Expansive CEO
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Expansive CEO episodes

  • Episode 37: Investment Friday - Rate Increases in the US and Japan, and Anticipating the Next Two Years

    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:

    • The Federal Open Market Committee (FOMC) increased federal funds interest rates by .25%

    • US GDP is 2.4% for 2nd quarter - how it's tied to consumer spending and business spending

    • Explaining the conditions affecting Japan's interest rates

    • Just how connected financial markets really are globally

    • Why there is may be an impending weakness in the US market for the next 6-24 months

    • Shrinking labor force in the US markets and how technology and AI are coming into play

    • How smaller businesses are responding to current market conditions

      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

      29 min
    • Episode 36: Is Your Humility a Lie? A Conversation with Blake Fly

      In this episode, Hannah Chapman, CFP, APMA, CRPC, founder of X² Wealth Planning and Expansive CEO talks with Blake Fleishacker about navigating fatal flaws. "Blake Fly," as he goes by, is a husband to the beautiful and kind Emily, father to two ridiculously adorable little ones, and a 9-time Tedx Speaker!

      Not only does he help subject matter experts become powerhouse public speakers, he is also on a 55 year mission to help entrepreneurs bring gratitude into their lives and businesses in a way that will change the world.

      Listening in as we discuss:

      • How being “nice,” “kind,” and “humble” can limit you

      • How we often oscillate back and forth between being humble and celebrating ourselves

      • Integrating both sides to self to be more authentic to ourselves

      • Hannah's and Blake's personal experiences with humility and confidence on- and off-stage

      • How to speak about your flaws to inspire rather than put yourself down

        Connect with Blake:

        Cell: 647-987-4359

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

        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

        40 min
      • Episode 35: Healing Grief and Shame Around Your Money Story with Kristen D'Amato

        In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Kristen D'Amato, keynote speaker, educator, and author. Kristen D'Amato is the creator of the Wheel of Whole Body Healing, a highly effective, expansive model that empowers individuals to become confident collaborators in their healthcare experience. She is the founder and CEO of Come to Life, a business offering consulting and capacity building programs for conventional and alternative healthcare practitioners, as well as individuals. Her doctoral research, in the field of mind-body medicine, explores themes of belonging, grief, and chronic conditions. Her new book, We Choose Love: Redefining Our Relationship to Healing – An Empowering Approach to Chronic Conditions & beyond, comes out this summer alongside the launch of Come to Life's signature companion program. You can get the book at http://www.kristendamato.com/wechooselove

        Listen in as we discuss:

        • How we relate to our bodies and how we can expand the idea of healing

        • Embracing our humanity in our healing journeys

        • The real reason you're not meeting your financial goals

        • How to work through emotions in order to make real change

        • The many layers of shame when it comes to your money

        • The importance of grief work if you're feeling disempowered and unworthy

        • Hannah's and Kristen's personal money stories

        • Societal systems that play into your relationship with money

          Connect with Kristen:

          Website: kristendamato.com

          Facebook: https://www.facebook.com/kristen.damato.96

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

          Linked In: Kristen D'Amato

          Book: http://www.kristendamato.com/wechooselove

          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

          1 hr 2 min
        • Episode 34: Investment Friday with Brad Haines - Market Update, Conservative Trends, AI, and Regional Banks

          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:

          • Positive trends in the markets this week

          • How long it will take to see full effect of interest rate increases

          • The way bonds and stocks affect each other in the financial markets

          • Why conservative investors have shifted their portfolios to higher percentages of stocks over the last two decades, and how that might change in the future

          • Listener question #1: Are regional banks and office REITs good investment opportunities?

          • Listener question #2: Are there investment opportunities in construction credit?

          • This series will happen every second Friday of the month, and we want to hear your questions! Send them to [email protected] so Hannah and Brad can respond to your questions on the podcast.

            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

            39 min
          • Episode 33: How Resentment Affects Your Business and Relationships With Rachel Murphy

            In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Rachel Murphy, a relationship coach for entrepreneurs.

            As a child of entrepreneurs, married to an entrepreneur, and starting several businesses herself, Rachel has seen the impact entrepreneurship can have on marriages, kids, family + friends, both in good and bad ways. By working with clients to strengthen their relationships with themselves, Rachel helps her clients improve relationships with everyone and everything else in their life and business.

            Tune in as we discuss:

            • Pain points that affect relationships when entrepreneurship is involved

            • Addressing resentment toward your partner when when you think they should be doing something differently

            • Dealing with envy, when we feel like we are missing out on something

            • Giving yourself permission to do the things you think you are missing out on

            • How money stories affect relationships

            • How you can start writing a new money story with your partner

              Connect with Rachel:

              IG: https://www.instagram.com/rachel_s_murphy/

              FB: https://www.facebook.com/mindsettingsrachel

              Linked In: https://www.linkedin.com/in/rachelschwartzmanmurphy/

              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

              57 min
            • Episode 32: Investment Friday with Brad Haines - Interest Rates and Inflation, Market Analysis, Summer Projections, and Defining Important Terms

              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:

              • Federal Reserve meeting Wednesday 6/14/23 - paused interest rates with a caveat from Jay Powell

              • Interest rate increases over the past 18 months

              • Current state of inflation

              • Defining “moral suasion,” “regressive” policies, “hawkish vs dovish,” and “bull vs. bear”

              • Overall expectations for the 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

                31 min
              • Episode 31: Building a Business with Intention and Intuition with Lindsey Bonadonna

                In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Lindsey Bonadonna, an optimist, encourager, and social entrepreneur. She is the founder of be., a business that encourages humans to slow down, get curious, and nourish their WHOLE selves with thoughtfully curated, nutrient-dense taste-good foods, and feel-good experiences made easy and crafted to take the second-guessing out of self-care.

                Tune in as we discuss:

                • Lindsey's story of how she built be., a local brick-and-mortar wellness community

                • Being gentle with yourself

                • Celebrating daily wins

                • Properly defining “ego” and how to work with it

                • Identifying core fears and how to overcome them

                • Dealing with errors in business

                  Connect with Lindsey Bonadonna here:

                  be. Website: www.nourishthatbe.com

                  be. Instagram: www.instagram.com/nourishthatbe

                  Lindsey's Instagram: www.instagram.com/lindseyloveswellness

                  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

                  1 hr 4 min
                • Episode 30: Investment Friday with Brad Haines - Market Updates, Debt Ceilings, Market Breadth, and More!


                  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:

                  • Positive trends in the markets this week

                  • What "Market Breadth" means and how it's playing out this year

                  • What to expect with the debt ceiling conversation in congress

                  • The expected turn in International and Emerging Market stocks

                  • How volatility and the VIX (the volatility index) have shifted in the last 16 months

                  • This series will happen every second Friday of the month, and we want to hear your questions! Send them to [email protected] so Hannah and Brad can respond to your questions on the podcast.
                  • 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

                    40 min
                  • Episode 29: Love and Money Stories With Megan Pastrana

                    In today's episode, Hannah Chapman, CFP, APMA, CRPC, joins Megan Pastrana, an immigration lawyer, to discuss the sensitive topic of love and money stories. This episode sheds light on the emotions that our money stories are tied to and how they affect our relationships with money. Couples, especially those in the context of immigration, have to confront intimate aspects of their finances early on in their relationships. By understanding our own money stories and being aware of our partner's stories, couples can navigate these complex conversations and grow their relationships. The consequences of not having these conversations can be dire, with financial issues being a significant contributing factor in divorce.

                    Together, Hannah and Megan discuss the power dynamics and potential resentment that can arise in joint finances, especially when it comes to conforming to the traditional view held by immigration authorities. They suggest that couples should start by identifying what they each want for their future and work from there to find a compromise. Through working towards a "yours, mine, and ours" approach to joint finances, couples can avoid resentment and build a stronger relationship. Communication and vulnerability are key in these conversations, and one person's decision to make a change can have a powerful ripple effect on the relationship. In short,today's episode offers the sound advice that, by being aware of our own and our partner's money stories and communicating openly, couples can create a stronger and more sustainable relationship.

                    Connect with Megan:

                    Personal LinkedIn: https://www.linkedin.com/in/megan-pastrana-a1b8441b9/

                    Immigration for Couples LinkedIn: https://www.linkedin.com/company/immigration-for-couples/

                    Website: https://immigrationforcouples.com/


                    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/

                    Hannah's upcoming webinar: https://go.eventraptor.com/summit/wealthy-women-rising-summit-2305/hannahchapman2

                    1 hr
                  • Episode 28: What You're Getting Wrong About Manifesting

                    Manifesting is such a buzz word at this point, and what we think about when we hear it is “how do I get the things that I want in life?” But that's not what manifesting is about. It's about being the creator of your own experience, and learning how to BE in alignment with what you desire. It's about experiencing more pleasure in your life while focusing on your highest potential and deepest desires.

                    On this episode, Hannah Chapman, CFP, APMA, CRPC, discusses what manifesting is (and what it isn't!) with special guest Sloane. Listen in to learn Sloane's story of how she realized her highest calling, and how she is teaching many women around the world to do the same.

                    Sloane is a former business attorney - having scaled and sold her boutique law firm - with almost two decades of experience advising entrepreneurs and companies that range from startups to multi-billion dollar enterprises.

                    Today, she leads powerful women to their fullest self-expression and power, supporting them in creating success on a legacy level - and most importantly, walking the path of feeling good consistently. As a catalyst to her clients' highest potential - Sloane facilitates transformational peak experiences and retreats around the world.

                    Connect with Sloane:

                    Instagram: https://www.instagram.com/heartandsloane/?hl=en

                    YouTube: https://www.youtube.com/channel/UCtGH6OINI587ULgRbBOXKvA

                    LinkedIn: https://www.linkedin.com/in/sloane-s-b5a1195/

                    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/

                    44 min

                  About Expansive CEO

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                  Expansive CEO is a podcast for entrepreneurs, leaders, and visionaries who are ready to build businesses in alignment with their unique energy blueprint.

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