Expansive CEO

The recent presidential election has been a topic of intense discussion, with many wondering about its potential impact on the economy and financial markets.

While the equity markets celebrated the election outcome, the bond market reacted differently, anticipating increased inflation and the potential for higher interest rates.

Trump's election win was due to many voters feeling financial strain. Will his promise of lower taxes and higher tariffs deliver what his voters are expecting?

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Junction Wealth Strategies the implications of Trump's proposed policies on your portfolio!

Learn more:

How the election provided certainty to the markets

Which market sectors performed the best

Why the bond market saw a decline in prices and increase in yields

The Federal Reserve's interest rate decisions and the impact of potential tariffs on the economy

How do tariffs work? A detailed explanation

The potential impact of tariffs and inflation on the middle-class consumer

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

Have you ever wondered why you are here on this earth? Knowing your Human Design and your Gene Keys may shed a lot of light on your journey in this lifetime.

Based on your birth time and place, your Human Design can profoundly impact your personal and professional growth by offering you a way to the most enlightened version of yourself.

In this second installment of the Human Design fire chat series, Hannah Chapman, CFP, APMA, CRPC, sits down with Svetlana Lane, her executive assistant, to discuss two aspects of Human Design: the Gene Keys and Pearl Sequence!

Tune in to learn:

How to interpret the Gene Keys chart

What are the Genius Sequence, Love Sequence, and Prosperity Sequence?

What are “chaos” and “innovation” concepts in the Pearl Sequence

How to look at your chart through a trauma-informed lens

The importance of cultivating connection with others who are not like you

What is the culture sphere and how does it apply to your work?

How to obtain a free chart to see your Human Design!

Grab your free HD chart here: https://www.geneticmatrix.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]

It's officially November, and the election in the USA is imminent. Will the volatility we experienced through September and October continue, or will we see the financial markets calming down?

Then, does being rich make you a jerk? Are there any ethical billionaires? In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies about the experiences they've had with clients who have a heart for creating a positive impact on their community, and how money is a tool for community building.

Learn more:

Current market conditions

What we might expect over the next week to 8 weeks depending on how clear the results of the presidential election are on November 5th

The good money can do, and how many wealthy people and families give back to their communities quietly and anonymously

How money can be a tool to reveal character, and how creating an intention of practicing good stewardship with money can expand your own experience of prosperity

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

Have you ever been curious about what makes you–you? Maybe you've taken the Kolbe, Enneagram, or Meyers-Briggs assessments so you can better understand yourself and how you interact with this world?

If so, you may benefit from learning about Human Design, an intricate system that blends ancient wisdom from various spiritual traditions: the Hindu chakra system, the Chinese I Ching, the Kabbalah's Tree of Life, and Western astrology.

In this episode, Hannah Chapman, CFP, APMA, CRPC, sits down with Svetlana Lane, her executive assistant, to discuss how this synthesis of ancient knowledge creates a comprehensive framework for understanding our individual energetic blueprints and how they shape our experiences in this lifetime–whether personal, financial, or business!

Tune in to learn:

Human Design, its origins, and the different traditions it incorporates

Explanation of the human design chart - the body graph, the nine centers, the numbers, and how they relate to the different mystical traditions

Hannah's personal journey of discovering human design and how it resonated with her more than other personality assessment tools

The different energy types and how they differ in their decision-making processes and energy expression

How Human Design applies to financial planning, business coaching, and relationship coaching

How understanding your unique human design helps you embrace your authentic self and work in alignment with your natural strengths

How to obtain a free chart to see your Human Design!

Grab your free HD chart here: https://www.geneticmatrix.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 sometimes feel “off” in your work, relationships, or just daily life? If so, It could be a sign of an energy imbalance. That's because masculine energy (the drive, strategy, and achievement) and feminine energy (the mysterious, receptive, and collaborative) are both essential for personal and professional fulfillment.

Once we understand these two dynamics, we can strategically use them to live and lead more effectively. It can even change the way we approach our money!

In this episode, Hannah Chapman, CFP, APMA, CRPC, sits down with Susanne Goldstein, executive coach, feminine leadership mentor, and the founder and CEO of Dare Human, to explore the intriguing and often polarizing topic of the relationship between masculinity and femininity in our modern world.

Tune in to learn:

Susanne's story of waking up to her own imbalance

Why reclaiming and honoring the feminine is not a means of competition

What is “strategetics”?

How our relationship with money is often deeply rooted in our masculine-feminine dynamics

The importance of self-acceptance, self-love, and the willingness to embrace the multifaceted nature of our own being

Susanne's free 3-day “strategetics” training and her other courses

Connect with Susanne here:

Website: SusanneGoldstein.com

Socials: https://www.instagram.com/FollowSuzanne

Dare Human's online courses and programs, including "Lead Like a Woman”

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 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