Expansive CEO

Wednesday December 18th was a rough day in the financial markets...what happened, and is it something we need to be concerned about in 2025?

Next, what typically happens in the financial markets when the government shuts down? Will there be lasting impact? And finally, how often does your portfolio get rebalanced? Do you have to ask your advisor to rebalance your portfolio, or do they do it once per year? How does Juncture Wealth handle portfolio rebalancing differently?

In this episode, Hannah Chapman, CFP, APMA, CRPC, joins Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies to discuss the current state of the financial markets, the impact of political changes, and the importance of rebalancing your portfolio when it makes sense for you and not when your advisor schedules a meeting with you on a calendar basis!

Learn more:

What happened on Wednesday that caused such a sharp sell-off?

What will interest rates likely do with the new administration in place?

What happens when the government can't agree on a funding bill, and the whole thing shuts down?

What is rebalancing?

Why is it important to rebalance your portfolio when it gets out of alignment with your goals?

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

Do you have a big decision to make in life or business? Can you know for sure which direction to take? More importantly, how can you tap into the inner wisdom that already lies within you?

There are six mental factors that influence your decision making: reason, will, perception, memory, imagination, and intuition. Together they form the “Tower of Power”!

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Diane Armitage, a renowned self-development expert, on how to use this powerful framework in your own life.

Tune in to learn:

Diane's 30-year experience in the self-development space

What is the “Tower of Power”?

How to order your thinking when making decisions

How Human Design plays into making decisions

How to think of the mind as a tool that supports the intuitive and emotional impulses

Connect with Diane here:

Tower of Power Webinar and Free Workbook: DianeArmitage.com/MyTower

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

Website: dianearmitage.com

YouTube: https://www.youtube.com/channel/UCRtA2b6APM4up5szc36TohA

Blog: https://dianearmitageblog.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]

Recent market performance has seen a significant rally since the November 5th election. However, markets experienced a pull-back this week. Why the change?

If you have investments, the end of the year sometimes can bring unexpected tax liabilities, including capital gain distributions from mutual funds. How does Juncture Wealth stay proactive with tax loss harvesting to keep their client portfolios balanced?

In this episode, Hannah Chapman, CFP, APMA, CRPC, joins Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies to discuss the current state of the financial markets, the impact of political changes, and the importance of tax-loss harvesting.

Learn more:

Why the market has rallied significantly since the U.S. election

What will interest rates likely do with the new administration in place?

Deflation vs. inflation - what is the federal government's goal?

What is tax loss harvesting?

What are ETF's and how are they different from mutual funds?

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

In today's digital landscape, building a strong personal brand has become increasingly crucial for business owners and entrepreneurs.

That's because “people buy from people,” and your personal brand creates a connection point to your ideal client and their values.

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Katrina Owens, owner of Knockout Directive PR, about ways you can start developing your personal brand today!

Tune in to learn:

How your personal brand establishes awareness and authority

The type of content that establishes expertise and credibility, especially in the age of AI-generated content

How to show up authentically on various social media platforms

How to find the right balance between personal and professional content.

The best strategy to implement on social media even if you don't get immediate results

The concept of "selling the way you serve" - aligning your sales and marketing approach with your core values

Connect with Katrina here:

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

LinkedIn: https://www.linkedin.com/in/katrina-owens/

Threads: https://www.threads.net/@knockoutdirective

Website: knockoutdirective.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]

Do you ever feel discouraged because your business isn't reflecting the hard work you are putting into it?

Understanding the financial aspects of a business is important, but so is recognizing that the numbers don't tell the whole story about the person and the business owner.

One key aspect to your growth is addressing your attachment style, because attachment patterns manifest in our business relationships, decision-making, and overall leadership effectiveness!

In this episode, Hannah Chapman, CFP, APMA, CRPC, explores how attachment styles shape our personal and professional lives with Jason Hernstad, a strategic business professional with expertise in sales, marketing, financial management, and bringing the "inner game" to business.

Tune in to learn:

Jason's journey of weaving together his passion for business and spirituality, and his deep curiosity about understanding human behavior

What makes people and teams effective

Why personal development is professional development

How healing one's own attachment wounds and trauma can significantly impact one's ability to show up as a leader

What is attachment theory, and what are the different attachment styles?

Generational differences in parenting approaches and the shift towards more conscious, attachment-focused parenting in the millennial generation

Connect with Jason here:

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

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

Email: [email protected]

Website: jasonhernstad.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]

Do you wish for everything you do to be perfect? Maybe you strive for resilience, tenacity and a strong work ethic?

Though on the surface these are great qualities, oftentimes they can hold high achievers back from growth. So what can you focus on instead?

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Jenna Dillon, an executive coach, keynote speaker, and the CEO and founder of the Executive Producer Performance Institute for Coaching, about breaking the intrinsic glass ceiling that could be holding you back!

Tune in to learn:

Why you may be struggling with the fear of success

How your brain's wiring is keeping you from thinking creatively

The four key character qualities that help achieve greater emotional intelligence

The unique, nuanced struggles of overachievers

What your self-worth has to do with your breakthrough

Connect with Jenna here:

Instagram: https://www.instagram.com/jkimdillon/#

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

Email: [email protected]

Website: jennadillon.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]

The year is wrapping up, and we are experiencing a lot of political and economic transitions.

Former president and president-elect Donald Trump is preparing to implement the proposed policies that won him the election: lower corporate tax rates, deportation of undocumented workers, and higher tariffs. How could the markets react to these policies short- and long-term?

Meanwhile, the holiday season usually brings in a lot of profit, but recent Target and Walmart reports are showing that consumers are concerned about prices. How are retailers adjusting their efforts to attract consumers?

In this episode, Hannah Chapman, CFP, APMA, CRPC, joins Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies to explore possible economic outcomes in the new year.

Learn more:

How the upcoming holiday shopping season might impact the economy

How the stock market is currently responding to Trump's promised policies

What could happen to the economy if undocumented workers are deported?

How could tariffs potentially impact inflation?

Why the Treasury Secretary role is critical

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

Are you afraid that you don't have enough? A scarcity mindset often drives us to make decisions in our lives that continue to confirm that belief.

Today's guest struggled big-time with perpetuating this cycle until she had to face herself head-on when she became a mother. That's when she embarked on a journey that led her to unlocking her personal power.

In this episode, Hannah Chapman, CFP, APMA, CRPC, chats with Jill Stanton, “the entrepreneur's secret weapon,” about her passion to help business owners step into a new era of wild growth, freedom, and success!

Tune in to learn:

Jill's journey of unlocking her personal power and overcoming limiting beliefs about her intelligence and capabilities

What is the "catch, cancel, correct" process?

The power of gratitude, present-moment awareness, and shifting from a mindset of "wanting"

The patience, courage, and self-compassion required to do the inner work of personal growth

The value of reflecting on progress and celebrating small wins to maintain momentum

Connect with Jill here:

Socials: https://www.instagrame.com/iamjillstanton

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]

Former president Donald Trump won his reelection by promising lower living costs for all Americans, partly by increasing tariffs on imports.

Making foreign goods more expensive to boost American manufacturing and increase the purchase of American made goods is the story people tell to make tariffs sound good…but who actually pays the price? Literally, as in who pays the tariffs, and who ultimately ends up footing the bill?

In this episode, Hannah Chapman, CFP, APMA, CRPC, explains the mechanics of tariffs, their impact on the economy, and how to prepare for them before they come.

Listen to learn:

How do tariffs actually work?

Who pays the imposed tariffs?

How will they impact the economy?

How businesses are currently reacting to the tariffs

What you should consider doing before tariffs take effect

Which socioeconomics groups will be affected the most by tariffs?

What do tariffs have to do with inflation?

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

As the world grapples with the impact of elections and the lingering effects of the pandemic, many businesses are facing a decline in revenue and a sense of unease. This “heartbreak” of entrepreneurship can take a toll on families, relationships, and even personal health.

How can we create more stable, resilient, and efficient businesses in uncertain times?

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Michelle Cooper, CEO of Alchemy Accounting and Bookkeeping, about the importance of financial alignment and support during times of uncertainty.

Learn more:

Why bookkeepers, CPAs, and financial advisors play a crucial role in your business

How your unique human design can shape your business strategies

What is a money archetype?

Addressing your relationship to money to gain peace and confidence

The emotional and psychological aspects that influence your financial planning

Receive a free Sacred Money Archetype assessment!

Connect with Michelle here:

Website: MichelleBCooper.com

Money Archetype Assessment: https://thesacredmoneyschool.com/assessment/

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