypass, but as a way of honoring the full spectrum of your humanity: the grief, the mess, the doubt, the “super sucky” circumstances, and the quiet, ordinary magic of being alive.
Learn about:
- Jan's acronym JOY: “Just Own You”
- The “deep end of joy” swimming pool metaphor
- Why your capacity to be with your own pain directly expands your capacity for real joy
- How presence, permission, and celebration change what's possible in your life
- How to find joy in the middle of real life — not after everything is fixed
Connect with Jan here:
Jan's Book: JoyAnywayBook.com
Book a Call: CallWithJoy.com
Website: JanHoath.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
This week's Investment Friday brings clarity to one of the most confusing economic moments we've had all year. From delayed metrics to understanding what really happens inside the economy during a 45-day government shutdown, this episode breaks down the forces shaping market volatility—and what you actually need to pay attention to as an investor.
In this episode, Hannah Chapman CFP®, APMA®, CRPC® and Brad Haines, CFA, FRM and Chief Investment Officer of Juncture Wealth Strategies explore how delayed economic data, shifting interest rate expectations, and rising consumer stress all feed into today's market environment.
Learn about:
- How the government shutdown affects data
- Why rate-cut expectations dropped from 95% to 50%
- How a 45-day shutdown impacts GDP
- Why the market remains strong despite volatility
- How MAG-8 concentration affects investor risk
- Why AI is still in the early part of the innovation cycle
Connect with Brad here:
Website: https://www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
What if grief isn't just the devastating losses—but the everyday interruptions that ask us to soften, feel, and be witnessed? When we practice holding grief in the small moments, we're more ready for the big ones. And when we let others in to see us, receiving support becomes radical self-love.
In this conversation, Hannah and guest Krista Powers reframe grief through Krista's Five Powers of Grief—Interruption, Flow of Feelings, Holding, Breaking, and Remembering. Krista shares her 17-month breast cancer journey, the real $60k financial reality, and how choosing to be witnessed expanded her capacity for joy, leadership, and entrepreneurship.
You'll hear:
- Why grief requires a witness (and how inviting support is radical self-love)
- The difference between breaking from external pressure vs inner growth
- How entrepreneurs can metabolize “no's” without shrinking their vision
- Money truths: the practical costs of illness, asking for help, and receiving with humility
- Moving from self-protection to interdependence—and why that expands joy
Connect with Krista here:
Krista's Book on Amazon: https://a.co/d/imvR18I
Or from the publisher: https://share.google/RylaVr62fjZHUilIB
Website: https://kristapowers.com/
LinkedIn: https://www.linkedin.com/in/kristapowers
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Email: hannah@expansiveceo.com
The markets are wobbling again—stocks pulling back, layoffs stacking up, and the Fed hinting at possible rate cuts. But underneath the noise, something powerful is shifting: inflation is easing, shelter inflation is dropping, and investors are asking how to stay grounded when the data feels uncertain.
In this Investment Friday, Hannah Chapman, CFP®, APMA®, CRPC® breaks down the market's recent pullback, job loss trends, and shelter inflation updates—and shares how to protect your peace (and your portfolio) through smart cash reserves, long-term thinking, and a heart for giving back when the world feels shaky.
Learn more:
- Why the markets dipped 2% after a 20% rally since April—and what that tells us about investor psychology
- How job losses topping 1.1 million this year are signaling early cracks beneath a still-low 4% unemployment rate
- Why “shelter inflation” dropping nearly 10% matters for both renters and the broader inflation trend
- What makes AI stocks different from the dot-com bubble—and why NVIDIA's high valuation may still pose risk
- How many basis points the Fed could cut in interest as it responds to slowing growth and rising unemployment
- How business owners can use cash reserves strategically to make calm, conscious decisions instead of reactive ones
- Why generosity and stability go hand in hand—how maintaining your foundation allows you to give back and uplift your community.
- What to do right now with your cash reserves and portfolio
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
You don't have a motivation problem—you have an alignment problem. If the version of you at work isn't the same one at home, in the gym, and with your friends, you'll keep grinding harder without feeling better. Today's guest shows how to collapse that gap—so progress actually feels like power.
In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, talks with Marine Corps veteran, performance coach, and keynote speaker Mycal (“Coach Derz”) Anders—founder of Next Level Performance Consulting—whose motto is “Alignment first, progress always.”
Mycal shares how to unify your identities so you lead at work, love at home, and thrive in your body. We cover detaching from life-or-death urgency, upgrading relationship agreements, filling the post-breakthrough “void” with the next easiest step, and why alignment—not motivation—is the real unlock.
Learn more about:
- Why fitness alone doesn't fix your life
- How to align your identities (leader, partner, parent, athlete) so you show up as one person everywhere
- Why integrity = inner unity
- How military standards translate (and when they don't)
- Why change feels hard, and it's not because you're incapable
- How to update relationships so the mission doesn't cost your family
- What alignment looks like somatically
- How to spot real progress
- Why seasons matter
Connect with Mycal here:
LinkedIn: https://www.linkedin.com/in/mycal-anders
Next Level Performance Consulting: nextlevelpfc.com
IG: @coachderz | @nextlevel_phx
Blog: coachderz.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Uncertainty is back on center stage. The Fed cut rates by 0.25%—but Powell wouldn't commit to another cut in December. Markets wobbled, leadership remains concentrated in the mega-caps, and headlines about layoffs and a potential SNAP funding gap raise real-world questions about how money flows… and how we can help.
In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, breaks down what the Fed actually signaled, why concentration risk matters (especially with highly appreciated stocks), and how to turn year-end generosity into smart, tax-savvy impact—fast.
Learn more:
- Why a rate cut still rattled markets
- How “priced for perfection” works
- Why concentration risk matters
- How to handle highly appreciated stocks
- How to make giving tax-smart fast
- Why a Donor-Advised Fund helps now
- How retirees can give more efficiently through QCDs from IRAs
- Why layoffs and data gaps matter
- How to de-risk without derailing returns
- How to help food security immediately
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
We all have patterns — ways of thinking, reacting, or hiding that shape our lives, our relationships, and even our legacy. But what happens when those patterns become self-destructive? When success on the outside hides a quiet collapse on the inside? This conversation goes straight into the heart of how we can face the parts of ourselves we've tried hardest to avoid — and finally lead them toward healing.
In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, is joined by Craig Perra, founder and CEO of The Mindful Habit System — a globally recognized coaching framework that helps men master self-leadership by transforming destructive habits and internal conflict into purpose, discipline, and power. Together, they explore how patterns of hiding, shame, and sabotage can evolve into integrity, authenticity, and genuine freedom.
Learn about:
- Craig shares his journey from high-powered attorney to rock bottom, and how that breakdown became the foundation for The Mindful Habit System.
- Why “hiding” is at the core of so many destructive patterns — and how telling the truth is the first act of real freedom.
- How powerful men often feel small at home, and what that says about emotional safety, resentment, and unmet needs.
- The deep connection between lying, fear, and control — and why honesty is a form of self-leadership.
- Porn, power, and the pain of secrecy: why so many men sabotage their legacy in silence.
- How relationships fall into complementary patterns — the controller and the caretaker — and how awareness breaks the cycle.
- The role of self-leadership and parts work (IFS) in learning to love and lead every part of yourself, even the ones you dislike.
- Craig's powerful reframe: “All behavior is need-seeking behavior. What you call your problem, I call your solution — you just need a better one.”
Connect with Craig here:
Facebook: https://www.facebook.com/themindfulhabitsystem/
Website: https://mindfulhabithelp.com/
YouTube: https://www.youtube.com/@Themindfulhabitsexaddiction
Instagram: https://www.instagram.com/mindful_habit_coaching/
TikTok: https://www.tiktok.com/@the_mindful_habit
X: https://twitter.com/themindfulhabit
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
The markets are climbing, the government is still shut down, and the data we usually rely on just isn't coming in. So how do investors make smart decisions when the information pipeline has gone dark—and what does record leverage in the system mean for the months ahead?
In this podcast, Hannah Chapman CFP®, APMA®, CRPC® and Brad Haines, CFA, FRM and Chief Investment Officer of Juncture Wealth Strategies talk about what's really driving markets during the shutdown, how margin and leveraged ETFs can magnify both gains and losses, and when using borrowed money in your portfolio makes sense—and when it absolutely doesn't.
- The U.S. government shutdown has officially hit week three — what that really means for the economy, and why investors are flying blind without key data releases.
- CPI data is (finally) back on the calendar — even though most government agencies are still closed, a few analysts got called in just to crunch the numbers.
- With record levels of margin debt — over $1.1 trillion — investors are borrowing more money than ever against stock portfolios. We break down what margin really means and why it's a double-edged sword.
- What happens when too much of the market is built on borrowed money? A look at how high leverage can make markets rise (and fall) faster than expected.
- The hidden risk in leveraged ETFs and why “hot money” — borrowed funds chasing quick profits — can add fuel to market volatility.
- Practical insights for investors: when leverage can actually work in your favor, when it can backfire, and how to know the difference.
- Why margin loans might make sense for some high-net-worth investors — especially as a tax strategy — but only if used carefully and intentionally.
Connect with Brad here:
Website: https://www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Trust can feel thrilling—and terrifying. How do you feel safe enough to be seen, set boundaries with love, and keep passion alive without losing yourself? Especially after 40?
In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, is joined by Shana James, MA (Psychology)—relationship coach of 20 years, TEDx speaker (“What 1,000 Men's Tears Reveal…”), host of Man Alive & Practicing Love, and author of Honest Sex and Power & Pleasure.
Together they unpack how to build real safety, move from independence to interdependence, and use honest conversation (and body-led yes/no) to create connection you can actually trust.
Learn more:
- Why “trust” often feels risky—and how to find safety in your own body first
- The difference between forcing connection vs. following a genuine yes
- Boundaries that sound loving (and actually deepen intimacy)
- Moving from “I've got this alone” to healthy interdependence
- Business as a spiritual practice: letting strategy serve your nervous system
- Sex talk without the shock factor: presence, honesty, attunement
- How to date (or re-date) after 40 without twisting yourself into a pretzel
- Tiny experiments to test trust—before you hand over your heart
Connect with Shana:
Quiz: What Keeps You From Having the Best Love and Sex of Your Life After 40?
Free copy of the Honest Sex book: https://shanajamescoaching.com/free
LinkedIn: https://www.linkedin.com/in/shana-james-3004065
Website: https://shanajamescoaching.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Markets are sitting near all-time highs… while the U.S. government is shut down. Tariff headlines are bouncing back and forth, inflation data is frozen, and the Fed's next move could set the tone for the rest of the year — but what does any of that actually mean for your portfolio?
In this week's Investment Friday, Hannah Chapman CFP®, APMA®, CRPC® and Brad Haines, CFA, FRM and Chief Investment Officer of Juncture Wealth Strategies break down what's really happening beneath the noise — from Trump's proposed 100% tariffs on China and the ripple effects on rare earth minerals, to how the government shutdown is distorting access to economic data and why that uncertainty fuels short-term market swings. They also share the practical steps investors can take right now: rebalancing portfolios, tax-loss harvesting, and making confident year-end decisions even when the data isn't flowing.
Learn about:
- Tariffs are back in the headlines — but what do they really mean for prices, profits, and portfolios?
- The government shutdown has frozen official economic data, leaving markets flying a little blind — we share where we're finding reliable information anyway.
- Inflation is still running above target, but rents are falling fast. We talk about why housing data takes months to show up in the numbers.
- The Fed's next meeting is coming up, and we dig into why the story around a rate cut can matter even more than the cut itself.
- It's Q4 — time to check your portfolio mix, take profits where it makes sense, and harvest losses to trim your tax bill.
- Mutual funds are about to start paying out capital gains… and we explain how that surprise tax bill sneaks up on investors every year.
- How patience, process, and a clear plan help you make smart decisions, even when headlines are loud and data is scarce.
Connect with Brad here:
Website: https://www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
What if visibility wasn't about being louder—but about being truer?
So many founders and creators feel the pull to share their message, yet freeze the moment the camera turns on. They know they have brilliance inside them, but translating that inner genius into words that resonate publicly—that's where they get stuck.
In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, talks to Arriana Acuna, Founder & CEO of Operations Media, about solving this problem. Arriana helps founders be seen for who they really are, guiding them to drop the script, speak from the soul, and build trust that converts. Explore what authentic visibility truly looks like, how Human Design informs your creative flow, and how to scale your impact without losing your alignment.
Learn more:
- Visibility that converts: directing founders to speak naturally (no scripts) and ship high-signal content
- Projector advantage: seeing systems and people—how Arriana blends operator precision with visionary direction
- The “hook–details–solution” content formula that accelerates trust online
- Splenic authority IRL: learning to trust the quiet yes/no—and what happens when you don't
- Nervous system capacity & money: clearing “boulders” so wealth/attention can flow to and through you
Connect with Arriana here:
Facebook: https://www.facebook.com/arriana.acuna/
LinkedIn: https://www.linkedin.com/in/arrianaacuna
Instagram: https://www.instagram.com/arrianaacuna_/?hl=en
Website: https://operationsmedia.com/our-story
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
A government shutdown, record-high markets, and falling interest rates — all happening at once. What does that really mean for investors as we head into the final quarter of 2025?
This week, Hannah Chapman, CFP®, APMA®, CRPC®, breaks down the surprising calm in the markets despite the U.S. government shutdown, why investors are cheering expected Fed rate cuts, and how these shifts impact both business growth and year-end planning.
She also explains what small business owners and self-employed individuals need to know about potential changes to ACA tax credits, rising health insurance premiums, and the importance of proactive tax strategy before the year ends.
From IRA contributions and charitable gifting to data sources that keep us informed even when the government is offline, this solo episode is packed with practical tools to finish 2025 strong — and start 2026 prepared.
- How current market conditions reflect deeper economic resilience — even in the face of political uncertainty
- Why interest rate shifts continue to drive investor sentiment and shape business decision-making
- What to keep in mind as we approach key tax deadlines and year-end financial planning season
- Where investors and advisors can still access critical data while traditional sources are paused
- Practical ways to approach your financial strategy with calm, clarity, and intention in the final quarter of the year
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Email: hannah@expansiveceo.com
What happens when you've spent your whole life working from someone else's frequency—believing that your power is “too much,” your rest is “lazy,” and your emotions are “in the way”?
For Manifestors, this is often the story. They're here to initiate, to impact, and to set entire movements in motion… yet most grow up conditioned to tone it down, fit in, or keep the peace. The result? A deep disconnection from their own energy—and a lifetime of trying to operate like everyone else.
In this powerful and heartfelt conversation, Hannah Chapman CFP®, APMA®, CRPC® sits down with her dear friend and Human Design bestie, Lauren Ammon, to explore what it really means to reclaim the Manifestor frequency.
Together, they break down how to parent and partner with Manifestors, why the “borrowed frequency” is such a sneaky energy trap, and how understanding our design can heal generations of conditioning.
Why a repelling aura isn't “rude”—and how informing creates flow and support.
- How living from conditioned energy hides your true signature (especially in Manifestors)
- Reframing the Manifestor not-self (anger) and signature (peace) as guidance, not judgment
- Parenting & partnering with Manifestors: Shifting “ask permission” in childhood to “inform” in adulthood; using authority correctly (Emotional, Splenic, Ego).
- The cost of hustle culture on open/defined Ego centers; what we suppress, the body expresses.
- Practical scripts: Simple, non-pushy informing that opens doors (the airplane story!).
Connect with Lauren here:
Substack: https://theperformancecode.substack.com/
Website: https://www.performancereimagined.com/
LinkedIn: https://www.linkedin.com/in/laurenammon
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Email: hannah@expansiveceo.com
Why is men's work so critical right now? For generations, men have been conditioned to suppress emotions, carry the weight of provision, and lead through stoicism. But we are entering a new era—one where integration, vulnerability, and healing are essential to living whole and authentic lives.
In this deeply honest conversation, Hannah Chapman, CFP®, APMA®, CRPC®, speaks with Josh Rimany—pharmacist turned healer and men's work leader—about the shift from head to heart, the power of community, and why building safe spaces for men is pivotal for the future of families, businesses, and humanity itself.
Explore:
- Why is men's work so important right now?
- How can men move from the “old paradigm” of rigidity into a new, integrated masculinity?
- What role does stress and unprocessed emotion play in chronic illness?
- Why is learning to “hold space” just as important as fixing problems?
- How can entrepreneurs and leaders invest in themselves as their greatest asset?
- What does it mean to create true safety—in relationships, in families, and in community?
- How do practices like meditation, ritual, and men's circles transform lives?
Connect with Josh here:
Website: http://www.rxtowellness.com and http://www.dilworthdrug.com
Facebook: https://www.facebook.com/me/
LinkedIn: http://www.linkedin.com/in/josh-rimany-830179126
Beyond The Pills Podcast: https://podcasts.apple.com/us/podcast/beyond-the-pills/id1680035572
Email: Josh@GoBeyondThePills.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Email: hannah@expansiveceo.com
Mortgage headlines are heating up—rates have eased, builders are dangling incentives, and new-home sales just surprised to the upside. But does a Fed rate cut automatically mean cheaper mortgages—and should you pay “points” to grab that lower payment?
In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, Brad Haines, CFA, FRM (Chief Investment Officer, Juncture Wealth Strategies), and lender Rachel Guerrero break down what the latest Fed move really means for your cash yields and mortgage rates, why new-home sales are popping, and how to evaluate points, PMI, and refinance math so you don't overpay for “cheap” debt.
Learn about:
- How Fed short-term cuts translate (or don't) to the 10-year and mortgage rates
- Why new-home sales are surging—and how builder rate buydowns work
- Points 101: what they are, when they're worth it, and how to find your break-even
- Refi strategy: rate vs. total cost, APR, loan term options (28/27/25-year), and PMI
- The questions to ask any lender before you sign
Connect with Rachel here:
Linkedin:https://www.linkedin.com/in/rachel-guerrero-mortgage/
Connect with Brad here:
Website: https://www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Email: hannah@expansiveceo.com
What if the fastest way to “more”—more impact, more ease, more joy—starts with letting go? Serial entrepreneur and community builder Rachel DesRochers shares how gratitude, grief, and bold pivots fueled fifteen years of purpose-driven growth—from closing a beloved cookie company to leading a women's empowerment movement. This conversation will expand your capacity to build, receive, and lead—without losing yourself.
In this episode, Hannah Chapman, CFP®, APMA®, CRPC® sits down with Rachel DesRochers—founder of The Gratitude Collective, Power to Pursue, Incubator Kitchen Collective, Good & Local Food Show; international speaker, author of The Mourning Light, and host of the Power to Pursue podcast. They discuss practicing gratitude that actually changes your life, scaling community with integrity, and navigating the messy middle with grace.
Learn about
- How Rachel knew it was time to close a profitable business (Grateful Grahams) to make room for what's next
- The real relationship between grief and gratitude—and why grief expands your capacity
- Building events and movements that feel like women's circles (not hustle culture)
- Practical ways to increase your capacity (boundaries, seasons, team trust, and micro self-care)
- Why “hold it lightly” can transform leadership, parenting, and partnership
- Creating “and” moments for yourself and your family during big transitions
- How to avoid entrepreneur hamster-wheel work and focus on what actually moves the mission
- Daily practices to receive more by noticing what you already have
Connect with Rachel here:
The Gratitude Collective: thegratitudecollective.org | IG: @thegratitudecollective
Power to Pursue: thepowertopursue.org (events + newsletter) | Podcast: Power to Pursue
The Mourning Light (book) & The Shift to Light (90-day gratitude journal) – Amazon & Barnes & Noble
Rachel on IG: @racheldesrochers
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Moving across the country is one of the biggest transitions a family can make—but what if it didn't have to feel overwhelming, stressful, or chaotic? What if selling your home, buying a new one, and relocating your family could actually unfold with ease, joy, and even a sense of love-filled alignment?
In this special Fireside Chat episode, Hannah Chapman, CFP®, APMA®, CRPC®, and her executive assistant, Svetlana, share the behind-the-scenes story of Hannah's recent move from Cincinnati, OH to Mesa, AZ, exploring how intention, manifestation, and practical action came together to create a surprisingly smooth and abundant transition.
In this episode, you'll learn:
- Intentional Manifestation (that isn't woo-only): How Hannah paired meditation and energy work with meticulous prep, pricing, and timing.
“Love as an operating system”: What it means to infuse a transaction with care—for your family, buyers/sellers, neighbors, and community businesses. - From vision to sold in <24 hours: The specific timeline, offers (including escalation clauses & appraisal gaps), and terms that exceeded expectations.
Prep that pays: Upgrades that mattered and what they skipped.
Holding boundaries with grace: Staying grounded when other parties bring hard-nosed energy.
Mantras & meetings: The weekly “relationship board meeting,” shared meditations, and the phrase that kept everything spacious: this or something better. - Svetlana's story: From rental uncertainty to first-time ownership—and the people who made it possible.
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Connect with Svetlana here:
LinkedIn: https://www.linkedin.com/in/svetlanalane/
Inflation may be cooling, but investors are still holding their breath ahead of next week's Fed meeting. With producer prices turning negative and CPI holding near 3%, the data suggests relief—but markets know that interest rate cuts ripple unevenly across savings, mortgages, and housing. Will this shift spark opportunity, or more frustration for households still waiting for rates to ease?
In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, and Brad Haines, CFA, FRM, and Chief Investment Officer of Juncture Wealth Strategies, unpack the week's economic headlines, from inflation surprises to the tariff impact on farms, and explain what a Fed rate cut really means for your cash, mortgage rates, and the housing market.
Learn about:
· Inflation check: With PPI negative and CPI ~3%, how much “air cover” does the Fed have to cut?
· Your cash next week: If the Fed trims 25 bps, how quickly might money market and high-yield savings rates reset, and by roughly how much?
· Mortgage rates ≠ Fed funds: How do 10-year Treasury yields drive mortgage rates, and why do home-loan rates often lag short-rate cuts?
· Tariffs & prices: Where tariff impacts are showing up (and not), the farm economy angle, and how changing policy guidance could add or remove ~1% of inflation pressure over time.
· Housing tug-of-war: Rates vs. prices—what could happen if mortgage rates drift toward 5% while supply stays tight?
· Fixing supply: Why local permitting & financing bottlenecks matter; ideas to re-open bank lending lines to builders/developers.
Connect with Brad here:
Website: https://www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Email: hannah@expansiveceo.com
What if the real secret to success isn't grinding harder, but learning to relax, surrender, and align your life with what truly matters? Too many entrepreneurs build the business they thought they wanted, only to wake up stressed, unfulfilled, and longing for more presence with family and joy in daily life.
In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, sits down with Joey Vaillancourt—entrepreneur, consultant, coach, and founder of The Great Life Experiment. Joey shares his journey from chasing success through ego and hustle, to redefining success as alignment, freedom, and peace. From releasing numbing habits like alcohol, to learning the power of neuro-sculpting and the reticular activating system, Joey shows how shifting your mindset and emotional state can change everything about how you build and live your life.
Key themes from this conversation:
- Why success built on hustle and ego feels empty in the long run
- The pivotal lessons Joey learned from mentors who challenged his mindset
- How to recognize when you're operating from a primal state vs. a powerful state
- The role of forgiveness, surrender, and emotional depth in lasting transformation
- Why numbing behaviors (alcohol, overwork, distraction) block true growth and joy
- How to align your business with your lifestyle instead of sacrificing life for business
- The vision behind The Great Life Experiment—and how micro-reflections create macro change
Connect with Joey here:
The Great Life Experiment 30-Day Challenge: www.thegreatlifeexperiment.ca
YouTube: https://www.youtube.com/@joeyvaillancourt-realinfluence
Apple Podcasts: https://podcasts.apple.com/us/podcast/real-influence-w-joey-vaillancourt/id1707038390
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
The markets may be sitting at all-time highs, but September has a reputation investors can't ignore. Historically one of the most volatile months of the year, it's a time when headlines about jobs, inflation, and interest rates can spark panic. But does volatility mean danger—or opportunity?
In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, and Brad Haines, CFA, FRM, Chief Investment Officer of Juncture Wealth Strategies, break down the latest jobs data, inflation trends, and bond market signals to help you navigate the turbulence with clarity and confidence.
Learn about:
- Why September historically brings the most volatility to the markets
- What the latest jobs numbers tell us about the strength—or softening—of the labor market
- How wage pressure connects to inflation, and why the Fed watches it so closely
- What role does shelter inflation play in the CPI, and how might rent trends impact future inflation reports?
- How rising bond yields affect both stock valuations and investor decisions
- Why we prefer individual bonds over bond mutual funds in managing client portfolios
- What investors should keep in mind about holding bonds to maturity versus riding out bond market volatility
Connect with Brad here:
Website: https://www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Life doesn't always go the way we plan. Sometimes it crashes down around us — in business, in relationships, in our own health — and we're left wondering if we have the strength to rise again. What does it really take to rebuild when everything feels broken? And how do you lead with resilience, even in the darkest of seasons?
In this episode of the Expansive CEO Podcast, Hannah Chapman, CFP®, APMA®, CRPC®, sits down with Serena Mastin — entrepreneur, speaker, bestselling author, and the powerful voice behind Exposed: You Can't Heal When You Hide. Serena's journey has taken her through foster care, witness protection, addiction, devastating loss, and rebuilding a business after unthinkable personal tragedy. Today, she shares what it means to lead with transparency, lean on resilience, and empower your team and yourself to rise stronger than ever.
What you'll learn (and why it matters)
- How do you lead when life detonates—marriage, business, and health—at the same time?
- “You can't heal when you hide”: spotting the many ways leaders mask pain (and what it costs)
- Turning shame into strategy: the shift to full transparency and why your team needs it
- EOS (Entrepreneurial Operating System): what it is, how Serena used it, and why it saved her company
- Moving from over-functioning to empowered delegation (and how your people rise when you step back)
- Practical finances in crisis: cutting bloat, remote pivots, debt paydown, and stabilizing cash flow
- The nervous system side: stress tolerance, fight-or-flight, and permission to heal
- Asking for help without oversharing—scripts that empower the giver and protect your energy
Connect with Serena:
Serena's book: http://amazon.com/author/serenamastin
LinkedIn: https://www.linkedin.com/in/serenamastin
Marketing agency: pulsemarketingteam.com
Author website: serenamastin.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
As back-to-school season ramps up, many families are facing the reality of college costs—and wondering how best to prepare. In this solo episode, Hannah Chapman, CFP®, APMA®, CRPC®, breaks down the ins and outs of 529 plans, why they matter, and how they fit into long-term financial planning.
Hannah also touches on current market updates, including the S&P 500 hitting new highs, interest rate expectations, and what to watch for in the coming weeks. If you've ever wondered how to save for your child's education (or what happens if they don't use all the funds), this episode is packed with answers.
Topics we cover in this episode:
- What happens when the market hits new highs?
- What exactly is a 529 plan, and how does it work?
- Should the parent or the child own the 529 account?
- How do 529 plans affect FAFSA and financial aid?
- What can you do with leftover funds after college?
- How can unused 529 money be rolled into a Roth IRA?
- What other options exist for private school, scholarships, or non-education use?
Whether you're a parent preparing for college expenses, a grandparent looking to contribute, or simply curious about the smartest way to plan for the future, this episode will help you understand how 529 plans fit into your financial toolkit.
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Mentorship isn't just about giving advice from the top down—it's about creating intentional, reciprocal relationships that spark growth, belonging, and transformation in organizations.
In this powerful episode, Hannah Chapman, CFP®, APMA®, CRPC®, founder of X² Wealth Planning and Expansive CEO, sits down with Dr. Kelly Diggs, neuroscientist turned leadership consultant and CEO of Kelly A. Diggs Consulting. Together, they dive deep into what mentorship really means in business, institutions, and everyday life, and how it can reshape culture, equity, and the future of organizations.
Dr. Diggs shares her journey from the lab bench to becoming a nationally recognized consultant in mentorship, leadership, and DEI (justice, equity, diversity, and inclusion), and offers practical insight into how mentorship impacts careers, succession planning, institutional success, and even the bottom line.
Topics covered:
- What mentorship is really—and how it is different from the outdated “top-down” model
- How mentorship creates reciprocal growth and not just transactional relationships
- The role mentorship plays in equity, belonging, and institutional culture
- How effective mentorship directly impacts business succession, retention, and profits
- How leaders can lean into “productive discomfort” to foster deeper conversations and change
- Practical ways to bring mentorship into our daily lives, both at work and at home
Connect with Dr. Kelly here:
Facebook: http://facebook.com/dr.k.diggs
Instagram: https://www.instagram.com/dr.k.diggs/
X: http://x.com/drkellydiggs
LinkedIn: https://www.linkedin.com/in/drkellydiggs
YouTube: https://www.youtube.com/channel/UCT8jdHehAIlyP_xDeKWLEIA
Email: info@kellydiggs.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
What happens when the Federal Reserve hints at rate cuts, mortgage rates hover near 7%, and AI data centers begin straining America's power grid?
In this week's Investment Friday, Hannah Chapman, CFP®, APMA®, CRPC®, and Brad Haines, CFA, FRM, and CIO of Juncture Wealth Strategies, unpack the economic signals that are moving markets — and what they mean for investors.
From Jerome Powell's Jackson Hole speech to small-cap stock rallies, rising utility bills, and the looming question of whether AI is a bubble bigger than the dot-com era, Hannah and Brad bring clarity to a noisy news cycle.
- Why did markets rally after Jerome Powell's Jackson Hole speech?
- How do bond prices and yields really work — and what do they mean for mortgages?
- Will homeowners be able to refinance at lower rates in the next 12–18 months?
- How are AI data centers reshaping electricity demand, utility pricing, and private equity investment?
- Could AI be a bigger bubble than the dot-com era — or is it the next “Goldilocks” growth phase?
- What adjacent industries might benefit most from the AI infrastructure boom?
Connect with Brad here:
Website: https://www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
What does it look like to build a business — and a life — that's guided by intuition, alignment, and love instead of hustle and fear? In this episode of the Expansive CEO Podcast, host Hannah Chapman, CFP®, APMA®, CRPC® sits down with her dear friend Lindsey Bonadonna, founder of be. in Cincinnati.
Two years after opening her doors, Lindsay shares how she's navigated the highs and lows of entrepreneurship, leadership, and personal growth by staying grounded in her values. From creating a welcoming community space, to holding both joy and anxiety in the same breath, Lindsey models what it means to be deeply authentic and resilient while growing something bigger than herself.
- What has shifted in Lindsey's journey since opening be. two years ago?
- Can you run a business in a capitalist system while prioritizing intuition, people, and well-being?
- How does holding space for both joy and stress expand our capacity to lead?
- Why is authenticity and self-love so essential for effective leadership?
- What does it mean to succeed—or even to gracefully let go—in entrepreneurship?
- How can small, aligned decisions build toward a life and business that truly feel good?
- What's next for be. and how is Lindsey expanding her ripple of impact?
Lindsey's first appearance on Expansive CEO: https://podcasts.apple.com/us/podcast/expansive-ceo/id1662417916?i=1000616834807
Connect with Lindsey Bonadonna here:
be. Website: www.nourishthatbe.com
be. Instagram: www.instagram.com/nourishthatbe
Lindsey's Instagram: www.instagram.com/lindseyloveswellness
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
What if the rules for your 401(k) suddenly shifted—opening the door to crypto, private equity, and other alternative investments inside your retirement account? That's exactly the conversation sweeping headlines this week after a new executive order sparked questions (and some confusion) about what could be coming for investors.
In this episode of Investment Friday, Hannah Chapman, CFP®, APMA®, CRPC®, and Brad Haines, CFA, FRM, and CIO of Juncture Wealth Strategies, break down what's real, what's hype, and how these changes could (or might not) impact your financial future.
Plus, they dig into the surprising ways AI's massive energy needs could hit your utility bill, and why that ripple effect could influence inflation, the Fed's next move, and even your portfolio strategy.
If you've heard the alarming social media takes, or you're just trying to understand how policy and innovation ripple through markets, this conversation will give you the clarity you need.
Topics Covered
- Breaking down the executive order allowing potential private equity and cryptocurrency options in 401(k) plans
- Why ERISA law remains one of the strongest investor protections in U.S. history
- The reality of private equity performance versus public markets
- Cryptocurrency's volatility and whether it belongs in long-term retirement accounts.
- AI data centers' massive energy demand and its role in rising electricity bills
- How utility pricing impacts inflation data and the CPI
- Market updates, tariffs, and what to watch as interest rate cuts loom
Connect with Brad here:
Website: https://www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
We've all been told to “push through” in business — to ignore discomfort, suppress emotions, and keep grinding. But what if that constant pushing is actually the reason you're stuck? When we override our own signals in the name of hustle, we disconnect from the very guidance system that can lead us to greater success and fulfillment.
In this episode, we explore what it truly means to become emotionally fit — not by avoiding or burying feelings, but by learning how to recognize, process, and use them as fuel for purposeful action. Hannah Chapman, CFP®, APMA®, CRPC®, sits down with leadership trainer and emotional fitness expert Alan Muellegger to discuss how tuning into your emotions, understanding your physical state, and aligning your actions with your purpose can transform your business, your relationships, and your life.
Key Takeaways
- How can you tell if you're following a “should” instead of your own true direction?
- What happens to your business when you focus on service instead of chasing money?
- How do you know the difference between forcing something and simply feeling discomfort from growth?
- Why does your physical and emotional state shape the meaning you give to events?
- What small, everyday self-care practices can help you make clearer yes/no decisions?
- How can you use the 5-Point North Star to create purpose and stay motivated when things get hard?
Connect with Alan:
Instagram: @muellegger / https://www.instagram.com/muellegger
Facebook: https://www.facebook.com/alan.muellegger
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
What happens when the data we rely on to measure the economy suddenly gets thrown into question?
In this episode, Hannah Chapman, CFP®, APMA®, CRPC® and Brad Haines, CFA®, FRM, and CIO of Juncture Wealth Strategies, explore a wave of revisions to U.S. labor market data—and the political and economic fallout that followed.
With President Trump firing the head of the Bureau of Labor Statistics, recession warnings on the rise, and the Federal Reserve preparing to respond, this episode dives into the real-time tensions shaping markets, policy, and investor behavior.
Key Topics
- Bureau of Labor Statistics shake-up: Why President Trump fired the BLS commissioner and what this means for data integrity
- Revisions reveal cracks: 400,000+ jobs quietly removed from prior reports—why this signals recessionary risk
- Tariffs and global uncertainty: How restructured trade rules are influencing U.S. business decisions
- Fed interest rate outlook: Markets expect 0.75% in rate cuts by year-end—but will inflation allow it?
- Consumer slowdown: Back-to-school and holiday season spending may determine economic trajectory
- International investing surge: Why emerging markets and international equities are outperforming in 2025
- AI and productivity boom: How machine learning and robotics are reshaping long-term economic growth
Connect with Brad here:
Website: https://www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
What do you do when life looks perfect on the outside — the good job, the house, the steady relationship — but inside, your soul feels like it's dying?
For Mindie Kniss, this disconnect sparked a radical leap of faith that would lead her from Fortune 100 stability into the wild unknown of entrepreneurship. But the path wasn't easy — she faced crushing debt, bankruptcy, grief from the sudden loss of her husband, and a long road of rebuilding her life and business from scratch.
In this episode, Hannah and Mindie dive into how upheaval can become your greatest teacher, how to heal the shame and scarcity mindset around money, and why learning to trust your own inner guidance is the ultimate key to prosperity.
This isn't just a story of financial success — it's a roadmap for anyone navigating deep transformation and searching for meaning in their money, work, and life.
Key Topics & Themes
- Leaving the “perfect” corporate life – Mindie's calling to leave Fortune 100 work and embrace entrepreneurship
- Financial rock bottom & rebuilding – Navigating $100k debt, bankruptcy, and scarcity mindset
- Healing money wounds – Transforming childhood beliefs and societal conditioning around wealth
- Entrepreneurial resilience – Learning sales, marketing, and self-worth the hard way
- Human Design & astrology insights – How Mindie's 6/2 Generator profile and Chiron in the money house shaped her journey
- Good money vs. bad money – Understanding alignment in clients, offers, and opportunities
- Divine timing & trusting the process – Why big breakthroughs often happen later than we expect
Connect with Mindie here:
Substack: https://substack.com/@mindiekniss
YouTube: https://www.youtube.com/mindiekniss
Instagram: https://www.instagram.com/mindiekniss
Facebook: https://www.facebook.com/kniss
LinkedIn: https://www.linkedin.com/in/mindiekniss
Twitter/X: https://x.com/MindieKniss
Connect with Hannah:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
What happens to your family, your business, and your legacy if something unexpected happens tomorrow? Most people avoid the uncomfortable conversation about estate planning until it's too late — and their loved ones are left navigating chaos, court battles, and uncertainty.
In this solo episode, Hannah Chapman, CFP®, APMA®, CRPC®, shares why estate planning isn't just about documents and legal jargon — it's about love, protection, and leaving behind a legacy of impact.
Learn about:
- Federal Reserve update – Why rates are holding steady, the role of tariffs in inflation, and what could happen at the September meeting.
- Market snapshot – Current earnings trends, August volatility patterns, and the upcoming “season of spend.”
- Estate planning essentials – Why estate planning matters for everyone, regardless of wealth or age.
- Guardianship for minor children – The most urgent first step and why it's critical for blended families.
- Trusts vs. wills – How trusts create structure, privacy, and protection for heirs while avoiding probate.
- Life insurance as a planning tool – Using coverage to bridge financial gaps for children or beneficiaries.
- Blended family dynamics – Navigating remarriage, beneficiary designations, and ensuring fairness across complex family structures.
Connect with Hannah:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
What if raising $100 million didn't have to feel extractive, transactional, or misaligned with your soul? What if fundraising itself could become a sacred act—an expression of reverence for life, a commitment to intention, and a catalyst for personal transformation?
In this conversation, Hannah Chapman, CFP®, APMA®, CRPC®, and Azrya Bequer, Co-Founding Steward of KAVANÂ, explore what happens when visionary entrepreneurship merges with ancient wisdom and stewardship, challenging every paradigm we've been taught about money, impact, and leadership.
KAVANÂ is a transformational ecosystem weaving sacred space, regenerative development, immersive experiences, and media as medicine. Alongside her husband Benjamin (AKA Bee), she is pioneering new models of fundraising and leadership—integrating feminine magnetism, interdependence, and deep reverence into how bold leaders create impact.
Key Themes
- Redefining stewardship vs. ownership in business and money
- The Kavana ecosystem: sacred locations, immersive programs, global community, and media as medicine
- Integrating ancient intelligence into modern entrepreneurship
- The Ceremonial CEO framework: blending intuition, reverence, and leadership
- Navigating fundraising for a $100 million vision without compromising alignment
- Moving from independence to interdependence—why money requires community
- Healing our collective relationship to money and prosperity
Connect with Azrya:
Website: http://www.kavanaretreats.com
Investment Opportunity: http://www.kavanaretreats.com/invest
LinkedIn: https://www.linkedin.com/in/azrya-bequer-62930582/
Instagram: https://www.instagram.com/azryabequer/
Connect with Hannah:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Ever wonder what to do with that old pension or 401(k) sitting with a former employer? Do you roll it into an IRA, or leave it right where it is?
In this solo Investment Friday, Hannah Chapman, CFP®, APMA®, CRPC®, breaks down the pros, cons, and key questions to ask before making the move — plus a quick market update you need to know.
This episode explores key factors like cost-of-living adjustments, death benefits, solvency risk, investment flexibility, and legacy planning — so you can make an informed decision aligned with your life, family, and future goals.
Whether you're 35 or 65, understanding your retirement income options can dramatically shift your financial future. The “right” choice isn't one-size-fits-all — it's about aligning your decision with your life goals, family needs, and risk tolerance.
Key Topics Covered* Market Snapshot * Who still has pensions today (FERS, STRS, SERS, legacy corporate plans) * Benefits of keeping a pension (lifetime income, simplicity, creditor protection) * Downsides of pensions (limited death benefits, inflation risk, low growth potential) * Benefits of rolling to an IRA (flexibility, higher growth potential, legacy planning) * Key personal factors: health, life expectancy, spouse, other income sources, risk tolerance * How to review forgotten pensions or old plans * Questions to ask your advisor before deciding * Why fiduciary advice is essential
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
What if your YouTube channel could become your most powerful business asset—building trust, attracting the right clients, and staying compliant all at the same time?
In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, founder of X² Wealth Planning and the Expansive CEO Podcast, sits down with YouTube marketing strategist Andrew Murdoch, founder of YT Era, to explore how financial professionals and compliance-sensitive entrepreneurs can leverage YouTube the right way.
Whether you're camera-shy or ready to go all-in on video, Andrew shares exactly how to create content that drives long-term results—without crossing regulatory lines or sounding like a sleazy marketer. If you're ready to stop hiding and start creating content that connects, educates, and elevates your business, this episode is your roadmap.
Learn more about:
- YouTube marketing for financial advisors
- Building a discoverable brand in compliance-heavy industries
- Why “finfluencers” are dangerous and what to do about it
- FTC rules around testimonials, screenshots, and case studies
- Turning your YouTube channel into a business asset
- Organic vs. paid marketing: which one wins long term
- The connection between trust, relationships, and financial advice
Connect with Andrew:
Free gift: http://ytforleadgeneration.com (Free gift for your listeners and viewers)
Website: www.ytera.com
Speaker page: https://www.andrewmurdoch.com/ (Speaker page)
LinkedIn: https://www.linkedin.com/in/mrandrewmurdoch/
X: https://x.com/MrAndrewMurdoch
Facebook: https://www.facebook.com/MrAndrewMurdoch
Instagram: https://www.instagram.com/mrandrewmurdoch/
Connect with Hannah:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Who really pulls the levers behind U.S. interest rates? It's not just Jerome Powell—and it's not nearly as political as you might think.
In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, and Brad Haines, CFA®, FRM, and CIO of Juncture Wealth Strategies, go behind the headlines and into the structure, process, and influence of the Federal Reserve.
Together, they decode current market headlines and economic shifts so you can become a more empowered investor. Learn how monetary policy actually works, why interest rate decisions take so long, and what it all means for your investments!
Key Themes:
- How the Federal Reserve system is structured
- Why Jerome Powell doesn't act alone
- The mechanics of interest rate policy decisions
- Tariffs, inflation data, and the July FOMC meeting
- The importance of political neutrality in economic policy
Connect with Brad here:
Website: https://www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
What if leadership isn't about being the loudest in the room—but about being the most grounded in love, clarity, and purpose? What if true influence doesn't come from shouting over others or asserting dominance, but from the quiet strength of self-awareness, the steadiness of inner alignment, and the courage to embody the values you wish to see reflected in the world?
In this episode, master life coach and integrative health coach Amber Mikesell joins host Hannah Chapman,CFP®, APMA®, CRPC® to explore how true leadership is born from within. They dive into Amber's global movement Suivera, her bestselling book Silence Your Inner Critic, and what it really takes to create a legacy of heart-led change in a noisy, divided world.
Episode Highlights:
- The origin and mission behind Suivera and its 1000-year legacy business plan
- Why 80% of our thoughts are negative—and how to shift that narrative
- Leading through being vs. leading through shouting
- How internal competition, not external, fuels personal growth
- Creating workplace culture rooted in authenticity, freedom, and aligned genius
- Real-life practices for silencing the inner critic and amplifying the inner champion
- Why being the ripple you want to see is more powerful than controlling the waves
- How leaders can support a team of unique individuals without losing structure
Connect with Amber here:
Email: amber@suivera.org
Website: https://www.suivera.org
Website: https://www.silenceyourinnercritic.com
YouTube: https://www.youtube.com/@TheHeartLeaderPodcast
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Is the average American household finally catching up—or falling further behind?
With new tariffs on the horizon, inflation data shifting, and the real cost of daily life rising, Hannah Chapman, CFP®, APMA®, CRPC®, and Brad Haines, CFA®, FRM, and CIO of Juncture Wealth Strategies, break down the economic forces shaping your financial future.
This episode covers what's happening behind the scenes with wages, purchasing power, and investment strategy in a volatile summer market.
Key Themes & Takeaways:
- Why summer market trading is more volatile and thinly traded
- The three types of tariffs impacting consumer prices and operating margins
- What "truflation" data shows about real-time inflation (currently at 1.9%)
- How tariffs on copper, aluminum, and imported goods could affect household budgets
- Real household income trends from 1984 to today—are we catching up yet?
- Wage growth vs. inflation since 2021 and why purchasing power still lags
- The role of consistent investing in breaking the boom-bust income cycle
- Mindset shifts for building long-term financial resilience
- Why “unsexy” dividend stocks may be one of the smartest plays right now
- Time in the market vs. timing the market: a core financial planning truth
Connect with Brad here:
Website: https://www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
What's the real cost of America's rising debt—and how will it impact your taxes?
In this solo Investment Friday episode, Hannah Chapman, CFP®, APMA®, CRPC®, unpacks the 2025 U.S. budget bill and the growing national deficit in a way that directly connects to your wallet and your future.
With federal debt projections soaring and interest rates still in flux, Hannah explains why proactive tax strategy—especially using Roth IRAs and Roth 401(k)s—may be the smartest path to long-term financial independence.
Learn more:
- Impact of the 2025 budget bill on U.S. national debt and deficit
- Why higher future taxes are likely—and what that means for your investments
- Strategic differences between Roth and traditional retirement accounts
- How required minimum distributions (RMDs) can affect your financial plan
- Case studies and real-world examples of missed Roth opportunities
Connect with Hannah:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
What if one unexpected expense—or one slow-paying client—could jeopardize your entire business? For too many entrepreneurs, that's the reality.
In this episode of the Expansive CEO Podcast, we're diving deep into the real reasons small businesses fail—not because the owner lacked vision or passion, but because of cash flow challenges and missing knowledge around business credit.
In this episode, Hannah Chapman, CFP®, APMA®, CRPC® talks to Geoff Suval, President and Managing Director at Xceleran Business Funding Solutions, about a step-by-step breakdown of how to become truly bankable.
From separating your personal and business credit to building a powerful foundation for long-term funding access, Geoff brings clarity, compassion, and real solutions to a topic too often overlooked.
Key Themes Explored:
- Why 82% of small businesses cite cash flow problems as the main reason for failure
- The four essential “legs” of a bankable business
- The major risks of personally guaranteeing business debt
- How to build business credit that's truly separate from your personal credit
- The long-term value of bankability for succession and successful business exits
Connect with Jeff:
LinkedIn: https://www.linkedin.com/in/geoffsuval/
Facebook: https://www.facebook.com/geoff.suval.1/
Connect with Hannah:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
GDP is contracting, student loan defaults are rising, and shelter inflation is cooling… yet the stock market is hitting all-time highs. What's really driving this seemingly contradictory moment in the markets?
In this episode, Hannah Chapman, CFP®, APMA®, CRPC® and Brad Haines, Chief Investment Officer of Juncture Wealth Strategies, explore why “bad news is good news” for investors right now, and what that means for interest rates, small caps, housing prices, and your portfolio.
They also explore rising housing inventory, what's changing in the real estate market, the recent U.S. airstrikes in Iran, and growing concerns about Social Security. It's a fast-moving landscape, and this conversation helps you make sense of it all.
Why is the stock market rising despite negative GDP growth and worsening economic data?What impact does falling shelter inflation have on overall inflation and Fed policy?How are interest rate expectations influencing small-cap and mid-cap stock performance?What's really happening in the housing market with rising inventory and stagnant prices?Is Social Security really running out—and what might the government do about it?
Connect with Brad here:
Website: https://www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
What if radical transparency, relentless action, and emotional awareness were the missing ingredients in your business growth?
In this conversation, Hannah Chapman, CFP®, APMA®, CRPC®, sits down with Scott Groves—sales trainer, leadership coach, and creator of the “On the Edge” podcast—to unpack what it takes to succeed in business without losing your soul. This isn't just a conversation about sales; it's a masterclass in human resilience.
Scott shares the real story behind his success—not just the wins, but the breakdowns, breakthroughs, and bold choices that shaped his journey. If you've ever felt like the pressure to perform is pulling you out of alignment, Scott's insights will remind you that you don't have to sacrifice your emotional well-being to lead at a high level.
In this episode:
- How can therapy and coaching improve your performance as a business leader?
- What role does transparency play in building a trustworthy and effective team?
- How can entrepreneurs stay resilient when everything feels overwhelming?
- What's the connection between emotional awareness and strong leadership?
- Why do so many high achievers burn out—and how can we prevent it?
- How does Human Design complement personal development and business success?
Connect with Scott:
Website: https://www.scottgroves.com
Podcast: On the Edge with Scott Groves
Instagram: https://www.instagram.com/scottlgroves
YouTube: https://www.youtube.com/c/OnTheEdgePodcast
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
When uncertainty intensifies—at home and abroad—what should investors actually do?
From rising bond yields to tariffs that still haven't taken effect, and a fast-approaching storm in the Middle East, this episode offers a grounded, clear-eyed perspective for investors who want to stay informed without spiraling into panic.
After a two-week hiatus due to her cross-country move, host Hannah Chapman, CFP®, APMA®, CRPC® is back with Brad Haines, CIO of Juncture Wealth Strategies, for a far-reaching Investment Friday episode. They break down major developments in trade policy, global tensions, and market behavior—and what all of it means for your financial future.
- Why haven't Trump's proposed tariffs taken effect yet—and how is that impacting the economy?
- What does the recent spike in bond yields mean for investors and inflation expectations?
- How might ongoing tensions between Israel and Iran affect global markets and oil prices?
- Is the Federal Reserve likely to cut interest rates before the election—and what role is politics playing?
- Why is now a smart time for investors to rebalance their portfolios, especially in equities?
- What lessons can we draw from past geopolitical conflicts when it comes to investing through uncertainty?
Connect with Brad here:
Website: https://www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
So many entrepreneurs are secretly carrying the weight of hiding parts of themselves—whether it's their identity, their emotions, their spirituality, or their true desires.
What does it take to finally stop compartmentalizing and start living as a fully integrated, expressive human being? What if your journey as an entrepreneur was also the most radical path to self-acceptance?
In this powerful conversation, Hannah Chapman,CFP®, APMA®, CRPC® dives deep with entrepreneur and coach Jacob Tahiliani, whose journey of personal growth, spirituality, and business alignment invites us all to stop hiding and start fully expressing who we are. This is a conversation about coming home to yourself.
In this episode, we explore:
- What does it mean to embrace your full self in life and business?
- How does self-expression unlock more energy, clarity, and purpose?
- Why do many entrepreneurs hide parts of themselves, and how can we shift that?
- What is the relationship between surrender, inner freedom and external success?
- How can we trust ourselves more deeply and build a business that reflects who we really are?
Connect with Jacob:
Facebook: https://www.facebook.com/LOJ23/
Instagram: https://www.instagram.com/jacob_tortellinii/
YouTube: https://www.youtube.com/channel/UCjlEeJXBVxdTh6nj0yyqv-g
And connect with Hannah here:
Website: https://www.hannahrchapman.com
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
What if your business growth is actually a reflection of your spiritual evolution? As entrepreneurs, we're often called into deeper alignment—not just with our work, but with our soul. This episode explores what it means to live your truth, follow your inner calling, and build a life that vibrates with your authentic frequency.
As an entrepreneur, you understand that your business evolves as you do. Oftentimes, part of that journey involves growing spiritually. If you are experiencing a spiritual awakening – or just curious how business and spirituality intersect – you will enjoy this conversation.
In this episode of The Expansive CEO Podcast, host Hannah Chapman, CFP®, APMA®, CRPC®, talks with Pamela Downes, founder of Spirit Calling, about her entrepreneurial journey and her passion for supporting others who are waking up to a deeper calling in this lifetime.
Together, they explore how expression, alignment, and authenticity aren't just personal values—they're the foundation for meaningful business and soulful living.
What you'll discover in this episode:
- How do your business and spiritual paths evolve in parallel?
- What does it truly mean to live in alignment with your soul?
- Why do your actions need to match your words—especially when it's hard?
- What role does money play in your spiritual journey?
- How can you stay true to your vision through the dips and detours?
- What is Spirit Calling, and who is it meant to support?
Connect with Pamela:
Website: www.spirit-calling.com
Facebook: https://www.facebook.com/spiritcallinglivethecall/
Instagram: https://www.instagram.com/spirit_calling
YouTube: https://www.youtube.com/spiritcallinglivethecall
TikTok: https://www.tiktok.com/@spiritcallinglivethecall
And connect with Hannah here:
Website: https://www.hannahrchapman.com
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
What if the emotion you've been taught to fear the most is actually your greatest source of power? In this episode, we explore how anger—when expressed rather than repressed—can unlock deeper clarity, action, and joy. If you've ever felt stuck, disconnected, or like you're holding back… this conversation is for you.
Host Hannah Chapman, CFP®, APMA®, CRPC®, brings on emotional fitness trainer Alan Muellegger for a transformative conversation on one of the most suppressed but catalytic emotions: anger. Together, they explore how emotional repression sabotages leadership and success—and how learning to express, metabolize, and channel emotion unlocks true power and authenticity.
Learn about:
- The difference between emotional intelligence and emotional fitness
- Alan's personal awakening & the hidden cost of emotional suppression
- Why anger is a misunderstood source of power
- The three illusions that block emotional release: extremity, eternity, and survival
- Somatic healing: lifting, running, breathwork, and physical discomfort as emotional access points
- Passion as the fusion of anger and love
- How to identify and focus your anger for greater business and life alignment
- The ethical responsibility of service-driven leadership
- Building resilience by holding space for your own discomfort
Connect with Alan:
Instagram: @muellegger / https://www.instagram.com/muellegger
Facebook: https://www.facebook.com/alan.muellegger
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
What happens when a sitting president tries to bypass Congress to impose sweeping economic policy — and the courts say no?
In this episode of Investment Friday, Hannah Chapman, CFP®, APMA®, CRPC®, and Brad Haines, CIO of Juncture Wealth Strategies, break down the legal, economic, and political shockwave of the Trump administration's tariffs being struck down by the Court of International Trade.
You'll also learn how this uncertainty ripples into real-world decisions — from trade agreements to buying a couch — and why investors should be wary of speculative plays like penny stocks, even when they seem like a shortcut to quick gains.
Learn more:
- What did the Court of International Trade rule about the Trump administration's tariffs, and what does it mean for U.S. trade policy?
- Why is Congress's constitutional “power of the purse” crucial to economic stability?
- How do unpredictable trade moves create chaos in markets, manufacturing, and consumer behavior?
- What is a penny stock, and why are they considered so risky for investors?
- How can investors protect themselves from speculation while still seeking growth?
Connect with Brad here:
Website: https://www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
What if the thing you're most afraid to share is the exact thing that makes your brand unforgettable?
In this episode, Hannah Chapman, CFP®, APMA®, CRPC® and Michael R. Hunter, branding visionary, unpack what it really means to build a personal brand in a world flooded with surface-level content—and why the deepest power lies in showing up as your whole self.
Together, they dive deep into the intersection of brand, business, and being—and why authenticity is not a marketing tactic, but a foundation for long-term success.
You'll learn:
- Why your brand is what others say about you—and how to shape that perception with integrity
- The three-legged stool of brand, business, and being (and why all three must align)
- Why trying to scale too early can actually hurt your brand
- The hidden costs of trying to be everything to everyone
- How to step into the most authentic version of your brand without burning out
- The future of AI and human connection—and how community, experience, and in-person authenticity are becoming more valuable than ever
Connect with Michael here:
LinkedIn: https://linkedin.com/in/michaelrhunter
Instagram: https://instagram.com/michaelrhunter
X: https://x.com/michaelrhunter
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Could today's U.S. economy ever spiral into another Great Depression? It's a question that sparks both fear and fascination—and in this episode, we dive into the facts. With a fresh downgrade from Moody's and soaring national debt, many are wondering: Are we walking a similar path?
Hannah Chapman, CFP®, APMA®, CRPC®, and Brad Haines, CIO of Juncture Wealth Strategies, unpack the financial history, economic reforms, and key differences between then and now.
Learn more:* What does the recent U.S. credit rating downgrade by Moody's really mean for the markets? * How did World War I set the stage for the Great Depression? * Why did so many banks fail between 1929 and 1933? * How did tariffs and trade policy accelerate the collapse of global commerce in the 1930s? * Are today's mortgage and investment regulations strong enough to prevent another financial catastrophe? * What are the key differences between 1929's economic collapse and our current financial system? * How does leverage today compare to the margin-fueled frenzy of the Roaring 20s? * What lessons did we learn from 2008—and how are they protecting investors now? * Can the Federal Reserve prevent another depression-level event with modern tools? * Why does understanding history make you a better investor today?
We love answering listener questions! Send them to Hannah at hannah@expansiveceo.com or Brad at bhaines@juncturewealth.com!
Connect with Brad here:
Website: https://www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
What if the fastest path to success isn't grinding harder—but imagining bigger?
In today's episode of The Expansive CEO Podcast, host Hannah Chapman, CFP®, APMA®, CRPC®—founder of X² Wealth Planning and Expansive CEO—sits down with Daniel Knight, Chief Executive Unicorn of Unicorn Universe, to explore how aligning with your future self can radically accelerate your growth.
From daily meditation practices to his signature 10X Unicorn Challenge and the creation of Unicorn 3, Daniel shares how joy, clarity, and bold visioning can help you build a business (and life) that actually matches your purpose. If you're ready to leave behind cookie-cutter strategies and step into your most magnetic future, this conversation is for you.
- What does it mean to embody your “future self,” and how can that accelerate your growth personally and professionally?
- How can you design a customized daily practice—like the 10X Unicorn Challenge—to build self-trust, momentum, and alignment?
- Why is giving yourself grace the key to lasting transformation?
- What role does intentional community play in expanding your network and visibility as a business owner?
- How can future journaling, visualization, and meditation help you reverse engineer the life and business you want?
- How do we build sustainable success that prioritizes wealth, joy, and impact—without burning out or betraying ourselves in the process?
Connect with Daniel:
Instagram: https://www.instagram.com/10x_unicorn/
Website: https://www.unicornuniverse.io/about-us/
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Markets are rebounding, but is the recovery real—or just a temporary pause before the next wave of volatility?And as tariffs ease slightly and major global deals are announced, how should investors position themselves for the road ahead?
In today’s episode, Hannah Chapman, CFP®, APMA®, CRPC® and Brad Haines, CFA®, FRM®, and CIO of Juncture Wealth Strategies, unpack a whirlwind week in the markets—covering everything from bond yield shifts to Middle East mega-deals and the real impact of tariffs on small businesses. With tax policy and international trade in flux, Hannah and Brad explore the deeper implications for long-term investors.
Listen in to learn more about:
- Why the S&P 500 has bounced back to just 3.3% below its all-time high
- What’s happening in the bond market and how the yield curve is signaling potential future inflation or economic growth
- The key tax policy debates unfolding in Congress—and how they affect your financial future
- The economic impact of Trump’s $600B+ Middle East deals with Saudi Arabia, Qatar, and the UAE
- Why Boeing’s stock didn’t jump after a major order—and what that reveals about investor sentiment
- Why small businesses are still feeling the squeeze, even after tariffs drop to 30%
- How AI and robotics could ease tariff-related pressures on the U.S. economy
- Why understanding tax law is just as important as market trends for your portfolio
Whether you’re navigating portfolio strategy, tax planning, or long-term business growth, this episode highlights why it’s more important than ever to pay attention to the intersection of public policy, global trade, and innovation. With major economic deals unfolding abroad, tax legislation evolving at home, and AI reshaping how we respond to rising costs, smart investors need to remain agile, informed, and grounded in strategy—not reaction.
We love answering listener questions! Send them to Hannah at hannah@expansiveceo.com or Brad at bhaines@juncturewealth.com!
Connect with Brad here:
Website: https://www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
What if every email you sent felt like it was written just for the person receiving it—and it actually was?
In this dynamic and energizing conversation, Hannah Chapman, CFP®, APMA®, CRPC®, and Brett Kaufman, co-founder of Pretty Okay Media and director of growth at Four Rooms Mastermind, explore the power of personalization in modern business—from email marketing to mastermind experiences to daily mental health practices.
Brett shares expert insights into scaling businesses with segmented email automations, building authentic client relationships, and creating curated growth experiences through Four Rooms. Plus, the life-changing magic of “mandatory happy moments” and how to stay aligned in both business and joy.
Learn more about:
- The psychology behind why people open emails (and why they don't)
- Crafting segmented email automations that feel deeply personal
- Lifetime client value (LTV) and how to design journeys for long-term retention
- How to revive a “dead” email list with deliverability hacks and repurposed content
- Brett's work with Four Rooms Mastermind and its unique customization model
- Why creativity and joy (like improv, knitting, and dancing) are essential to entrepreneur health
- The concept of “mandatory happy moments” and why they belong on your calendar
Connect with Brett here:
Instagram: https://www.instagram.com/brettkaufman26/?hl=en
LinkedIn: https://www.linkedin.com/in/brett-kaufman-68454195/
Four Rooms Mastermind: https://www.fourroomsmastermind.com/
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
What do rising tariffs, global trade negotiations, and the resurgence of U.S. manufacturing really mean for investors?
On this episode of Investment Friday, Hannah Chapman, CFP®, APMA®, CRPC®, and Brad Haines, CFA®, FRM®, and Chief Investment Officer at Juncture Wealth Strategies, unpack the latest market movements and recession signals as the Trump administration's trade policies continue to shake investor confidence.
Explore more:
- Is the current market rally a bear market rally or a real rebound?
- What investors are really pricing in with regard to China tariffs
- Why 80% tariffs could still break small businesses—even if they're “lower”
- Strategic industries the U.S. must protect (spoiler: it's not just semiconductors)
- The long-term implications of reshoring U.S. manufacturing
- How automation and AI are changing the nature of factory jobs
- What recession indicators are showing now vs. what the market is ignoring
- Why public sentiment and economic “hard data” are telling different stories
Whether you're a retiree living on investments, a small business owner navigating supply chain disruptions, or a long-term investor wondering when to re-enter the market, this episode offers critical insight into where the U.S. economy may be headed—and how to position yourself wisely in uncertain times.
We love answering listener questions! Send them to Hannah at hannah@expansiveceo.com or Brad at bhaines@juncturewealth.com!
Connect with Brad here:
Website: https://www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
What if you could build a thriving business that honors your soul's calling—and supports global prosperity at the same time?
In this episode of The Expansive CEO Podcast, host Hannah Chapman, CFP®, APMA®, CRPC®, sits down with Camille Miller, three-time bestselling author and founder of the Soul Professional Movement and Business School. Together, they dive into what it truly means to build a heart-led, high-impact business that evolves alongside you.
Camille shares the story behind the Soul Professional Movement and how it supports entrepreneurs around the world who are ready to create transformational businesses—without sacrificing alignment or freedom. From intuitive business strategy to global collaboration and the future of education, this conversation is a rallying cry for those ready to lead in the new paradigm.
In this episode, we explore:
- What does it really mean to be a soul-led entrepreneur?
- Why should your business evolve as you grow personally?
- How can you pivot or deconstruct a business that no longer feels aligned?
- What does global collaboration look like for purpose-driven entrepreneurs?
- How is the Soul Professional Movement creating ecosystems of prosperity worldwide?
Whether you're a seasoned founder seeking deeper fulfillment or a rising visionary ready to design your dream business, this episode will inspire you to lead with both your head and your heart.
Connect with Camille:
Website: https://soulprofessional.com/
LinkedIn: https://www.linkedin.com/company/the-natural-life-business-parternship/
YouTube: https://www.youtube.com/channel/UC_Y0oOJbRtvYFF_EJjM8qFg
Instagram: https://www.instagram.com/naturallifeBP/
Facebook: https://www.facebook.com/thenaturallifeorganization
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Market momentum meets economic uncertainty.
In this episode of the Expansive CEO Podcast, Hannah Chapman, CFP®, APMA®, CRPC®, sits down with Brad Haines, CFA®, FRM®, and Chief Investment Officer of Juncture Wealth Strategies, to explore the deeper currents shaping our financial future. From disappointing GDP data to suppressed port activity and rising recession indicators, they unpack what's really happening beneath the surface—and where opportunities still exist.
- What's the significance of companies pulling back on forward guidance?
- How does a negative GDP number impact the markets—and what drove Q1 contraction?
- Are current supply chain issues from the China trade war factored into economic models?
- What can past bear markets teach us about the one we're in now?
- Why is there a split between institutional and retail investor behavior?
- What long-term innovations are creating new investment potential, even amid volatility?
We love answering listener questions! Send them to Hannah at hannah@expansiveceo.com or Brad at bhaines@juncturewealth.com!
Connect with Brad here:
Website: https://www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
What happens when financial advice is given without accountability—or regulation?
In this solo episode of the Expansive CEO Podcast, host Hannah Chapman, CFP®, APMA®, CRPC® does a powerful, heartfelt (and much-needed) breakdown about what's happening inside the financial industry right now—and why it matters deeply for consumers, business owners, and ethical professionals alike.
With over 17 years in financial services, Hannah breaks down the dangerous gaps between licensed financial advice, insurance sales, money coaching, and unregulated financial influencers. She reveals the systemic flaws, the false promises, and the future she sees for a truly integrative, transparent, heart-centered approach to wealth creation.
- What's the difference between a regulated financial advisor and a money coach—and why does it matter?
- How can well-meaning money coaches unintentionally cross legal lines and put clients at risk?
- Why is the term “financial advisor” so often misused, and how does that create confusion for consumers?
- What does it really mean to be a fiduciary, and how do you know if your advisor is acting in your best interest?
- How does the lack of transparency in fee structures harm clients—and what should you be looking for?
- What would a return to financial apprenticeships look like, and why is real-world experience so essential in this industry?
- How can we integrate emotional and spiritual money healing with professional financial strategy in a way that's ethical, powerful, and client-centered?
- What might the future of holistic financial services look like—and who's leading the way?
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Markets rallied this week—but is it real momentum or just another bear market bounce?
In this episode of Investment Friday, Hannah Chapman, CFP®, APMA®, CRPC® and Brad Haines, CFA®, FRM®, CIO of Juncture Wealth Strategies, break down the week's economic developments and market movement. With tariff policies in flux, corporate earnings guidance suspended, and uncertainty still looming large, Brad and Hannah explain why investors shouldn't be lulled into a false sense of security.
Listen in to find out:
- What's fueling the latest market rally, and should investors trust it?
- Why are companies suspending forward guidance, and what does that mean?
- How do tariffs affect inflation and consumer goods availability?
- What might happen to U.S. investment capacity if international buyers pull back?
- Are we heading into a recession—and should you be worried?
- Is it time to reintegrate international equities into your portfolio?
- How should long-term investors think about volatility and opportunity?
We love answering listener questions! Send them to Hannah at hannah@expansiveceo.com or Brad at bhaines@juncturewealth.com!
Connect with Brad here:
Website: https://www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Can your birth chart reveal your legacy? In this special archived episode, Hannah Chapman welcomes business astrologer, shadow integration doula, and third-generation medium Melanie Marisol to dive deep into the power of astrology for soul-aligned business success.
Melanie shares her incredible journey from social work to boutique management to uncovering her true purpose in astrology. Together, they explore the rich history of astrology in finance, how outer planets shape generational shifts, and why healing your past is essential for building your legacy.
This episode is part of a special series revisiting the most powerful Expansive CEO conversations as Hannah and her family prepare for a cross-country move.
In this episode, you'll learn:
- What's the difference between personal astrology and business astrology?
- How do outer planets like Pluto and Neptune signal societal transformation?
- What can you learn from historical financial astrologers like Evangeline Adams and W.D. Gann?
- How does your unique birth chart guide your money-making potential and legacy?
- Why healing trauma is essential for reaching your highest expression—and your impact.
Connect with Melanie:
Instagram: https://www.instagram.com/melanie_marisol/
LinkedIn: https://www.linkedin.com/in/melanie-marisol-18108547/
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
What if everything you've been taught about success is rooted in energy that was never truly yours?
In this eye-opening conversation, Hannah Chapman, CFP®, APMA®, CRPC® and Human Design expert Lauren Ammon unpack the hidden cost of performing from the "not-self"—and what it really takes to stop burning out and start thriving in alignment with who you really are.
Whether you're a business leader, parent, or entrepreneur, the most transformative thing you can do is get honest about what energy is yours—and what isn't. When you stop proving, pleasing, or pushing from borrowed energy, you finally free yourself to live and lead with clarity, confidence, and calm.
Learn more:
- What is the “not-self” in Human Design, and how does it impact performance and burnout?
- How do open and undefined centers like the solar plexus or ego distort your decision-making?
- What happens when you start identifying and releasing energy that isn't yours?
- How can entrepreneurs and high achievers rebuild their relationship to pressure, emotion, and identity?
- Why is it critical to feel your emotions—especially if you're emotionally undefined?
Connect with Lauren:
Website: https://www.performancereimagined.com/
Lauren's VIP Day: https://www.performancereimagined.com/vip-day
LinkedIn: https://www.linkedin.com/in/laurenammon/
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Market volatility is shaking investor confidence again. But is it a signal to panic—or a rare opportunity? And with global relationships shifting fast, how will bond markets and foreign policy ripple through your portfolio?
In today's episode, Hannah Chapman, CFP®, APMA®, CRPC® and Brad Haines, CFA®, FRM®, and CIO of Juncture Wealth Strategies, dive into the whiplash-inducing week across equities and bonds. From Trump's tariff “pause” to a potential insider trading scandal, and a sudden surge in Treasury yields driven by foreign retaliation, the markets are anything but calm.
Listen in to learn more about:
- Why Trump's “pause” on reciprocal tariffs caused a short-covering rally
- The significance of a 145% tariff on Chinese goods—and China's matching response
- Concerns over possible insider trading ahead of Trump's announcement
- What a potential hedge fund blowup in Japan tells us about bond market volatility
- Why Treasury yields surged from 3.87% to 4.53% in just a few days
- How rising bond yields ripple into mortgage rates, credit cards, and valuations
- Why foreign ownership of U.S. debt (over $8.5 trillion) matters more than ever
- The reputational damage to the U.S. as a global trade partner, and why even a full reversal on tariffs won't undo all the economic harm
- How small businesses are especially vulnerable to unpredictability in global trade
If you're in the accumulation phase of life, this episode helps you navigate chaos with confidence and stay focused on long-term wealth-building. If you're in or near retirement, we explore the ripple effects of market instability and interest rate hikes on your income strategy—so you can protect what you've built without getting caught in reactionary decisions.
We love answering listener questions! Send them to Hannah at hannah@expansiveceo.com or Brad at bhaines@juncturewealth.com!
Connect with Brad here:
Website: https://www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
What if the secret to better relationships with your kids, partner—and even your clients—was written in your Human Design chart?
In this special Fireside Chat episode of the Expansive CEO Podcast, host Hannah Chapman is joined once again by her Executive Assistant, Svetlana Lane, for a deep and meaningful conversation on how Human Design can help us navigate personal relationships—especially within our families.
From parenting approaches to emotional regulation and educational styles, this episode explores how understanding your child's (or partner's) Human Design can lead to more grace, compassion, and harmony in your home and business.
Hannah shares how she's used Human Design to better understand each of her three children and her partner, and how it's helped shift her parenting from overwhelm and burnout to attunement and empowerment. Together, Hannah and Svetlana discuss projector parenting, emotional authority, how to support emotionally undefined children, and why presence—not perfection—is the key to connection.
What You'll Explore in This Episode:
- Why is it so powerful to know your family's Human Design charts?
- How does decision-making authority (emotional, sacral, splenic, etc.) affect the way we communicate and make choices?
- What does it mean for a child to be emotionally undefined, and how can you support them without absorbing their emotions?
- How do Human Design digestion styles (left vs. right arrows) impact how your child learns best?
- In what ways can teaching kids to honor their own inner wisdom build confidence and resilience over time?
- How can Human Design principles in parenting also improve your relationships with clients and business partners?
- What's the link between people-pleasing and undefined emotional centers—and how can you break the pattern?
- Are you letting your children be their full, unique selves—or unconsciously trying to fit them into your mold?
Resources & Links Mentioned:
- Pull your Human Design chart (and your family's): https://expansiveceo.com → Click “Discover Your Design”
- Emotional Vocabulary Wheel (for kids and adults): Search “Feelings Wheel” on Google for a printable version
- Want to be featured on the show or ask a question? Email: hannah@expansiveceo.com
Related Episodes:
- How Human Design Helps Entrepreneurs Prevent Burnout
- Fireside Chat: Partnership & Parenting through the Lens of Human Design
- The Emotional Authority Deep Dive (Coming Soon)
Market turbulence is back in full force. But what's really behind the sell-off? And how should investors respond when fear spikes and volatility dominates the headlines?
In today's episode, Hannah Chapman, CFP®, APMA®, CRPC® and Brad Haines, CFA®, FRM®, and CIO of Juncture Wealth Strategies, break down the economic and market impacts of the Trump Administration's latest tariff announcements. With broad-based tariffs ranging from 10% to 49% hitting nearly every country except Belarus and Russia, the global market reactions have been swift and sharp.
Listen in to learn more about:
- The new tariffs and why Vietnam is being hit with a 46% tariff rate
- What the VIX volatility index spiking to 43 means for investors
- How tariffs could disrupt supply chains and corporate earnings for major companies like Apple
- Why the probability of a U.S. recession has jumped from 10% to 35–40%
- What stagflation is, and how it could drive inflation and rates in opposite directions
- How to approach market downturns as a long-term investor
- Why this kind of environment could be a powerful opportunity for accumulation
If you're in the growth phase of life, this episode helps you stay grounded, focused, and ready to make strategic moves. If you're closer to or in retirement, we cover key considerations to protect your income strategy without reacting emotionally to short-term headlines.
We love answering listener questions! Send them to Hannah at hannah@expansiveceo.com or Brad at bhaines@juncturewealth.com!
Connect with Brad here:
Website: https://www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Are you building real relationships in your business—or just chasing the next social media metric?
In this conversation, Hannah Chapman, CFP®, APMA®, CRPC®, sits down with Mike Liguori, founder of Live Your Truth Media, to explore how our relationship with social media impacts our ability to connect with clients, build lasting relationships, and show up authentically in our businesses. Together, they discuss how to shift out of perfectionism, create meaningful connections, and prepare for the future of business in the age of AI.
In this episode:
- How is our relationship with social media affecting our real-life relationships?
- How can business owners balance visibility and authenticity on social media?
- What does it look like to create genuine connection with customers and clients online?
- How can entrepreneurs stop getting stuck in perfectionism and indecision around content creation?
- How can you use social media as a tool to build trust and relationships instead of just chasing "vanity metrics"?
- What role will human relationships play in business as AI continues to evolve?
Connect with Mike here:
Website: https://www.liveyourtruth.media/
Instagram: @mike.liguori
LinkedIn: Mike Liguori
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Market volatility continues, but what should you do about it? And if you're in the accumulation stage of life, but you hear your parents or grandparents worry about their income during retirement, should you be implementing the same strategies as they are?
In today's episode, Hannah Chapman, CFP®, APMA®, CRPC® and Brad Haines, CFA®, FRM®, and CIO of Juncture Wealth Strategies, dive deep into current market uncertainty, economic policy shifts, and how investors can strategically position their portfolios based on their stage of life.
Listen in to learn more about:
- The Trump Administration's new tariffs on foreign-made autos & auto parts
- The concept of stagflation and how it impacts both the economy & households
- Recent consumer spending & inflation data
- The psychological impact of inflation on household spending habits
- How to approach portfolio strategy in accumulation vs. income phases
- Why it's crucial not to react emotionally to market volatility
- A preview of next week's topic on high-yield “too good to be true” products
We love answering listener questions! Send them to Hannah at hannah@expansiveceo.com or Brad at bhaines@juncturewealth.com!
Connect with Brad here:
Website: https://www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
What if your business could feel easier—more aligned, more efficient, and more joyful—just by understanding how you're designed to operate?
In this episode, Hannah Chapman,CFP®, APMA®, CRPC®, and her executive assistant, Svetlana Lane, dive into the practical side of Human Design in business. From sales calls to scheduling, honoring your energy cycles, and making better decisions, this conversation is packed with real-life examples of how Human Design can transform the way you work.
We explore questions like:
- How can knowing your Human Design authority improve your decision-making in business?
- What's the difference between sacral, splenic, emotional, and other authorities—and how do you honor them in sales or client conversations?
- How can business owners avoid manipulating clients and instead hold space that builds trust?
- What does “responding” look like for generators and manifesting generators?
- Why do projectors need to wait for the invitation—and how can they attract it intentionally?
- How do manifestors and reflectors work best, and what does that mean for their business operations?
- What are some practical ways to structure your calendar or energy use based on your design?
- How can knowing your clients' or team members' designs help you support them better?
- Why do boundaries and emotional regulation matter so much when living in alignment with your design?
Ready to explore your own Human Design?
Pull your free Human Design chart at https://expansiveceo.com — click the “Discover Your Design” button to get started!
Don't forget: if you're listening on launch week, the Expansive CEO website launch party is happening Wednesday, March 26th! Click this link: https://www.eventbrite.com/e/expansive-ceo-revealed-grow-your-business-with-alignment-abundance-tickets-1277892604179?aff=ebdssbdestsearch
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Market volatility is ramping up, investor fear is climbing, and headlines are louder than ever. But beneath the chaos, the fundamentals are holding steady — and that's exactly when savvy investors lean in, not back out.
In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, and Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies, unpack what's happening in the markets and how to navigate uncertainty with clarity and strategy.
Learn more:
- What does “triple witching” mean and why does it create short-term market chaos?
- How are professional investors positioning themselves amid current volatility?
- What is the St. Louis Financial Stress Index telling us about the health of the financial system?
- Why do most individual investors tend to buy high and sell low—and how can you avoid that trap?
- What simple check-in can help you make sure your retirement contributions are actually growing?
- How can understanding the cycle of investor emotion help you make better long-term decisions?
Connect with Brad here:
Website: https://www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
What if your biggest challenges in motherhood and life transitions were actually invitations to reclaim your power?In this episode of The Expansive CEO Podcast, Hannah Chapman, CFP, APMA, CRPC, sits down with Jenn Robertson, a multi-passionate mompreneur, emotional projector, and guide for navigating deep life transitions. Together, they explore:
- How can embracing your emotions help you navigate major life transitions with clarity and confidence?
- What role does Human Design play in parenting, relationships, and personal growth?
- How can releasing perfectionism and trusting yourself transform your experience of motherhood?
- What generational patterns might be shaping your beliefs, and how can you redefine them for a more empowered life?
- Why is it so hard to ask for help, and how can shifting your mindset create more balance and support in your family?
Jen also shares her experience working with Hannah through Human Design and Gene Keys, and how it helped her find clarity in her businesses—Empowered as a Mother and Sage Paws, where she supports parents (of both children and pets!) through emotional and identity transitions.
If you're a mom seeking clarity, confidence, and a deeper connection to your own power, this episode is for you.
Connect with Jen:
Instagram: https://www.instagram.com/empoweredasamother, https://www.instagram.com/sagepaws
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
The stock market just hit correction territory—down 10% in less than a month. Is this just a bump in the road, or the start of something bigger?
On this week's Investment Friday episode of The Expansive CEO Podcast, Hannah Chapman, CFP, APMA, CRPC, is joined by Brad Haines, CFA, FRM, and Chief Investment Officer at Juncture Wealth Strategies, to break down the latest market movements and what they mean for investors.
We dive into:
- The rapid 10% market drop since February and why it's unusual
- Key market levels: Understanding support and resistance in a trading market
- How economic policies, tariffs, and labor shortages could fuel stagflation
- Investment strategies for both accumulators (those still saving for retirement) and retirees (those withdrawing from their portfolios)
- The importance of bucketing assets, managing risk tolerance, and keeping emotions in check when making investment decisions
If you're wondering how to stay invested during volatility or how to structure your portfolio for long-term success, this episode is packed with insights to help you weather the storm.
We want your questions! Please send them to hannah@expansiveceo.com or bhaines@juncturewealth.com and we will discuss them in our next episode.
Link to article mentioned in episode: https://www.forbes.com/sites/hannahchapman/2021/03/08/whats-really-left-on-the-table-when-you-have-too-much-cash-hint-its-a-lot/
Connect with Brad here:
Website: https://www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Have you ever wondered what your true purpose is and how to align your life and business with it?
In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, is joined by her executive assistant, Svetlana Lane, for a fireside chat about Human Design, Gene Keys, and how they can reveal your deeper purpose. They explore how these powerful tools help entrepreneurs, business owners, and creatives connect to their authentic energy and create lives and businesses that feel fully aligned.
Learn more about:✅ How to use your Human Design chart to gain clarity on your life's purpose
✅ The connection between purpose and prosperity in your business
✅ The shadow, gift, and city energies in Gene Keys and how they shape your journey
✅ How to move from compromise to competence and unlock your full potential
✅ The role of emotional intelligence and energy alignment in making empowered decisions
✅ Common mistakes when applying Human Design and how to avoid disempowering interpretations
NEW! You can now pull your free Human Design chart on the Expansive CEO website!
Discover Your Design Here
If you're ready to explore how Human Design & Gene Keys can help you step into your purpose and power, this episode is for you.
Connect with Hannah:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Email: hannah@expansiveCEO.com
Volatility is back in a big way — and the rollercoaster markets of 2025 are leaving many investors feeling anxious, uncertain, and ready to "get off the ride."
This week, Hannah Chapman, CFP®, APMA®, CRPC®, and Brad Haines, CFA, FRM, and Chief Investment Officer at Juncture Wealth Strategies, break down what's really driving the market turbulence — from chaotic policy announcements to global trade fears — and why volatility itself isn't the enemy.
Instead, they share why short-term uncertainty creates long-term opportunity — if you have the right mindset and plan in place.
Learn more about:• Why volatility is normal — and how often corrections actually happen
• How political uncertainty — including tariffs, trade deals, and policy whiplash — is impacting investor confidence
• Why the average investor reacts at exactly the wrong times — and how to break that cycle
• What history teaches us about pullbacks, recoveries, and long-term wealth creation
• How understanding drawdowns can help you stay calm and even buy in at the right time
• How Juncture's hedging protocols help prepare clients to take advantage of dips (instead of fearing them)
If you've been feeling the market anxiety this week, this episode will reframe volatility as an opportunity — not a reason to panic.
We want your questions! Please send them to hannah@expansiveceo.com or bhaines@juncturewealth.com and we will discuss them in our next episode.
Connect with Brad here:
Website: www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Fear has a way of digging into our subconscious, impacting our actions, and leading us to frustration and stagnation.
If you're feeling stuck in your personal or professional life, the answer might lie in uncovering and overcoming your emotional blocks. Understanding the invisible walls you face and how to process them may grant you the clarity and purpose you've been searching for.
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Jason Hernstad, coach, mentor, and strategist for entrepreneurs, about the relationships between emotional blocks, personal growth, health, and entrepreneurship.
Learn more about:
- What are emotional blocks, and how do they affect personal and professional growth?
- How can individuals align their conscious desires with their unconscious beliefs to achieve their goals?
- In what ways does personal healing contribute to the well-being of the collective community?
- What strategies can help individuals confront and overcome the fear of vulnerability in their lives and businesses?
- How does the entrepreneurial journey reflect a spiritual path of personal transformation and growth?
Connect with Jason:
Instagram: https://www.instagram.com/jasonhernstad/
LinkedIn: https://www.linkedin.com/in/jason-hernstad/
Website: jasonhernstad.com
Email: jason@jasonhernstad.com
Connect with Hannah:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Email: hannah@expansiveCEO.com
The current market is characterized by volatility, driven by uncertainty about how the rules of engagement in the economy are (or are not?) changing day by day.
In this episode, Hannah Chapman, CFP, APMA, CRPC, and Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies discuss the implications of these developments for investors and the economy.
Learn more:
- What are the current market trends and predictions for the equity market by the end of the year?
- How is the market reacting to President Trump's continued flurry of executive orders, and the law suits and retractions that are happen in response?
- What might interest rates do this year, and how do layoffs in the federal government play into that?
- What can we focus on in the investment world to help steady ourselves through the current storm of volatility?
We want your questions! Please send them to hannah@expansiveceo.com or bhaines@juncturewealth.com and we will discuss them in our next episode.
Connect with Brad here:
Website: www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Did you know the average engagement rate with an online course is only 3%?
If you are thinking about producing an educational product, how can you create something that not only stands out from the rest, but engages your students with the content in a deeper, more meaningful way?
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Marisa Murgatroyd, world-renowned course expert, and founder of Live Your Message & creator of The Experience Formula, about her unique approach that creates 10-15 times more student engagement!
Learn more:
- What are experience products, and how do they differ from traditional online courses?
- How can a clear mission statement enhance the effectiveness of a learning experience?
- What strategies can be implemented to celebrate small wins and maintain participant motivation?
- How does fostering a sense of community impact the success of an experience product?
- What role does gamification play in creating engaging and effective learning experiences?
Connect with Marisa:
Website: liveyourmessage.com
Facebook: https://www.facebook.com/liveyourmessage/
Instagram: https://www.instagram.com/liveyourmessage/?hl=en
YouTube: https://www.youtube.com/liveyourmessage
Connect with Hannah:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Email: hannah@expansiveCEO.com
The noise on our media platforms has only been increasing (especially with the growth of AI), and it can feel like your content is disappearing into a void.
While it may seem like a race to crank out content, slowing down might help you not only reach your audience, but connect with them. Today's guest explores the ways we can engage our ideal customers with a distinctly human touch.
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Doug Crowe, a writer, personal brand specialist, and founder of Author Your Brand, about quality content creation and how to build a relationship with your audience.
Learn more about:
- How and why to start building relationships before producing content
- The growing value of “quality over quantity” as content becomes more abundant and attention spans grow shorter
- Understanding and addressing your audience's pain points
- How in-person networking offers opportunities in a post-pandemic world
- Increasing relevance and engagement for your business through personal connection
Connect with Doug:
Website: https://dougcrowe.com/
LinkedIn: https://www.linkedin.com/in/thedougcrowe/
Instagram: https://www.instagram.com/dougcrowe/
Author Your Brand Website: https://authoryourbrand.com/
Connect with Hannah:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Email: hannah@expansiveCEO.com
In today's world, where social and environmental issues are at the forefront of public consciousness, the way we invest our money has never been more critical.
Socially Responsible Investing (SRI) and ESG (Environmental, Social, and Governance) investing have been on the radar for a while now, but are they making the difference that investors want to see in the world?
In this episode, Hannah Chapman, CFP, APMA, CRPC, explains how your investments can align with your values and beliefs!
- What is Socially Responsible Investing (SRI) and how does it differ from traditional investing?
- What does ESG (Environmental, Social, and Governance) investing entail?
- How can individual investment choices contribute to social and environmental change?
- What are some real-world examples of how corporate policies impact stock performance?
- How can financial planning incorporate socially responsible investing to align with personal values?
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
The business landscape is changing rapidly, and people are shopping differently for your services. If what used to work for you isn't working well anymore, it may be time to re-optimize your sales process. Establishing “know, like, and trust” from a customer-centric perspective is the key!
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Stefan Badertscher, CEO of Pinavox, about his “They Ask, You Answer” strategy that has helped many businesses boost their sales!
Learn more:
- How to refine your understanding of your customer
- Why you need to merge your sales and marketing
- What your content needs to look like
- How you can shorten the sales process in half
- How to establish “know trust and like” through your content
Connect with Stefan:
LinkedIn: https://www.linkedin.com/in/sbadertscher/
Website: https://pinavox.com/
Connect with Hannah:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Email: hannah@expansiveCEO.com
The current market is characterized by volatility, driven by geopolitical risks both domestically and internationally.
In a rapidly evolving financial landscape, the discussions surrounding cryptocurrency and the potential establishment of a sovereign wealth fund in the United States have gained significant traction.
In this episode, Hannah Chapman, CFP, APMA, CRPC, and Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies discuss the implications of these developments for investors and the economy.
Learn more:
- What are the current market trends and predictions for the equity market by the end of the year?
- How is the Trump administration approaching the regulation and potential establishment of a cryptocurrency reserve?
- What is a sovereign wealth fund, and how could it function in the United States compared to other countries?
- What are the implications of creating a Bitcoin reserve for the U.S. economy?
- How can cryptocurrency serve underbanked communities, and what advantages does it offer over traditional banking methods?
We want your questions! Please send them to hannah@expansiveceo.com or bhaines@juncturewealth.com and we will discuss them in our next episode.
Connect with Brad here:
Website: www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Running a business can consume many parts of our lives, and–unfortunately–sometimes even our health. However, our professional growth is deeply connected to our personal wellbeing. Today's guest highlights the most important relationship you can possibly have in this lifetime: with yourself!
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Leslie Urbas, MS, RDN, LDN, CDE, about how to lean into your unique body and its needs to live your healthiest life!
Learn more:
- The intricate relationship we have with ourselves, our bodies, and our food
- What self-care and self-love have to do with your professional growth
- How to start restoring your relationship with healthy food
- How Human Design can help you understand your body
- Practical tips on how to tune into your body's needs
Connect with Leslie:
Instagram: https://www.instagram.com/leslieurbas/
YouTube: https://www.youtube.com/channel/UCTV3lTNHRk1hNhOsp7XQdFw
Facebook: https://www.facebook.com/leslie.fiala.1/
Website: https://www.leslieurbas.com/
Connect with Hannah:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Email: hannah@expansiveCEO.com
This week markets fluctuated as DeepSeek announced an open-source AI platform that cost a fraction to create compared to OpenAI's ChatGPT.
Investors are now asking, are massive AI infrastructure investments still necessary? And what could the future look like for Nvidia and Microsoft stocks?
In this episode, Hannah Chapman, CFP, APMA, CRPC, and Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies discuss the broader implications of this news across all sectors of the economy, and your portfolio!
Learn more:
- What caused the market volatility at the beginning of the week, particularly related to AI companies?
- How did the Chinese AI company DeepSeek impact the market and perceptions of AI development costs?
- What are the implications for companies like Nvidia and the broader AI infrastructure buildout?
- How should investors approach AI-related investments given recent market developments?
We want your questions! Please send them to hannah@expansiveceo.com or bhaines@juncturewealth.com and we will discuss them in our next episode.
Connect with Brad here:
Website: www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
In today's fast-paced world, finding true happiness and fulfillment often seems elusive. But what if the key to a deeper sense of joy and connection lies in the simple act of being present?
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Eric Farewell, an expert in cultivating meaningful connections, about the profound impact of presence and relationships on our well-being. Eric shares his journey from chasing financial success to discovering that true bliss comes from the quality of the relationships we nurture, not the size of our bank accounts.
If you've ever wondered how to find joy in the everyday or how to cultivate more meaningful connections with others, this episode is for you.
Tune in to discover how presence and connection can unlock a deeper, more meaningful life!
Learn more:
- Eric's transformation from prioritizing success to focusing on fulfillment and relationships
- How bliss emerges when we blend joy and gratitude in our lives
- The importance of being fully present in the moment and how it strengthens our connections
- Eric's vision of creating a legacy rooted in love, connection, and shared experiences
- Practical ways to build stronger, more fulfilling relationships in both personal and professional life
Connect with Eric:
LinkedIn: https://www.linkedin.com/in/eric-farewell-0386683/
YouTube: https://www.youtube.com/@aviator
Facebook: https://www.facebook.com/ericfarewell
Website: https://ericfarewell.com/
Connect with Hannah:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Email: hannah@expansiveCEO.com
This week major US policy changes were proposed as we transitioned presidents. How much influence do politics have over the markets? Do they tend to favor a political party?
Additionally, AI is creating major shifts in the economy, and several companies are proposing a $500 billion investment in AI infrastructure over the next several years. How can we position our portfolios to embrace the coming wave of innovation?
In this episode, Hannah Chapman, CFP, APMA, CRPC, and Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies discuss the future of investment and innovation!
Learn more:
- Do political affiliations dictate market performance?
- Will AI take or make jobs?
- Should you remain invested in equity markets?
- When could we expect volatility?
- How you can position yourself for success
We want your questions! Please send them to hannah@expansiveceo.com or bhaines@juncturewealth.com and we will discuss them in our next episode.
Connect with Brad here:
Website: www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
In a world where connection seems harder to find than ever, what role do relationships play in your happiness and success?
In this thought-provoking episode, Hannah Chapman, CFP, APMA, CRPC, sits down with Arlene Washburn, an award-winning matchmaker and relationship expert, to explore how meaningful connections directly impact our well-being. Together, they uncover surprising statistics about the global loneliness epidemic, as highlighted in a report from the Surgeon General, and discuss the ways disconnection is harming our health.
Arlene also shares insights from a groundbreaking Harvard study that reveals the secret to lasting happiness: strong, healthy relationships.
From open conversations about finances and values to the power of intimacy and self-awareness, this episode is packed with practical advice to help you cultivate deeper connections in both your personal and professional life.
If you're ready to improve your relationships and create a more fulfilling life, don't miss this conversation!
Learn more about:
• How loneliness is impacting our health on a global scale.
• Why matchmaking is experiencing a powerful resurgence.
• The importance of ethics and integrity in the matchmaking industry.
• What Harvard's research reveals about the link between relationships and happiness.
• How open communication can eliminate resentment and strengthen connections.
• Why knowing yourself is essential for finding the right partner.
Connect with Arlene here:
LinkedIn: https://www.linkedin.com/in/arlenewashburn/
Instagram: https://www.instagram.com/arlenewashburn/
Websites: IMCBoard.org, LoveProMastermind.com, WWRNetwork.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Email: hannah@expansiveCEO.com
Money is often a hot-button topic in many romantic relationships, leading to tension and misunderstanding. According to a TD Bank study, 40% of millennial couples argue about money once a week!
When two individuals with different money stories and beliefs come together, it is important to hold space for each other's backgrounds to have a productive conversation about money.
In this episode, host Hannah Chapman, CFP, APMA, CRPC, and guest Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies offer some practical tips on ensuring that money matters do not become a source of conflict!
Learn more:
- Understanding your partner's financial background
- Brad's personal experience in his marriage
- Tips on creating safe, non-judgemental communication
- Why emotional intelligence matters - responding to your partner in productive way
- How estate planning can help
We want your questions! Please send them to hannah@expansiveceo.com or bhaines@juncturewealth.com and we will discuss them in our next episode.
Connect with Brad here:
Website: www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
If you have ever collaborated with another business owner, you probably know the fear and anxiety that may come up in the process. If you are already friends, you may be worried that a business partnership could damage your friendship if you are not careful.
Like any relationship, business partnerships require trust, vulnerability, and open communication. It all begins with holding space for each partner's unique, authentic self!
In this episode, Hannah Chapman, CFP, APMA, CRPC, reflects with Alex Pursglove, business and transformation coach, about their journey building Expansive Visionaries Collective together!
Learn more:
- How Alex and Hannah's relationship evolved from friends to business partners
- How collaboration in business can deepen your friendship
- The Expansive Visionary Collective, Alex's and Hannah's joint business
- Overcoming fear in business relationships
- How Human Design can enhance your working relationships
- The value of creating a judgement-free space
Learn about EVC here: https://www.alexpursglove.com/expansive-visionaries-collective/
Connect with Alex here:
LinkedIn: https://www.linkedin.com/in/alex-pursglove-1b97348/
Instagram: https://www.instagram.com/alexpursglove/
Website: https://www.alexpursglove.com/
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Email: hannah@expansiveCEO.com
As we step into 2025, the investment landscape is poised for significant changes driven by geopolitical dynamics, technological advancements, and evolving market conditions.
In this episode, host Hannah Chapman, CFP, APMA, CRPC, and guest Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies delve into the key themes that investors should focus on this year.
Learn more:
- Why we should be vigilant with a new president in the office
- How H1B visas affect the overall economy
- The AI shift to application-based innovations
- Insurance challenges in the light of the California wildfires and recent hurricanes
- What to keep in mind when considering cryptocurrency investments
- What does it mean to rebalance your portfolio?
We want your questions! Please send them to hannah@expansiveceo.com or bhaines@juncturewealth.com and we will discuss them in our next episode.
Connect with Brad here:
Website: www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
In this post-Covid, AI-inundated world, all we want this new year is more human connection. Building good relationships, however, is a learned skill.
Our business, family, and romantic relationships can greatly impact our personal and professional goals. Many entrepreneurs feel like they have to choose relationships or success. But today's guest shows us how you can have both!
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Melissa Nanavati, speaker, author, and relationship architect, about how to create peaceful, fulfilling relationships without sacrificing ambition.
Before meeting her husband, she went on 100+ first dates, wrestled with anxious attachment, people pleasing, and alcohol abuse. After breaking free from the anxiety, self-doubt, and alcohol, she discovered a new approach to dating and relationships!
Learn more:
- Melissa's journey on working on her own relationships
- How financial planning often intertwines with relationship dynamics
- How Human Design sheds light on our relationships and interconnectedness
- What are “seasonal relationships”?
- How to communicate with vulnerability
- Four practical tips for couples looking to grow closer
Connect with Melissa here:
LinkedIn: https://www.linkedin.com/in/melissananavati/
YouTube: https://www.youtube.com/playlist?list=PLfpizFEGErh15dWKMP2D6mRc0x7MOw7lF
Instagram: https://www.instagram.com/melissananavati/
Website: https://www.melissananavati.com/
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Email: hannah@expansiveCEO.com
Although we have come a long way in establishing gender equality in this country, we still have a ways to go.
The corporate workplace, particularly in male-dominated industries, can still be very challenging to navigate as a woman, both because of misogyny we experience from outside of ourselves and the internalized misogyny we perpetuate within our own personal belief systems.
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Margret de Bruyn, a corporate leader and experienced coach, about supporting women who are navigating misogyny in their fields.
Learn more:
- Margret's background as a corporate leader and entrepreneur in male dominated industries
- Internalized misogyny and the subtle dynamics women encounter in workplaces
- The importance of pursuing one's passions, setting boundaries, and creating safe spaces where women can thrive without conforming to unhealthy masculine standards
- Margret's initiative, Thrive Hive, aimed at building a supportive community for women
Connect with Margret here:
LinkedIn: https://www.linkedin.com/in/margret-de-bruyn/
Website: https://www.margretdebruyn.com/
Email: margret@margretdebruyn.com
Instagram: https://www.instagram.com/margret.debruyn/
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Email: hannah@expansiveCEO.com
Wednesday December 18th was a rough day in the financial markets...what happened, and is it something we need to be concerned about in 2025?
Next, what typically happens in the financial markets when the government shuts down? Will there be lasting impact? And finally, how often does your portfolio get rebalanced? Do you have to ask your advisor to rebalance your portfolio, or do they do it once per year? How does Juncture Wealth handle portfolio rebalancing differently?
In this episode, Hannah Chapman, CFP, APMA, CRPC, joins Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies to discuss the current state of the financial markets, the impact of political changes, and the importance of rebalancing your portfolio when it makes sense for you and not when your advisor schedules a meeting with you on a calendar basis!
Learn more:
- What happened on Wednesday that caused such a sharp sell-off?
- What will interest rates likely do with the new administration in place?
- What happens when the government can't agree on a funding bill, and the whole thing shuts down?
- What is rebalancing?
- Why is it important to rebalance your portfolio when it gets out of alignment with your goals?
We want your questions! Please send them to hannah@expansiveceo.com or bhaines@juncturewealth.com and we will discuss them in our next episode.
Connect with Brad here:
Website: www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Do you have a big decision to make in life or business? Can you know for sure which direction to take? More importantly, how can you tap into the inner wisdom that already lies within you?
There are six mental factors that influence your decision making: reason, will, perception, memory, imagination, and intuition. Together they form the “Tower of Power”!
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Diane Armitage, a renowned self-development expert, on how to use this powerful framework in your own life.
Tune in to learn:
- Diane's 30-year experience in the self-development space
- What is the “Tower of Power”?
- How to order your thinking when making decisions
- How Human Design plays into making decisions
- How to think of the mind as a tool that supports the intuitive and emotional impulses
Connect with Diane here:
Tower of Power Webinar and Free Workbook: DianeArmitage.com/MyTower
LinkedIn: https://www.linkedin.com/in/dianearmitage/
Website: dianearmitage.com
YouTube: https://www.youtube.com/channel/UCRtA2b6APM4up5szc36TohA
Blog: https://dianearmitageblog.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Email: hannah@expansiveCEO.com
Recent market performance has seen a significant rally since the November 5th election. However, markets experienced a pull-back this week. Why the change?
If you have investments, the end of the year sometimes can bring unexpected tax liabilities, including capital gain distributions from mutual funds. How does Juncture Wealth stay proactive with tax loss harvesting to keep their client portfolios balanced?
In this episode, Hannah Chapman, CFP, APMA, CRPC, joins Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Junction Wealth Strategies to discuss the current state of the financial markets, the impact of political changes, and the importance of tax-loss harvesting.
Learn more:
- Why the market has rallied significantly since the U.S. election
- What will interest rates likely do with the new administration in place?
- Deflation vs. inflation - what is the federal government's goal?
- What is tax loss harvesting?
- What are ETF's and how are they different from mutual funds?
We want your questions! Please send them to hannah@expansiveceo.com or bhaines@juncturewealth.com and we will discuss them in our next episode.
Connect with Brad here:
Website: www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
In today's digital landscape, building a strong personal brand has become increasingly crucial for business owners and entrepreneurs.
That's because “people buy from people,” and your personal brand creates a connection point to your ideal client and their values.
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Katrina Owens, owner of Knockout Directive PR, about ways you can start developing your personal brand today!
Tune in to learn:
- How your personal brand establishes awareness and authority
- The type of content that establishes expertise and credibility, especially in the age of AI-generated content
- How to show up authentically on various social media platforms
- How to find the right balance between personal and professional content.
- The best strategy to implement on social media even if you don't get immediate results
- The concept of "selling the way you serve" - aligning your sales and marketing approach with your core values
Connect with Katrina here:
Instagram: https://www.instagram.com/knockoutdirective/
LinkedIn: https://www.linkedin.com/in/katrina-owens/
Threads: https://www.threads.net/@knockoutdirective
Website: knockoutdirective.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Email: hannah@expansiveCEO.com
Do you ever feel discouraged because your business isn't reflecting the hard work you are putting into it?
Understanding the financial aspects of a business is important, but so is recognizing that the numbers don't tell the whole story about the person and the business owner.
One key aspect to your growth is addressing your attachment style, because attachment patterns manifest in our business relationships, decision-making, and overall leadership effectiveness!
In this episode, Hannah Chapman, CFP, APMA, CRPC, explores how attachment styles shape our personal and professional lives with Jason Hernstad, a strategic business professional with expertise in sales, marketing, financial management, and bringing the "inner game" to business.
Tune in to learn:
- Jason's journey of weaving together his passion for business and spirituality, and his deep curiosity about understanding human behavior
- What makes people and teams effective
- Why personal development is professional development
- How healing one's own attachment wounds and trauma can significantly impact one's ability to show up as a leader
- What is attachment theory, and what are the different attachment styles?
- Generational differences in parenting approaches and the shift towards more conscious, attachment-focused parenting in the millennial generation
Connect with Jason here:
Instagram: https://www.instagram.com/jasonhernstad/
LinkedIn: https://www.linkedin.com/in/jason-hernstad/
Email: jason@jasonhernstad.com
Website: jasonhernstad.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Email: hannah@expansiveCEO.com
Do you wish for everything you do to be perfect? Maybe you strive for resilience, tenacity and a strong work ethic?
Though on the surface these are great qualities, oftentimes they can hold high achievers back from growth. So what can you focus on instead?
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Jenna Dillon, an executive coach, keynote speaker, and the CEO and founder of the Executive Producer Performance Institute for Coaching, about breaking the intrinsic glass ceiling that could be holding you back!
Tune in to learn:
- Why you may be struggling with the fear of success
- How your brain's wiring is keeping you from thinking creatively
- The four key character qualities that help achieve greater emotional intelligence
- The unique, nuanced struggles of overachievers
- What your self-worth has to do with your breakthrough
Connect with Jenna here:
Instagram: https://www.instagram.com/jkimdillon/#
LinkedIn: https://www.linkedin.com/in/jennakdillon/
Email: jenna@jennadillon.com
Website: jennadillon.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Email: hannah@expansiveCEO.com
The year is wrapping up, and we are experiencing a lot of political and economic transitions.
Former president and president-elect Donald Trump is preparing to implement the proposed policies that won him the election: lower corporate tax rates, deportation of undocumented workers, and higher tariffs. How could the markets react to these policies short- and long-term?
Meanwhile, the holiday season usually brings in a lot of profit, but recent Target and Walmart reports are showing that consumers are concerned about prices. How are retailers adjusting their efforts to attract consumers?
In this episode, Hannah Chapman, CFP, APMA, CRPC, joins Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Junction Wealth Strategies to explore possible economic outcomes in the new year.
Learn more:
- How the upcoming holiday shopping season might impact the economy
- How the stock market is currently responding to Trump's promised policies
- What could happen to the economy if undocumented workers are deported?
- How could tariffs potentially impact inflation?
- Why the Treasury Secretary role is critical
We want your questions! Please send them to hannah@expansiveceo.com or bhaines@juncturewealth.com and we will discuss them in our next episode.
Connect with Brad here:
Website: www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Are you afraid that you don't have enough? A scarcity mindset often drives us to make decisions in our lives that continue to confirm that belief.
Today's guest struggled big-time with perpetuating this cycle until she had to face herself head-on when she became a mother. That's when she embarked on a journey that led her to unlocking her personal power.
In this episode, Hannah Chapman, CFP, APMA, CRPC, chats with Jill Stanton, “the entrepreneur's secret weapon,” about her passion to help business owners step into a new era of wild growth, freedom, and success!
Tune in to learn:
- Jill's journey of unlocking her personal power and overcoming limiting beliefs about her intelligence and capabilities
- What is the "catch, cancel, correct" process?
- The power of gratitude, present-moment awareness, and shifting from a mindset of "wanting"
- The patience, courage, and self-compassion required to do the inner work of personal growth
- The value of reflecting on progress and celebrating small wins to maintain momentum
Connect with Jill here:
Socials: https://www.instagrame.com/iamjillstanton
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Email: hannah@expansiveCEO.com
Former president Donald Trump won his reelection by promising lower living costs for all Americans, partly by increasing tariffs on imports.
Making foreign goods more expensive to boost American manufacturing and increase the purchase of American made goods is the story people tell to make tariffs sound good…but who actually pays the price? Literally, as in who pays the tariffs, and who ultimately ends up footing the bill?
In this episode, Hannah Chapman, CFP, APMA, CRPC, explains the mechanics of tariffs, their impact on the economy, and how to prepare for them before they come.
Listen to learn:
- How do tariffs actually work?
- Who pays the imposed tariffs?
- How will they impact the economy?
- How businesses are currently reacting to the tariffs
- What you should consider doing before tariffs take effect
- Which socioeconomics groups will be affected the most by tariffs?
- What do tariffs have to do with inflation?
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
As the world grapples with the impact of elections and the lingering effects of the pandemic, many businesses are facing a decline in revenue and a sense of unease. This “heartbreak” of entrepreneurship can take a toll on families, relationships, and even personal health.
How can we create more stable, resilient, and efficient businesses in uncertain times?
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Michelle Cooper, CEO of Alchemy Accounting and Bookkeeping, about the importance of financial alignment and support during times of uncertainty.
Learn more:
- Why bookkeepers, CPAs, and financial advisors play a crucial role in your business
- How your unique human design can shape your business strategies
- What is a money archetype?
- Addressing your relationship to money to gain peace and confidence
- The emotional and psychological aspects that influence your financial planning
- Receive a free Sacred Money Archetype assessment!
Connect with Michelle here:
Website: MichelleBCooper.com
Money Archetype Assessment: https://thesacredmoneyschool.com/assessment/
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
The recent presidential election has been a topic of intense discussion, with many wondering about its potential impact on the economy and financial markets.
While the equity markets celebrated the election outcome, the bond market reacted differently, anticipating increased inflation and the potential for higher interest rates.
Trump's election win was due to many voters feeling financial strain. Will his promise of lower taxes and higher tariffs deliver what his voters are expecting?
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Junction Wealth Strategies the implications of Trump's proposed policies on your portfolio!
Learn more:
- How the election provided certainty to the markets
- Which market sectors performed the best
- Why the bond market saw a decline in prices and increase in yields
- The Federal Reserve's interest rate decisions and the impact of potential tariffs on the economy
- How do tariffs work? A detailed explanation
- The potential impact of tariffs and inflation on the middle-class consumer
We want your questions! Please send them to hannah@expansiveceo.com or bhaines@juncturewealth.com and we will discuss them in our next episode.
Connect with Brad here:
Website: www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Have you ever wondered why you are here on this earth? Knowing your Human Design and your Gene Keys may shed a lot of light on your journey in this lifetime.
Based on your birth time and place, your Human Design can profoundly impact your personal and professional growth by offering you a way to the most enlightened version of yourself.
In this second installment of the Human Design fire chat series, Hannah Chapman, CFP, APMA, CRPC, sits down with Svetlana Lane, her executive assistant, to discuss two aspects of Human Design: the Gene Keys and Pearl Sequence!
Tune in to learn:
- How to interpret the Gene Keys chart
- What are the Genius Sequence, Love Sequence, and Prosperity Sequence?
- What are “chaos” and “innovation” concepts in the Pearl Sequence
- How to look at your chart through a trauma-informed lens
- The importance of cultivating connection with others who are not like you
- What is the culture sphere and how does it apply to your work?
- How to obtain a free chart to see your Human Design!
Grab your free HD chart here: https://www.geneticmatrix.com/
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Email: hannah@expansiveCEO.com
It's officially November, and the election in the USA is imminent. Will the volatility we experienced through September and October continue, or will we see the financial markets calming down?
Then, does being rich make you a jerk? Are there any ethical billionaires? In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies about the experiences they've had with clients who have a heart for creating a positive impact on their community, and how money is a tool for community building.
Learn more:
- Current market conditions
- What we might expect over the next week to 8 weeks depending on how clear the results of the presidential election are on November 5th
- The good money can do, and how many wealthy people and families give back to their communities quietly and anonymously
- How money can be a tool to reveal character, and how creating an intention of practicing good stewardship with money can expand your own experience of prosperity
We want your questions! Please send them to hannah@expansiveceo.com or bhaines@juncturewealth.com and we will discuss them in our next episode.
Connect with Brad here:
Website: www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Have you ever been curious about what makes you–you? Maybe you've taken the Kolbe, Enneagram, or Meyers-Briggs assessments so you can better understand yourself and how you interact with this world?
If so, you may benefit from learning about Human Design, an intricate system that blends ancient wisdom from various spiritual traditions: the Hindu chakra system, the Chinese I Ching, the Kabbalah's Tree of Life, and Western astrology.
In this episode, Hannah Chapman, CFP, APMA, CRPC, sits down with Svetlana Lane, her executive assistant, to discuss how this synthesis of ancient knowledge creates a comprehensive framework for understanding our individual energetic blueprints and how they shape our experiences in this lifetime–whether personal, financial, or business!
Tune in to learn:
- Human Design, its origins, and the different traditions it incorporates
- Explanation of the human design chart - the body graph, the nine centers, the numbers, and how they relate to the different mystical traditions
- Hannah's personal journey of discovering human design and how it resonated with her more than other personality assessment tools
- The different energy types and how they differ in their decision-making processes and energy expression
- How Human Design applies to financial planning, business coaching, and relationship coaching
- How understanding your unique human design helps you embrace your authentic self and work in alignment with your natural strengths
- How to obtain a free chart to see your Human Design!
Grab your free HD chart here: https://www.geneticmatrix.com/
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Email: hannah@expansiveCEO.com
Do you sometimes feel “off” in your work, relationships, or just daily life? If so, It could be a sign of an energy imbalance. That's because masculine energy (the drive, strategy, and achievement) and feminine energy (the mysterious, receptive, and collaborative) are both essential for personal and professional fulfillment.
Once we understand these two dynamics, we can strategically use them to live and lead more effectively. It can even change the way we approach our money!
In this episode, Hannah Chapman, CFP, APMA, CRPC, sits down with Susanne Goldstein, executive coach, feminine leadership mentor, and the founder and CEO of Dare Human, to explore the intriguing and often polarizing topic of the relationship between masculinity and femininity in our modern world.
Tune in to learn:
- Susanne's story of waking up to her own imbalance
- Why reclaiming and honoring the feminine is not a means of competition
- What is “strategetics”?
- How our relationship with money is often deeply rooted in our masculine-feminine dynamics
- The importance of self-acceptance, self-love, and the willingness to embrace the multifaceted nature of our own being
- Susanne's free 3-day “strategetics” training and her other courses
Connect with Susanne here:
Website: SusanneGoldstein.com
Socials: https://www.instagram.com/FollowSuzanne
Dare Human's online courses and programs, including "Lead Like a Woman”
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Email: hannah@expansiveCEO.com
The presidential election is quickly approaching, and each candidate has spelled out their economic plan for the future of this country. What are the pros and cons of these plans?
And, how do we focus on staying informed and making decisions based on facts rather than political rhetoric? Importantly, how might your portfolio management need to change with either candidate?
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Junction Wealth Strategies about developing flexible strategies that can adapt to the changing policy landscape, regardless of the election outcome.
Learn more:
- Current market conditions
- Why you need to consider the presidential election outcome as a significant factor when planning for the future of your investments
- The pros and cons of Donald Trump's and Kamala Harris's economic plans when it comes to tax revenue, the economy, and the federal debt
- Important portfolio considerations for each possibility
- Is global trade good or bad for the economy?
We want your questions! Please send them to hannah@expansiveceo.com or bhaines@juncturewealth.com and we will discuss them in our next episode.
Connect with Brad here:
Website: www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Imagine finding a tribe of “your people”– an engaging, supportive community of like-minded friends that can get you through your toughest times as well as help achieve your highest potential.
Today's guest's personal journey is a testament to the life-changing impact of masterminds. He recounts how, 25 years ago, he stumbled upon his first mastermind group and immediately felt a sense of belonging – "I found my people." This experience not only helped him scale his first business tenfold but also provided a vital support system during his darkest hours, when he lost everything in the 2008 financial crisis.
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Jay Fairbrother, the mastermind expert behind Six Figure Masterminds, to explore the transformative power of community and peer-to-peer learning.
Tune in to learn:
- How are masterminds different from coaching programs?
- Why it's important to curate the right group dynamic
- Addressing the common fears and hesitations when launching a mastermind
- How masterminds help you grow personally and professionally, addressing the global crisis of social isolation
- More about Jay's program “How to Create and Launch Your High-Ticket Mastermind in 60 Days” and his virtual 3-day event to help you determine the right type of mastermind to create
Connect with Jay here:
Mastermind Mastery: Create and Launch Your High-End Mastermind in 60 Days: https://6figuremasterminds.com/mastermind-mastery
Six Figure Masterminds Bootcamp (Nov 20-22):https://6figuremasterminds.com/bootcamp
Website: sixfiguremasterminds.com
Email: Jay@Fairbrother.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Email: hannah@expansiveCEO.com
It's hurricane season and Helene and Milton have brought a lot of devastation to the US. How did the damage extend to the economy? How does this affect insurance, energy, building sectors–and our portfolios?
Many TikTokers have been “exposing” BlackRock and Vanguard to prove how they “own everything” in the economy. Is this true, and how do these companies actually work?
In this episode, Hannah Chapman, CFP, APMA, CRPC, addresses these questions with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Junction Wealth Strategies!
Tune in to learn:
- A market update in light of the upcoming holiday season!
- How do hurricanes affect the insurance and energy sectors?
- What happens when insurance companies refuse to insure high-risk homes
- What do Vanguard and BlackRock actually do?
- How do mutual funds and EFTs work?
We want your questions! Please send them to hannah@expansiveceo.com or bhaines@juncturewealth.com and we will discuss them in our next episode.
Connect with Brad here:
Website: www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
What makes a great leader? It starts by truly caring for the people around you.
When you do, you can create a company that can withstand hard times, and create a space that your team will love to work in. But what does it look like in practice?
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Vince Covino, CEO of WarriorSage Academy and former CEO of BlueIQ and SeaQuest, as he shares his story of learning to lead with care and empathy for others.
Tune in to learn:
- The importance of moving from an intellectual understanding of leadership to an embodied, heart-centered experience and perspective
- The shift from seeking to understand mentally to a deeper, empathetic curiosity and care for others
- The challenges of balancing the head and the heart in business, and the power of leading with compassion
- Vince's personal journey of losing his faith and the impact it had on his life and work
- The emotional farewell to his team at SeaQuest and the excitement about his new role at Warrior Sage Academy
Connect with Vince here:
Website: vincecovino.com
LinkedIn: https://www.linkedin.com/in/vince-covino-55ba0025/
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Email: hannah@expansiveCEO.com
It's easy to get caught up in the week-to-week fluctuations in the markets. Some investors may feel frustrated about the markets being down 1% this week, but the bigger picture shows the market is actually up 3% from last month!
Speaking of the bigger picture, historically, the late 90's showed similar economic conditions (think internet and similar Federal policies). How else does our current economy compare to the one back then?
In this solo episode, Hannah Chapman, CFP, APMA, CRPC, discusses recent market trends, emphasizing the importance of avoiding recency bias when interpreting short-term market fluctuations.
Tune in to learn:
- What is recency bias and why is it important to be aware of it?
- How long could the current bull market last?
- Five similarities between the current economy and the one in the 90's
- What is the difference between deflation and disinflation?
- How do interest rates affect market performance?
- How to combat long-term inflation in your portfolio
We want your questions! Please send them to hannah@expansiveceo.com.
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Could you use an extra $10k, $20k, or more in your business? What if there was a way to find hidden money in your business, maybe even enough to pay yourself what you are worth?
It is time to flip your mindset and let go of corporate strategy. Don't plug holes in your operations, but take a dive into your systems, your team, and how you use your time.
In this episode, Hannah Chapman, CFP, APMA, CRPC, welcomes back Mara Whitener for the third time! Founder and Fractional COO of Whitener Professional Services, Mara has helped many CEO's and entrepreneurs fine tune their business and find that hidden money!
Tune in to learn:
- How to find hidden money in your business!
- Connecting human design to your business, and using authenticity to thrive
- The three main areas people are overspending in their business
- How your time equals money
- How to re-analyze your business to make best use of current resources
- How to calculate the cost of your time and pay yourself what you are owed
- How to prioritize rest and peace so you can be most effective
Connect with Mara here:
Website: https://whitenerpros.com/
Facebook: https://www.facebook.com/whitenerprofessionalservices
LinkedIn: https://www.linkedin.com/in/mara-whitener
Hidden Money Intensive - 1 day workshop! (Details coming on her website!)
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Email: hannah@expansiveCEO.com
Do you feel like you are losing your passion? Chronic overwhelm and burnout has slowed your business growth and you've reached a plateau?
This is your reminder that you can do anything, but not everything! By getting administrative support you can put valuable time and energy into your business. This breath of fresh air allows you time to work towards holistic success, both in your personal life AND business.
In this episode, Hannah Chapman, CFP, APMA, CRPC, chats with speaker, author, and 50 Ton Master Merchant Mariner Captain Hayden Orme. The Founder and CEO of Handled. By Hayden & Co. reminds us that the best leaders are supported, and asking for help is a sign of strength!
Tune in to learn:
- How to recognize burnout
- How chronic overwhelm impacts your business and your life
- Understanding opportunity cost
- Shifting from a cost to an investment mindset
- How support from an executive assistant can bring more revenue and prospects to your business
Connect with Hayden here:
Facebook: https://www.facebook.com/handled.byhayden
Instagram: https://www.instagram.com/handled.byhayden/
HBH LinkedIn: https://www.linkedin.com/company/handled-by-hayden-llc
Hayden Orme LinkedIn: https://www.linkedin.com/in/hayden-orme-84459b11/
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Email: hannah@expansiveCEO.com
This week the Fed announced a .5% interest rate cut and several subsequent cuts into 2026. What does history tell us about market behavior when rates are cut and what can we expect moving forward?
Option contracts are also expiring this week, also known as “triple witching”. How do option contracts work, anyway?
The Wharton School ran a 10-year analysis of the economic/tax plans put forward by the two main presidential candidates. How would your home (and the country) fare?
…Speaking of policy, what would happen to the economy if we deported undocumented workers out of the country?
In this episode, Hannah Chapman, CFP, APMA, CRPC, addresses these issues with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Junction Wealth Strategies!
Tune in to learn:
- Current state of markets
- How the interest rate cuts will provide financial relief
- Analysis of markets following interest rate cuts since 1973
- Why option contracts are a useful tool for your portfolio
- The Wharton School's economic plan analysis of both candidates
- The impact of undocumented workers on the economy
We want your questions! Please send them to hannah@expansiveceo.com or bhaines@juncturewealth.com and we will discuss them in our next episode.
The Wharton School's 10-year Economic Plan Analysis: www.budgetmodel.wharton.upenn.edu
Connect with Brad here:
Website: www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Many of us can relate to living life and doing business from one moment to the next, just going through the motions. We know there is more to life than this, but fear and doubt often get in our way.
How would things change for you if you could awaken your dreams and potential, and discover your significance?
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brent Perkins, guide and leadership coach, and former CEO, about ways you can start tackling your limiting beliefs today!
Tune in to learn:
- The importance of balancing feminine and masculine energy in business
- Looking back - what could the other side of the story look like?
- How to embrace yourself without judging or comparing
- Brent's S.H.A.G framework to apply to your life
- The side effects of living with regret and self-abandonment
- How to start prioritizing yourself
- How to listen to Brent's new book, “Papercuts: The Art of Self-Delusion” for free!
Connect with Brent here:
Website: www.3xbold.com
Free Gift: www.3xbold.com/toolkit
Community: frontrowdads.com
Connect with Hannah here:
Website: https://hannahrchapman.com
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Email: hannah@expansiveCEO.com
The Fed is scheduled to meet next week and we are anticipating an interest rate cut given a softer labor market and slowing inflation. How much could they realistically reduce, and could there be a downside if they cut MORE than we expect?
Speaking of inflation, housing prices are not coming down, and this time it's not because we're in a housing bubble. What is actually happening with the builders and the banks, and what needs to be done to correct this situation?
In this episode, Hannah Chapman, CFP, APMA, CRPC, addresses these issues with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Junction Wealth Strategies!
Tune in to learn:
- The data the Fed is considering before they lower rates
- What if the Fed cuts rates too much?
- Which sector of the economy saw a 16.5% inflation rate
- Why are there not enough starter homes being built?
- How does this housing market compare to the years leading up to the 2008 crash?
- What needs to happen in order to make housing affordable
We want your questions! Please send them to hannah@expansiveceo.com or bhaines@juncturewealth.com and we will discuss them in our next episode.
Connect with Brad here:
Website: www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
How do you determine what you charge your clients? Beyond researching your competition, there are several factors to think through when pricing (or raising prices on) your services.
If you know it's time to raise your prices, are you feeling a sense of fear that people will leave and reject your offer? Your business may feel like an extension of you, and it can be hard not to take clients leaving personally.
In this Fireside Chat series, Hannah Chapman, CFP, APMA, CRPC, talks with Svetlana Lane, her assistant (and fellow entrepreneur) about what it means for your business to serve you–and not the other way around!
Tune in to learn:
- Hannah's and Svetlana's journeys to raise their prices in their businesses
- How your expenses, time, and emotions come into play
- How to deal with rejection when a client leaves
- How to lean into your Human Design when determining your pricing
- How to hold space for your business to have its own journey
Connect with Hannah:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Connect with Svetlana:
Website: wellspringmusicartscenter.com
Email: svetlana@bbossobm.com
It's September, and we just entered the most volatile time of the year in the markets, causing some to feel afraid of losing their money. And in a presidential election year like we're in now, the volatility is even more pronounced! But does that mean you should sell your investments and hunker down with cash?
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Junction Wealth Strategies about keeping a sound mind and looking at the data when it comes to investing!
Tune in to learn:
- JOLT survey jobs report update
- What will happen when interest rates come down as expected?
- What is the status of household debt?
- What drives investors to feel afraid of buying stocks?
- Does the president have much influence over the markets?
- When should you invest your savings into the market?
We want your questions! Please send them to hannah@expansiveceo.com or bhaines@juncturewealth.com and we will discuss them in our next episode.
Connect with Brad here:
Website: www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Your words are powerful and what you say and do projects out into the world, shaping your future. On the other hand, what others say can also project onto you. Being flooded daily with information, how do we cut through the noise and figure out what to hold on to?
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Stephanie Trager, coach, healer, and business and impact strategist, about projecting your truth into the world.
As a medicine woman and lawyer, Stephanie weaves together a diverse background in human rights, environmental justice, corporate litigation, shamanism, and psychology, with 20 years of transformational coaching in peak wellness, higher purpose, soul mastery and deeper impact in business, leadership and life.
Tune in to learn:
- How not to take other people's projections onto yourself
- Why you must be clear in who you are
- Why you must recognize your feelings
- How human design “projectors” operate
- Four questions to ask yourself to filter through information
- Why global agendas are harder to discern
Connect with Stephanie here:
Website/Masterclass: https://www.stephanietrager.com/liberation-2030
LinkedIn: https://www.linkedin.com/in/stephanietrager/
Instagram: https://www.instagram.com/stephanietrager/
Connect with Hannah here:
Website: https://hannahrchapman.com
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Email: hannah@expansiveCEO.com
Have you ever been scammed online? If so, you know the shame, anger, and embarrassment that can come with the experience.
As a financial advisor, Hannah knows exactly what to look for when spotting a scam. However, this week she fell victim to a lie told by someone she thought she knew.
In this very vulnerable episode, Hannah Chapman, CFP, APMA, CRPC, details the scam step by step, and the important lessons learned from the incident.
Tune in to learn:
- The whole story, including screenshots of messages and emails
- How the scammer used Hannah's relationships with her friends as a way to build trust
- Looking back: the red flags that were there all along
- What to look out for when buying on Facebook
- How Hannah processed the experience emotionally
- How you can support someone that has been scammed
Have you ever been scammed online? Send your story to hannah@expansiveceo.com and know you're not alone.
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Do you feel stuck, stressed–or even miserable–in your work or life? Maybe you're not sure you're on the right path?
The great news is that all the answers lie inside of you. You have the power to create the change you want when you lean into the right environment and realize your potential.
In this episode, Hannah Chapman, CFP, APMA, CRPC, chats with Catalyst for Change and Wyldfyre Dynamics founder Aaron Morrison about his passion to help high performers in high stress jobs eliminate burnout, anxiety, and their inner critic. “Results Guaranteed”!
Tune in to learn:
- Driving force behind change
- When to “scale or bail” as your opportunities grow
- Finding unlimited potential
- How to speed up personal and professional growth
- How to have the impact and contribution you want
- New perspective on managing triggers and dealing with trauma
Book recommendations:
The Holographic Universe: The Revolutionary Theory of Reality by Michael Talbot
Man's Search for Meaning by Viktor E. Frankl
Connect with Aaron here:
Anxiety Hack: easyanxietyhack.com
Website: wyldfyredynamics.com
Facebook: https://www.facebook.com/wyldfyredynamics
LinkedIn: https://www.linkedin.com/in/aaronmorrison
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Email: hannah@expansiveCEO.com
With the cost of living on the rise, many consumers are feeling financially stretched to provide for their families. Companies are raising their prices in order to keep their businesses afloat, but some speculate that certain sectors are taking more than they need to, like grocery chains and housing rental companies.
As the market continues to rise, and companies continue to grow, how do we help spread the wealth to the average person in America?
In this episode, Hannah Chapman, CFP, APMA, CRPC, tackles these issues with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Junction Wealth Strategies!
Tune in to learn:
- What are buybacks and how do they influence share values?
- Are grocery stores gouging food prices and increasing profits?
- Are we spending more on food and gas than ever before?
- What is an ESOP and how can they spread wealth among all company workers?
- What is conscious capitalism? Is it possible to actually experience?
- Why philanthropy is the right thing to do when you have a lot of money
- Teaching your kids to participate in wealth creation
We want your questions! Please send them to hannah@expansiveceo.com or bhaines@juncturewealth.com and we will discuss them in our next episode.
Connect with Brad here:
Website: www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Does your heart long to start a community to lift others up? If you feel like you're supposed to build it, there might be a reason for it! Communities create a safety net for growth, keep us from feeling isolated, and can align us with the right people to realize big dreams!
But where do you start, and what should you keep in mind to help you build the best community? Most importantly, how do you stay in your gifts while doing so?
In this episode, Hannah Chapman, CFP, APMA, CRPC, chats with Community Engine founder Tim Wolf about his passion to help purpose-led entrepreneurs build community through the right technology and support.
Tune in to learn:
- Powerful lessons Tim learned from spending 10 days in darkness
- How to “stay in your gifts” when building a community
- Why relationships help us grow, reflect, and stay grounded
- How to trust the right people will come to you (and how to let go of people that don't fit)
- How to evolve as a leader while holding boundaries
- What to do if you're ready to start your community!
Connect with Tim here:
Website: https://communityengine.ai
Email: hello@communityengine.ai
LinkedIn: https://www.linkedin.com/in/realtimwolf/
Facebook group: https://www.facebook.com/groups/communitytech
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Email: hannah@expansiveCEO.com
Some people hit the panic button last week when the markets drastically dipped down. What exactly happened and have the markets recovered yet?
With inflation slowly coming down, what could happen to the rates later this year, and how would this affect the housing market in the next 6-12 months?
And finally, the Harris/Walz ticket is appealing to “never trump” and swing voters. How do markets usually respond to presidential elections?
In this episode, Hannah Chapman, CFP, APMA, CRPC, looks to the past, present, and future with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Junction Wealth Strategies!
Tune in to learn:
- The three factors that created a large dip in the market last week
- What happened with the Japanese Central Bank
- What is a correction vs. a bear market?
- Is there abnormal activity in the market?
- How do elections dictate market behavior?
- What if Trump also got replaced?
- Why low interest rates are actually a sign of a dysfunctional economy
We want your questions! Please send them to hannah@expansiveceo.com or bhaines@juncturewealth.com and we will discuss them in our next episode.
Connect with Brad here:
Website: www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
What would you do if you had sixty days left on your “Life Clock”? What about a year? Ten years? Many think of quitting jobs to connect with family and find adventure.
What if you thought of the important things in your life as fires that need to be tended: yourself, marriage, children, village, and business. Being intentional with every “fire” can bring meaningful moments that will matter for years to come.
In this episode, Hannah Chapman, CFP, APMA, CRPC, welcomes back Human Connection Ninja Blake Fly, founder of the inspirational group Dads Making History. Blake guides us through his holistic method to growth within his family and career. You don't have to be an entrepreneur to connect with his growing group of dads in business, but bring your ambition for your family, career, and life!
Tune in to learn:
- How to prioritize your family while also managing your business
- The “Five Fires” ideology
- How to manage family and business responsibilities with your partner
- How to achieve your goals with gratitude, creativity, and action
- The question you should ask yourself to be more intentional and present with your life
- How to connect with other parents with ambition for family AND business through Dads Making History
- How you can be sure that family members will still have your presence and legacy after you have passed
Connect with Blake here:
Website: https://blakefly.com/
Group Connection: www.dadsmakinghistory.com
Instagram: @blakefly
Email: Blake@blakefly.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
If you are in the business of changing lives (read:coaches!), then you know how important it is to create meaningful and transformational experiences for your clients when they come to your events.
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Andrew Ybarra, event Audio/Visual professional, about ways a creative audio/visual team can make your event, summit, or retreat truly unforgettable.
Andrew Ybarra has over 15 years experience in the Audio Visual Industry, working with grass-roots organizations and billion dollar companies like CBS, Paypal, & Facebook alike! After years of studying transformational enrollment events from all angles, he now specializes in helping 6 & 7 Figure Transformational Leaders rock their events with seamless event tech, whether it's live, virtual or hybrid!
Tune in to learn:
- How Andrew married AV production with coaching to create a fulfilling business
- Why it's important to create the right energy for your event that reflects you
- How to make sure the event is profitable
- How Andrew's team integrates with the business team for a seamless experience
- What if something turns out of your control in your event?
- How long it takes to plan your event.
Connect with Andrew here:
LinkedIn: https://www.linkedin.com/in/andrewcybarra
Instagram: https://www.instagram.com/liftedav/?hl=en
Facebook: https://www.facebook.com/AndrewCYbarra
Website: https://www.liftedav.com/Home?r_done=1
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
It's uncomfortable to think about what would happen if you pass away or become unconscious. But if that happens and you don't have an estate plan, your loved ones would suddenly have to handle your estate and business–while also dealing with major grief.
A probate judge would grant decision-making to people you may not trust and split your estate in a way that doesn't serve or honor your relationships with your loved ones or the best interest of your estate (think taxes). Oh, and don't forget to mix your business into this situation too!
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Patricia De Fonte, an estate lawyer, about how to write an estate plan with heart, helping your loved ones avoid unnecessary emotional and financial pain.
Tune in to learn:
- Taxes, leases, healthcare - who will make these decisions?
- What if your estate plan is over 5 years old?
- What is an AB trust?
- Why should your money flow through a trust?
- What could happen to your money if your child is a minor
- How to establish a plan for your money so the beneficiaries can learn to use it wisely
- The emotional impact of receiving an inheritance - addressing money stories
- How to make decisions for your business - the team approach
Connect with Patricia here:
Website: DeFonteLaw.com
LinkedIn: https://www.linkedin.com/in/defontelaw
YouTube: https://www.youtube.com/@DeFonteLaw
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
As a heart-centered entrepreneur, you long for your business to make the world a better place. That means you have to build your business backwards, starting with caring about what you do and who you serve, instead of focusing only on increasing transactions. So how do we bridge the gap between goodness and profit to build a business that serves us and others?
In this episode, Hannah Chapman, CFP, APMA, CRPC, discusses with Dr. Matt Kreinheder, a chiropractor, how the integral neurotic sciences helps you create a more meaningful and prosperous business AKA a “benevolence generating engine”.
Learn more:
- How spirituality intersects with business
- Power, transaction, and care: where are your priorities?
- How the modern markets came about
- The stages of consciousness
- What is integral theory and how does it apply to business?
Connect with Dr. Matt K:
YouTube: https://www.youtube.com/@MattKreinheder
Website: drmattk.com
Instagram: linkedin.com/in/matt-kreinheder-181b8831
Facebook: facebook.com/doctormattk
And connect with Hannah here:
Website: https://www.hannahrchapman.com
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
It's no secret that the music industry chews and spits people out, using them for profits until they're no longer relevant. This toxic model is often the only way artists think they can become “famous” and make money doing what they love.
Fortunately, you don't have to give up on your dreams because there are many ways you can create sustainable income without changing who you are!
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Adam McInnis, musician and founder of The Billboard 500, about his mission to empower artists to live out their dreams in a way that is healthy and life-giving!
Learn more:
- Making music is about connecting to others and is worth pursuing
- How the music industry has created a culture of disposable talent
- Why you need to stop looking at yourself and your music as a product
- Why we don't need to chase the shiny things to have success and money
- How fame isn't what it seems
- What is Dunbar's law?
Connect with Adam:
Mentoring/Coaching: thebillboard500.com
His Band: https://www.sonsoflegion.com/
And connect with Hannah here:
Website: https://www.hannahrchapman.com
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Episode 109: Investment Friday - How Would a Hypothetical Biden Step Down Affect the Markets? + Is the Government In Too Much Debt?
Recent headlines have been highlighting the presidential race, our ever-growing US debt, and inflation. What could happen to the markets if Biden steps down as the Democratic Presidential nominee? Is our US debt too heavy to handle? And what is the latest report on inflation?
In this episode, Hannah Chapman, CFP, APMA, CRPC, addresses these questions with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Junction Wealth Strategies!
Tune in to learn:
- Is inflation going up or down?
- Can the US afford the amount of debt it has?
- What is deficit spending and when is it appropriate?
- How do tax cuts affect US debt?
- What would the markets do if Biden stepped down and Kamala stepped in as the Democratic Presidential nominee?
- What kind of political conditions are most favorable to the markets?
We want your questions! Please send them to hannah@expansiveceo.com or bhaines@juncturewealth.com and we will discuss them in our next episode.
Connect with Brad here:
Website: www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
We invest a lot of time, energy, and money into our business; no wonder it can be hard to unplug and not think about work! It takes time to create a work/life balance that works for your unique set of circumstances, but it is possible if you make it a priority.
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Sage Polaris, conscious marketing and copywriting coach, about ways you can start creating more time for yourself and your family today!
Tune in to learn:
- How Sage takes 4 months off a year
- Ideas to create more room in your calendar for you and your family
- Examples of boundaries you can implement with clients
- How to hold yourself back from doing everything in your company
- Why running a business is harder than it was before
- How your business can stand out and still be successful
- Sage's free gift - email templates
Connect with Sage:
Website: https://sagepolaris.com/
Facebook: https://www.facebook.com/CreativeCustomWriting
Instagram: https://www.instagram.com/sagepolaris
Open House about her VIP days:
Free Gift: sagepolaris.com/hannahrocks
Connect with Hannah:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Many business owners left corporate culture so they could work and live on their terms. However, we often feel pressure to build our business the corporate way–growing fast and hard, creating projections, and a strong focus on numbers and data. Although these things have benefits, how can we approach our business through a holistic lens, considering our personal and business needs?
In this Fireside Chat series, Hannah Chapman, CFP, APMA, CRPC, talks with Svetlana Lane, her assistant (and fellow entrepreneur) about finding your unique path to growing your business!
Tune in to learn:
- The healthy and unhealthy aspects of corporate mindset
- Sifting through advice from others
- Addressing the pressure to “grow fast and grow hard”
- How to stay motivated - the “Gap and the Gain”
- Overcoming the black and white, all-or-nothing mindset
- How your Human Design can help you figure out your path
- How to hold space for your unique situation in life and business
Connect with Hannah:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Connect with Svetlana:
Website: wellspringmusicartscenter.com
Email: svetlana@bbossobm.com
Thursday June 27th was the first presidential debate of the 2024 election...and it wasn't pretty no matter which side of the aisle you're standing on. What might we expect to see happen to the financial markets if we see a shake-up in the nominees?
In this informative episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Junction Wealth Strategies about the upcoming presidential election, inflation, and corporate profits.
Tune in to learn:
- What might happen if Donald Trump pulls ahead significantly in polling or if he wins the presidential election vs a second Biden term?
- How were PCE (Personal Consumer Expenditure) levels this past month, and what does that mean for the Federal Reserve's inflation targets?
- How workers and families are experiencing inflation, and how a boost in productivity when companies eventually bring AI into more of their processes could help right-size worker's income
- The importance of being picky about small-cap investments
We want your questions! Please send them to hannah@expansiveceo.com or bhaines@juncturewealth.com and we will discuss them in our next episode.
Connect with Brad here:
Website: www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Have you ever heard the saying that you are your own limiter? Entrepreneurs often find a strong connection between their personal growth and their business growth. How do we begin to address the hard things that are holding us and our businesses back?
In this episode, Hannah Chapman, CFP, APMA, CRPC talks with Mike Bledsoe, an entrepreneur, veteran, and coach to veterans, about his passion to guide others to enjoy physical, mental, emotional, and spiritual health.
Learn about:
- Mike's dream of world peace - how peace starts inside
- Why it's important to truly know and understand yourself
- How you run from feelings, not stories - your body's survival strategy
- How to take power over your thoughts and feelings
- What your anger is actually telling you
- Healing cognitive and emotional patterns
- How other people respond when you begin to change
Connect with Mike here:
Instagram: https://www.instagram.com/mike_bledsoe
Website: themissionafter.com
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Investing in a company that pays dividends can have many advantages for your portfolio. But how do dividends actually work and what are terms you should know regarding your investments?
In this informative episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Junction Wealth Strategies about mechanics and benefits of dividends.
Tune in to learn:
- Market update - what could happen after the market peak this week
- Defining “support level” and “resistance level” when it comes to pricing stocks
- Can a dividend-type strategy be more reliable than capital appreciation?
- What are “value companies” vs. “growth companies”?
- How can you have compound growth with dividend-type investments?
- How dividends are currently trending
We want your questions! Please send them to hannah@expansiveceo.com or bhaines@juncturewealth.com and we will discuss them in our next episode.
Connect with Brad here:
Website: www.juncturewealth.com
Email: bhaines@juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Entrepreneurship isn't for the faint of heart; it's full of constant dips, turns, and adjustments. So how does an overwhelmed business owner find stability, peace, and joy while continuing to grow their business?
In this special Fireside Chat series, Hannah Chapman, CFP, APMA, CRPC, talks with Svetlana Lane, her assistant (and fellow entrepreneur) about Hannah's heart to help entrepreneurs “discover, align and expand” their businesses through financial literacy and emotional healing.
Tune in to learn:
- Why Hannah is passionate about helping entrepreneurs
- How emotions are so important when making decisions
- What aspects does an entrepreneur need to “discover” about themselves and their business?
- How can a business owner understand and align to their energy?
- What Hannah would say to someone that is wanting to transition from corporate life to entrepreneurship
- Why growth naturally leads to breakdowns, and how to manage them
Connect with Hannah:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Connect with Svetlana:
Website: wellspringmusicartscenter.com
Email: svetlana@bbossobm.com
If you have children, you are probably aware of the typical accounts that are available to save for their future. However, if you are also a business owner, there is a very unique option that you may not know about: a Roth IRA!
In this solo episode, Hannah Chapman, CFP, APMA, CRPC, breaks down the pros and cons of different savings accounts, showing why a Roth IRA can truly be a game-changer for your kids' future.
- But first… a market update
- How much should I expect college to cost for my children?
- What are the pros and cons of 529, UTMA/UGMA, and Coverdell IRA savings accounts
- How can I open a Roth IRA for my child while they are a minor?
- Does it matter if my business is set up as an S-Corp vs. an LLC?
- How can my child withdraw funds without penalties and taxes?
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Many of us have seen sales programs that teach the salesperson to drive the customer fast and hard to a “yes.” That method often sows seeds of resentment and bitterness that creates a problematic situation down the road when working with a client. There is a much better way to sell that honors you and the customer and takes into consideration your customer's decision-making style – and we're walking through it!
In this episode, Hannah Chapman, CFP, APMA, CRPC talks about a healthier approach to sales with Marla Mattenson, an internationally-recognized speaker and expert working with thought leaders in sales, business, and love, and the founder of the Ethical Sales Institute.
Over the course of her 20+ year career, Marla has helped thousands of people deepen their intimate connections including Academy Award-winning actors, producers and directors, NBA players and coaches, Grammy Award-winning artists, and millionaire entrepreneurs. Marla's advice has appeared in The New York Times, Forbes, Oprah, NBC, ABC, CBS, and Entrepreneur to name a few.
Learn about:
- Why your sales goal is not to drive to a “yes”
- The brave question that will bring clarity
- How Human Design helps you hold space for the way others make decision
- How different HD authority types make purchasing decisions
- How to involve a partner in the decision making process
- Why your sales process should reflect the way you do business – with trust and integrity
- When you may need to walk away from making the sale
Marla is giving a free resource on her website, “From Freakout to Freedom,” at the link here: https://ethicalsalesinstitute.com/polyvagal-training/
Connect with Marla here:
Instagram: @marla.mattenson
Facebook: Marla Mattenson
LinkedIn: Marla Mattenson
Ethical Sales Institute Website: ethicalsales.org
The Intimacy Experts Website: theintimacyexperts.org
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
The labor market loosened up this week, and the NYSE experienced several glitches on the trade floor. Should we be concerned about these events?
You know that investing early is the best way to grow wealth over time. How can you get your kids excited about it now?
In this special 100th episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Junction Wealth Strategies to answer listener questions about the latest market news and how to start a conversation with your kids about investing.
Tune in to learn:
- Reflection of how this podcast began
- Is a weakened labor market a good thing?
- The European Central Bank lowered interest rates this week - what does this mean for the US economy?
- Is the NYSE under a cyber attack?
- How Brad taught his kids to invest in the market at a young age
- How Hannah teaches her kids about the value of money
We want your questions! Please send them to hannah@expansiveceo.com or bhaines@juncturewealth.com and we will discuss them in our next episode.
Connect with Brad here:
Website: www.juncturewealth.com
Email: bhaines@juncturewealth.com
Phone: 480-253-4100
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
No one goes unscathed in this world. Trauma affects many parts of our lives, including our relationships, money, and work/business (hello, burnout and impostor syndrome!)
A major part of healing our trauma is to begin to listen to our bodies; to slow down, and connect to our deepest parts. But how do we begin to do that, after decades of shutting out that voice?
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Matthew Cooke, a trauma-certified practitioner through Somatic Experiencing and Organic Intelligence for nervous system health, about the ways your body is speaking to you right now.
If you're a coach, check out Matthew's somatic coaching training as well!
Learn more:
- Fascinating facts about your nervous system and body-mind communication
- The five elements of the human experience to start noticing
- Why many of us have “addiction to intensity”
- Why there is a lot of static between the mind and body
- How to go slow so you can go fast with your healing
- What are somatic “resources” and how can they help you regulate
Connect with Ryan:
Website: https://bodybasedbreakthrough.com
Instagram: https://www.instagram.com/bodybasedbreakthough/
And connect with Hannah here:
Website: https://www.hannahrchapman.com
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
The Magnificent 8 stocks that had been doing the majority of growth in the market last have now dwindled into the Fabulous 4. How influential are these companies on your returns and how can you make sure that your portfolio is diversified so that you don't take a hit when these stocks peak and start to dip?
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Junction Wealth Strategies about a variety of strategies that can help create a most stable portfolio.
Tune in to learn:
- Why fewer stocks are leading market growth
- How the Fab 4 influence the rest of the market - for better or for worse!
- What if the leading tech (AI) companies start to drop?
- Why volatility is normal and to be expected
- Should I sell a stock if it's not growing fast enough?
- Can I just invest in an index fund?
- Equal vs weighted indices
We want your questions! Please send them to hannah@expansiveceo.com or bhaines@juncturewealth.com and we will discuss them in our next episode.
Connect with Brad here:
Website: www.juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
As entrepreneurs, we tend to carry a lot of fears and anxieties regarding our businesses (and beyond!). One of the most powerful ways to step back from the stress and experience more clarity is through breathwork!
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Ryan McBurney, a breathwork practitioner, about the incredible healing benefits of breathwork. Ryan's approach transcends the conventional, delving deeply into the mental, physical, and emotional realms, while placing a profound emphasis on the spiritual and energetic dimensions of breath.
Learn more:
- How breathwork helped Ryan overcome depression and find his purpose
- What does “somatic” mean?
- What is esoteric knowledge?
- How breathwork connects you to the source of love and moves you into compassion
- What do people experience when doing breathwork?
- How breathwork helps release trauma
Connect with Ryan:
Website: https://mastermybreath.com
Instagram: https://www.instagram.com/mastermybreath/
And connect with Hannah here:
Website: https://www.hannahrchapman.com
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
The markets are down this week as expected, with schools beginning summer break and employees taking more time off work.
With the continued advancement of AI, Donald Trump's upcoming court cases, continued wars, social media disinformation, and the upcoming election, what could potentially happen to the markets later this year?
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Junction Wealth Strategies about disruptors and why there's never a need to panic.
Tune in to learn:
- How NVIDIA growth influenced the rest of the market to pull back
- Why summers are usually volatile for the financial markets
- How AI influences the market positively and negatively
- How war affects markets short-term and long-term
- How major disruptions to the market create opportunities for growth
We want your questions! Please send them to hannah@expansiveceo.com or bhaines@juncturewealth.com and we will discuss them in our next episode.
Risk Webinar Happening May 24: https://www.eventbrite.com/e/risky-business-how-to-understand-risk-in-your-investment-portfolio-tickets-904769980367?aff=oddtdtcreator
Connect with Brad here:
Website: www.juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Marketing is about building authentic human-to-human connections. Many of us have heard of “Know, Like and Trust.” With the new era of AI upon us, how can we continue to nurture authentic relationships while also harnessing the power of AI?
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Mark Savant, founder of Mark Savant Media and host of the After Hours Entrepreneur podcast, about why it's important to embrace AI now more than ever, and how AI can help you maximize your marketing dollars!
Learn more:
- How Mark first stumbled into using AI in his agency - and how it changed everything in his business
- Mark's favorite AI programs
- Why your personal brand and reputation have to be credible
- Why podcasting is the most efficient way to create online content
- Is AI going to be taking jobs?
- Why you should embrace AI right now
- How AI can help prevent burnout
Connect with Mark:
Receive your free gift from Mark: marksavantmedia.com, email codeword “Hannah”
Website: https://www.marksavantmedia.com/
Podcast: http://www.afterhoursentrepreneur.com/
Newsletter: aiupdate.ai
Email: contact@marksavantmedia.com
Mastermind: https://afterhoursentrepreneurmastermind.com/
Instagram: https://www.instagram.com/marksavantmedia/
LinkedIn: https://www.linkedin.com/in/mark-savant-ba777145/
Twitter: https://twitter.com/marksavantmedia
YouTube: https://www.youtube.com/channel/UC2ePGMF5jsWze1sc0Gftf4w
And connect with Hannah here:
Website: https://www.hannahrchapman.com
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
The Dow Jones and S&P 500 peaked this week and the disinflation trend is still in place. However, the CPI (Consumer Price) index and labor market data did not come in as strong. Find out why this isn't necessarily a bad thing!
And what about housing? Today we define “shelter inflation” and explain what is likely to happen to housing prices in the next 6-12 months.
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Junction Wealth Strategies about how these factors have influenced the markets this week!
Tune in to learn:
- This week's market update
- Will interest rates still be coming down? What the federal reserve wants to see
- What is shelter inflation and how is it affecting consumers?
- How housing prices are trending
- How high housing prices are affecting other sectors of the economy
- Can legislators help with lowering housing and other costs?
- Will there be a recession?
We want your questions! Please send them to hannah@expansiveceo.com or bhaines@juncturewealth.com and we will discuss them in our next episode.
Risk Webinar Happening May 24: https://www.eventbrite.com/e/risky-business-how-to-understand-risk-in-your-investment-portfolio-tickets-904769980367?aff=oddtdtcreator
Connect with Brad here:
Website: www.juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
The markets have rebound after a nearly 5% pullback earlier this year, interest cuts are further out than anticipated, and the labor market dropped 7% from its high. With the election coming up, what can we expect to happen looking ahead?
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Junction Wealth Strategies to connect the dots and draw us a bigger picture behind these events.
Tune in to learn:
- How do higher interest rates for longer affect the markets?
- How do elections affect the markets?
- The labor market isn't as tight, but is this a good thing?
- How to consider small businesses when investing
- How to navigate large, medium, and small cap stocks to build wealth
- How to truly build a portfolio based on your individual goals
We want your questions! Please send them to hannah@expansiveceo.com or bhaines@juncturewealth.com and we will discuss them in our next episode.
Connect with Brad here:
Website: www.juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
We all have trauma from the past, and it affects our everyday lives whether we know it or not. Once we start to become aware of the things holding us back, we can begin the work to heal and finally let go of the burdens that we've carried for so long.
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Jeff Yukikazu Sera, self-development sensei and reiki practitioner, about what it takes to move out of self-sabotage and into true freedom!
Learn more:
- How healing involves self respect and self love
- Why it's so important to feel all your emotions and not stuff them
- How to move from victim mode to feeling empowered
- How your wounds are affecting many facets of your life
- Why healing gets easier and easier once you start
- Why a guide can help you heal faster
Connect with Jeff:
Website: https://www.food4thought408.com/
LinkedIn: https://www.linkedin.com/in/jeff-sera
Instagram: https://www.instagram.com/food4thought.408/
YouTube: https://www.youtube.com/@food4thought408
And connect with Hannah here:
Website: https://www.hannahrchapman.com
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Do you ever find yourself wondering if you should write a book? As a heart-centered entrepreneur, you have a lot to say, but you're not sure how to actually go through with putting your voice out into the world.
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Amy Collette, “The Book Alchemist,” about the process of getting your book finally published – successfully!
Learn more:
- The three questions that help you to determine what you should write about
- Why writing a book is like building a house
- There are tons of books out there already; why should you write your book anyway?
- How the book writing process often leads you down a path of self-transformation
- How to get it done and stay motivated
- Practical tips for becoming a better writer
- How long it takes to write, edit, and publish your book
- Amy's group coaching program that walks you through the entire process
Connect with Amy:
LinkedIn: https://www.linkedin.com/in/amycollette/
Instagram: https://www.instagram.com/unleashyourinnerauthor/
Facebook: https://www.facebook.com/groups/positivelypoweredauthors
YouTube: https://www.youtube.com/channel/UCnXhJicO1m3hdGydngJ-WbA
And connect with Hannah here:
Website: https://www.hannahrchapman.com
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
If you find yourself anxious about your and your business' finances, the best place to start is to become fully aware of what's actually coming in and going out of your accounts.
In this episode, Hannah Chapman, CFP, APMA, CRPC, shares why awareness is so important in combating your financial stress and ways she helps her clients become in-tune with their money.
Tune in as Hannah discusses:
- Which numbers you should be tracking in your personal and business accounts
- Why your anxiety is coming from your lack of awareness
- The spreadsheets she uses with her clients and how you can obtain a copy
- How clients are often pleasantly surprised when they look at their actual numbers
- How you can prioritize your spending on things that matter most to you
- Why paying off debt isn't always the best thing to do when you receive a big payout, and what you could consider doing with the money instead
Do you have a question that we can address? Please send it to hannah@expansiveceo.com and we will discuss it in a future episode!
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Many women get caught up in the corporate and business hustle because that is what they are taught to do (and to celebrate!). Yet, your still, small, inner voice may be saying that you are ready for a change. But what does it actually take?
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Kirsty Verity, coach to female CEO's and visionaries, about her passion to help others find fulfillment and alignment after doing it herself.
Learn more:
- What happened when Kirsty lost her drive to continue running her lucrative business
- Why women tend to commit to a path and often don't feel permission to change
- Why listening to and holding space for your feelings is critical
- What it looks like to surrender your old ways
- What “being is the new doing” means
- How your past experiences and other baggage do not have to be carried anymore
- How your journey is unique to you and there is no template for the way you create change
Connect with Kirsty:
Email: kirsty@kirstyverity.com
Instagram: https://www.linkedin.com/in/kirsty-verity/
Facebook: https://www.facebook.com/chatkirstyverity
Instagram: https://www.instagram.com/kirstyverity40/?hl=en
And connect with Hannah here:
Website: https://www.hannahrchapman.com
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
This week brought some corrections in the market due to the new CPI report. What is the CPI report and can we trust it?
Some sectors are starting to see disinflation. What are those sectors and why is this happening?
Last year a whopping 44% of homes were purchased by private equity investors. How has this changed the landscape for home buyers and what could be done in the future to help prevent this?
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Junction Wealth Strategies about the effects of these events on the markets – and what it could mean for the future.
Tune in to learn:
- What are CPI and PCE reports?
- What are other ways we can measure inflation?
- Why we do not want rates to drop too fast and too much
- How the Fed tries to stay out politics
- Which sectors are seeing disinflation?
- What can we expect housing prices to look like next year
- The complications of private equity investors buying single family homes
We want your questions! Please send them to hannah@expansiveceo.com or bhaines@juncturewealth.com and we will discuss them in our next episode.
Connect with Brad here:
Website: www.juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
As an entrepreneur, you understand that your business evolves as you do. Oftentimes, part of that journey involves growing spiritually. If you are experiencing a spiritual awakening – or just curious how business and spirituality intersect – you will enjoy this conversation!
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Pamela Downes, founder of Spirit Calling, about her entrepreneurial journey, as well as her passion to support others who are waking up to a deeper calling in this lifetime.
Learn about:
- How your entrepreneurial journey aligns with your spiritual growth - Pamela's and Hannah's stories
- Why your actions have to match your words and intentions, especially when it comes to making hard choices
- The purpose of money in this world
- What it means to be in alignment and true to yourself
- Navigating dips and turns without losing sight of your vision
- Pamela's special community, Spirit Calling, for those experiencing spiritual awakening
Connect with Pamela:
Website: www.spirit-calling.com
Facebook: https://www.facebook.com/spiritcallinglivethecall/
Instagram: https://www.instagram.com/spirit_calling
YouTube: https://www.youtube.com/spiritcallinglivethecall
TikTok: https://www.tiktok.com/@spiritcallinglivethecall
And connect with Hannah here:
Website: https://www.hannahrchapman.com
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
The market was way up and way down this week...and it had a lot to do with jobs reports and interest rate commentary from the Federal Open Market Committee (FOMC, aka "The Fed").
We also hear from a listener who wants to know how we should be evaluating the qualitative aspects of companies rather than just the financial or quantitative aspects.
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies about looking at these matters holistically when it comes to your portfolio.
Tune in to learn:
- The current market conditions
- How the jobs report factored into the market performance this week
- What is the new interest rate outlook for the rest of the year?
- Why does there seem to be a disconnect between great sounding jobs numbers, and people's lived experience trying to get jobs?
- How might AI effect the job market in the future?
- What factors should we be looking at beyond just the financial numbers when deciding what to invest in?
We want your questions! Please send them to hannah@expansiveceo.com or bhaines@juncturewealth.com and we will discuss them in our next episode.
Connect with Brad here:
Website: www.juncturewealth.com
Connect with Hannah here:
https://HannahRChapman.com
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
When done right, events have the power to change people's lives. Whether you are hosting your guests virtually or in person, you want to make the experience memorable and worth their time – especially if you plan on making a sale at the end!
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Wendi Freeman, founder of Be Bright Events, about what it takes to create meaningful and impactful events, and what it takes to believe in yourself, step out, and start a business of your dreams.
Learn about:
- Why Wendi took a risk and quit her 6-figure job to start Be Bright Events
- How Wendi pivoted her business during Covid
- Why working through your emotions is key to growing your business
- How to work with clients at different stages of needs
- Setting your business up to attract the right type of client
- Virtual vs. in-person events – which one is right for you?
Connect with Wendi:
Website: https://www.bebrighteventsco.com/
Facebook: https://www.facebook.com/BeBrightEvents
LinkedIn: https://www.linkedin.com/company/be-bright-events/
Instagram: https://www.instagram.com/be_bright_events
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Buying a house is out of reach for many due to high interest rates and high home prices. What factors have influenced the housing market so far, and what will need to happen for people to be able to afford homes again?
AI is booming, but some are speculating it is an investment bubble. Is that true? And what are the 5 major signs of a bubble?
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Junction Wealth Strategies about looking at these matters holistically when it comes to your portfolio.
Tune in to learn:
- The current market conditions
- What is the state of commercial real estate?
- What factors are making it hard to afford a home?
- How does remote work affect the housing market?
- Is AI in a bubble? What are the five stages of bubbles?
- Is the market as a whole in a bubble?
- What is stylebox investing?
We want your questions! Please send them to hannah@expansiveceo.com or bhaines@juncturewealth.com and we will discuss them in our next episode.
Connect with Brad here:
Website: www.juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
The markets continued with good momentum this week, the JOLT survey showed a strong labor market, and Jerome Powell reaffirmed lower interest rates may be coming later this year. Looking ahead, how do we expect office real estate and AI to play a role in the stock market in the future?
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Junction Wealth Strategies about the most relevant factors influencing our portfolios at this time!
Tune in to learn:
- What will influence the Fed to lower interest rates?
- What did the most recent JOLT survey reveal about the jobs market?
- Will office real estate cause a crisis in the markets?
- When is office real estate a good investment?
- What is productivity and how does it influence my returns?
- When will AI investments start paying off in big ways for businesses and investors?
We want your questions! Please send them to hannah@expansiveceo.com or bhaines@juncturewealth.com and we will discuss them in our next episode.
Connect with Brad here:
Website: www.juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
As a coach, have you ever felt the frustration of not being able to help your client fully break through their challenges, even though you were doing everything “right”?
What if you approached your client from a different lens - one that helped you frame questions based on how your client was wired to answer them and held space for them to make decisions in the way they were designed? What if you could unravel for them what they are used to being, and give them permission to be who they really are?
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Lauren Ammon, performance coach, about how knowing your and your clients' Human Design can completely change how you coach – empowering you to work with your clients more effectively!
Learn more:
- How Human Design changed Lauren's life
- What “authority” means in Human Design and why it matters when you are coaching
- How to tell if a client needs open-ended or yes-or-no close-ended questions
- Why a pros-and-cons list is not a one-size-fits-all solution to decision making
- How you can tap into your energy in a way that is personal for your coaching client
- Why Human Design helps us align with our true selves and should always be an empowering tool
Connect with Lauren:
Website: https://www.performancereimagined.com/
LinkedIn: https://www.linkedin.com/in/laurenammon/
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
We have all heard, “sales is the lifeblood of your business,” but cold-calling, DM'ing, fishbowling, or emailing random prospects doesn't feel good - whether you are the sender or the receiver. There is a better way, and it's through building meaningful relationships.
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Josh Elledge, podcaster and founder of UpMyInfluence.com, with 2,500 media appearances, about the ways podcasting creates authentic connections with other thought leaders and with your audience!
Learn more:
- Why traditional lead generation is an ineffective way to do business
- How you can utilize podcasting to connect with other business owners
- What leaders with big networks do that you are probably not
- Why everyone already knows what you're about before you start speaking
- Why the goal of podcasting shouldn't be to get a bigger audience, and what it should be used for instead
- Why 90% of podcasters don't make it past their 20th episode
- Book recommendations from this episode: The Go Giver by Bob Burg & John David Mann, Letting Go by Dr. David Hawkins, and Marketing Rebellion by Mark Schaefer
Connect with Josh:
Website: https://www.upmyinfluence.com
LinkedIn: https://www.linkedin.com/in/joshelledge/
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
The market had its ups and downs this week but earnings have come in high for some key companies in the S&P 500. The “Magnificent 8” companies that propelled so much of the growth in 2023 have shifted to the “Magnificent” 2 or 3, and other sectors are growing again.
Speaking of sectors, are regional banks on their way to collapse? Are doomsayers right?
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Junction Wealth Strategies to understand this week's gains and losses, and how we could take advantage of the changes in our portfolios.
Tune in to learn:
- What is an “earnings beat” and which company showed it this week?
- Why would pricing a stock for perfection make a good earnings outcome lead to a tumble in its stock price?
- Which of the “Magnificent 8” stocks are still going strong
- Two surprising sectors that are showing growth and why
- Will banks experience another crisis this year?
- When is active management and investing in individual stocks a good idea for you?
We want your questions! Please send them to hannah@expansiveceo.com or bhaines@juncturewealth.com and we will discuss them in our next episode.
Connect with Brad here:
Website: www.juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Did you know 75% of people say they are terrified by public speaking? If you are part of that statistic, you don't need another coaching program that teaches you how to practice speaking on a stage. There is a better, more effective way to create meaningful connection with your audience, and it all comes down to confidence!
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Sylvain “Sly” Hache, an award-winning, international-touring musician, speaker, and coach about his unique approach to get to the root cause of your public speaking fears!
Learn about:
- How Sly overcame chronic stuttering
- Why “normal” is not the same as “natural” and how that applies to you
- Why your subconscious mind is affecting your messaging
- How to track down your anxiety in your body and deal with the root cause
- How to remove objection barriers inside of you and in your audience
- What it means for the speaker to be better than the speech
- How to present from your “peace of mind”
- How a good coach should approach working with clients
Connect with Sly:
Website: https://www.nextlevelpublicspeaking.com
LinkedIn: https://www.linkedin.com/in/sylvainslyhache/?originalSubdomain=ca
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Dave Ramsey rose to fame on his “debt snowball” method and extreme cost cutting strategies to help people get out of debt, and uses his platform to voice his opinions about how people spend their money. And his opinions tend to be full of name calling, shaming, and mockery.
In this informative episode, Hannah Chapman, CFP, APMA, CRPC, shares a recent podcast clip from Dave Ramsey and his response to a caller who was in a tight financial spot with his wife and family. Hannah shares her response to the clip and why it's important to have compassion and understanding when helping clients financially instead of shame and mockery.
Tune in as Hannah discusses:
- Do Dave Ramsey's debt strategies work for everyone?
- What happens when clients are shamed or judged by a financial professional?
- How Hannah would have responded to the caller
- Are there other strategies that can be used during difficult financial times instead of debt strategies?
- Can our money stories play a role in the stress we are experiencing with our finances?
- How to know when your Financial Advisor has your best interest in mind
- Why care and support are important for clients who are making financial decisions.
We want your questions! Please send them to hannah@expansiveceo.com and we will discuss them in our next episode.
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Throughout history, world-altering figures such as Rosa Parks, Amelia Earhart, and even Jesus had their own close-knit circles where they shared ideas, supported one another, and amplified their impact on the world. Today we refer to those groups as masterminds! If you have a unique perspective in your industry, you could make an impact through a mastermind, too.
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Sebastian Cruze, a 7-year mastermind leader who helps mission-driven entrepreneurs launch, lead and scale their online mastermind group. Sebastian is on a mission to unite 1000 mastermind leaders who together can impact 1 billion people.
Tune in as we discuss:
- How COVID led to more people pursuing their passions
- Why servant leadership is essential to growing a mastermind
- The moment Sebastian knew this was his calling
- Why being aligned with your purpose is the key to building wealth
- Why you should “bloom where you're planted” on the mountain you already built
- Sebastian's new Facebook group for mission-driven entrepreneurs
Connect with Sebastian:
Facebook group: https://www.facebook.com/groups/missiondrivenmastermindleaders
Website: https://www.truefreedom.ai
YouTube: https://www.youtube.com/@TrueFreedomMastermind
Facebook: https://www.facebook.com/sebastiancruze15
Instagram: https://www.instagram.com/sebastiancruze/
LinkedIn: https://www.linkedin.com/in/sebastiancruze
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
2023 was the year for the “Magnificent Eight” stocks to take the lead in the market, but 2022 was not a very good year for them at all. With interest rates about to come down, what should we expect these stocks to do in 2024?
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Junction Wealth Strategies about the risks of holding too much large cap stock and how to make sure your portfolio is balanced.
Tune in to learn:
- Why large cap stocks did so well last year
- How lower interest rates will benefit small- and mid-cap stocks this year and beyond
- Lessons learned from the great Tech Wreck of 2001
- What sectors will benefit most from AI?
- Will there be a recession soon?
- What Price to Earning ratios (PE) tell about a stock
- Investment strategies for high PE stocks
We want your questions! Please send them to hannah@expansiveceo.com or bhaines@juncturewealth.com and we will discuss them in our next episode.
Connect with Brad here:
Website: www.juncturewealth.com
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
A big global shift is coming this year as Pluto moves into Aquarius and out of Capricorn. What did we experience during the age of Capricorn and what should we expect to occur over the next 19 years?
In this intriguing episode, Hannah Chapman, CFP, APMA, CRPC, talks with Melanie Marisol, business astrologer, shadow integration doula, and third-generation medium, about what we can expect as we enter a new era later this year.
Tune in as we discuss:
- The significance of Pluto moving into Aquarius and out of Capricorn
- Which global powers may balance out the US
- What could happen to currency, data, and money
- Areas will we see destruction vs advancement
- Why wealth will be redefined
- How astrology illuminates your business plan
- Examples of historical events demonstrating the Aquarius era
- Melanie's free gift to CEO's
Connect with Melanie:
FREE GIFT: https://www.melaniemarisol.com/gift
Website: https://www.melaniemarisol.com
Instagram: https://www.instagram.com/melanie_marisol/
LinkedIn: https://www.linkedin.com/in/melanie-marisol-18108547/
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Is now a good time to invest? Let's take a look at the statistics, the average 2-week return, and why 2024 holds many opportunities for investors to increase their assets!
In this informative episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Junction Wealth Strategies to discuss what the FED is wanting to see before lower interest rates, how this will impact the regional banks & commercial real estate, why now is the time to consider getting back into the market.
Tune in to learn:
- What does the fed want to see before they start lowering interest rates?
- Is there a potential concern for investors with regional banks?
- The overall market in January and statically how the rest of the year usually unfolds
- What Goldman Sachs shows for the average return in a 2-week period since 1928
- Should investors wait until after interest rates lower to put any extra cash to work?
- What does this look like from a financial planner's perspective?
- Why 2024 holds many opportunities for investors to increase their assets!
We want your questions! Please send them to hannah.chapman@x2wealthplanning.com and we will discuss them in our next episode.
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
What does it take to create a brand that speaks to the heart of your ideal customer and reflects who you are and the values you hold?
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with guest Re Perez, a seasoned Brand Strategist with over 25 years of experience reinventing and transforming purpose-drive brands into powerful catalysts for change. As a former Fortune 500 Brand Consultant, Speaker, CEO of Branding For The People, and author of the boldly titled book Your Brand Should Be Gay (Even If You're Not): The Art and Science of Creating an Authentic Brand, Re specializes in advising conscious CEOs, Founders, CMOs, and Marketing teams of multiple 7, 8, and 9-figure companies around the world.
Tune in as we discuss:
- Re's branding process that digs deep into yourself and your business
- Why “perception is reality”
- Why having a polarizing brand is good thing
- Why your emotional connection to your business matters
- How an authentic brand attracts your ideal client
- Why brand alignment creates expansion
- An overview of Re's book
Connect with Re:
Websites: www.reperez.com, www.brandingforthepeople.com
Instagram: https://www.instagram.com/reperezbranding
Facebook: https://www.facebook.com/MrRePerez/
LinkedIn: https://linkedin.com/in/re-perez-branding/
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Are you a business owner that continually hustles and struggles to rest? You may be grinding away because you think that there is not enough in this world. We all struggle with beliefs that can hold us and our business back from growth. The great news is that it is easier to change these thought patterns than you might think!
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Guest Julie Cass, certified health coach, life coach, Transformation Coach, EFT practitioner, and hypnotist about ways you can start making a change in your life today.
Tune in as we discuss:
- Why emotional healing is the key to your breakthrough
- How rest often leads to growth
- New thoughts to consider and start shifting your mind today
- Why your feelings matter - a LOT!
- How EFT and hypnotherapy work to clear thoughts that do not serve you
- The huge difference between creating from love and peace instead of lack and fear
- How to stay in ease and flow
Connect with Julie:
Website: www.thepositivechange.com
Facebook: https://www.facebook.com/thepositivechangegroup
LinkedIn: https://www.linkedin.com/in/julie-cass/
Instagram: https://www.instagram.com/thepositivechangegroup
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
January markets are balancing out after a great run at the end of 2023. Inflation has come down almost 6% from its peak but we are not necessarily seeing price changes at the register. Why is that?
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies, to discuss how and why we need to understand these matters by looking at them over time, and how to set your portfolio up to account for inflation in the future.
Tune in to learn:
- How to obtain the 2024 Look Ahead report from Juncture Wealth Strategies
- Why the market is starting to balance out after a strong end to 2023
- How to approach volatility in the markets
- What you can do if you have a lump sum to invest
- Defining inflation and disinflation
- Why grocery, car, and house prices do not come down
- What is purchasing power and how can you keep it strong as you get older?
We want your questions! Please send them to hannah.chapman@x2wealthplanning.com or bhaines@juncturewealth.com and we will discuss them in our next episode.
You can learn more about Juncture Wealth Strategies here:
Website: https://juncturewealth.com/
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Many CEO's try to hire people that match their energy and style of work, looking for others that care about their business as much as they do. But could this approach actually be holding their business back?
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks again with Guest Mara Whitener, a Fractional Chief Operations Owner and Business Problem Solving Strategist, about practical ways Human Design can help you create the most optimal team.
Tune in as we discuss:
- Which aspects of a team member's Human Design you should consider
- Why it's more important to support your team's zone of genius first
- Why you should know your authority/decision making
- Realistic examples of ways members may function in your team
- Why Mara's business quadrupled when she implemented Human Design in her team
- How to hold space for and support everyone's differences
- How to approach contractors vs. employees
- Ways Human Design helps decrease burnout and creates more loyal team members
Connect with Mara:
Website: whitenerpros.com
Facebook: https://www.facebook.com/whitenerprofessionalservices
LinkedIn: https://www.linkedin.com/in/mara-whitener/
Instagram: https://www.instagram.com/whitenerprofessionalservices/
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
How do you know what the best options are for you when deciding between Traditional and Roth options when it comes to IRAs, 401(k)s or SEP IRAs? How do you best optimize your retirement tax strategy and how will this affect you during retirement?
In this informative episode, Hannah Chapman, CFP, APMA, CRPC, talks about the differences between Traditional and Roth accounts, the different tax implications over a lifetime, and two powerful case studies that show different Roth IRA and Roth solo-401(k) strategies and how choosing Roth can significantly impact their future wealth!
Tune in to learn:
- The differences between a Traditional IRA a Roth IRA
- What are the tax implications of each type?
- Two Power case studies and what the impact was in their retirement
- What happens if you want to convert from a Traditional to Roth IRA?
- The best way to optimize your retirement tax strategy
- Why it's important to look at the tax impact over 20, 30, 40 year period
- Taking a holistic approach is helpful when considering your financial options
We want your questions! Please send them to hannah.chapman@x2wealthplanning.com and we will discuss them in our next episode.
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Investing your money is taking a risk and betting on the future, but how do you know if that risk is worth taking, or if you're getting the right amount of return for the amount of risk you're taking?
In this informative episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies, to define risk and help us understand its influence on our portfolios.
Tune in to learn:
- The four main types of financial risk
- How the industry view risks differently than clients
- JWS' strategies to manage risk
- Is diversification the best approach?
- What is the investment risk pyramid?
- How risk and return are two sides of the same coin
- Why we recommend always hiring an investment professional
We want your questions! Please send them to hannah.chapman@x2wealthplanning.com or bhaines@juncturewealth.com and we will discuss them in our next episode.
You can learn more about Juncture Wealth Strategies here:
Website: https://juncturewealth.com/
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies to update us on how the market is doing this week, and to discuss how the US Presidential election cycle affects the equity markets.
Tune in to learn:
- How the bond market is doing as we end 2023
- How does the Presidential election cycle affect the equity market?
- Will there be a difference in the equity market depending on which political party wins?
- What will this mean for an investor's portfolio?
- The Supreme Court in Colorado ruled that Trump can't be on the presidential ballot in 2024…how might this ruling affect the presidential race & economy?
- Can other states with lawsuits also do the same thing?
- How can you get the 2024 Investment Look Ahead from Juncture Wealth Strategies? By emailing Hannah at Hannah.chapman@x2wealthplanning.com!
We want your questions! Please send them to hannah.chapman@x2wealthplanning.com and we will discuss them in our next episode.
You can learn more about Juncture Wealth Strategies here:
Website: https://juncturewealth.com/
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
This week brought a lot of positive gains in the markets! In fact, 2023 market growth has been stronger than predicted. With the new year quickly approaching, what could we reasonably expect to happen moving forward?
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies about his predictions for the next year.
Tune in to learn:
- Why small-cap investments are doing so well
- How much will interest rates probably be coming down next year?
- What happens when congress and major investors leave office for Christmas break
- Why residential and commercial real estate should be viewed separately
- Predictions for residential and commercial real estate
- What Brad expects the economic growth to do next
- Which sectors are expected to take off in 2024?
- How to get the Juncture 2024 Outlook report!
We want your questions! Please send them to hannah.chapman@x2wealthplanning.com and we will discuss them in our next episode.
You can learn more about Juncture Wealth Strategies here:
Website: https://juncturewealth.com/
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Large cap and small cap markets swapped the lead in investment gains on October 19, 2023. The jobs report came in much weaker than expected. And, Black Friday discounts weren't very deep this year! How can you tell if this is good or bad news? And how could these events affect the federal interest rates in 2024?
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies about how to interpret these events as a savvy investor.
Tune in to learn:
- What caused the small- and mid- cap markets to go up and the S&P 500 to lag
- Some investors are predicting a significant drop in interest rates in 2024, but is this realistic?
- Why are there fewer available jobs than before?
- Will December continue with the same positive outlook as November?
- What the small Black Friday discounts could be indicating about consumer spending this season
- How to get the Juncture 2024 Outlook report next week!
We want your questions! Please send them to hannah.chapman@x2wealthplanning.com and we will discuss them in our next episode.
You can learn more about Juncture Wealth Strategies here:
Website: https://juncturewealth.com/
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
The year is quickly coming to an end and savvy business owners are considering how to best close out their books.
In this episode, Hannah Chapman, CFP, APMA, CRPC, explores gifting, retirement, and investment options for business owners to consider if they are trying to reduce their taxable income. If you have a financial advisor and/or CPA, ask them about the best strategies for you and your business! If you don't have a financial advisor who can help you with gifting and tax planning, you can reach Hannah at Hannah.Chapman@x2wealthplanning.com!
Tune in to learn:
- Why buying more things for your business just to lower your taxes is not wise
- What are Donor Advised Funds?
- Additional gifting options such as scholarship funds, non-profits
- IRS rules and limitations to consider when gifting
- Which retirement accounts can you still open and count toward 2023?
- The differences between SEP IRA, Traditional IRA, and Roth IRA
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Does your business feel out of control and chaotic? Are you surrounded with the right team? Every business owner needs an Operational system, a supportive team and a strategy in place in order to succeed and create the overall goal and vision. What does this look like for you and your business? And how do you get there before reaching the breaking point?
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Guest Mara Whitener, a Fractional Chief Operations Owner and Business Solving Strategist. She helps Business Owners find the right Operational System, process and supportive team to scale their business.
Mara empowers business owners to create teams that complement their Human Design, enabling each member to operate in their own unique genius.
Tune in as we discuss:
- How Mara helps business owners find the missing pieces in their organization
- Finding the right team members and flow to create the overall vision
- Red flags that are affecting you and your business
- What happens when the Operational Piece isn't in place
- The beauty in being surrounded with the right team and support
- How to live and work by your Human Design
- The energy that flows when everyone feels valued and is contributing
- How to start creating synergy in your team today!
Connect with Mara:
Website: whitenerpros.com
Facebook: https://www.facebook.com/whitenerprofessionalservices
LinkedIn: https://www.linkedin.com/in/mara-whitener/
Instagram: https://www.instagram.com/whitenerprofessionalservices/
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
What happens when our mind, body, spirit, and space are not in alignment? Why is integrating these so important and what shifts can we make to feel empowered? How do we become aware and create a healthy mindset and perspective with money and abundance?
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Guest Natalie LaBonte, a Divine Feminine Priestess and Scared Space Designer about her passion to help others bridge the connections between mind, spirit, body and space, and how to make shifts that lead us to creating a legacy of love and empowerment.
Tune in as we discuss:
- How to become aware of our belief system and patterns
- Why integrating the mind, body and spirit and space is necessary
- Natalie's personal journey with Feng Shui & her spiritual awakening
- The balance of masculine and feminine energy and what it represents
- The 9 facets of the Bagua map
- How money is meant to ebb and flow through us
- The Sophia Code and Natalie's healing connection with Mary Magdalene
- How to create a healthy relationship with wealth & abundance
- Upcoming Virtual Circle with Natalie in December
Connect with Natalie:
Instagram: https://www.instagram.com/nataliejeanlabonte/
Facebook: https://www.facebook.com/nataliejeanlabonte/
Websites: natalielabonte.com & onelightinteriors.com
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
The holiday season is beginning, and consumer spending is going up. With current national and global affairs, what can we expect the market to do as it closes out the year?
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies about current market conditions in light of the holiday season and the recent Chinese market drop.
Tune in to learn:
- Why long term yields came down significantly last week
- What investors can expect the market to do over the holidays
- Is China in trouble with almost $12 billion dollars of investment leaving and a high youth unemployment rate?
- The state of the chinese economy post-COVID
- How the chinese market could impact the US and global economies
- The recent warning from Moody's about the potential for downgrading the investment rating of US sovereign debt, and what that actually means
We want your questions! Please send them to hannah.chapman@x2wealthplanning.com and we will discuss them in our next episode.
You can learn more about Juncture Wealth Strategies here:
Website: https://juncturewealth.com/
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
What did Jerome Powell say to cause a big drop in the market this week? And, should you be trying to show as little income as possible for your business just to avoid taxes?
In this episode, Hannah Chapman, CFP, APMA, CRPC, explains the latest market events, as well as diving into best practices for business tax planning.
Tune in to learn more:
- How the federal government is trying to control inflation rates
- The difference between CPA's and financial planners
- Is reporting taxable income a good thing for you and your business?
- How reporting taxable income affects your social security payout later in life
- Why the type of retirement account you choose plays a significant role in your tax and retirement outcomes
- How tax planning helps set your business up for sale later in life
We want your questions! Please send them to hannah.chapman@x2wealthplanning.com.
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
The markets rallied this week and we are seeing all types of stocks going up! What caused this scenario and what should we expect next?
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies to discuss the factors that are playing into the rally, and how to approach the market as an investor in spite of its seeming volatility.
Tune in to learn:
- Financial markets are up - what should we expect moving forward?
- Will interest rates stop increasing?
- Market expectations for the next 6 months
- Listener question: Are economic forecasts a reliable source?
- What history teaches us about unprecedented events and their effect on the markets
- How the investing landscape has changed for the better in more recent years
- What your portfolio should include to ensure long-term growth
We want your questions! Please send them to hannah.chapman@x2wealthplanning.com and we will discuss them in our next episode.
You can learn more about Juncture Wealth Strategies here:
Website: https://juncturewealth.com/
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
There are plenty of people telling you what to do with your money. And both the financial industry and financial coaching space can be tough to navigate when they're full of misleading promises, murky fees, and one-size-fits-all solutions.
In this episode, Hannah Chapman, CFP, APMA, CRPC, is calling out the financial advisory and financial coaching spaces with what she sees as some of the biggest issues that need reforming, and helping you figure out what to look for to find an advisor that is trustworthy and has your best interests at heart.
Tune in to learn more:
- How large financial institutions are still getting away with shady practices despite regulations
- Everyone wants a cut of your money - why it's hard to trace down fees
- What it means for an advisor to be a fiduciary and act only in your best interest
- Ethical problems with the fast-growing online money coaching space
- Why the term “financial advisor” doesn't have concrete meaning
- Ways we can start to reform the industry
- What a holistic approach toward finances looks like, and why it's most effective
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
There has been a lot of volatility in the markets. Bonds yields are rising, the S&P was off by almost 10%, and mega cap companies are falling in price - amid talks of funding war.
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies to help us decode why all these things are happening.
Tune in to learn:
- Why the bond market is especially volatile right now
- Eight mega cap companies are falling a lot in price - should we be worried?
- Why did GDP come in so strong for Q3?
- How the rates are influencing new home sales vs. existing home sales
- Janet Yellen said we can fund two wars - but how is this possible?
- Investment strategies for catastrophic times - are equities still better than bonds?
We want your questions! Please send them to hannah.chapman@x2wealthplanning.com and we will discuss them in our next episode.
You can learn more about Juncture Wealth Strategies here:
Website: https://juncturewealth.com/
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
As entrepreneurs, we are all too familiar with the negative effects burnout can have on our lives.
In this episode, Hannah Chapman, CFP, APMA, CRPC, has a much-needed conversation with Brooke Bailey, MBA, PCC, RYT, about her work to help female entrepreneurs find balance in their lives - personally and professionally. Her vision is to normalize a balanced approach to entrepreneurship in which all women business owners can experience success without sacrificing their health.
Tune in to learn more:
- Brooke's and Hannah's personal experiences of digging out of burnout
- Why your personal and professional life should not be compartmentalized
- How eastern practices like yoga and ayurveda can useful in finding balance
- Why some of your good habits can actually be aggravating your imbalance
- The importance of working in seasons in your business and your life
- How to start adjusting your lifestyle with an already full schedule
Connect with Brooke here:
Website: https://sbrookebailey.com
LinkedIn: https://www.linkedin.com/in/sbrookebailey/
Instagram: @sbrookebailey https://www.instagram.com/sbrookebailey/
Facebook: https://www.facebook.com/sbrookebailey
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Important Note: The humanitarian crisis between Israel and Hamas is devastating and far outweighs the financial impact it may have on our money. Our hearts go out to everyone involved.
We are all watching the devastating Israel-Hamas war and wondering how it will unfold. In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies about the potential impact of this war, along with a discussion on current US markets.
Tune in as we discuss:
- When will the US markers see an effect from the Israel-Hamas war?
- How wars can affect global markets
- Reflection on the impacts of the Ukraine-Russia war
- Will the Fed start slowing down rate hikes?
- Why we haven't seen a recession this year
- Consumers are in malaise despite a strong economy - how will this affect the markets?
- How much influence do individual investors have vs. institutional investors?
- Current state of bond yields
- What are the advantages of municipal bonds?
We want your questions! Please send them to hannah.chapman@x2wealthplanning.com and we will discuss them in our next episode.
You can learn more about Juncture Wealth Strategies here:
Website: https://juncturewealth.com/
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Many new small business owners aren't sure what their options are when it comes to choosing a retirement plan for themselves and their employees. With the new year and tax season quickly approaching, now is the perfect time to set up those accounts!
In this episode, join me, Hannah Chapman, CFP, APMA, CRPC, to discuss several great retirement plan options to choose from to get you started, whether you are a solo entrepreneur or you have W2 employees!
Tune in to learn:
- Why having great benefits is the key to attracting talent, especially in this labor market
- Retirement plan options for your employees, including Simple IRA and 401(K)
- Retirement plan options for yourself as an employer
- Retirement plan options for sole proprietors, including Sep IRA, Solo 401(K), Roth IRA, and more
- Why now is the right time to sort out your retirement options
- How a financial advisor can help you make the right choice for you and your business
Do you have questions or feedback? I would love to hear from you! Find me on all the social media channels or email me at hannah.chapman@x2wealthplanning.com.
Connect with me here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
If you're a regular follower of my work, you know that I'm on a mission to help my clients "save wisely, spend joyfully, and support the causes that matter to their heart generously." However, many business owners are under constant pressure to make money, and often don't feel joy in their financial transactions.
In this special Investment Friday episode, join me, Hannah Chapman, CFP, APMA, CRPC, as I discuss what it means to spend joyfully, even when you're spending your money on bills and business expenses.
- Why feeling joy when receiving money is the first step
- How your worries are not serving you and your business' growth
- Yes, it's possible to pay your bills and debts with joy
- A book I highly recommend to grow in this area
- Real results I have seen with clients that made this shift
- Two questions to ask yourself that will create awareness of your emotions toward money
Do you have questions or feedback? I would love to hear from you! Find me on all the social media channels or email me at hannah.chapman@x2wealthplanning.com.
Connect with me here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies, in this recurring feature "Investment Fridays with Brad"!
Tune in as we discuss:
- Market update: how much the equity market dropped since August
- How the big tech companies are masking current indices' reports
- How treasury yields are adjusting for high interest rates
- Short-term and long-term treasury bond yields were inverted - what does that mean?
- Are we headed for recession and should we be concerned?
- How to prepare for future recessions
- Why jumping out of a low equity market isn't always the best idea
We want your questions! Please send them to hannah.chapman@x2wealthplanning.com and we will discuss them in our next episode.
You can learn more about Juncture Wealth Strategies here:
Website: https://juncturewealth.com/
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
You may have been alarmed this week after learning about a potential government shutdown, the continuing UAW strike, and interest rates holding steady. Today we are discussing how much of an impact these events could actually have on our investment portfolios!
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies, in this recurring feature "Investment Fridays with Brad"!
Tune in as we discuss:
- Recap of market trends this week
- State of inflation
- Labor market trends, and defining a “tight labor market”
- The government could shut down and furlough its employees. Should we panic?
- The United Auto Workers strike could resolve today, but what if it doesn't?
- Why the federal reserve decided to keep interest rates the same
- Listener question: Why does the reserve hold press conferences if they know that they will affect the markets?
We want your questions! Please send them to hannah.chapman@x2wealthplanning.com and we will discuss them in our next episode.
You can learn more about Juncture Wealth Strategies here:
Website: https://juncturewealth.com/
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Did you know astrology has a long history of being used in wall street, banking, business, and politics? Historical figures like J.P. Morgan and even Ronald Reagan made decisions based on astrology! And it's way more nuanced than “what's your sign?” simplistic horoscopes have made it out to be over the last hundred years.
In this intriguing episode, Hannah Chapman, CFP, APMA, CRPC, talks with Melanie Marisol, business astrologer, shadow integration doula, and third-generation medium. She helps Small Business Owners and Medium-Enterprise CEOs unearth the Legacy Impact they were born to leave behind.
Tune in as we discuss:
- Melanie's story of becoming an astrologer
- What business astrology is - and isn't!
- Collective astrology vs. individual astrology
- The long history of business astrology
- Astrological patterns that you can apply to your business right away: new moon/full moon, planet retrogrades, planet cycles
- How your personal expression determines how astrology will apply to your life
- How heart-centered entrepreneurs can harness astrology to change the world
Connect with Melanie:
Instagram: https://www.instagram.com/melanie_marisol/
LinkedIn: https://www.linkedin.com/in/melanie-marisol-18108547/
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies, in this recurring feature "Investment Fridays with Brad"!
Tune in as we discuss:
- What's causing the stock market to rally?
- The latest CPI and PPI report
- Are small caps making a comeback?
- United Auto Workers Union expired contract - and possible effects on the markets
- Potential federal government shutdown - how that could influence the market later this year
- Listener question: Is it best to have a conservative profile when nearing retirement?
- The meme stock craze brought options trading into the mainstream, but are they worth the hype?
We want your questions! Please send them to hannah.chapman@x2wealthplanning.com and we will discuss them in our next episode.
You can learn more about Juncture Wealth Strategies here:
Website: https://juncturewealth.com/
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Are you an entrepreneur looking to connect and grow in a heart-centered community?
In this episode, Hannah Chapman, CFP, APMA, CRPC talks to Alex Pursglove, business coach and spiritual guide, about their new community, the Expansive Visionaries Collective! Listen in as they describe their mission to help you and your business align and flourish.
Learn more:
- How the idea was birthed
- The vision for a judgment-free space for entrepreneurs to learn and grow together, forming meaningful, life-long relationships
- Bringing together sales, financial literacy, human design, and spiritual and emotional growth (personal evolution)
- Creating a safe and intimate space to be seen, heard, and expressed; a space to reflect
- The support, training, and connections you will receive in the peer-to-peer mastermind and broader network
- What to expect from the online meetings and in-person retreats
- What separates this program from many others
Learn more about the Expansive Visionaries Collective and connect with Hannah or Alex to apply:
https://alexpursglove.co/expansive-visionaries-collective
Connect with Alex:
Facebook - https://www.facebook.com/alexpursglove
Instagram - https://www.instagram.com/alexpursglove/
Free eBook - https://alexpursglove.co/cultivating-deeper-trust
And connect with Hannah and X² Wealth Planning here: X² Wealth Planning
Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies, in this recurring feature "Investment Fridays with Brad"!
Tune in as we discuss:
- Why September is historically the worst month of the year for investors
- What is the VIX index, and is it reliable?
- How Juncture Wealth uses VIX in their investment strategy
- What's happening with “investment influencers”
- How your personal financial goals are important in determining your investment strategy
- Why it's important to find an advisor that gets you know your specific needs
We want your questions! Please send them to hannah.chapman@x2wealthplanning.com and we will discuss them in our next episode.
You can learn more about Juncture Wealth Strategies here:
Website: https://juncturewealth.com/
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
EXPLICIT LANGUAGE AND SENSITIVE TOPIC WARNING
In this episode of THE SPICY MONEY SERIES, Hannah Chapman, CFP, APMA, CRPC and Dr. Nima Rahmany are back to talk about Sex & Money...but probably not in the ways that you're imagining! Nima is a doctor of chiropractic medicine and a Cycle-Breaker, meaning he helps people heal their trauma bonds and remove the blocks to create secure relationships.
Listen in as we discuss:
- The spectrum of repression, inhibition, balance, overt expression, and addiction and how it applies to sex, money, and love (and narcissism!)
- How your position on the spectrum determines your connection with others
- Nima's personal experience with a volatile and trauma-bonded relationship
- The difference between unhealthy attachment and authentic expression
- How we can start to become “trigger proof” and start clearing repression
- Conscious polarity and why it's important in a healthy relationship
- Should I stay or should I go? How to make this decision in personal and business relationships
- Why taking responsibility for yourself can cause feelings of shame and what to do about it
Connect with Nima:
Connect with Nima and learn about his upcoming 3-day virtual summit September 29 - October 1 "Rewire: Trauma, Sex, & Money" here: http://www.DrNima.com/rewire
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies, in this recurring feature "Investment Fridays with Brad"!
Tune in as we discuss:
- What is the JOLT Survey and why are results better than expected?
- Why the strong labor market could signal higher interest rates for a longer period of time
- 3.6% unemployment rate - is this too low?
- What is a PE ratio and why does it matter?
- When we could potentially see lower interest rates
- How interest rates affect small and large companies differently
We want your questions! Please send them to hannah.chapman@x2wealthplanning.com and we will discuss them in our next episode.
You can learn more about Juncture Wealth Strategies here:
Website: https://juncturewealth.com/
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
In this episode, Hannah Chapman, CFP, APMA, CRPC, explores two very intriguing topics that were inspired by her listeners. First, a discussion about the Social Security mechanics that are causing many to worry about a future deficit. Then, Hannah explains infinite banking through whole life term insurance, and helps you understand if it's right for you.
Tune in to learn more:
- What employees, employers, and business owners contribute to Social Security
- How much money Social Security is taking in vs paying out
- What is the Social Security trust fund?
- What happens if you take SS out while you are working
- Defining “infinite banking”
- The differences between whole and term life insurance policies
- A unique aspect of whole life insurance that allows you to loan yourself money
- Pros and cons of infinite banking
Link to SSA document that was referenced in the show: https://www.ssa.gov/policy/trust-funds-summary.html#:~:text=Sources%20of%20Trust%20Fund%20Income,2023%2C%20which%20their%20employers%20match.
We want your questions! Please send them to hannah.chapman@x2wealthplanning.com and we will discuss them in our next episode
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies, in this recurring feature "Investment Fridays with Brad"!
Tune in as we discuss:
- Why US Treasury Bond yields have been going up
- How high bond yields could affect the future of stock prices
- Listener question regarding depleting Social Security funds
- Why longer life expectancy is creating challenges for Social Security
- What Social Security could look like in the future generations
- Policy changes starting in 2024 that will allow some 529 plan assets to be rolled over to Roth IRAs
We want your questions! Please send them to hannah.chapman@x2wealthplanning.com and we will discuss them in our next episode.
You can learn more about Juncture Wealth Strategies here:
Website: https://juncturewealth.com/
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Do you know someone that is navigating school for their child with unique needs? As a parent of two children on the autism spectrum, Hannah knows firsthand the challenges that parents face.
In this episode, Hannah Chapman, CFP, APMA, CRPC, founder of X² Wealth Planning and Expansive CEO talks with Valerie Grant, advocate and founder of Pinch Point Consulting, LLC.
With 18+ years of experience as a special education teacher and administrator, Valerie is here to tell us how we can start creating better outcomes for our children that may need extra support.
Tune in to learn more:
- What is an advocate and signs you may need one
- How to create better collaboration between schools and parents
- Hannah's personal experience as a parent of children with unique needs
- What's it's like to be a parent navigating the school system when their child has unique needs
- The grief process parents go through when their child receives a diagnosis
- How schools can support parents on this journey
- How parent/school relationships can become adversarial and how to prevent this from happening
Connect with Valerie:
Instagram: https://www.instagram.com/pinchpointconsulting
TikTok: https://www.tiktok.com/@pinchpointconsult
YouTube: https://www.youtube.com/@PinchPointConsulting
Facebook: https://www.facebook.com/profile.php?id=100093786867855&sk=about
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies, in this recurring feature "Investment Fridays with Brad"!
Tune in as we discuss:
- Investment markets stabilizing
- Shelter (Housing) inflation
- Interest rate increases
- Asking the question - do we have to put people out of jobs in order to keep inflation down?
- Wage inflation - what is our purchasing power in this economy?
- How can small business owners navigate wage inflation?
- SBA (Small Business Administration) policy changes to loans - are they good?
We want your questions! Please send them to hannah.chapman@x2wealthplanning.com and we will discuss them in our next episode.
You can learn more about Juncture Wealth Strategies here:
Website: https://juncturewealth.com/
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Are there areas in your life or business in which you find it hard to speak up and not rock the boat? Do you often feel frustrated? Or do you find yourself being harsh with others? These are all signs that point to not having clear boundaries.
In this episode, Hannah Chapman, CFP, APMA, CRPC, founder of X² Wealth Planning and Expansive CEO talks with Krisha Young, entrepreneur, coach, and author, about defining and setting boundaries in your life and business. Founder of The Pattern Release Coaching Framework, Krisha teaches successful entrepreneurs how to have healthy boundaries and release old patterns of self-betrayal. Krisha knows what happens when we betray ourselves and has devoted her life to help you break free from the disease to please and live a technicolor life because you are TOO amazing for living in beige.
- How boundaries help you get your needs met
- The impact of not having clear boundaries for your business
- Practical steps to start building boundaries
- Boundaries are who you are, defining where you start and end
- How having boundaries is a loving thing to do for yourself and others
- How learning your Human Design can help you understand your needs
Connect with Krisha:
Instagram : www.instagram.com/thekrishayoung
Facebook: https://www.facebook.com/krisha.k.young
Website: www.krishayoung.com
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, the Chief Investment Officer (CIO) of Juncture Wealth Strategies, in this recurring feature "Investment Fridays with Brad"!
Tune in as we discuss:
- Why the US Treasury ratings got downgraded from AAA to AA+ and what are the implications
- What are rating agencies and why do we have them? How serious is the downgrade?
- How does it apply to the individual investor?
- 187,000 jobs added. Is that a good number? What kind of jobs does this number include?
- What we might see over the next few weeks in the financial markets
You can learn more about Juncture Wealth Strategies here:
Website: https://juncturewealth.com/
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Do you enjoy learning about yourself and how you're wired? If so, you don't want to miss this special discussion about Human Design!
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks about the life-changing results she and her clients have experienced when aligning with their human design.
Learn more about:
- How Hannah stumbled upon Human Design
- The synthesis of several systems that make up Human Design
- What it means to live in alignment with your design
- How your design influences your work
- How to make decisions based on your design and live in a way that honors your true yes or no
- How the Human Design framework is an integral part of the Expansive CEO Mastermind program
Curious to learn more about Human Design? Email Hannah at hannah@expansiveceo.com to be pointed to more resources!
Connect with Hannah:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO Website: https://expansiveceo.com/freegift
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies, in this recurring feature "Investment Fridays with Brad"!
Tune in as we discuss:
- The Federal Open Market Committee (FOMC) increased federal funds interest rates by .25%
- US GDP is 2.4% for 2nd quarter - how it's tied to consumer spending and business spending
- Explaining the conditions affecting Japan's interest rates
- Just how connected financial markets really are globally
- Why there is may be an impending weakness in the US market for the next 6-24 months
- Shrinking labor force in the US markets and how technology and AI are coming into play
- How smaller businesses are responding to current market conditions
We want your questions! Please send them to hannah.chapman@x2wealthplanning.com and we will discuss them in our next episode.
You can learn more about Juncture Wealth Strategies here:
Website: https://juncturewealth.com/
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
In this episode, Hannah Chapman, CFP, APMA, CRPC, founder of X² Wealth Planning and Expansive CEO talks with Blake Fleishacker about navigating fatal flaws. "Blake Fly," as he goes by, is a husband to the beautiful and kind Emily, father to two ridiculously adorable little ones, and a 9-time Tedx Speaker!
Not only does he help subject matter experts become powerhouse public speakers, he is also on a 55 year mission to help entrepreneurs bring gratitude into their lives and businesses in a way that will change the world.
Listening in as discuss:
- How being “nice,” “kind,” and “humble” can limit you
- How we often oscillate back and forth between being humble and celebrating ourselves
- Integrating both sides to self to be more authentic to ourselves
- Hannah's and Blake's personal experiences with humility and confidence on- and off-stage
- How to speak about your flaws to inspire rather than put yourself down
Connect with Blake:
Cell: 647-987-4359
Instagram https://www.instagram.com/blakefly/
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
In this episode, Hannah Chapman, CFP, APMA, CRPC, founder of X² Wealth Planning and Expansive CEO talks with Blake Fleishacker about navigating fatal flaws. "Blake Fly," as he goes by, is a husband to the beautiful and kind Emily, father to two ridiculously adorable little ones, and a 9-time Tedx Speaker!
Not only does he help subject matter experts become powerhouse public speakers, he is also on a 55 year mission to help entrepreneurs bring gratitude into their lives and businesses in a way that will change the world.
Listening in as discuss:
- How being “nice,” “kind,” and “humble” can limit you
- How we often oscillate back and forth between being humble and celebrating yourself
- Integrating both sides to self to be more authentic to ourselves
- Hannah's and Blake's personal experiences with humility and confidence on- and off-stage
- How to speak about your flaws to inspire rather than put yourself down
Connect with Blake:
Cell: 647-987-4359
Instagram https://www.instagram.com/blakefly/
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Kristen D'Amato, keynote speaker, educator, and author. Kristen D'Amato is the creator of the Wheel of Whole Body Healing, a highly effective, expansive model that empowers individuals to become confident collaborators in their healthcare experience. She is the founder and CEO of Come to Life, a business offering consulting and capacity building programs for conventional and alternative healthcare practitioners, as well as individuals. Her doctoral research, in the field of mind-body medicine, explores themes of belonging, grief, and chronic conditions. Her new book, We Choose Love: Redefining Our Relationship to Healing – An Empowering Approach to Chronic Conditions & beyond, comes out this summer alongside the launch of Come to Life's signature companion program. You can get the book at http://www.kristendamato.com/wechooselove
Listen in as we discuss:
- How we relate to our bodies and how we can expand the idea of healing
- Embracing our humanity in our healing journeys
- The real reason you're not meeting your financial goals
- How to work through emotions in order to make real change
- The many layers of shame when it comes to your money
- The importance of grief work if you're feeling disempowered and unworthy
- Hannah's and Kristen's personal money stories
- Societal systems that play into your relationship with money
Connect with Kristen:
Website: kristendamato.com
Facebook: https://www.facebook.com/kristen.damato.96
Instagram: https://www.instagram.com/kristendamato
Linked In: Kristen D'Amato
Book: http://www.kristendamato.com/wechooselove
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, the Chief Investment Officer (CIO) of Juncture Wealth Strategies, in this recurring feature "Investment Fridays with Brad"!
Tune in as we discuss:
- Positive trends in the markets this week
- How long it will take to see full effect of interest rate increases
- The way bonds and stocks affect each other in the financial markets
- Why conservative investors have shifted their portfolios to higher percentages of stocks over the last two decades, and how that might change in the future
- Listener question #1: Are regional banks and office REITs good investment opportunities?
- Listener question #2: Are there investment opportunities in construction credit?
- This series will happen every second Friday of the month, and we want to hear your questions! Send them to hannah@expansiveceo.com so Hannah and Brad can respond to your questions on the podcast.
You can learn more about Juncture Wealth Strategies here:
Website: https://juncturewealth.com/
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Rachel Murphy, a relationship coach for entrepreneurs.
As a child of entrepreneurs, married to an entrepreneur, and starting several businesses herself, Rachel has seen the impact entrepreneurship can have on marriages, kids, family + friends, both in good and bad ways. By working with clients to strengthen their relationships with themselves, Rachel helps her clients improve relationships with everyone and everything else in their life and business.
Tune in as we discuss:
- Pain points that affect relationships when entrepreneurship is involved
- Addressing resentment toward your partner when when you think they should be doing something differently
- Dealing with envy, when we feel like we are missing out on something
- Giving yourself permission to do the things you think you are missing out on
- How money stories affect relationships
- How you can start writing a new money story with your partner
Connect with Rachel:
IG: https://www.instagram.com/rachel_s_murphy/
FB: https://www.facebook.com/mindsettingsrachel
Linked In: https://www.linkedin.com/in/rachelschwartzmanmurphy/
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, the Chief Investment Officer (CIO) of Juncture Wealth Strategies, in this recurring feature "Investment Fridays with Brad"!
Tune in as we discuss:
- Federal Reserve meeting Wednesday 6/14/23 - paused interest rates with a caveat from Jay Powell
- Interest rate increases over the past 18 months
- Current state of inflation
- Defining “moral suasion,” “regressive” policies, “hawkish vs dovish,” and “bull vs. bear”
- Overall expectations for the markets
You can learn more about Juncture Wealth Strategies here:
Website: https://juncturewealth.com/
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Lindsey Bonadonna, an optimist, encourager, and social entrepreneur. She is the founder of be., a business that encourages humans to slow down, get curious, and nourish their WHOLE selves with thoughtfully curated, nutrient-dense taste-good foods, and feel-good experiences made easy and crafted to take the second-guessing out of self-care.
Tune in as we discuss:
- Lindsey's story of how she built be., a local brick-and-mortar wellness community
- Being gentle with yourself
- Celebrating daily wins
- Properly defining “ego” and how to work with it
- Identifying core fears and how to overcome them
- Dealing with errors in business
Connect with Lindsey Bonadonna here:
be. Website: www.nourishthatbe.com
be. Instagram: www.instagram.com/nourishthatbe
Lindsey's Instagram: www.instagram.com/lindseyloveswellness
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, the Chief Investment Officer (CIO) of Juncture Wealth Strategies, in this recurring feature "Investment Fridays with Brad"!
Tune in as we discuss:
- Positive trends in the markets this week
- What "Market Breadth" means and how it's playing out this year
- What to expect with the debt ceiling conversation in congress
- The expected turn in International and Emerging Market stocks
- How volatility and the VIX (the volatility index) have shifted in the last 16 months
- This series will happen every second Friday of the month, and we want to hear your questions! Send them to hannah@expansiveceo.com so Hannah and Brad can respond to your questions on the podcast.
You can learn more about Juncture Wealth Strategies here:
Website: https://juncturewealth.com/
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
In today's episode, Hannah Chapman, CFP, APMA, CRPC, joins Megan Pastrana, an immigration lawyer, to discuss the sensitive topic of love and money stories. This episode sheds light on the emotions that our money stories are tied to and how they affect our relationships with money. Couples, especially those in the context of immigration, have to confront intimate aspects of their finances early on in their relationships. By understanding our own money stories and being aware of our partner's stories, couples can navigate these complex conversations and grow their relationships. The consequences of not having these conversations can be dire, with financial issues being a significant contributing factor in divorce.
Together, Hannah and Megan discuss the power dynamics and potential resentment that can arise in joint finances, especially when it comes to conforming to the traditional view held by immigration authorities. They suggest that couples should start by identifying what they each want for their future and work from there to find a compromise. Through working towards a "yours, mine, and ours" approach to joint finances, couples can avoid resentment and build a stronger relationship. Communication and vulnerability are key in these conversations, and one person's decision to make a change can have a powerful ripple effect on the relationship. In short,today's episode offers the sound advice that, by being aware of our own and our partner's money stories and communicating openly, couples can create a stronger and more sustainable relationship.
Connect with Megan:
Personal LinkedIn: https://www.linkedin.com/in/megan-pastrana-a1b8441b9/
Immigration for Couples LinkedIn: https://www.linkedin.com/company/immigration-for-couples/
Website: https://immigrationforcouples.com/
Connect with Hannah:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO Website: https://expansiveceo.com/freegift
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Hannah's upcoming webinar: https://go.eventraptor.com/summit/wealthy-women-rising-summit-2305/hannahchapman2
Manifesting is such a buzz word at this point, and what we think about when we hear it is “how do I get the things that I want in life?” But that's not what manifesting is about. It's about being the creator of your own experience, and learning how to BE in alignment with what you desire. It's about experiencing more pleasure in your life while focusing on your highest potential and deepest desires.
On this episode, Hannah Chapman, CFP, APMA, CRPC, discusses what manifesting is (and what it isn't!) with special guest Sloane. Listen in to learn Sloane's story of how she realized her highest calling, and how she is teaching many women around the world to do the same.
Sloane is a former business attorney - having scaled and sold her boutique law firm - with almost two decades of experience advising entrepreneurs and companies that range from startups to multi-billion dollar enterprises.
Today, she leads powerful women to their fullest self-expression and power, supporting them in creating success on a legacy level - and most importantly, walking the path of feeling good consistently. As a catalyst to her clients' highest potential - Sloane facilitates transformational peak experiences and retreats around the world.
Connect with Sloane:
Facebook: https://www.facebook.com/groups/PhoenixCollectiveOfficial
Instagram: https://www.instagram.com/heartandsloane/?hl=en
YouTube: https://www.youtube.com/channel/UCtGH6OINI587ULgRbBOXKvA
LinkedIn: https://www.linkedin.com/in/sloane-s-b5a1195/
Connect with Hannah:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO Website: https://expansiveceo.com/freegift
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Join Hannah Chapman, CFP, APMA, CRPC as she discusses the importance of healing your money story.
When we learn how to talk about money and unearth our stories, we become comfortable talking about other hard topics like spirituality and sexuality. That's because money is deeply rooted in our subconscious programming, touching every other aspect in our lives.
What we resist persists, and what we look at disappears. When we can have open conversations and hold space for these deeply emotional topics and experiences, we will find our healing.
If you're ready to look at the money stories that you've collected that have been holding you back, connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO Website: https://expansiveceo.com/freegift
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Visionary entrepreneurs can feel overwhelmed trying to figure out how to make their dreams a reality. The key to thriving as a visionary is to tap into the authentic self that is within you.
In this episode, Hannah Chapman, CFP, APMA, CRPC talks to Jenn Germaine, founder of The Fulfillment Foundation, and Alex Pursglove, business coach and spiritual guide, about their work with visionary entrepreneurs.
- How a vision can unfold over time
- Allowing the vision to come through you
- Tapping into your “why”
- Choosing collaboration over competition
- Fostering creativity in the workplace
- Staying curious and non-judgmental
- Surrendering to the bigness of your vision
You can learn more about Jenn and experience her powerful yet gentle guiding (for free!) here:
Website: https://www.thefulfillmentfoundation.com
Instagram: https://www.instagram.com/jenn.germaine/
You can connect with Alex and learn about her coaching and retreats here:
Facebook - https://www.facebook.com/alexpursglove
Instagram - https://www.instagram.com/alexpursglove/
Free eBook - https://alexpursglove.co/cultivating-deeper-trust
And connect with Hannah and X² Wealth Planning here: X² Wealth Planning
Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, the Chief Investment Officer (CIO) of Juncture Wealth Strategies, in the third installment of "Investment Fridays with Brad"!
Tune in as we discuss:
- Positive trends in the markets this week
- What the fed might do with interest rates this year
- What is earning season and how it's going so far
- How to navigate fear during bear markets
- What tax loss harvesting is and how to implement it in a portfolio effectively
This series will happen every second Friday of the month, and we want to hear your questions! Send them to hannah@expansiveceo.com so Hannah and Brad can respond to your questions on the podcast.
You can learn more about Juncture Wealth Strategies here:
Website: https://juncturewealth.com/
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
The word “sales” can feel cringe-worthy or slimy and bring up all kinds of images around “used-car salesmen” and manipulating people into doing something that they don't want to do. And yet, sales are the life-blood of any business. And if we're being honest, the life-blood of relationships as well! Once we place relationships over transactions, sales stop feeling burdensome. We even start to celebrate each time we get a “no!”
That's because a sale is not just a financial transaction. It can mean getting your needs met in a relationship or simply building trust with your audience.
In this episode, Hannah Chapman, CFP, APMA, CRPC dives deep with Marla Mattenson, an internationally-recognized speaker and expert working with thought leaders in sales, business, and love, and the founder of the Ethical Sales Institute.
Over the course of her 20+ year career, Marla has helped thousands of people deepen their intimate connections including Academy Award-winning actors, producers and directors, NBA players and coaches, Grammy Award-winning artists, and millionaire entrepreneurs. Marla's advice has appeared in The New York Times, Forbes, Oprah, NBC, ABC, CBS, and Entrepreneur to name a few.
Marla is giving a one day workshop to introduce an aspect of the Ethical Sales Process (ESP) on Saturday April 8th! To learn more, visit: ethicalsalesinstitute.com/esp-seminar
Connect with Marla here:
Instagram: @marla.mattenson
Facebook: Marla Mattenson
LinkedIn: Marla Mattenson
Ethical Sales Institute Website: ethicalsales.org
The Intimacy Experts Website: theintimacyexperts.org
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
What happens when money stories collide in a romantic or business partnership? Financial stress is a leading cause of both divorce AND business failure...and what happens when your romantic partner IS your business partner? Or when both romantic parnters are entreprenuers?
Hannah Chapman, CFP, APMA, CRPC dives into it on the podcast today to open up the conversation around how our money stories, especially those from our formative years from age 0 to 7, can show up in our lives as adults and cause serious relationship friction in personal and business partnerships if we aren't giving ourselves the space and support to become aware of those stories in ourselvs and our partners. And once we do that, we are then able take new, bold, aligned action towards what we truly want to create in business and life.
If you're ready to look at the money stories that you've collected that have been holding you back, connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO Website: https://expansiveceo.com/freegift
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
How do love and money vibrate in the same universe/field? How do money and consciousness co-exist? What would it look like? How would it feel? If we understand the answers to these questions, we can truly change the world.
In this special crossover episode with Wisdom Talk Radio, Hannah Chapman, CFP, APMA, CRPC and Laurie Seymour, Quantum Connection Mentor, is a two-time #1 best-selling author, Certified Master Trainer, CEO of the Baca Institute and host of Wisdom Talk Radio interview each other!
She helps conscious business owners and visionary leaders who know that strategy connected with deep inner guidance provides the means to abundant success. Her cutting-edge, proprietary Quantum Connection Process activates a higher vibration that dissolves fear and self-doubt, so her clients create what they want in every aspect of life.
Connect with Laurie here:
30 minute Quantum Connection call with Laurie: https://calendly.com/thebacainstitute/30min
Quantum Connection quiz: https://thebacainstitute.com/quantum-connection-quiz/
Facebook: https://www.facebook.com/TheBacaInstitute/
Twitter: https://twitter.com/BacaInstitute
LinkedIn: https://www.linkedin.com/in/laurieseymour
Instagram: https://www.instagram.com/laurie.seymour/
YouTube: https://www.youtube.com/@thebacainstitutelaurieseymour
Wisdom Talk Podcast: https://redcircle.com/shows/wisdom-talk-radio
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, the Chief Investment Officer (CIO) of Juncture Wealth Strategies, about the headline news: Silicon Valley Bank (SVB) failed on March 10, 2023 and went into FDIC receivership.
Tune in as we discuss:
-What is a bank failure?
-Why did Silicon Valley Bank (SVB) fail in particular?
-What clues did we have ahead of time that something was wrong?
-What does this mean for the banking industry as a whole?
-What does this mean for the stock market as a whole?
You can learn more about Brad Haines and Juncture Wealth Strategies here:
Website: https://juncturewealth.com/
Email Brad Haines with your questions at: BHaines@juncturewealth.com
Hannah would love to hear from you! Connect with her here:
Email: hannah@expansiveceo.com or hannah.chapman@x2wealthplanning.com
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
Entrepreneurship can be unstable, so how do you plan your financial future?
Having collectively managed over $94,000,000 in household assets and written over 2,000 financial plans in the past, I've learned that visionary entrepreneurs are different. It takes a unique and creative approach to build wealth while building a business that you love, and a business that both serves you and your family and allows you to serve your clients with joy and ease.
In this episode, I share my unique ExpansiveCEO process designed to set up entrepreneurs to work with joy and ease. Listen as we discuss:
- The three steps to the Expansive CEO Method
- Why it's important to align your energy with your zone of genius
- What your human design says about how you are wired to do business
- How to set a solid foundation for your business to be able to expand
- Dealing with the ugly, hard things in order to fix foundational cracks
- How to make your business not feel like hard work
- How to create financial stability for yourself, your family, and your business
Sign up for the ExpansiveCEO program by visiting ExpansiveCEO.com.
I would love to hear from you! Connect with me here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, the Chief Investment Officer (CIO) of Juncture Wealth Strategies, in the second installment of "Investment Fridays with Brad"!
Tune in as we discuss:
-What are the mechanics between inflation and interest rates?
-How the last 20 years' rates provide a context for investing today
-Value stock (dividends) vs growth stock
-Why it's helpful to have a global viewpoint when investing
This series will happen every second Friday of the month, and we want to hear your questions! Send them to hannah@expansiveceo.com so Hannah and Brad can respond to your questions on the podcast.
You can learn more about Juncture Wealth Strategies here:
Website: https://juncturewealth.com/
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
In this episode, Hannah Chapman, CFP, APMA, CRPC, chats with Melanie Klein, M.A., writer, speaker, and Professor of Sociology and Women's Studies.
Everyone has a money story. What is your story and how can it empower you to make better decisions about your money?
Becoming aware of your story is the first step to changing it. Listen in as Melanie gives powerful tips to start healing our approach to money.
Melanie is a sought - after empowerment + mindset coach working with individuals and teams across the country to align and integrate their personal and professional spheres for increased success and abundance without compromising their joy. She has written and contributed to over 9 books on empowerment, personal transformation for collective liberation, and cultivating resilience. Her TEDx, Conscious Empowerment & Collective Liberation, is now available online, be sure to check it out!
Connect with Melanie Klein:
Instagram: https://instagram.com/melmelklein
Facebook: https://www.facebook.com/MelanieKleinEmpowerment
Website: melaniecklein.com
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
In this episode, Hannah Chapman, CFP, APMA, CRPC, invites 3 other financial planning focused, independent advisors to "talk shop": Kristin Brandli Printon, WMCP®, AIF®; Lisa Sakai, Financial Consultant; and Jamie Hanson, BFA™.
The term “financial advisor” could mean anything these days, so how do you find the right one for you? Listen in as we discuss the importance of getting to know our clients, holding space for them to be on their own journey, and helping them achieve their individual financial goals.
It is essential for financial advisors to establish genuine relationships with their clients in order to best serve their interests. Find out exactly what that looks like and why that would benefit you!
Connect with Kristin Printon:
LinkedIn: https://www.linkedin.com/in/kristinbrandliprinton/
Website: https://www.moxiewealthmanagement.com/our-story/kristin-brandli-printon/
Email: Kristin@moxiewealth.com
Connect with Lisa Sakai:
LinkedIn: https://www.linkedin.com/in/lisasakai/
Website: http://www.onevisionretire.com
Email: lisa@onevisionretire.com
Connect with Jamie Hanson:
LinkedIn: https://www.linkedin.com/in/jamie-hanson-87913096/
Website: https://www.akamaiadvisors.net/team/jamie-hanson
Email: jamie@akamaiadvisors.net
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
In this episode, Hannah Chapman, CFP, APMA, CRPC, interviews Monica Tuck, owner of U-Studio, a marketing and branding agency. A 3rd-generation entrepreneur, Monica has a heart to help others find purpose in their small business.
In this raw interview, Monica tells the story of how she came to figure out her ideal client by aligning her business with her values. Listen in as we discuss living true to ourselves, having a why purpose, finding our tribe, refining our business processes, and more! You can learn more about Monica and U-Studio here:
Instagram: https://instagram.com/experienceustudio FaceBook: https://www.facebook.com/experienceustudio LinkedIn https://www.linkedin.com/in/monicatuck/ Website: https://www.experienceustudio.comAnd connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, the Chief Investment Officer (CIO) of Juncture Wealth Strategies, in the inaugural "Investment Fridays with Brad" episode! Hannah gets to put her fiduciary investment advisor hat on along with her "investment-speak translator" badge, while Brad introduces and dives into how and why Juncture Wealth Strategies is different from other Registered Investment Advisory (RIA) firms out there.
This series will happen every second Friday of the month, and we want to hear your questions! Send them to hannah@expansiveceo.com so Hannah and Brad can respond to your questions on the podcast.
You can learn more about Juncture Wealth Strategies here:
Website: https://juncturewealth.com/
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Jan "Joy" Hoath about joyful leadership. And as per usual, it's not in the way you might expect! It's all about diving into your own experience of joy, feeling the full range of emotions that come through us all as human beings having a physical experience in this lifetime, and choosing to move back into joy. Over and over again.
You can learn more about Jan and her Happiness Prism (TM) here:
Instagram: https://www.instagram.com/janhoath/ FaceBook: https://www.facebook.com/janhoath LinkedIn: https://www.linkedin.com/in/janhoath Website: www.JanHoath.comAnd connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift
SENSITIVE TOPIC WARNING In this episode of THE SPICY MONEY SERIES, Hannah Chapman, CFP, APMA, CRPC, Jenn Germaine and Alex Pursglove talk about the underlying internal ties between Sex, Money, and Religion...and Jenn brings her signature boldness right out of the gate with regards to the language we use to describe our internal experience!
We dive into parenting, sexual trauma, miscarriage, and inner child healing in profound ways. And discuss how loving ALL of ourselves, every last aspect, has been the key to moving forward into true prosperity in terms of wealth, love, relationships, and our ability to see and hold space for others.
You can learn more about Jenn and experience her powerful yet gentle guiding (for free!) here:
Website: https://www.breathefireintolife.com/freeresources
Instagram: https://www.instagram.com/jenn.germaine/
You can connect with Alex and learn about her coaching and retreats here:
Facebook - https://www.facebook.com/alexpursglove
Instagram - https://www.instagram.com/alexpursglove/
Free eBook - https://alexpursglove.co/cultivating-deeper-trust
And connect with Hannah and X² Wealth Planning here: https://x2wealthplanning.com/
Online here: https://www.instagram.com/hannah.chapman.cfp
And at Expansive CEO here: https://expansiveceo.com/time
In this episode of THE SPICY MONEY SERIES, Hannah Chapman, CFP, APMA, CRPC and Alex Pursglove talk about Religion & Money...and how each of us experienced "wrong-making" and a fear of separation from God/Source/the Divine/Unconditional Love in early childhood. From embracing personal growth and shifting limiting beliefs, Alex Pursglove transformed from a people-pleasing, self-criticizing, and struggling solopreneur into an unapologetic woman running a thriving coaching business. Once she learned how to release shame and become more fully expressed, she 10X'd her business in under two years while strengthening her faith, marriage, and personal fulfillment.
We're not talking Bible verses or debating the merits of different faith traditions. Instead, we're talking about trust. Self-trust. Where and how it gets broken, and how to start listening to yourself, your highest self, again to build the life of your dreams.
Connect with Alex and learn about her coaching and retreats in the following places:
Facebook - https://www.facebook.com/alexpursglove
Instagram - https://www.instagram.com/alexpursglove/
Free eBook - https://alexpursglove.co/cultivating-deeper-trust
And connect with Hannah and X² Wealth Planning here: https://x2wealthplanning.com/
Online here: https://www.instagram.com/hannah.chapman.cfp
And at Expansive CEO here: https://ExpansiveCEO.com
SENSITIVE TOPIC WARNING In this episode of THE SPICY MONEY SERIES, Hannah Chapman, CFP, APMA, CRPC and Dr. Nima Rahmany talk about Sex & Money...but probably not in the ways that you're imagining! Nima is a doctor of chiropractic medicine and a Cycle-Breaker, meaning he helps people heal their trauma bonds and remove the blocks to creating secure relationships.
And guess what? The way we create bonds with our relationship traumas and play out those same patterns over and over again is the exact same thing that happens with money. And until we choose to become aware of our relationship stories AND our money stories, those unconscious patterns will continue to dominate our lived experience. Listen in as we discuss what those trauma bonds look like in relationships with other people and in our relationship with money, and how to start breaking those bonds to create new, healthy relationships.
Connect with Nima and learn about his upcoming 3-day virtual summit "Rewire: Trauma, Sex, & Money" here: http://www.drnima.com?afmc=bz
Connect with Hannah and X² Wealth Planning here: https://x2wealthplanning.com/
Online here: https://www.instagram.com/hannah.chapman.cfp
And at Expansive CEO here: https://ExpansiveCEO.com
We're getting spicy at Expansive CEO, and talking about the topics that we aren't supposed to discuss at the dinner table...and that we rarely talk about at all if we're being honest! We're going to be talking about Sex & Money, Religion & Money, and Politics & Money, both in Connection-squared style conversations and diving into Hannah's experiences personally and professionally as well. Keep an open mind and heart, and see what comes up for you with each discussion!
Connect with Hannah and X² Wealth Planning here: X-squared Website
Online here: Instagram, Facebook, LinkedIn
And at Expansive CEO here: Expansive CEO Website
What would you do if you had just 10 more years to make the impact you want to make? For your family, for the impact you want to make on the world...what is MOST important to you?
Hannah shares what's most important to her, and wants to hear the same from you! She shares the Expansive CEO Method, and how the simple process of Discovery -> Alignment -> Expansion can bring everything into focus for visionary entrepreneurs. And as we expand, in life and in business, we start to see the true meaning of prosperity...that it's not about what we have sitting in a Swiss bank account, but rather it's about the impact that we're having on the thousands (at a minimum!) of people who are positively affected by the work that we're doing and the prosperity that we're generating for ourselves and others.
Connect with Hannah and X² Wealth Planning here: https://x2wealthplanning.com/
Online here: https://www.instagram.com/hannah.chapman.cfp
And at Expansive CEO here: https://ExpansiveCEO.com
Hannah Chapman, CFP, APMA, CRPC introduces Expansive CEO and X-squared Wealth Planning, and talks about how imperative it is to address the emotional side of money along with the logical, structural side of money when working with visionary entrepreneurs. You can have the prettiest charts and graphs, the most brilliant financial strategies and investment options...and none of that matters if we don't address how we feel about those charts and graphs and strategis.
But once we do, and we align how we're thinking and feeling about money with how we're investing and spending and saving money...WATCH OUT because that's how visionary entrepreneurs can really change the world and make a dent in the universe. If you're that visionary entrepreneur wanting to build your business and your personal wealth with ease and flow, let's talk about how your business and personal wealth can grow while enjoying your life and making an impact on the world! Connect with Hannah and X² Wealth Planning here: https://x2wealthplanning.com/ https://www.instagram.com/hannah.chapman.cfp And at Expansive CEO here: https://ExpansiveCEO.com
Hannah Chapman, CFP, APMA, CRPC, founder of Expansive CEO and X² Wealth Planning talks with Michael DeLon, founder of Paperback Expert about the importance of getting your purpose and mission out to the world in the form of a book, and how he helps clients do it without them writing a word! Michael shares his corporate to entrepreneurial journey (one that so many of us can relate to!) and the different ways Paperback Expert has evolved over time to really support other entrepreneurs in getting their books written quickly, from a place of authenticity, and with the support they need to actually market and use their book effectively! Connect with Michael here: https://paperbackexpert.com/ And if you're an entrepreneur wanting to build your business with ease and flow from a financial perspective, let's talk about how your business and personal wealth can all grow while enjoying your life! Connect with Hannah and X² Wealth Planning here: www.x2wealthplanning.com
Hannah Chapman, CFP, APMA, CRPC, founder of Expansive CEO and X² Wealth Planning talks with Natasha Ho, founder of mysixfigureyear.com about scaling and selling in a way that FEELS GOOD. With a seriously impressive corporate background in marketing and PR, Natasha helps entrepreneurs get to the heart of their offer, and figure out how to package and sell it with ease! We talk about her new program, Sell Out Secrets, where she walks through the entire process with her clients. Add a toddler into the mix and a love for travel, and Natasha is not only teaching others how to scale with ease, she's making sure to do it for herself! She makes it a priority to spend time with her family and spend time travelling the globe, connecting with and learning from all kinds of different, beautiful humans. Connect with Natasha here: https://mysixfigureyear.com/optin1655576821777?fbclid=IwAR06ji6E7oKJP-KFFbXvlJvPXdydJ3Yj44bvp7xZSskstma_9tB2v7J6HMo And here: https://www.facebook.com/natashaho.twp And if you're an entrepreneur wanting to build your business with ease and flow from a financial perspective, let's talk about how your business and personal wealth can all grow while enjoying your life! Connect with Hannah and X² Wealth Planning here: www.x2wealthplanning.com
Hannah Chapman, CFP, APMA, CRPC, founder of Expansive CEO and X² Wealth Planning talks with LeiLani Quiray, CEO of be the change HR about how she built a business that MAKES $$$ while also being heart centered and giving 2% of top line revenue to the social causes that matter to her heart. Not only does be the change HR provide everything small to medium businesses need in terms of outsourced HR support, and do it with executive level HR reps, it donates 2% of top line revenue and time and resources to create and coach survivors of sex trafficking in job readiness training. They are supporting businesses in with their personnel needs, helping to create better work cultures, and training and supporting survivors to find meaningful work in awesome companies at the same time. That's a business with Heart and Impact, and a model that other heart centered entrepreneurs will follow. Connect with LeiLani here: www.bethechangeHR.org https://linktr.ee/bethechangehr And if you're an entrepreneur wanting to build your business with social impact and service baked into every fiber of your company, let's talk about how your business and personal wealth can all grow while giving back in a meaningful way! Connect with Hannah and X² Wealth Planning here: www.x2wealthplanning.com
Hannah Chapman, CFP, APMA, CRPC, founder of X² Wealth Planning and Expansive CEO talks with Blake Fleishacker. "Blake Fly," as he goes by, is a husband to the beautiful and kind Emily, father to two ridiculously adorable little ones, and an 8-time Tedx Speaker! Not only does he help subject matter experts become powerhouse public speakers, he is also on a 55 year mission to help entrepreneurs bring gratitude into their lives and businesses in a way that will change the world. Blake has such a unique gift of being able to zoom WAY out and see the future impact of what's happening right now in life, and then zoom back in and help people encapsulate that feeling of "capturing the moment" in real time. In fact, he does it every year in December with his Thank U Live event!!! AND you have to listen to the end to get a SUPER special invite straight from Blake! It's heart warming and hilarious, and I really would love to know who takes him up on his offer. Connect with Blake on Instagram https://www.instagram.com/blakefly/ And sign up for Thank U Live 2022 at: https://movingmillennials.lpages.co/thankulive/ And if you're an entrepreneur wanting to build your business and your personal wealth with ease and flow, let's talk about how your business and personal wealth can all grow while enjoying your life! Connect with Hannah and X² Wealth Planning here: https://x2wealthplanning.com/ https://www.instagram.com/hannah.chapman.cfp/ And at Expansive CEO here: https://ExpansiveCEO.com
Hannah Chapman, CFP, APMA, CRPC, founder of Expansive CEO and X² Wealth Planning talks with Lady Krystylle Richardson. She is as creative and innovative as they come as a Global Wealth Innovation Strategist and is the founder and CEO of Life Innovation Global, founder and CEO of Build That Biz, and the Global Ambassador of Innovation for I Change Nations (ICN)...and that STILL just scratches the surface! Not only does Krystylle help entrepreneurs go from Creativity to Cashflow, she helps them build innovative solutions and multiple streams of income from their creative ideas! Everyone is creative. Everyone is innovative. And everyone deserves to (and needs to!) let their light shine fully. And Lady Krystylle Richardson knows how to help business owners bring that out to its fullest expression! Connect with Krystylle here to learn more about all the amazing things she does in the world: https://krystyllerichardson.com/ And connect with her at Women of Impact and Innovation International: https://womenoiii.com/ And if you're an entrepreneur wanting to build your business and your personal wealth with ease and flow, let's talk about how your business and personal wealth can all grow while enjoying your life! Connect with Hannah and X² Wealth Planning here: https://x2wealthplanning.com/
Hannah Chapman, CFP, APMA, CRPC, founder of Expansive CEO and X² Wealth Planning talks with Amanda Moncada-Perkins, Esq., founder of Stoutegy Law about being a high achieving woman in a male-dominated field, the importance of negotiating for your worth, and her own WHY behind her brand new Private Negotiation Program! Learn more about Amanda and the Private Negotiation Program at: https://www.stoutegylaw.com/private-negotiation-program Connect with Amanda on LinkedIn at: https://www.linkedin.com/in/amandarmoncada/ And learn more about Hannah and how you can Light Up Your Desires to exponentially build your wealth and live a life you're obsessed with at: https://x2wealthplanning.com/
Hannah Chapman, CFP, APMA, CRPC, founder of Expansive CEO and X² Wealth Planning talks with Jenn Germaine. Jenn is a special guest, as you'll learn in the episode! She's a guide to innovative entrepreneurs who are shaking things up in their industry, and you'll get to hear just how powerfully she creates space for entrepreneurs to uncover their uniqueness to bring it out more fully into the world.
Come and witness two highly connected souls talk about how honing in on your own genius, and hiring the right support around you to help you stay in your genius as much as possible is the key to creating a business and a life that you love, joyfully and quickly. "Time Bending" comes into the equation in a big way!
Connect with Jenn here to learn more about all the amazing things she does in the world:
https://www.instagram.com/jenn.germaine/
And connect with her at her website:
https://www.breathefireintolife.com/
And if you're an entrepreneur wanting to build your business and your personal wealth with ease and flow, let's talk about how your business and personal wealth can all grow while enjoying your life! Connect with Hannah and X² Wealth Planning here:
https://x2wealthplanning.com/
https://www.instagram.com/hannah.chapman.cfp