The presidential election is quickly approaching, and each candidate has spelled out their economic plan for the future of this country. What are the pros and cons of these plans?

And, how do we focus on staying informed and making decisions based on facts rather than political rhetoric? Importantly, how might your portfolio management need to change with either candidate?

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies about developing flexible strategies that can adapt to the changing policy landscape, regardless of the election outcome.

Learn more:

Current market conditions

Why you need to consider the presidential election outcome as a significant factor when planning for the future of your investments

The pros and cons of Donald Trump's and Kamala Harris's economic plans when it comes to tax revenue, the economy, and the federal debt

Important portfolio considerations for each possibility

Is global trade good or bad for the economy?

We want your questions! Please send them to [email protected] or [email protected] and we will discuss them in our next episode.

Connect with Brad here:

Website: www.juncturewealth.com

Email: [email protected]

Connect with Hannah here:

X² Wealth Planning Website: https://x2wealthplanning.com/

Instagram: https://www.instagram.com/hannah.chapman.cfp

Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/

LinkedIn: https://www.linkedin.com/in/hannahrchapman/

Expansive CEO Website: https://expansiveceo.com/freegift

Imagine finding a tribe of “your people”– an engaging, supportive community of like-minded friends that can get you through your toughest times as well as help achieve your highest potential.

Today's guest's personal journey is a testament to the life-changing impact of masterminds. He recounts how, 25 years ago, he stumbled upon his first mastermind group and immediately felt a sense of belonging – "I found my people." This experience not only helped him scale his first business tenfold but also provided a vital support system during his darkest hours, when he lost everything in the 2008 financial crisis.

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Jay Fairbrother, the mastermind expert behind Six Figure Masterminds, to explore the transformative power of community and peer-to-peer learning.

Tune in to learn:

How are masterminds different from coaching programs?

Why it's important to curate the right group dynamic

Addressing the common fears and hesitations when launching a mastermind

How masterminds help you grow personally and professionally, addressing the global crisis of social isolation

More about Jay's program “How to Create and Launch Your High-Ticket Mastermind in 60 Days” and his virtual 3-day event to help you determine the right type of mastermind to create

Connect with Jay here:

Mastermind Mastery: Create and Launch Your High-End Mastermind in 60 Days: https://6figuremasterminds.com/mastermind-mastery

Six Figure Masterminds Bootcamp (Nov 20-22):https://6figuremasterminds.com/bootcamp

Website: sixfiguremasterminds.com

Email: [email protected]

Connect with Hannah here:

X² Wealth Planning Website: https://x2wealthplanning.com/

Instagram: https://www.instagram.com/hannah.chapman.cfp

Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/

LinkedIn: https://www.linkedin.com/in/hannahrchapman/

Expansive CEO Website: https://expansiveceo.com/freegift

Email: [email protected]

It's hurricane season and Helene and Milton have brought a lot of devastation to the US. How did the damage extend to the economy? How does this affect insurance, energy, building sectors–and our portfolios?

Many TikTokers have been “exposing” BlackRock and Vanguard to prove how they “own everything” in the economy. Is this true, and how do these companies actually work?

In this episode, Hannah Chapman, CFP, APMA, CRPC, addresses these questions with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies!

Tune in to learn:

A market update in light of the upcoming holiday season!

How do hurricanes affect the insurance and energy sectors?

What happens when insurance companies refuse to insure high-risk homes

What do Vanguard and BlackRock actually do?

How do mutual funds and EFTs work?

We want your questions! Please send them to [email protected] or [email protected] and we will discuss them in our next episode.

Connect with Brad here:

Website: www.juncturewealth.com

Email: [email protected]

Connect with Hannah here:

X² Wealth Planning Website: https://x2wealthplanning.com/

Instagram: https://www.instagram.com/hannah.chapman.cfp

Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/

LinkedIn: https://www.linkedin.com/in/hannahrchapman/

Expansive CEO Website: https://expansiveceo.com/freegift

What makes a great leader? It starts by truly caring for the people around you.

When you do, you can create a company that can withstand hard times, and create a space that your team will love to work in. But what does it look like in practice?

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Vince Covino, CEO of WarriorSage Academy and former CEO of BlueIQ and SeaQuest, as he shares his story of learning to lead with care and empathy for others.

Tune in to learn:

The importance of moving from an intellectual understanding of leadership to an embodied, heart-centered experience and perspective

The shift from seeking to understand mentally to a deeper, empathetic curiosity and care for others

The challenges of balancing the head and the heart in business, and the power of leading with compassion

Vince's personal journey of losing his faith and the impact it had on his life and work

The emotional farewell to his team at SeaQuest and the excitement about his new role at Warrior Sage Academy

Connect with Vince here:

Website: vincecovino.com

LinkedIn: https://www.linkedin.com/in/vince-covino-55ba0025/

Connect with Hannah here:

X² Wealth Planning Website: https://x2wealthplanning.com/

Instagram: https://www.instagram.com/hannah.chapman.cfp

Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/

LinkedIn: https://www.linkedin.com/in/hannahrchapman/

Expansive CEO Website: https://expansiveceo.com/freegift

Email: [email protected]

It's easy to get caught up in the week-to-week fluctuations in the markets. Some investors may feel frustrated about the markets being down 1% this week, but the bigger picture shows the market is actually up 3% from last month!

Speaking of the bigger picture, historically, the late 90's showed similar economic conditions (think internet and similar Federal policies). How else does our current economy compare to the one back then?

In this solo episode, Hannah Chapman, CFP, APMA, CRPC, discusses recent market trends, emphasizing the importance of avoiding recency bias when interpreting short-term market fluctuations.

Tune in to learn:

What is recency bias and why is it important to be aware of it?

How long could the current bull market last?

Five similarities between the current economy and the one in the 90's

What is the difference between deflation and disinflation?

How do interest rates affect market performance?

How to combat long-term inflation in your portfolio

We want your questions! Please send them to [email protected].

Connect with Hannah here:

X² Wealth Planning Website: https://x2wealthplanning.com/

Instagram: https://www.instagram.com/hannah.chapman.cfp

Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/

LinkedIn: https://www.linkedin.com/in/hannahrchapman/

Expansive CEO Website: https://expansiveceo.com/freegift

Could you use an extra $10k, $20k, or more in your business? What if there was a way to find hidden money in your business, maybe even enough to pay yourself what you are worth?

It is time to flip your mindset and let go of corporate strategy. Don't plug holes in your operations, but take a dive into your systems, your team, and how you use your time.

In this episode, Hannah Chapman, CFP, APMA, CRPC, welcomes back Mara Whitener for the third time! Founder and Fractional COO of Whitener Professional Services, Mara has helped many CEO's and entrepreneurs fine tune their business and find that hidden money!

Tune in to learn:

How to find hidden money in your business!

Connecting human design to your business, and using authenticity to thrive

The three main areas people are overspending in their business

How your time equals money

How to re-analyze your business to make best use of current resources

How to calculate the cost of your time and pay yourself what you are owed

How to prioritize rest and peace so you can be most effective

Connect with Mara here:

Website: https://whitenerpros.com/

Facebook: https://www.facebook.com/whitenerprofessionalservices

LinkedIn: https://www.linkedin.com/in/mara-whitener

Hidden Money Intensive - 1 day workshop! (Details coming on her website!)

Connect with Hannah here:

X² Wealth Planning Website: https://x2wealthplanning.com/

Instagram: https://www.instagram.com/hannah.chapman.cfp

Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/

LinkedIn: https://www.linkedin.com/in/hannahrchapman/

Expansive CEO Website: https://expansiveceo.com/freegift

Email: [email protected]

Do you feel like you are losing your passion? Chronic overwhelm and burnout has slowed your business growth and you've reached a plateau?

This is your reminder that you can do anything, but not everything! By getting administrative support you can put valuable time and energy into your business. This breath of fresh air allows you time to work towards holistic success, both in your personal life AND business.

In this episode, Hannah Chapman, CFP, APMA, CRPC, chats with speaker, author, and 50 Ton Master Merchant Mariner Captain Hayden Orme. The Founder and CEO of Handled. By Hayden & Co. reminds us that the best leaders are supported, and asking for help is a sign of strength!

Tune in to learn:

How to recognize burnout

How chronic overwhelm impacts your business and your life

Understanding opportunity cost

Shifting from a cost to an investment mindset

How support from an executive assistant can bring more revenue and prospects to your business

Connect with Hayden here:

Facebook: https://www.facebook.com/handled.byhayden

Instagram: https://www.instagram.com/handled.byhayden/

HBH LinkedIn: https://www.linkedin.com/company/handled-by-hayden-llc

Hayden Orme LinkedIn: https://www.linkedin.com/in/hayden-orme-84459b11/

Connect with Hannah here:

X² Wealth Planning Website: https://x2wealthplanning.com/

Instagram: https://www.instagram.com/hannah.chapman.cfp

Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/

LinkedIn: https://www.linkedin.com/in/hannahrchapman/

Expansive CEO Website: https://expansiveceo.com/freegift

Email: [email protected]

This week the Fed announced a .5% interest rate cut and several subsequent cuts into 2026. What does history tell us about market behavior when rates are cut and what can we expect moving forward?

Option contracts are also expiring this week, also known as “triple witching”. How do option contracts work, anyway?

The Wharton School ran a 10-year analysis of the economic/tax plans put forward by the two main presidential candidates. How would your home (and the country) fare?

…Speaking of policy, what would happen to the economy if we deported undocumented workers out of the country?

In this episode, Hannah Chapman, CFP, APMA, CRPC, addresses these issues with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies!

Tune in to learn:

Current state of markets

How the interest rate cuts will provide financial relief

Analysis of markets following interest rate cuts since 1973

Why option contracts are a useful tool for your portfolio

The Wharton School's economic plan analysis of both candidates

The impact of undocumented workers on the economy

We want your questions! Please send them to [email protected] or [email protected] and we will discuss them in our next episode.

The Wharton School's 10-year Economic Plan Analysis: www.budgetmodel.wharton.upenn.edu

Connect with Brad here:

Website: www.juncturewealth.com

Email: [email protected]

Connect with Hannah here:

X² Wealth Planning Website: https://x2wealthplanning.com/

Instagram: https://www.instagram.com/hannah.chapman.cfp

Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/

LinkedIn: https://www.linkedin.com/in/hannahrchapman/

Expansive CEO Website: https://expansiveceo.com/freegift

Many of us can relate to living life and doing business from one moment to the next, just going through the motions. We know there is more to life than this, but fear and doubt often get in our way.

How would things change for you if you could awaken your dreams and potential, and discover your significance?

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brent Perkins, guide and leadership coach, and former CEO, about ways you can start tackling your limiting beliefs today!

Tune in to learn:

The importance of balancing feminine and masculine energy in business

Looking back - what could the other side of the story look like?

How to embrace yourself without judging or comparing

Brent's S.H.A.G framework to apply to your life

The side effects of living with regret and self-abandonment

How to start prioritizing yourself

How to listen to Brent's new book, “Papercuts: The Art of Self-Delusion” for free!

Connect with Brent here:

Website: www.3xbold.com

Free Gift: www.3xbold.com/toolkit

Community: frontrowdads.com

Connect with Hannah here:

Website: https://hannahrchapman.com

X² Wealth Planning Website: https://x2wealthplanning.com/

Instagram: https://www.instagram.com/hannah.chapman.cfp

Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/

LinkedIn: https://www.linkedin.com/in/hannahrchapman/

Expansive CEO Website: https://expansiveceo.com/freegift

Email: [email protected]

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 builders and the banks, and what needs to be done to correct this situation?

In this episode, Hannah Chapman, CFP, APMA, CRPC, addresses these issues with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Junction Wealth Strategies!

Tune in to learn:

The data the Fed is considering before they lower rates

What if the Fed cuts rates too much?

Which sector of the economy saw a 16.5% inflation rate

Why are there not enough starter homes being built?

How does this housing market compare to the years leading up to the 2008 crash?

What needs to happen in order to make housing affordable

We want your questions! Please send them to [email protected] or [email protected] and we will discuss them in our next episode.

Connect with Brad here:

Website: www.juncturewealth.com

Email: [email protected]

Connect with Hannah here:

X² Wealth Planning Website: https://x2wealthplanning.com/

Instagram: https://www.instagram.com/hannah.chapman.cfp

Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/

LinkedIn: https://www.linkedin.com/in/hannahrchapman/

Expansive CEO Website: https://expansiveceo.com/freegift