Expansive CEO

Money, work, and wealth-building are changing faster than most people can process, and a lot of the old “rules” for career and business no longer apply. If you've felt the squeeze of a barbell economy, watched the online business space wobble, or wondered how AI, social platforms, and new financial tools are going to affect your long-term stability… you're not imagining it. We're in the middle of a major economic and energetic shift.

In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, sits down with financial futurist and Rich Future founder Kalei Correll, a former Big Four CPA and finance executive who helped scale a hyper-growth tech company through acquisition and IPO readiness.

Why the “single income mindset” is becoming obsolete

How AI is accelerating opportunity instead of eliminating it

When diversification becomes a form of durability

How Human Design shaped Kalei's career pivot

Why the middle class is shrinking — and what individuals can do now

How social trading, tokenized assets, and platforms like Robinhood are creating brand-new income pathways

What entrepreneurs must know about 2027 and the new paradigm

Kalei's special gift to Expansive CEO listeners - Use this link to get 1 month free subscription to the Rich Future substack! https://www.richfuturemedia.com/EXPANSIVECEO

Kalei Correll is a former Big 4 CPA and finance executive who scaled global operations through hypergrowth and IPO readiness. She's a 2x founder who left the traditional path in 2023. Now she writes Rich Future, a Substack newsletter for operators who are building wealth in a rapidly evolving economy and want to see market shifts 6-12 months early. She also provides fractional CFO services for companies scaling to $1M-$50M that need strategic finance expertise without the executive overhead.

Connect with Kalei here:

Substack:https://www.richfuturemedia.com/subscribe

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

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

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/

Crypto is having another volatile season — Bitcoin dropping 35%, narratives heating up online, and investors wondering whether they should “buy the dip” or stay far away.

But beneath the hype, the memes, and the overnight-millionaire stories, there's a deeper conversation to be had about what cryptocurrency actually is, what blockchain technology does, and how to navigate a landscape where speculation can look like opportunity if you don't know what you're looking at.

In this episode, Hannah Chapman, CFP®, APMA®, CRPC® and Brad Haines, CFA, FRM, Chief Investment Officer of Juncture Wealth Strategies, break down crypto from first principles:

Why the job market looks weaker than the headlines

How ISM manufacturing data revealed a hidden slowdown

The Fed may cut now, pause later — and 2026 may surprise everyone

What crypto actually is (and is not)

Why “limited supply” is a flawed argument

Why crypto fails as a currency

Where the real value is: blockchain technology

How to think about crypto in a portfolio

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/

So many brilliant entrepreneurs are maxed out, fully booked, and still feel like they're leaving impact (and income) on the table. You know your work changes lives, but there are only so many 1:1 calls you can take and only so many hours you can sell. Add AI into the mix — with everyone shouting that “everything is changing” — and it's easy to freeze, overthink, or never actually get your course out of your head and into the world.

In this episode, Hannah Chapman CFP®, APMA®, CRPC® and course creation expert Jasmine Jonte break down what it really takes to turn your expertise into a scalable, transformational learning experience in the age of AI.

If you've been sitting on a course idea — or wondering if AI is about to make you obsolete — this conversation will give you clarity, direction, and a deep exhale.

Learn:

Why “just teach what you know” is dangerous advice

How instructional design and support structures create real results

The right way to use AI as a tool (not a crutch)

Why decoupling your time from your income is both a strategy and an identity shift

How to provide the right level of support for your ideal client

Connect with Jasmine here:

Website: https://www.jasminejonte.com/

Instagram: http://instagram.com/jasminejonte/#

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

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

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/

What if a 5% pullback in the market wasn't a warning sign…but just the cost of long-term growth? In this episode, Hannah Chapman, CFP®, APMA®, CRPC® and Brad Haines, CFA, FRM and Chief Investment Officer of Juncture Wealth Strategies unpack recent volatility, why it feels so uncomfortable in the moment, and how to navigate it without derailing your financial plan.

How the recent ~5% market pullback fits into “normal” annual volatility that typically happens 4–6 times per year

Why the market can hit all-time highs and still experience uncomfortable short-term drops without changing the long-term story

What declining shelter inflation and a softening job market could mean for future interest rates and equity returns in 2026

How shelter inflation is actually measured (rents and imputed rents)

What it looks like to build a personalized inflation assumption based on your real-life spending instead of headline CPI

How year 3 of a financial plan often becomes the “peace point”

Which simple lifestyle choices can meaningfully support your financial plan

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/

What if scaling from six to seven (and even eight) figures wasn't about working harder…but about doing less with way more intention? In this episode, we unpack what actually changes as you grow — and what must stay the same — so you can build a business that doesn't chew you up on the way to your next revenue milestone.

In this conversation, Hannah Chapman, CFP®, APMA®, CRPC® sits down with Austin Netzley — founder & CEO of 2X and Operations.com, emotional Projector, and author of From 6 to 7 Figures and The 2-Week Vacation Test. Austin shares how to turn your business into a machine that can run and thrive without you, the hidden “valleys of death” between each stage of growth, and the operational and leadership shifts required to go from hustler to true CEO with real freedom and optionality.

What actually stays the same from six to seven to eight figures — and what must change in your time, focus, and leadership

How to avoid “solving step-4 problems at step 1” and the costly mistake of overbuilding for a $10M business when you're at $1–2M

Why most multi–six-figure founders should double down on one marketing channel instead of chasing 7–10 different ones

How to think about fractional leadership (where it works brilliantly and where you really need someone full-time inside your culture)

Why over-hiring leadership too early crushes profit and slows decisions — and what Austin learned from an 18-month marketing downturn

How to think about revenue vs. profit, and why a $1M business with 50% margins can feel way better than a $5M business with none

What Austin is seeing in 8–9 figure companies behind the scenes — and why it's “way simpler than you think” when operations are excellent

Connect with Austin here:

Website: https://www.austinnetzley.com/

Facebook: https://www.facebook.com/scale2x/

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

YouTube: https://2x.co/youtube

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

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/

Life doesn't stop being hard just because you decide to grow. There are seasons that take you out at the knees, sucker-punch your heart, and leave you wondering how you're supposed to carry on being a parent, a partner, a leader, or a business owner.

In this conversation, Hannah Chapman CFP®, APMA®, CRPC® and Joy Alchemist & author Jan Hoath explore what it really means to choose joy anyway — not as a bypass, but as a way of honoring the full spectrum of your humanity: the grief, the mess, the doubt, the “super sucky” circumstances, and the quiet, ordinary magic of being alive.

Learn about:

Jan's acronym JOY: “Just Own You”

The “deep end of joy” swimming pool metaphor

Why your capacity to be with your own pain directly expands your capacity for real joy

How presence, permission, and celebration change what's possible in your life

How to find joy in the middle of real life — not after everything is fixed

Connect with Jan here:

Jan's Book: JoyAnywayBook.com

Book a Call: CallWithJoy.com

Website: JanHoath.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/

This week's Investment Friday brings clarity to one of the most confusing economic moments we've had all year. From delayed metrics to understanding what really happens inside the economy during a 45-day government shutdown, this episode breaks down the forces shaping market volatility—and what you actually need to pay attention to as an investor.

In this episode, Hannah Chapman CFP®, APMA®, CRPC® and Brad Haines, CFA, FRM and Chief Investment Officer of Juncture Wealth Strategies explore how delayed economic data, shifting interest rate expectations, and rising consumer stress all feed into today's market environment.

Learn about:

How the government shutdown affects data

Why rate-cut expectations dropped from 95% to 50%

How a 45-day shutdown impacts GDP

Why the market remains strong despite volatility

How MAG-8 concentration affects investor risk

Why AI is still in the early part of the innovation cycle

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/

What if grief isn't just the devastating losses—but the everyday interruptions that ask us to soften, feel, and be witnessed? When we practice holding grief in the small moments, we're more ready for the big ones. And when we let others in to see us, receiving support becomes radical self-love.

In this conversation, Hannah and guest Krista Powers reframe grief through Krista's Five Powers of Grief—Interruption, Flow of Feelings, Holding, Breaking, and Remembering. Krista shares her 17-month breast cancer journey, the real $60k financial reality, and how choosing to be witnessed expanded her capacity for joy, leadership, and entrepreneurship.

You'll hear:

Why grief requires a witness (and how inviting support is radical self-love)

The difference between breaking from external pressure vs inner growth

How entrepreneurs can metabolize “no's” without shrinking their vision

Money truths: the practical costs of illness, asking for help, and receiving with humility

Moving from self-protection to interdependence—and why that expands joy

Connect with Krista here:

Krista's Book on Amazon: https://a.co/d/imvR18I

Or from the publisher: https://share.google/RylaVr62fjZHUilIB

Website: https://kristapowers.com/

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

Connect with Hannah here:

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

Expansive CEO: https://expansiveceo.com/

Email: [email protected]

The markets are wobbling again—stocks pulling back, layoffs stacking up, and the Fed hinting at possible rate cuts. But underneath the noise, something powerful is shifting: inflation is easing, shelter inflation is dropping, and investors are asking how to stay grounded when the data feels uncertain.

In this Investment Friday, Hannah Chapman, CFP®, APMA®, CRPC® breaks down the market's recent pullback, job loss trends, and shelter inflation updates—and shares how to protect your peace (and your portfolio) through smart cash reserves, long-term thinking, and a heart for giving back when the world feels shaky.

Learn more:

Why the markets dipped 2% after a 20% rally since April—and what that tells us about investor psychology

How job losses topping 1.1 million this year are signaling early cracks beneath a still-low 4% unemployment rate

Why “shelter inflation” dropping nearly 10% matters for both renters and the broader inflation trend

What makes AI stocks different from the dot-com bubble—and why NVIDIA's high valuation may still pose risk

How many basis points the Fed could cut in interest as it responds to slowing growth and rising unemployment

How business owners can use cash reserves strategically to make calm, conscious decisions instead of reactive ones

Why generosity and stability go hand in hand—how maintaining your foundation allows you to give back and uplift your community.

What to do right now with your cash reserves and portfolio

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/

You don't have a motivation problem—you have an alignment problem. If the version of you at work isn't the same one at home, in the gym, and with your friends, you'll keep grinding harder without feeling better. Today's guest shows how to collapse that gap—so progress actually feels like power.

In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, talks with Marine Corps veteran, performance coach, and keynote speaker Mycal (“Coach Derz”) Anders—founder of Next Level Performance Consulting—whose motto is “Alignment first, progress always.”

Mycal shares how to unify your identities so you lead at work, love at home, and thrive in your body. We cover detaching from life-or-death urgency, upgrading relationship agreements, filling the post-breakthrough “void” with the next easiest step, and why alignment—not motivation—is the real unlock.

Learn more about:

Why fitness alone doesn't fix your life

How to align your identities (leader, partner, parent, athlete) so you show up as one person everywhere

Why integrity = inner unity

How military standards translate (and when they don't)

Why change feels hard, and it's not because you're incapable

How to update relationships so the mission doesn't cost your family

What alignment looks like somatically

How to spot real progress

Why seasons matter

Connect with Mycal here:

LinkedIn: https://www.linkedin.com/in/mycal-anders

Next Level Performance Consulting: nextlevelpfc.com
IG: @coachderz | @nextlevel_phx
Blog: coachderz.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/