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, in this recurring feature "Investment Fridays with Brad"!

Tune in as we discuss:

Why September is historically the worst month of the year for investors

What is the VIX index, and is it reliable?

How Juncture Wealth uses VIX in their investment strategy

What's happening with “investment influencers”

How your personal financial goals are important in determining your investment strategy

Why it's important to find an advisor that gets to know your specific needs

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

*EXPLICIT LANGUAGE AND SENSITIVE TOPIC WARNING*

In this episode of THE SPICY MONEY SERIES, Hannah Chapman, CFP, APMA, CRPC and Dr. Nima Rahmany are back to talk about Sex & Money...but probably not in the ways that you're imagining! Nima is a doctor of chiropractic medicine and a Cycle-Breaker, meaning he helps people heal their trauma bonds and remove the blocks to create secure relationships.

Listen in as we discuss:

The spectrum of repression, inhibition, balance, overt expression, and addiction and how it applies to sex, money, and love (and narcissism!)

How your position on the spectrum determines your connection with others

Nima's personal experience with a volatile and trauma-bonded relationship

The difference between unhealthy attachment and authentic expression

How we can start to become “trigger proof” and start clearing repression

Conscious polarity and why it's important in a healthy relationship

Should I stay or should I go? How to make this decision in personal and business relationships

Why taking responsibility for yourself can cause feelings of shame and what to do about it

Connect with Nima:

Connect with Nima and learn about his upcoming 3-day virtual summit September 29 - October 1 "Rewire: Trauma, Sex, & Money" here: http://www.DrNima.com/rewire

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 is the JOLT Survey and why are results better than expected?

Why the strong labor market could signal higher interest rates for a longer period of time

3.6% unemployment rate - is this too low?

What is a PE ratio and why does it matter?

When we could potentially see lower interest rates

How interest rates affect small and large companies differently

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

In this episode, Hannah Chapman, CFP, APMA, CRPC, explores two very intriguing topics that were inspired by her listeners. First, a discussion about the Social Security mechanics that are causing many to worry about a future deficit. Then, Hannah explains infinite banking through whole life term insurance, and helps you understand if it's right for you.

Tune in to learn more:

What employees, employers, and business owners contribute to Social Security

How much money Social Security is taking in vs paying out

What is the Social Security trust fund?

What happens if you take SS out while you are working

Defining “infinite banking”

The differences between whole and term life insurance policies

A unique aspect of whole life insurance that allows you to loan yourself money

Pros and cons of infinite banking

Link to SSA document that was referenced in the show: https://www.ssa.gov/policy/trust-funds-summary.html#:~:text=Sources%20of%20Trust%20Fund%20Income,2023%2C%20which%20their%20employers%20match.

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

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:

Why US Treasury Bond yields have been going up

How high bond yields could affect the future of stock prices

Listener question regarding depleting Social Security funds

Why longer life expectancy is creating challenges for Social Security

What Social Security could look like in the future generations

Policy changes starting in 2024 that will allow some 529 plan assets to be rolled over to Roth IRAs

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

Do you know someone that is navigating school for their child with unique needs? As a parent of two children on the autism spectrum, Hannah knows firsthand the challenges that parents face.

In this episode, Hannah Chapman, CFP, APMA, CRPC, founder of X² Wealth Planning and Expansive CEO talks with Valerie Grant, advocate and founder of Pinch Point Consulting, LLC.

With 18+ years of experience as a special education teacher and administrator, Valerie is here to tell us how we can start creating better outcomes for our children that may need extra support.

Tune in to learn more:

What is an advocate and signs you may need one

How to create better collaboration between schools and parents

Hannah's personal experience as a parent of children with unique needs

What's it's like to be a parent navigating the school system when their child has unique needs

The grief process parents go through when their child receives a diagnosis

How schools can support parents on this journey

How parent/school relationships can become adversarial and how to prevent this from happening

Connect with Valerie:

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

TikTok: https://www.tiktok.com/@pinchpointconsult

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

Facebook: https://www.facebook.com/profile.php?id=100093786867855&sk=about

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:

Investment markets stabilizing

Shelter (Housing) inflation

Interest rate increases

Asking the question - do we have to put people out of jobs in order to keep inflation down?

Wage inflation - what is our purchasing power in this economy?

How can small business owners navigate wage inflation?

SBA (Small Business Administration) policy changes to loans - are they good?

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 there areas in your life or business in which you find it hard to speak up and not rock the boat? Do you often feel frustrated? Or do you find yourself being harsh with others? These are all signs that point to not having clear boundaries.

In this episode, Hannah Chapman, CFP, APMA, CRPC, founder of X² Wealth Planning and Expansive CEO talks with Krisha Young, entrepreneur, coach, and author, about defining and setting boundaries in your life and business. Founder of The Pattern Release Coaching Framework, Krisha teaches successful entrepreneurs how to have healthy boundaries and release old patterns of self-betrayal. Krisha knows what happens when we betray ourselves and has devoted her life to help you break free from the disease to please and live a technicolor life because you are TOO amazing for living in beige.

How boundaries help you get your needs met

The impact of not having clear boundaries for your business

Practical steps to start building boundaries

Boundaries are who you are, defining where you start and end

How having boundaries is a loving thing to do for yourself and others

How learning your Human Design can help you understand your needs

Connect with Krisha:

Instagram : www.instagram.com/thekrishayoung

Facebook: https://www.facebook.com/krisha.k.young

Website: www.krishayoung.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

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

Tune in as we discuss:

Why the US Treasury ratings got downgraded from AAA to AA+ and what are the implications

What are rating agencies and why do we have them? How serious is the downgrade?

How does it apply to the individual investor?

187,000 jobs added. Is that a good number? What kind of jobs does this number include?

What we might see over the next few weeks in the financial markets

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

Do you enjoy learning about yourself and how you're wired? If so, you don't want to miss this special discussion about Human Design!

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks about the life-changing results she and her clients have experienced when aligning with their human design.

Learn more about:

How Hannah stumbled upon Human Design

The synthesis of several systems that make up Human Design

What it means to live in alignment with your design

How your design influences your work

How to make decisions based on your design and live in a way that honors your true yes or no

How the Human Design framework is an integral part of the Expansive CEO Mastermind program

Curious to learn more about Human Design? Email Hannah at [email protected] to be pointed to more resources!

Connect with Hannah:

X² Wealth Planning Website: https://x2wealthplanning.com/

Expansive CEO Website: https://expansiveceo.com/freegift

Instagram: https://www.instagram.com/hannah.chapman.cfp

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

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