Expansive CEO

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 busi...

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,...

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...

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...

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 infla...

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 i...

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...

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 le...

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...

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 Junctu...

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...

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,...

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...

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 S...

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, tal...

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 effec...

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...

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 strat...

*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...

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% unemplo...

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, emplo...

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 W...

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...

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...

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 aut...