Expansive CEO

The stock market just hit correction territory—down 10% in less than a month. Is this just a bump in the road, or the start of something bigger?

On this week's Investment Friday episode of The Expansive CEO Podcast, Hannah Chapman, CFP, APMA, CRPC, is joined by Brad Haines, CFA, FRM, and Chief Investment Officer at Juncture Wealth Strategies, to break down the latest market movements and what they mean for investors.

We dive into:
- The rapid 10% market drop since February and why it's unusual
- Key market levels: Understanding support and resistance in a trading market
- How economic policies, tariffs, and labor shortages could fuel stagflation
- Investment strategies for both accumulators (those still saving for retirement) and retirees (those withdrawing from their portfolios)
- The importance of bucketing assets, managing risk tolerance, and keeping emotions in check when making investment decisions

If you're wondering how to stay invested during volatility or how to structure your portfolio for long-term success, this episode is packed with insights to help you weather the storm.

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

Link to article mentioned in episode: https://www.forbes.com/sites/hannahchapman/2021/03/08/whats-really-left-on-the-table-when-you-have-too-much-cash-hint-its-a-lot/

Connect with Brad here:

Website: https://www.juncturewealth.com

Email: [email protected]

Connect with Hannah here:

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

Expansive CEO: https://expansiveceo.com/

Hannah's Website: https://hannahrchapman.com/

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

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

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

Have you ever wondered what your true purpose is and how to align your life and business with it?

In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, is joined by her executive assistant, Svetlana Lane, for a fireside chat about Human Design, Gene Keys, and how they can reveal your deeper purpose. They explore how these powerful tools help entrepreneurs, business owners, and creatives connect to their authentic energy and create lives and businesses that feel fully aligned.

✅ How to use your Human Design chart to gain clarity on your life's purpose
✅ The connection between purpose and prosperity in your business
✅ The shadow, gift, and city energies in Gene Keys and how they shape your journey
✅ How to move from compromise to competence and unlock your full potential
✅ The role of emotional intelligence and energy alignment in making empowered decisions
✅ Common mistakes when applying Human Design and how to avoid disempowering interpretations

NEW! You can now pull your free Human Design chart on the Expansive CEO website!
Discover Your Design Here

If you're ready to explore how Human Design & Gene Keys can help you step into your purpose and power, this episode is for you.

Connect with Hannah:

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]

Volatility is back in a big way — and the rollercoaster markets of 2025 are leaving many investors feeling anxious, uncertain, and ready to "get off the ride."

This week, Hannah Chapman, CFP®, APMA®, CRPC®, and Brad Haines, CFA, FRM, and Chief Investment Officer at Juncture Wealth Strategies, break down what's really driving the market turbulence — from chaotic policy announcements to global trade fears — and why volatility itself isn't the enemy.

Instead, they share why short-term uncertainty creates long-term opportunity — if you have the right mindset and plan in place.

• Why volatility is normal — and how often corrections actually happen
• How political uncertainty — including tariffs, trade deals, and policy whiplash — is impacting investor confidence
• Why the average investor reacts at exactly the wrong times — and how to break that cycle
• What history teaches us about pullbacks, recoveries, and long-term wealth creation
• How understanding drawdowns can help you stay calm and even buy in at the right time
• How Juncture's hedging protocols help prepare clients to take advantage of dips (instead of fearing them)

If you've been feeling the market anxiety this week, this episode will reframe volatility as an opportunity — not a reason to panic.

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/

Expansive CEO: https://expansiveceo.com/

Hannah's Website: https://hannahrchapman.com/

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

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

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

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 episode, Hannah Chapman, CFP, APMA, CRPC, talks with Jason Hernstad, coach, mentor, and strategist for entrepreneurs, about the relationships between emotional blocks, personal growth, health, and entrepreneurship.

Learn more about:

What are emotional blocks, and how do they affect personal and professional growth?

How can individuals align their conscious desires with their unconscious beliefs to achieve their goals?

In what ways does personal healing contribute to the well-being of the collective community?

What strategies can help individuals confront and overcome the fear of vulnerability in their lives and businesses?

How does the entrepreneurial journey reflect a spiritual path of personal transformation and growth?

Connect with Jason:

Instagram: https://www.instagram.com/jasonhernstad/

LinkedIn: https://www.linkedin.com/in/jason-hernstad/

Website: jasonhernstad.com

Email: [email protected]

Connect with Hannah:

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 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 are the current market trends and predictions for the equity market by the end of the year?

How is the market reacting to President Trump's continued flurry of executive orders, and the law suits and retractions that are happen in response?

What might interest rates do this year, and how do layoffs in the federal government play into that?

What can we focus on in the investment world to help steady ourselves through the current storm of volatility?

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/

Expansive CEO: https://expansiveceo.com/

Hannah's Website: https://hannahrchapman.com/

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

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

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

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 founder of Live Your Message & creator of The Experience Formula, about her unique approach that creates 10-15 times more student engagement!

Learn more:

What are experience products, and how do they differ from traditional online courses?

How can a clear mission statement enhance the effectiveness of a learning experience?

What strategies can be implemented to celebrate small wins and maintain participant motivation?

How does fostering a sense of community impact the success of an experience product?

What role does gamification play in creating engaging and effective learning experiences?

Connect with Marisa:

Website: liveyourmessage.com

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

Instagram: https://www.instagram.com/liveyourmessage/?hl=en

YouTube: https://www.youtube.com/liveyourmessage

Connect with Hannah:

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 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 episode, Hannah Chapman, CFP, APMA, CRPC, talks with Doug Crowe, a writer, personal brand specialist, and founder of Author Your Brand, about quality content creation and how to build a relationship with your audience.

Learn more about:

How and why to start building relationships before producing content

The growing value of “quality over quantity” as content becomes more abundant and attention spans grow shorter

Understanding and addressing your audience's pain points

How in-person networking offers opportunities in a post-pandemic world

Increasing relevance and engagement for your business through personal connection

Connect with Doug:

Website: https://dougcrowe.com/

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

Instagram: https://www.instagram.com/dougcrowe/

Author Your Brand Website: https://authoryourbrand.com/

Connect with Hannah:

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]

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 Chapman, CFP, APMA, CRPC, explains how your investments can align with your values and beliefs!

What is Socially Responsible Investing (SRI) and how does it differ from traditional investing?

What does ESG (Environmental, Social, and Governance) investing entail?

How can individual investment choices contribute to social and environmental change?

What are some real-world examples of how corporate policies impact stock performance?

How can financial planning incorporate socially responsible investing to align with personal values?

Connect with Hannah here:

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

Expansive CEO: https://expansiveceo.com/

Hannah's Website: https://hannahrchapman.com/

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

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

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

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, about his “They Ask, You Answer” strategy that has helped many businesses boost their sales!

Learn more:

How to refine your understanding of your customer

Why you need to merge your sales and marketing

What your content needs to look like

How you can shorten the sales process in half

How to establish “know trust and like” through your content

Connect with Stefan:

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

Website: https://pinavox.com/

Connect with Hannah:

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 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 Chief Investment Officer (CIO) of Juncture Wealth Strategies discuss the implications of these developments for investors and the economy.

Learn more:

What are the current market trends and predictions for the equity market by the end of the year?

How is the Trump administration approaching the regulation and potential establishment of a cryptocurrency reserve?

What is a sovereign wealth fund, and how could it function in the United States compared to other countries?

What are the implications of creating a Bitcoin reserve for the U.S. economy?

How can cryptocurrency serve underbanked communities, and what advantages does it offer over traditional banking methods?

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/

Expansive CEO: https://expansiveceo.com/

Hannah's Website: https://hannahrchapman.com/

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

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

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