Expansive CEO

Throughout history, world-altering figures such as Rosa Parks, Amelia Earhart, and even Jesus had their own close-knit circles where they shared ideas, supported one another, and amplified their impact on the world. Today we refer to those groups as masterminds! If you have a unique perspective in your industry, you could make an impact through a mastermind, too.

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Sebastian Cruze, a 7-year mastermind leader who helps mission-driven entrepreneurs launch, lead and scale their online mastermind group. Sebastian is on a mission to unite 1000 mastermind leaders who together can impact 1 billion people.

Tune in as we discuss:

How COVID led to more people pursuing their passions

Why servant leadership is essential to growing a mastermind

The moment Sebastian knew this was his calling

Why being aligned with your purpose is the key to building wealth

Why you should “bloom where you're planted” on the mountain you already built

Sebastian's new Facebook group for mission-driven entrepreneurs

Connect with Sebastian:

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

Website: https://www.truefreedom.ai

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

Facebook: https://www.facebook.com/sebastiancruze15

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

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

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

2023 was the year for the “Magnificent Eight” stocks to take the lead in the market, but 2022 was not a very good year for them at all. With interest rates about to come down, what should we expect these stocks to do in 2024?

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 risks of holding too much large cap stock and how to make sure your portfolio is balanced.

Tune in to learn:

Why large cap stocks did so well last year

How lower interest rates will benefit small- and mid-cap stocks this year and beyond

Lessons learned from the great Tech Wreck of 2001

What sectors will benefit most from AI?

Will there be a recession soon?

What Price to Earning ratios (PE) tell about a stock

Investment strategies for high PE stocks

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

A big global shift is coming this year as Pluto moves into Aquarius and out of Capricorn. What did we experience during the age of Capricorn and what should we expect to occur over the next 19 years?

In this intriguing episode, Hannah Chapman, CFP, APMA, CRPC, talks with Melanie Marisol, business astrologer, shadow integration doula, and third-generation medium, about what we can expect as we enter a new era later this year.

Tune in as we discuss:

The significance of Pluto moving into Aquarius and out of Capricorn

Which global powers may balance out the US

What could happen to currency, data, and money

Areas will we see destruction vs advancement

Why wealth will be redefined

How astrology illuminates your business plan

Examples of historical events demonstrating the Aquarius era

Melanie's free gift to CEO's

Connect with Melanie:

FREE GIFT: https://www.melaniemarisol.com/gift

Website: https://www.melaniemarisol.com

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

LinkedIn: https://www.linkedin.com/in/melanie-marisol-18108547/

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

Is now a good time to invest? Let's take a look at the statistics, the average 2-week return, and why 2024 holds many opportunities for investors to increase their assets!

In this informative episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies to discuss what the FED is wanting to see before lower interest rates, how this will impact the regional banks & commercial real estate, why now is the time to consider getting back into the market.

Tune in to learn:

What does the fed want to see before they start lowering interest rates?

Is there a potential concern for investors with regional banks?

The overall market in January and statically how the rest of the year usually unfolds

What Goldman Sachs shows for the average return in a 2-week period since 1928

Should investors wait until after interest rates lower to put any extra cash to work?

What does this look like from a financial planner's perspective?

Why 2024 holds many opportunities for investors to increase their assets!

We want your questions! Please send them to [email protected] and we will discuss them in our next episode.

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 does it take to create a brand that speaks to the heart of your ideal customer and reflects who you are and the values you hold?

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with guest Re Perez, a seasoned Brand Strategist with over 25 years of experience reinventing and transforming purpose-drive brands into powerful catalysts for change. As a former Fortune 500 Brand Consultant, Speaker, CEO of Branding For The People, and author of the boldly titled book Your Brand Should Be Gay (Even If You're Not): The Art and Science of Creating an Authentic Brand, Re specializes in advising conscious CEOs, Founders, CMOs, and Marketing teams of multiple 7, 8, and 9-figure companies around the world.

Tune in as we discuss:

Re's branding process that digs deep into yourself and your business

Why “perception is reality”

Why having a polarizing brand is good thing

Why your emotional connection to your business matters

How an authentic brand attracts your ideal client

Why brand alignment creates expansion

An overview of Re's book

Connect with Re:

Websites: www.reperez.com, www.brandingforthepeople.com

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

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

LinkedIn: https://linkedin.com/in/re-perez-branding/

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

Are you a business owner that continually hustles and struggles to rest? You may be grinding away because you think that there is not enough in this world. We all struggle with beliefs that can hold us and our business back from growth. The great news is that it is easier to change these thought patterns than you might think!

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Guest Julie Cass, certified health coach, life coach, Transformation Coach, EFT practitioner, and hypnotist about ways you can start making a change in your life today.

Tune in as we discuss:

Why emotional healing is the key to your breakthrough

How rest often leads to growth

New thoughts to consider and start shifting your mind today

Why your feelings matter - a LOT!

How EFT and hypnotherapy work to clear thoughts that do not serve you

The huge difference between creating from love and peace instead of lack and fear

How to stay in ease and flow

Connect with Julie:

Website: www.thepositivechange.com

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

LinkedIn: https://www.linkedin.com/in/julie-cass/

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

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

January markets are balancing out after a great run at the end of 2023. Inflation has come down almost 6% from its peak but we are not necessarily seeing price changes at the register. Why is that?

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies, to discuss how and why we need to understand these matters by looking at them over time, and how to set your portfolio up to account for inflation in the future.

Tune in to learn:

How to obtain the 2024 Look Ahead report from Juncture Wealth Strategies

Why the market is starting to balance out after a strong end to 2023

How to approach volatility in the markets

What you can do if you have a lump sum to invest

Defining inflation and disinflation

Why grocery, car, and house prices do not come down

What is purchasing power and how can you keep it strong as you get older?

We want your questions! Please send them to [email protected] or [email protected] and we will discuss them in our next episode.

You can learn more about Juncture Wealth Strategies here:

Website: https://juncturewealth.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

Many CEO's try to hire people that match their energy and style of work, looking for others that care about their business as much as they do. But could this approach actually be holding their business back?

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks again with Guest Mara Whitener, a Fractional Chief Operations Owner and Business Problem Solving Strategist, about practical ways Human Design can help you create the most optimal team.

Tune in as we discuss:

Which aspects of a team member's Human Design you should consider

Why it's more important to support your team's zone of genius first

Why you should know your authority/decision making

Realistic examples of ways members may function in your team

Why Mara's business quadrupled when she implemented Human Design in her team

How to hold space for and support everyone's differences

How to approach contractors vs. employees

Ways Human Design helps decrease burnout and creates more loyal team members

Connect with Mara:

Website: whitenerpros.com

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

LinkedIn: https://www.linkedin.com/in/mara-whitener/

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

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

How do you know what the best options are for you when deciding between Traditional and Roth options when it comes to IRAs, 401(k)s or SEP IRAs? How do you best optimize your retirement tax strategy and how will this affect you during retirement?

In this informative episode, Hannah Chapman, CFP, APMA, CRPC, talks about the differences between Traditional and Roth accounts, the different tax implications over a lifetime, and two powerful case studies that show different Roth IRA and Roth solo-401(k) strategies and how choosing Roth can significantly impact their future wealth!

Tune in to learn:

The differences between a Traditional IRA a Roth IRA

What are the tax implications of each type?

Two Power case studies and what the impact was in their retirement

What happens if you want to convert from a Traditional to Roth IRA?

The best way to optimize your retirement tax strategy

Why it's important to look at the tax impact over 20, 30, 40 year period

Taking a holistic approach is helpful when considering your financial options

We want your questions! Please send them to [email protected] and we will discuss them in our next episode.

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 your money is taking a risk and betting on the future, but how do you know if that risk is worth taking, or if you're getting the right amount of return for the amount of risk you're taking?

In this informative episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies, to define risk and help us understand its influence on our portfolios.

Tune in to learn:

The four main types of financial risk

How the industry view risks differently than clients

JWS' strategies to manage risk

Is diversification the best approach?

What is the investment risk pyramid?

How risk and return are two sides of the same coin

Why we recommend always hiring an investment professional

We want your questions! Please send them to [email protected] or [email protected] and we will discuss them in our next episode.

You can learn more about Juncture Wealth Strategies here:

Website: https://juncturewealth.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