Expansive CEO

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

How do you determine what you charge your clients? Beyond researching your competition, there are several factors to think through when pricing (or raising prices on) your services.

If you know it's time to raise your prices, are you feeling a sense of fear that people will leave and reject your offer? Your business may feel like an extension of you, and it can be hard not to take clients leaving personally.

In this Fireside Chat series, Hannah Chapman, CFP, APMA, CRPC, talks with Svetlana Lane, her assistant (and fellow entrepreneur) about what it means for your business to serve you–and not the other way around!

Tune in to learn:

Hannah's and Svetlana's journeys to raise their prices in their businesses

How your expenses, time, and emotions come into play

How to deal with rejection when a client leaves

How to lean into your Human Design when determining your pricing

How to hold space for your business to have its own journey

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

Connect with Svetlana:

Website: wellspringmusicartscenter.com

Email: [email protected]

It's September, and we just entered the most volatile time of the year in the markets, causing some to feel afraid of losing their money. And in a presidential election year like we're in now, the volatility is even more pronounced! But does that mean you should sell your investments and hunker down with cash?

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies about keeping a sound mind and looking at the data when it comes to investing!

Tune in to learn:

JOLT survey jobs report update

What will happen when interest rates come down as expected?

What is the status of household debt?

What drives investors to feel afraid of buying stocks?

Does the president have much influence over the markets?

When should you invest your savings into the market?

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

Your words are powerful and what you say and do projects out into the world, shaping your future. On the other hand, what others say can also project onto you. Being flooded daily with information, how do we cut through the noise and figure out what to hold on to?

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Stephanie Trager, coach, healer, and business and impact strategist, about projecting your truth into the world.

As a medicine woman and lawyer, Stephanie weaves together a diverse background in human rights, environmental justice, corporate litigation, shamanism, and psychology, with 20 years of transformational coaching in peak wellness, higher purpose, soul mastery and deeper impact in business, leadership and life.

Tune in to learn:

How not to take other people's projections onto yourself

Why you must be clear in who you are

Why you must recognize your feelings

How human design “projectors” operate

Four questions to ask yourself to filter through information

Why global agendas are harder to discern

Connect with Stephanie here:

Website/Masterclass: https://www.stephanietrager.com/liberation-2030

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

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

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]

Have you ever been scammed online? If so, you know the shame, anger, and embarrassment that can come with the experience.

As a financial advisor, Hannah knows exactly what to look for when spotting a scam. However, this week she fell victim to a lie told by someone she thought she knew.

In this very vulnerable episode, Hannah Chapman, CFP, APMA, CRPC, details the scam step by step, and the important lessons learned from the incident.

Tune in to learn:

The whole story, including screenshots of messages and emails

How the scammer used Hannah's relationships with her friends as a way to build trust

Looking back: the red flags that were there all along

What to look out for when buying on Facebook

How Hannah processed the experience emotionally

How you can support someone that has been scammed

Have you ever been scammed online? Send your story to [email protected] and know you're not alone.

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 feel stuck, stressed–or even miserable–in your work or life? Maybe you're not sure you're on the right path?

The great news is that all the answers lie inside of you. You have the power to create the change you want when you lean into the right environment and realize your potential.

In this episode, Hannah Chapman, CFP, APMA, CRPC, chats with Catalyst for Change and Wyldfyre Dynamics founder Aaron Morrison about his passion to help high performers in high stress jobs eliminate burnout, anxiety, and their inner critic. “Results Guaranteed”!

Tune in to learn:

Driving force behind change

When to “scale or bail” as your opportunities grow

Finding unlimited potential

How to speed up personal and professional growth

How to have the impact and contribution you want

New perspective on managing triggers and dealing with trauma

Book recommendations:

The Holographic Universe: The Revolutionary Theory of Reality by Michael Talbot

Man's Search for Meaning by Viktor E. Frankl

Connect with Aaron here:

Anxiety Hack: easyanxietyhack.com

Website: wyldfyredynamics.com

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

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

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]