Expansive CEO

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 episod...

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 ar...

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 found...

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 episo...

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 Chapm...

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,...

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...

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, a...

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 (...

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 share...

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...

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...

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 H...

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...

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...

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, Han...

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, Ha...

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 p...

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 Chapma...

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 portfolio...

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...

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 re...

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...

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...

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,...