Expansive CEO

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, about how to lean into your unique body and its needs to live your healthiest life!

Learn more:

The intricate relationship we have with ourselves, our bodies, and our food

What self-care and self-love have to do with your professional growth

How to start restoring your relationship with healthy food

How Human Design can help you understand your body

Practical tips on how to tune into your body's needs

Connect with Leslie:

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

YouTube: https://www.youtube.com/channel/UCTV3lTNHRk1hNhOsp7XQdFw

Facebook: https://www.facebook.com/leslie.fiala.1/

Website: https://www.leslieurbas.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]

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 (CIO) of Juncture Wealth Strategies discuss the broader implications of this news across all sectors of the economy, and your portfolio!

Learn more:

What caused the market volatility at the beginning of the week, particularly related to AI companies?

How did the Chinese AI company DeepSeek impact the market and perceptions of AI development costs?

What are the implications for companies like Nvidia and the broader AI infrastructure buildout?

How should investors approach AI-related investments given recent market developments?

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/

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 shares his journey from chasing financial success to discovering that true bliss comes from the quality of the relationships we nurture, not the size of our bank accounts.

If you've ever wondered how to find joy in the everyday or how to cultivate more meaningful connections with others, this episode is for you.

Tune in to discover how presence and connection can unlock a deeper, more meaningful life!

Learn more:

Eric's transformation from prioritizing success to focusing on fulfillment and relationships

How bliss emerges when we blend joy and gratitude in our lives

The importance of being fully present in the moment and how it strengthens our connections

Eric's vision of creating a legacy rooted in love, connection, and shared experiences

Practical ways to build stronger, more fulfilling relationships in both personal and professional life

Connect with Eric:

LinkedIn: https://www.linkedin.com/in/eric-farewell-0386683/

YouTube: https://www.youtube.com/@aviator

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

Website: https://ericfarewell.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]

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 wave of innovation?

In this episode, Hannah Chapman, CFP, APMA, CRPC, and Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies discuss the future of investment and innovation!

Learn more:

Do political affiliations dictate market performance?

Will AI take or make jobs?

Should you remain invested in equity markets?

When could we expect volatility?

How you can position yourself for success

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/

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 global loneliness epidemic, as highlighted in a report from the Surgeon General, and discuss the ways disconnection is harming our health.

Arlene also shares insights from a groundbreaking Harvard study that reveals the secret to lasting happiness: strong, healthy relationships.

From open conversations about finances and values to the power of intimacy and self-awareness, this episode is packed with practical advice to help you cultivate deeper connections in both your personal and professional life.

If you're ready to improve your relationships and create a more fulfilling life, don't miss this conversation!

Learn more about:

• How loneliness is impacting our health on a global scale.

• Why matchmaking is experiencing a powerful resurgence.

• The importance of ethics and integrity in the matchmaking industry.

• What Harvard's research reveals about the link between relationships and happiness.

• How open communication can eliminate resentment and strengthen connections.

• Why knowing yourself is essential for finding the right partner.

Connect with Arlene here:

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

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

Websites: IMCBoard.org, LoveProMastermind.com, WWRNetwork.com

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]

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 Hannah Chapman, CFP, APMA, CRPC, and guest Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies offer some practical tips on ensuring that money matters do not become a source of conflict!

Learn more:

Understanding your partner's financial background

Brad's personal experience in his marriage

Tips on creating safe, non-judgemental communication

Why emotional intelligence matters - responding to your partner in productive way

How estate planning can help

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/

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 partner's unique, authentic self!

In this episode, Hannah Chapman, CFP, APMA, CRPC, reflects with Alex Pursglove, business and transformation coach, about their journey building Expansive Visionaries Collective together!

Learn more:

How Alex and Hannah's relationship evolved from friends to business partners

How collaboration in business can deepen your friendship

The Expansive Visionary Collective, Alex's and Hannah's joint business

Overcoming fear in business relationships

How Human Design can enhance your working relationships

The value of creating a judgement-free space

Learn about EVC here: https://www.alexpursglove.com/expansive-visionaries-collective/

Connect with Alex here:

LinkedIn: https://www.linkedin.com/in/alex-pursglove-1b97348/

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

Website: https://www.alexpursglove.com/

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]

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 more:

Why we should be vigilant with a new president in the office

How H1B visas affect the overall economy

The AI shift to application-based innovations

Insurance challenges in the light of the California wildfires and recent hurricanes

What to keep in mind when considering cryptocurrency investments

What does it mean to rebalance your portfolio?

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/

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, Hannah Chapman, CFP, APMA, CRPC, talks with Melissa Nanavati, speaker, author, and relationship architect, about how to create peaceful, fulfilling relationships without sacrificing ambition.

Before meeting her husband, she went on 100+ first dates, wrestled with anxious attachment, people pleasing, and alcohol abuse. After breaking free from the anxiety, self-doubt, and alcohol, she discovered a new approach to dating and relationships!

Learn more:

Melissa's journey on working on her own relationships

How financial planning often intertwines with relationship dynamics

How Human Design sheds light on our relationships and interconnectedness

What are “seasonal relationships”?

How to communicate with vulnerability

Four practical tips for couples looking to grow closer

Connect with Melissa here:

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

YouTube: https://www.youtube.com/playlist?list=PLfpizFEGErh15dWKMP2D6mRc0x7MOw7lF

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

Website: https://www.melissananavati.com/

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]

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, Hannah Chapman, CFP, APMA, CRPC, talks with Margret de Bruyn, a corporate leader and experienced coach, about supporting women who are navigating misogyny in their fields.

Learn more:

Margret's background as a corporate leader and entrepreneur in male dominated industries

Internalized misogyny and the subtle dynamics women encounter in workplaces

The importance of pursuing one's passions, setting boundaries, and creating safe spaces where women can thrive without conforming to unhealthy masculine standards

Margret's initiative, Thrive Hive, aimed at building a supportive community for women

Connect with Margret here:

LinkedIn: https://www.linkedin.com/in/margret-de-bruyn/

Website: https://www.margretdebruyn.com/

Email: [email protected]

Instagram: https://www.instagram.com/margret.debruyn/

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]