Expansive CEO

With the cost of living on the rise, many consumers are feeling financially stretched to provide for their families. Companies are raising their prices in order to keep their businesses afloat, but some speculate that certain sectors are taking more than they need to, like grocery chains and housing rental companies.

As the market continues to rise, and companies continue to grow, how do we help spread the wealth to the average person in America?

In this episode, Hannah Chapman, CFP, APMA, CRPC, tackles these issues with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies!

Tune in to learn:

What are buybacks and how do they influence share values?

Are grocery stores gouging food prices and increasing profits?

Are we spending more on food and gas than ever before?

What is an ESOP and how can they spread wealth among all company workers?

What is conscious capitalism? Is it possible to actually experience?

Why philanthropy is the right thing to do when you have a lot of money

Teaching your kids to participate in wealth creation

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

Does your heart long to start a community to lift others up? If you feel like you're supposed to build it, there might be a reason for it! Communities create a safety net for growth, keep us from feeling isolated, and can align us with the right people to realize big dreams!

But where do you start, and what should you keep in mind to help you build the best community? Most importantly, how do you stay in your gifts while doing so?

In this episode, Hannah Chapman, CFP, APMA, CRPC, chats with Community Engine founder Tim Wolf about his passion to help purpose-led entrepreneurs build community through the right technology and support.

Tune in to learn:

Powerful lessons Tim learned from spending 10 days in darkness

How to “stay in your gifts” when building a community

Why relationships help us grow, reflect, and stay grounded

How to trust the right people will come to you (and how to let go of people that don't fit)

How to evolve as a leader while holding boundaries

What to do if you're ready to start your community!

Connect with Tim here:

Website: https://communityengine.ai

Email: [email protected]

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

Facebook group: https://www.facebook.com/groups/communitytech

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]

Some people hit the panic button last week when the markets drastically dipped down. What exactly happened and have the markets recovered yet?

With inflation slowly coming down, what could happen to the rates later this year, and how would this affect the housing market in the next 6-12 months?

And finally, the Harris/Walz ticket is appealing to “never trump” and swing voters. How do markets usually respond to presidential elections?

In this episode, Hannah Chapman, CFP, APMA, CRPC, looks to the past, present, and future with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies!

Tune in to learn:

The three factors that created a large dip in the market last week

What happened with the Japanese Central Bank

What is a correction vs. a bear market?

Is there abnormal activity in the market?

How do elections dictate market behavior?

What if Trump also got replaced?

Why low interest rates are actually a sign of a dysfunctional 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

What would you do if you had sixty days left on your “Life Clock”? What about a year? Ten years? Many think of quitting jobs to connect with family and find adventure.

What if you thought of the important things in your life as fires that need to be tended: yourself, marriage, children, village, and business. Being intentional with every “fire” can bring meaningful moments that will matter for years to come.

In this episode, Hannah Chapman, CFP, APMA, CRPC, welcomes back Human Connection Ninja Blake Fly, founder of the inspirational group Dads Making History. Blake guides us through his holistic method to growth within his family and career. You don't have to be an entrepreneur to connect with his growing group of dads in business, but bring your ambition for your family, career, and life!

Tune in to learn:

How to prioritize your family while also managing your business

The “Five Fires” ideology

How to manage family and business responsibilities with your partner

How to achieve your goals with gratitude, creativity, and action

The question you should ask yourself to be more intentional and present with your life

How to connect with other parents with ambition for family AND business through Dads Making History

How you can be sure that family members will still have your presence and legacy after you have passed

Connect with Blake here:

Website: https://blakefly.com/

Group Connection: www.dadsmakinghistory.com

Instagram: @blakefly

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

If you are in the business of changing lives (read:coaches!), then you know how important it is to create meaningful and transformational experiences for your clients when they come to your events.

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Andrew Ybarra, event Audio/Visual professional, about ways a creative audio/visual team can make your event, summit, or retreat truly unforgettable.

Andrew Ybarra has over 15 years experience in the Audio Visual Industry, working with grass-roots organizations and billion dollar companies like CBS, Paypal, & Facebook alike! After years of studying transformational enrollment events from all angles, he now specializes in helping 6 & 7 Figure Transformational Leaders rock their events with seamless event tech, whether it's live, virtual or hybrid!

Tune in to learn:

How Andrew married AV production with coaching to create a fulfilling business

Why it's important to create the right energy for your event that reflects you

How to make sure the event is profitable

How Andrew's team integrates with the business team for a seamless experience

What if something turns out of your control in your event?

How long it takes to plan your event.

Connect with Andrew here:

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

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

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

Website: https://www.liftedav.com/Home?r_done=1

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

It's uncomfortable to think about what would happen if you pass away or become unconscious. But if that happens and you don't have an estate plan, your loved ones would suddenly have to handle your estate and business–while also dealing with major grief.

A probate judge would grant decision-making to people you may not trust and split your estate in a way that doesn't serve or honor your relationships with your loved ones or the best interest of your estate (think taxes). Oh, and don't forget to mix your business into this situation too!

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Patricia De Fonte, an estate lawyer, about how to write an estate plan with heart, helping your loved ones avoid unnecessary emotional and financial pain.

Tune in to learn:

Taxes, leases, healthcare - who will make these decisions?

What if your estate plan is over 5 years old?

What is an AB trust?

Why should your money flow through a trust?

What could happen to your money if your child is a minor

How to establish a plan for your money so the beneficiaries can learn to use it wisely

The emotional impact of receiving an inheritance - addressing money stories

How to make decisions for your business - the team approach

Connect with Patricia here:

Website: DeFonteLaw.com

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

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

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 a heart-centered entrepreneur, you long for your business to make the world a better place. That means you have to build your business backwards, starting with caring about what you do and who you serve, instead of focusing only on increasing transactions. So how do we bridge the gap between goodness and profit to build a business that serves us and others?

In this episode, Hannah Chapman, CFP, APMA, CRPC, discusses with Dr. Matt Kreinheder, a chiropractor, how the integral neurotic sciences helps you create a more meaningful and prosperous business AKA a “benevolence generating engine”.

Learn more:

How spirituality intersects with business

Power, transaction, and care: where are your priorities?

How the modern markets came about

The stages of consciousness

What is integral theory and how does it apply to business?

Connect with Dr. Matt K:

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

Website: drmattk.com

Instagram: linkedin.com/in/matt-kreinheder-181b8831

Facebook: facebook.com/doctormattk

And connect with Hannah here:

Website: https://www.hannahrchapman.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

It's no secret that the music industry chews and spits people out, using them for profits until they're no longer relevant. This toxic model is often the only way artists think they can become “famous” and make money doing what they love.

Fortunately, you don't have to give up on your dreams because there are many ways you can create sustainable income without changing who you are!

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Adam McInnis, musician and founder of The Billboard 500, about his mission to empower artists to live out their dreams in a way that is healthy and life-giving!

Learn more:

Making music is about connecting to others and is worth pursuing

How the music industry has created a culture of disposable talent

Why you need to stop looking at yourself and your music as a product

Why we don't need to chase the shiny things to have success and money

How fame isn't what it seems

What is Dunbar's law?

Connect with Adam:

Mentoring/Coaching: thebillboard500.com

His Band: https://www.sonsoflegion.com/

And connect with Hannah here:

Website: https://www.hannahrchapman.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

Episode 109: Investment Friday - How Would a Hypothetical Biden Step Down Affect the Markets? + Is the Government In Too Much Debt?

Recent headlines have been highlighting the presidential race, our ever-growing US debt, and inflation. What could happen to the markets if Biden steps down as the Democratic Presidential nominee? Is our US debt too heavy to handle? And what is the latest report on inflation?

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:

Is inflation going up or down?

Can the US afford the amount of debt it has?

What is deficit spending and when is it appropriate?

How do tax cuts affect US debt?

What would the markets do if Biden stepped down and Kamala stepped in as the Democratic Presidential nominee?

What kind of political conditions are most favorable to the markets?

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

We invest a lot of time, energy, and money into our business; no wonder it can be hard to unplug and not think about work! It takes time to create a work/life balance that works for your unique set of circumstances, but it is possible if you make it a priority.

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Sage Polaris, conscious marketing and copywriting coach, about ways you can start creating more time for yourself and your family today!

Tune in to learn:

How Sage takes 4 months off a year

Ideas to create more room in your calendar for you and your family

Examples of boundaries you can implement with clients

How to hold yourself back from doing everything in your company

Why running a business is harder than it was before

How your business can stand out and still be successful

Sage's free gift - email templates

Connect with Sage:

Website: https://sagepolaris.com/

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

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

Open House about her VIP days:

Free Gift: sagepolaris.com/hannahrocks

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