Expansive CEO

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, e...

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, Ce...

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...

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 a...

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 s...

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...

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 ge...

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...

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 dif...

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...

*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...

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...

*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 cre...

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 we...

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 focu...

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 do...

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...

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 pr...

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...

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...

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...

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...

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 w...