Expansive CEO

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 builder...

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...

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...

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...

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 importa...

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 Dy...

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 s...

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...

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 m...

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...

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 unforge...

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 rel...

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,...

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...

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 in...

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 s...

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 F...

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 Juncture Wealth S...

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 guid...

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 Juncture Wealth Strategies about mechanics and benefits of dividends. Tune in to...

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 “...

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 y...

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 &ndas...

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...

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, CF...