Expansive CEO

What does it take to create a brand that speaks to the heart of your ideal customer and reflects who you are and the values you hold? In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with guest Re Perez, a seasoned Brand Strategist with over 25 years of experience reinventing and transforming purpose-drive brands into powerful catalysts for change. As a former Fortune 500 Brand Consultant,...

Are you a business owner that continually hustles and struggles to rest? You may be grinding away because you think that there is not enough in this world. We all struggle with beliefs that can hold us and our business back from growth. The great news is that it is easier to change these thought patterns than you might think! In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Guest Julie...

January markets are balancing out after a great run at the end of 2023. Inflation has come down almost 6% from its peak but we are not necessarily seeing price changes at the register. Why is that? 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 how and why we need to understand these m...

Many CEO's try to hire people that match their energy and style of work, looking for others that care about their business as much as they do. But could this approach actually be holding their business back? In this episode, Hannah Chapman, CFP, APMA, CRPC, talks again with Guest Mara Whitener, a Fractional Chief Operations Owner and Business Problem Solving Strategist, about practical ways Human...

How do you know what the best options are for you when deciding between Traditional and Roth options when it comes to IRAs, 401(k)s or SEP IRAs? How do you best optimize your retirement tax strategy and how will this affect you during retirement? In this informative episode, Hannah Chapman, CFP, APMA, CRPC, talks about the differences between Traditional and Roth accounts, the different tax implic...

Investing your money is taking a risk and betting on the future, but how do you know if that risk is worth taking, or if you're getting the right amount of return for the amount of risk you're taking? In this informative episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies, to define risk and help us understand...

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies to update us on how the market is doing this week, and to discuss how the US Presidential election cycle affects the equity markets. Tune in to learn: How the bond market is doing as we end 2023 How does the Presidential election cycle affect the equi...

This week brought a lot of positive gains in the markets! In fact, 2023 market growth has been stronger than predicted. With the new year quickly approaching, what could we reasonably expect to happen moving forward? In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies about his predictions for the next...

Large cap and small cap markets swapped the lead in investment gains on October 19, 2023. The jobs report came in much weaker than expected. And, Black Friday discounts weren't very deep this year! How can you tell if this is good or bad news? And how could these events affect the federal interest rates in 2024? In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, an...

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...