Expansive CEO

There has been a lot of volatility in the markets. Bonds yields are rising, the S&P was off by almost 10%, and mega cap companies are falling in price - amid talks of funding war.

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies to help us decode why all these things are happening.

Tune in to learn:

Why the bond market is especially volatile right now

Eight mega cap companies are falling a lot in price - should we be worried?

Why did GDP come in so strong for Q3?

How the rates are influencing new home sales vs. existing home sales

Janet Yellen said we can fund two wars - but how is this possible?

Investment strategies for catastrophic times - are equities still better than bonds?

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

As entrepreneurs, we are all too familiar with the negative effects burnout can have on our lives.

In this episode, Hannah Chapman, CFP, APMA, CRPC, has a much-needed conversation with Brooke Bailey, MBA, PCC, RYT, about her work to help female entrepreneurs find balance in their lives - personally and professionally. Her vision is to normalize a balanced approach to entrepreneurship in which all women business owners can experience success without sacrificing their health.

Tune in to learn more:

Brooke's and Hannah's personal experiences of digging out of burnout

Why your personal and professional life should not be compartmentalized

How eastern practices like yoga and ayurveda can useful in finding balance

Why some of your good habits can actually be aggravating your imbalance

The importance of working in seasons in your business and your life

How to start adjusting your lifestyle with an already full schedule

Connect with Brooke here:

Website: https://sbrookebailey.com

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

Instagram: @sbrookebailey https://www.instagram.com/sbrookebailey/

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

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

Important Note: The humanitarian crisis between Israel and Hamas is devastating and far outweighs the financial impact it may have on our money. Our hearts go out to everyone involved.

We are all watching the devastating Israel-Hamas war and wondering how it will unfold. 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 potential impact of this war, along with a discussion on current US markets.

Tune in as we discuss:

When will the US markers see an effect from the Israel-Hamas war?

How wars can affect global markets

Reflection on the impacts of the Ukraine-Russia war

Will the Fed start slowing down rate hikes?

Why we haven't seen a recession this year

Consumers are in malaise despite a strong economy - how will this affect the markets?

How much influence do individual investors have vs. institutional investors?

Current state of bond yields

What are the advantages of municipal bonds?

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

Many new small business owners aren't sure what their options are when it comes to choosing a retirement plan for themselves and their employees. With the new year and tax season quickly approaching, now is the perfect time to set up those accounts!

In this episode, join me, Hannah Chapman, CFP, APMA, CRPC, to discuss several great retirement plan options to choose from to get you started, whether you are a solo entrepreneur or you have W2 employees!

Tune in to learn:

Why having great benefits is the key to attracting talent, especially in this labor market

Retirement plan options for your employees, including Simple IRA and 401(K)

Retirement plan options for yourself as an employer

Retirement plan options for sole proprietors, including Sep IRA, Solo 401(K), Roth IRA, and more

Why now is the right time to sort out your retirement options

How a financial advisor can help you make the right choice for you and your business

Do you have questions or feedback? I would love to hear from you! Find me on all the social media channels or email me at [email protected].

Connect with me 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're a regular follower of my work, you know that I'm on a mission to help my clients "save wisely, spend joyfully, and support the causes that matter to their heart generously." However, many business owners are under constant pressure to make money, and often don't feel joy in their financial transactions.

In this special Investment Friday episode, join me, Hannah Chapman, CFP, APMA, CRPC, as I discuss what it means to spend joyfully, even when you're spending your money on bills and business expenses.

Why feeling joy when receiving money is the first step

How your worries are not serving you and your business' growth

Yes, it's possible to pay your bills and debts with joy

A book I highly recommend to grow in this area

Real results I have seen with clients that made this shift

Two questions to ask yourself that will create awareness of your emotions toward money

Do you have questions or feedback? I would love to hear from you! Find me on all the social media channels or email me at [email protected].

Connect with me 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

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies, in this recurring feature "Investment Fridays with Brad"!

Tune in as we discuss:

Market update: how much the equity market dropped since August

How the big tech companies are masking current indices' reports

How treasury yields are adjusting for high interest rates

Short-term and long-term treasury bond yields were inverted - what does that mean?

Are we headed for recession and should we be concerned?

How to prepare for future recessions

Why jumping out of a low equity market isn't always the best idea

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

You may have been alarmed this week after learning about a potential government shutdown, the continuing UAW strike, and interest rates holding steady. Today we are discussing how much of an impact these events could actually have on our investment portfolios!

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies, in this recurring feature "Investment Fridays with Brad"!

Tune in as we discuss:

Recap of market trends this week

State of inflation

Labor market trends, and defining a “tight labor market”

The government could shut down and furlough its employees. Should we panic?

The United Auto Workers strike could resolve today, but what if it doesn't?

Why the federal reserve decided to keep interest rates the same

Listener question: Why does the reserve hold press conferences if they know that they will affect the markets?

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

Did you know astrology has a long history of being used in wall street, banking, business, and politics? Historical figures like J.P. Morgan and even Ronald Reagan made decisions based on astrology! And it's way more nuanced than “what's your sign?” simplistic horoscopes have made it out to be over the last hundred years.

In this intriguing episode, Hannah Chapman, CFP, APMA, CRPC, talks with Melanie Marisol, business astrologer, shadow integration doula, and third-generation medium. She helps Small Business Owners and Medium-Enterprise CEOs unearth the Legacy Impact they were born to leave behind.

Tune in as we discuss:

Melanie's story of becoming an astrologer

What business astrology is - and isn't!

Collective astrology vs. individual astrology

The long history of business astrology

Astrological patterns that you can apply to your business right away: new moon/full moon, planet retrogrades, planet cycles

How your personal expression determines how astrology will apply to your life

How heart-centered entrepreneurs can harness astrology to change the world

Connect with Melanie:

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

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies, in this recurring feature "Investment Fridays with Brad"!

Tune in as we discuss:

What's causing the stock market to rally?

The latest CPI and PPI report

Are small caps making a comeback?

United Auto Workers Union expired contract - and possible effects on the markets

Potential federal government shutdown - how that could influence the market later this year

Listener question: Is it best to have a conservative profile when nearing retirement?

The meme stock craze brought options trading into the mainstream, but are they worth the hype?

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

Are you an entrepreneur looking to connect and grow in a heart-centered community?

In this episode, Hannah Chapman, CFP, APMA, CRPC talks to Alex Pursglove, business coach and spiritual guide, about their new community, the Expansive Visionaries Collective! Listen in as they describe their mission to help you and your business align and flourish.

Learn more:

How the idea was birthed

The vision for a judgment-free space for entrepreneurs to learn and grow together, forming meaningful, life-long relationships

Bringing together sales, financial literacy, human design, and spiritual and emotional growth (personal evolution)

Creating a safe and intimate space to be seen, heard, and expressed; a space to reflect

The support, training, and connections you will receive in the peer-to-peer mastermind and broader network

What to expect from the online meetings and in-person retreats

What separates this program from many others

Learn more about the Expansive Visionaries Collective and connect with Hannah or Alex to apply:

https://alexpursglove.co/expansive-visionaries-collective

Connect with Alex:

Facebook - https://www.facebook.com/alexpursglove

Instagram - https://www.instagram.com/alexpursglove/

Free eBook - https://alexpursglove.co/cultivating-deeper-trust

And connect with Hannah and X² Wealth Planning 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