Expansive CEO

There's a lot of noise right now—and it can hijack investor decision-making. In this episode, Hannah Chapman, CFP® and Brad Haines, CFA, FRM zoom out to separate signal from headlines, discuss early-year market context, and share what they're watching for 2026.

You'll hear why recency bias leads people to panic-sell, why earnings and innovation may matter more than day-to-day politics over a 5-year horizon, and why rebalancing at the start of the year can support both portfolio discipline and tax planning. Then, they break down a major story involving Jerome Powell and discuss why Federal Reserve independence is a cornerstone of long-term economic stability.

What's covered:

“Noise vs. signal” and how to stay grounded as an investor

Earnings trends: broadening beyond mega-cap tech

The AI buildout: data centers, compute capacity, and the next wave of applications

Why rebalancing early in the year can be strategically helpful

Emerging markets explained (developed vs emerging vs frontier)

Why Fed independence matters and what happens when central banks aren't independent

Inflation, wage catch-up, and why it can feel hard even when data improves

Reminder: Follow Investment Friday and subscribe on YouTube—this show will live fully in its own feed/channel starting in February.

Connect with Hannah at [email protected] and online at https://x2wealthplanning.com Connect with Brad at [email protected] and online at https://www.juncturewealth.com

Some parts of Human Design and Gene Keys feel… crunchy. You read the original transmission, the channel descriptions, the line language—and something in you goes: “Ew. I don't want that. I'm not that.” And if you're not careful, that reaction can quietly turn into self-rejection… which blocks the very transformation you're here for.

In this episode, Hannah Chapman, CFP® and co-host Lauren Ammon talk about why “softening” or rewriting the system to make it more palatable can actually keep people stuck. Together, they explore how to hold uncomfortable language with maturity, use the shadow as soil, and let your experiment reveal what the words truly mean—without moralizing or bypassing the human experience.

Learn about:

Why “making HD/GK feel nicer” can be misleading

The cost of rejecting parts of your chart

Shadow → Gift → Siddhi as a real transformation pathway

Gate 59: dishonesty, intimacy, safety, and timing

Tribal circuitry and “the bargain” dynamic

Gate 26 and the word “manipulation” (and why it isn't always bad)

Defined vs open Ego: commitment, promises, and sustainable action

How supportive aura dynamics can help people follow through

Teaser: the 3/5 profile and why it can feel painful at first

Discover your design, join the newsletter, and explore coaching at: https://expansiveceo.com. Don't forget to send your Human Design questions to [email protected]!

Investment Friday is entering an exciting new chapter!

In this episode, Hannah Chapman, CFP®, APMA®, CRPC® and Brad Haines, CFA®, FRM®, Chief Investment Officer at Juncture Wealth Strategies, share why Investment Friday is officially becoming its own podcast — launching February 2026 — and what that means for listeners who want grounded, historically informed financial insight without fear-based headlines.

Together, they unpack:

What really happened in markets in 2025

What the early data is telling us about 2026

Why “bad news can be good news” for markets

Labor market trends and interest rate expectations

The Venezuela situation and its global implications

The U.S. dollar's role as the world's reserve currency — and what happens if that changes

Why entrepreneurship, innovation, and equity markets endure through every cycle

This episode is a reminder that you don't need to live in financial fight-or-flight. With the right context, history, and perspective, you can stay invested, informed, and grounded — even in uncertain times.

Connect with Hannah at [email protected] and online at https://x2wealthplanning.com

Connect with Brad at [email protected] and online at https://www.juncturewealth.com

Investment Friday is entering an exciting new chapter!

In this episode, Hannah Chapman, CFP®, APMA®, CRPC® and Brad Haines, CFA®, FRM®, Chief Investment Officer at Juncture Wealth Strategies, share why Investment Friday is officially becoming its own podcast — launching February 2026 — and what that means for listeners who want grounded, historically informed financial insight without fear-based headlines.

Together, they unpack:

What really happened in markets in 2025

What the early data is telling us about 2026

Why “bad news can be good news” for markets

Labor market trends and interest rate expectations

The Venezuela situation and its global implications

The U.S. dollar's role as the world's reserve currency — and what happens if that changes

Why entrepreneurship, innovation, and equity markets endure through every cycle

This episode is a reminder that you don't need to live in financial fight-or-flight. With the right context, history, and perspective, you can stay invested, informed, and grounded — even in uncertain times.

Connect with Hannah at [email protected] and online at https://x2wealthplanning.com

Connect with Brad at [email protected] and online at https://www.juncturewealth.com

If you've ever felt like you're doing “everything right” in business but still swimming upstream—this episode marks a turning point. This is the first episode of 2026, and it's also the beginning of a new chapter for the Expansive CEO Podcast. One where we stop forcing strategies that don't fit, stop borrowing advice from people with completely different energy, and start building businesses that actually work with who we are.

In this episode, Hannah Chapman, CFP®, APMA®, CRPC® officially welcomes Lauren Ammon as co-host of the Expansive CEO Podcast. Together, they share why the show is shifting fully into Human Design and Gene Keys as the foundation for entrepreneurship—and what that means for how you lead, decide, build, partner, and grow.

This conversation introduces the heart of what's coming next: real conversations about conditioning, self-trust, energetic alignment, and the not-so-pretty parts of growth that actually lead to sustainable success.

Learn more about:

Why Expansive CEO is narrowing its focus to Human Design and Gene Keys as tools for aligned entrepreneurship

How separating Investment Friday creates cleaner energetic containers for money, markets, and business growth

What it actually means to build a business “with the river” instead of swimming upstream

Why understanding your conditioning is just as important as knowing your gifts

How different Human Design profiles experience leadership, struggle, and success differently

What listeners can expect going forward—including live chart readings, Q&A, and real-life application

Why Human Design and Gene Keys are entry points, not silver bullets, in a much larger healing and growth journey

Connect with us at ExpansiveCEO.com! Email any questions you may have to [email protected].

If you've ever felt successful on paper… but still disconnected from yourself — like you're “doing all the right things” while your heart is quietly asking for more — this episode is for you. Because the truth is: the level of intimacy you have with yourself shapes everything… your relationships, your leadership, your capacity to receive, and the way you show up in your business when things get hard.

In this episode, Hannah Chapman, CFP®, APMA®, CRPC® is joined by intimacy expert Allana Pratt, global media personality and author of six books, to explore what intimacy really means — not just with a partner, but with your own body, your nervous system, and your soul. Together, they talk about:

Why intimacy with yourself (“into-me-I-see”) is the foundation for intimacy with others — and for aligned entrepreneurship

How unprocessed wounds can drive business decisions (people-pleasing, proving, perfectionism, overworking, fear-based strategy)

What it actually looks like to “come home” to yourself through the body, nervous system safety, and emotional truth

Why you can't repair relational ruptures sustainably if you don't first complete the “loop” within yourself

How plant medicine + somatic integration can accelerate healing when used intentionally to “check in,” not check out

The shift from soulmate to “wholemate” relationships — two whole people creating something exponentially greater together

Connect with Allana here:

Website: https://allanapratt.com/

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

Patreon: www.patreon.com/allanapratt

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

Youtube: https://www.youtube.com/allanapratt

Free Gift: www.allanapratt.com/top5mistakes

Book a Call with Allana: www.allanapratt.com/connect

Use discount code: READYNOW for $400 savings!

Connect with Hannah here:

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

Expansive CEO: https://expansiveceo.com/

Hannah's Website: https://hannahrchapman.com/

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

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

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

If you're a business owner who feels like you should understand your numbers but secretly hopes they'll just… work themselves out, you're not alone. For a lot of entrepreneurs, money feels heavy, confusing, or even shame-filled—and that disconnect can quietly limit growth, peace of mind, and long-term stability.

In this episode, Hannah Chapman, CFP®, APMA®, CRPC® sits down with author, strategist, and fractional CFO Josh Greenbaum, founder of CFO Minded and author of Numbers Scare Me and Other Excuses. Together, they unpack the real differences between a CFO, CFP, CPA, bookkeeper, and controller, why there is no single “right” financial strategy, and how human understanding—not perfection—creates sustainable businesses. This conversation is about clarity over complexity, confidence over fear, and building a financial team that actually supports the life you want to live.

Why “numbers scare me” is rarely about math—and more often about shame, overwhelm, or lack of context

How CFO thinking differs from tax prep and financial planning, and why you need all three roles working together

What most business owners misunderstand about income, profit, and cash flow (and why $120k revenue ≠ $120k lifestyle)

How human behavior and money psychology impact financial decisions, not just spreadsheets

Why conflicting advice from financial professionals isn't a problem—it's a feature

When AI and automation help—and where human judgment is still essential

How asking better questions (not having perfect knowledge) unlocks better financial outcomes

Connect with Josh here:

Book: https://www.amazon.com/Numbers-Scare-Me-Other-Excuses/dp/0578829762

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

Website: https://www.cfominded.com/

Connect with Hannah here:

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

Expansive CEO: https://expansiveceo.com/

Hannah's Website: https://hannahrchapman.com/

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

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

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

If you felt like 2025 had “way too many headlines” for markets to be up… you're not imagining it. Between rate cuts, policy whiplash, and nonstop AI hot takes, it would've been easy to assume this was the year something finally cracked. And yet—stocks held up, bonds showed up, and a lot of long-term investors were rewarded for staying steady.

In this episode, Hannah Chapman, CFP®, APMA®, CRPC® and Brad Haines, CFA, FRM, Chief Investment Officer of Juncture Wealth Strategies break down what actually drove returns, why AI still looks like a boom (not necessarily a bubble—yet), and what conditions could flip that script in 2026.

Learn more:

How interest rates could change the AI story in 2026

What the recent wave of layoffs actually reflects

Why earnings and cash flow matter more than headlines

What “Trump Accounts” are and who's eligible

How time in the market and compounding returns do the heavy lifting in growing wealth

What details are still unresolved

Connect with Brad here:

Website: https://www.juncturewealth.com

Email: [email protected]

Connect with Hannah here:

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

Expansive CEO: https://expansiveceo.com/

Hannah's Website: https://hannahrchapman.com/

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

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

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

Visibility doesn't require louder marketing, better slides, or a perfectly memorized script. What actually moves people—on stage, on camera, or in a room—is embodiment. And most entrepreneurs were never taught how to access that, especially when nerves, pressure, or people-pleasing kick in.

In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, sits down with international keynote speaker and brand strategist Melanie Spring, known for her “approachable badass” energy and her work helping bold visionaries amplify their voices. Together, they explore:

The difference between performing and embodying your message

Why magnetism is as much about repelling as attracting

How your nervous system affects your presence, and what it looks like to speak from integrity instead of approval

Practical tools—including a simple essence-clarifying exercise—and

Details about Melanie's upcoming Speak With Confidence cohort for leaders ready to be fully seen

Connect with Melanie here:

Website: https://melaniespring.com/

Instagram: https://instagram.com/melaniespring

Threads: https://www.threads.com/@melaniespring

LinkedIn: https://linkedin.com/in/melaniespringspeaker

Connect with Hannah here:

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

Expansive CEO: https://expansiveceo.com/

Hannah's Website: https://hannahrchapman.com/

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

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

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

Interest rates are drifting lower, jobs data keeps getting revised, AI stocks are whipping around on every earnings call, and gold is suddenly back at all-time highs. If you've looked at the headlines lately and wondered, “Is the Fed behind the curve? Is AI already a bubble? Should I be buying gold… or is it too late?” — you're not alone. There's a lot of noise right now around the dollar, inflation, and what actually belongs in a long-term portfolio.

In this episode, Hannah Chapman CFP®, APMA®, CRPC® and Brad Haines, CFA, FRM and Chief Investment Officer of Juncture Wealth Strategies unpack:

The Fed's latest quarter-point rate cut

Which data points the Fed is watching ahead of their January meeting

Oracle's massive new AI infrastructure spend and what it tells us about the stage of the AI cycle

Why investor pushback on capital expenditures may actually be healthy

Gold and silver: why these metals are hitting new highs

How global confidence in U.S. institutions and the dollar plays into it

Will there be a return to the gold standard?

How to think about owning (or not owning) precious metals without making fear-based, all-or-nothing bet

Connect with Brad here:

Website: https://www.juncturewealth.com

Email: [email protected]

Connect with Hannah here:

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

Expansive CEO: https://expansiveceo.com/

Hannah's Website: https://hannahrchapman.com/

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

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

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