Expansive CEO

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, FR...

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®, tal...

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 shift...

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...

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 Jos...

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 W...

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...

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...

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? I...

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 Vailla...

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 Inv...

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...

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 hig...

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 C...

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...

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 hi...

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®,...

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 mean...

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...

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...

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 docum...

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, ex...

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-o...

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 fin...

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 curr...