Expansive CEO

Many business owners left corporate culture so they could work and live on their terms. However, we often feel pressure to build our business the corporate way–growing fast and hard, creating projections, and a strong focus on numbers and data. Although these things have benefits, how can we approach our business through a holistic lens, considering our personal and business needs?

In this Fireside Chat series, Hannah Chapman, CFP, APMA, CRPC, talks with Svetlana Lane, her assistant (and fellow entrepreneur) about finding your unique path to growing your business!

Tune in to learn:

The healthy and unhealthy aspects of corporate mindset

Sifting through advice from others

Addressing the pressure to “grow fast and grow hard”

How to stay motivated - the “Gap and the Gain”

Overcoming the black and white, all-or-nothing mindset

How your Human Design can help you figure out your path

How to hold space for your unique situation in life and business

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]

Thursday June 27th was the first presidential debate of the 2024 election...and it wasn't pretty no matter which side of the aisle you're standing on. What might we expect to see happen to the financial markets if we see a shake-up in the nominees?

In this informative episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies about the upcoming presidential election, inflation, and corporate profits.

Tune in to learn:

What might happen if Donald Trump pulls ahead significantly in polling or if he wins the presidential election vs a second Biden term?

How were PCE (Personal Consumer Expenditure) levels this past month, and what does that mean for the Federal Reserve's inflation targets?

How workers and families are experiencing inflation, and how a boost in productivity when companies eventually bring AI into more of their processes could help right-size worker's income

The importance of being picky about small-cap investments

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 heard the saying that you are your own limiter? Entrepreneurs often find a strong connection between their personal growth and their business growth. How do we begin to address the hard things that are holding us and our businesses back?

In this episode, Hannah Chapman, CFP, APMA, CRPC talks with Mike Bledsoe, an entrepreneur, veteran, and coach to veterans, about his passion to guide others to enjoy physical, mental, emotional, and spiritual health.

Learn about:

Mike's dream of world peace - how peace starts inside

Why it's important to truly know and understand yourself

How you run from feelings, not stories - your body's survival strategy

How to take power over your thoughts and feelings

What your anger is actually telling you

Healing cognitive and emotional patterns

How other people respond when you begin to change

Connect with Mike here:

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

Website: themissionafter.com

And 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

Investing in a company that pays dividends can have many advantages for your portfolio. But how do dividends actually work and what are terms you should know regarding your investments?

In this informative episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies about mechanics and benefits of dividends.

Tune in to learn:

Market update - what could happen after the market peak this week

Defining “support level” and “resistance level” when it comes to pricing stocks

Can a dividend-type strategy be more reliable than capital appreciation?

What are “value companies” vs. “growth companies”?

How can you have compound growth with dividend-type investments?

How dividends are currently trending

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

Entrepreneurship isn't for the faint of heart; it's full of constant dips, turns, and adjustments. So how does an overwhelmed business owner find stability, peace, and joy while continuing to grow their business?

In this special Fireside Chat series, Hannah Chapman, CFP, APMA, CRPC, talks with Svetlana Lane, her assistant (and fellow entrepreneur) about Hannah's heart to help entrepreneurs “discover, align and expand” their businesses through financial literacy and emotional healing.

Tune in to learn:

Why Hannah is passionate about helping entrepreneurs

How emotions are so important when making decisions

What aspects does an entrepreneur need to “discover” about themselves and their business?

How can a business owner understand and align to their energy?

What Hannah would say to someone that is wanting to transition from corporate life to entrepreneurship

Why growth naturally leads to breakdowns, and how to manage them

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]

If you have children, you are probably aware of the typical accounts that are available to save for their future. However, if you are also a business owner, there is a very unique option that you may not know about: a Roth IRA!

In this solo episode, Hannah Chapman, CFP, APMA, CRPC, breaks down the pros and cons of different savings accounts, showing why a Roth IRA can truly be a game-changer for your kids' future.

But first… a market update

How much should I expect college to cost for my children?

What are the pros and cons of 529, UTMA/UGMA, and Coverdell IRA savings accounts

How can I open a Roth IRA for my child while they are a minor?

Does it matter if my business is set up as an S-Corp vs. an LLC?

How can my child withdraw funds without penalties and taxes?

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 have seen sales programs that teach the salesperson to drive the customer fast and hard to a “yes.” That method often sows seeds of resentment and bitterness that creates a problematic situation down the road when working with a client. There is a much better way to sell that honors you and the customer and takes into consideration your customer's decision-making style – and we're walking through it!

In this episode, Hannah Chapman, CFP, APMA, CRPC talks about a healthier approach to sales with Marla Mattenson, an internationally-recognized speaker and expert working with thought leaders in sales, business, and love, and the founder of the Ethical Sales Institute.

Over the course of her 20+ year career, Marla has helped thousands of people deepen their intimate connections including Academy Award-winning actors, producers and directors, NBA players and coaches, Grammy Award-winning artists, and millionaire entrepreneurs. Marla's advice has appeared in The New York Times, Forbes, Oprah, NBC, ABC, CBS, and Entrepreneur to name a few.

Learn about:

Why your sales goal is not to drive to a “yes”

The brave question that will bring clarity

How Human Design helps you hold space for the way others make decision

How different HD authority types make purchasing decisions

How to involve a partner in the decision making process

Why your sales process should reflect the way you do business – with trust and integrity

When you may need to walk away from making the sale

Marla is giving a free resource on her website, “From Freakout to Freedom,” at the link here: https://ethicalsalesinstitute.com/polyvagal-training/

Connect with Marla here:

Instagram: @marla.mattenson

Facebook: Marla Mattenson

LinkedIn: Marla Mattenson

Ethical Sales Institute Website: ethicalsales.org

The Intimacy Experts Website: theintimacyexperts.org

And 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

The labor market loosened up this week, and the NYSE experienced several glitches on the trade floor. Should we be concerned about these events?

You know that investing early is the best way to grow wealth over time. How can you get your kids excited about it now?

In this special 100th episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies to answer listener questions about the latest market news and how to start a conversation with your kids about investing.

Tune in to learn:

Reflection of how this podcast began

Is a weakened labor market a good thing?

The European Central Bank lowered interest rates this week - what does this mean for the US economy?

Is the NYSE under a cyber attack?

How Brad taught his kids to invest in the market at a young age

How Hannah teaches her kids about the value of money

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]

Phone: 480-253-4100

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

No one goes unscathed in this world. Trauma affects many parts of our lives, including our relationships, money, and work/business (hello, burnout and impostor syndrome!)

A major part of healing our trauma is to begin to listen to our bodies; to slow down, and connect to our deepest parts. But how do we begin to do that, after decades of shutting out that voice?

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Matthew Cooke, a trauma-certified practitioner through Somatic Experiencing and Organic Intelligence for nervous system health, about the ways your body is speaking to you right now.

If you're a coach, check out Matthew's somatic coaching training as well!

Learn more:

Fascinating facts about your nervous system and body-mind communication

The five elements of the human experience to start noticing

Why many of us have “addiction to intensity”

Why there is a lot of static between the mind and body

How to go slow so you can go fast with your healing

What are somatic “resources” and how can they help you regulate

Connect with Matthew:

Website: https://bodybasedbreakthrough.com

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

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

The Magnificent 8 stocks that had been doing the majority of growth in the market last have now dwindled into the Fabulous 4. How influential are these companies on your returns and how can you make sure that your portfolio is diversified so that you don't take a hit when these stocks peak and start to dip?

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies about a variety of strategies that can help create a most stable portfolio.

Tune in to learn:

Why fewer stocks are leading market growth

How the Fab 4 influence the rest of the market - for better or for worse!

What if the leading tech (AI) companies start to drop?

Why volatility is normal and to be expected

Should I sell a stock if it's not growing fast enough?

Can I just invest in an index fund?

Equal vs weighted indices

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

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