Expansive CEO

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies to update us on how the market is doing this week, and to discuss how the US Presidential election cycle affects the equity markets.

Tune in to learn:

How the bond market is doing as we end 2023

How does the Presidential election cycle affect the equity market?

Will there be a difference in the equity market depending on which political party wins?

What will this mean for an investor's portfolio?

The Supreme Court in Colorado ruled that Trump can't be on the presidential ballot in 2024…how might this ruling affect the presidential race & economy?

Can other states with lawsuits also do the same thing?

How can you get the 2024 Investment Look Ahead from Juncture Wealth Strategies? By emailing Hannah at [email protected]!

We want your questions! Please send them to [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

This week brought a lot of positive gains in the markets! In fact, 2023 market growth has been stronger than predicted. With the new year quickly approaching, what could we reasonably expect to happen moving forward?

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies about his predictions for the next year.

Tune in to learn:

Why small-cap investments are doing so well

How much will interest rates probably be coming down next year?

What happens when congress and major investors leave office for Christmas break

Why residential and commercial real estate should be viewed separately

Predictions for residential and commercial real estate

What Brad expects the economic growth to do next

Which sectors are expected to take off in 2024?

How to get the Juncture 2024 Outlook report!

We want your questions! Please send them to [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

Large cap and small cap markets swapped the lead in investment gains on October 19, 2023. The jobs report came in much weaker than expected. And, Black Friday discounts weren't very deep this year! How can you tell if this is good or bad news? And how could these events affect the federal interest rates 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 how to interpret these events as a savvy investor.

Tune in to learn:

What caused the small- and mid- cap markets to go up and the S&P 500 to lag

Some investors are predicting a significant drop in interest rates in 2024, but is this realistic?

Why are there fewer available jobs than before?

Will December continue with the same positive outlook as November?

What the small Black Friday discounts could be indicating about consumer spending this season

How to get the Juncture 2024 Outlook report next week!

We want your questions! Please send them to [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

The year is quickly coming to an end and savvy business owners are considering how to best close out their books.

In this episode, Hannah Chapman, CFP, APMA, CRPC, explores gifting, retirement, and investment options for business owners to consider if they are trying to reduce their taxable income. If you have a financial advisor and/or CPA, ask them about the best strategies for you and your business! If you don't have a financial advisor who can help you with gifting and tax planning, you can reach Hannah at [email protected]!

Tune in to learn:

Why buying more things for your business just to lower your taxes is not wise

What are Donor Advised Funds?

Additional gifting options such as scholarship funds, non-profits

IRS rules and limitations to consider when gifting

Which retirement accounts can you still open and count toward 2023?

The differences between SEP IRA, Traditional IRA, and Roth IRA

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 business feel out of control and chaotic? Are you surrounded with the right team? Every business owner needs an Operational system, a supportive team and a strategy in place in order to succeed and create the overall goal and vision. What does this look like for you and your business? And how do you get there before reaching the breaking point?

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Guest Mara Whitener, a Fractional Chief Operations Owner and Business Solving Strategist. She helps Business Owners find the right Operational System, process and supportive team to scale their business.

Mara empowers business owners to create teams that complement their Human Design, enabling each member to operate in their own unique genius.

Tune in as we discuss:

How Mara helps business owners find the missing pieces in their organization

Finding the right team members and flow to create the overall vision

Red flags that are affecting you and your business

What happens when the Operational Piece isn't in place

The beauty in being surrounded with the right team and support

How to live and work by your Human Design

The energy that flows when everyone feels valued and is contributing

How to start creating synergy in your team today!

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

What happens when our mind, body, spirit, and space are not in alignment? Why is integrating these so important and what shifts can we make to feel empowered? How do we become aware and create a healthy mindset and perspective with money and abundance?

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Guest Natalie LaBonte, a Divine Feminine Priestess and Scared Space Designer about her passion to help others bridge the connections between mind, spirit, body and space, and how to make shifts that lead us to creating a legacy of love and empowerment.

Tune in as we discuss:

How to become aware of our belief system and patterns

Why integrating the mind, body and spirit and space is necessary

Natalie's personal journey with Feng Shui & her spiritual awakening

The balance of masculine and feminine energy and what it represents

The 9 facets of the Bagua map

How money is meant to ebb and flow through us

The Sophia Code and Natalie's healing connection with Mary Magdalene

How to create a healthy relationship with wealth & abundance

Upcoming Virtual Circle with Natalie in December

Connect with Natalie:

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

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

Websites: natalielabonte.com & onelightinteriors.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

The holiday season is beginning, and consumer spending is going up. With current national and global affairs, what can we expect the market to do as it closes out the year?

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies about current market conditions in light of the holiday season and the recent Chinese market drop.

Tune in to learn:

Why long term yields came down significantly last week

What investors can expect the market to do over the holidays

Is China in trouble with almost $12 billion dollars of investment leaving and a high youth unemployment rate?

The state of the chinese economy post-COVID

How the chinese market could impact the US and global economies

The recent warning from Moody's about the potential for downgrading the investment rating of US sovereign debt, and what that actually means

We want your questions! Please send them to [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

What did Jerome Powell say to cause a big drop in the market this week? And, should you be trying to show as little income as possible for your business just to avoid taxes?

In this episode, Hannah Chapman, CFP, APMA, CRPC, explains the latest market events, as well as diving into best practices for business tax planning.

Tune in to learn more:

How the federal government is trying to control inflation rates

The difference between CPA's and financial planners

Is reporting taxable income a good thing for you and your business?

How reporting taxable income affects your social security payout later in life

Why the type of retirement account you choose plays a significant role in your tax and retirement outcomes

How tax planning helps set your business up for sale later in life

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

The markets rallied this week and we are seeing all types of stocks going up! What caused this scenario and what should we expect next?

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 the factors that are playing into the rally, and how to approach the market as an investor in spite of its seeming volatility.

Tune in to learn:

Financial markets are up - what should we expect moving forward?

Will interest rates stop increasing?

Market expectations for the next 6 months

Listener question: Are economic forecasts a reliable source?

What history teaches us about unprecedented events and their effect on the markets

How the investing landscape has changed for the better in more recent years

What your portfolio should include to ensure long-term growth

We want your questions! Please send them to [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

There are plenty of people telling you what to do with your money. And both the financial industry and financial coaching space can be tough to navigate when they're full of misleading promises, murky fees, and one-size-fits-all solutions.

In this episode, Hannah Chapman, CFP, APMA, CRPC, is calling out the financial advisory and financial coaching spaces with what she sees as some of the biggest issues that need reforming, and helping you figure out what to look for to find an advisor that is trustworthy and has your best interests at heart.

Tune in to learn more:

How large financial institutions are still getting away with shady practices despite regulations

Everyone wants a cut of your money - why it's hard to trace down fees

What it means for an advisor to be a fiduciary and act only in your best interest

Ethical problems with the fast-growing online money coaching space

Why the term “financial advisor” doesn't have concrete meaning

Ways we can start to reform the industry

What a holistic approach toward finances looks like, and why it's most effective

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