Expansive CEO

Uncertainty is back on center stage. The Fed cut rates by 0.25%—but Powell wouldn't commit to another cut in December. Markets wobbled, leadership remains concentrated in the mega-caps, and headlines about layoffs and a potential SNAP funding gap raise real-world questions about how money flows… and how we can help.

In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, breaks down what the Fed actually signaled, why concentration risk matters (especially with highly appreciated stocks), and how to turn year-end generosity into smart, tax-savvy impact—fast.

Learn more:

Why a rate cut still rattled markets

How “priced for perfection” works

Why concentration risk matters

How to handle highly appreciated stocks

How to make giving tax-smart fast

Why a Donor-Advised Fund helps now

How retirees can give more efficiently through QCDs from IRAs

Why layoffs and data gaps matter

How to de-risk without derailing returns

How to help food security immediately

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/

We all have patterns — ways of thinking, reacting, or hiding that shape our lives, our relationships, and even our legacy. But what happens when those patterns become self-destructive? When success on the outside hides a quiet collapse on the inside? This conversation goes straight into the heart of how we can face the parts of ourselves we've tried hardest to avoid — and finally lead them toward healing.

In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, is joined by Craig Perra, founder and CEO of The Mindful Habit System — a globally recognized coaching framework that helps men master self-leadership by transforming destructive habits and internal conflict into purpose, discipline, and power. Together, they explore how patterns of hiding, shame, and sabotage can evolve into integrity, authenticity, and genuine freedom.

Learn about:

Craig shares his journey from high-powered attorney to rock bottom, and how that breakdown became the foundation for The Mindful Habit System.

Why “hiding” is at the core of so many destructive patterns — and how telling the truth is the first act of real freedom.

How powerful men often feel small at home, and what that says about emotional safety, resentment, and unmet needs.

The deep connection between lying, fear, and control — and why honesty is a form of self-leadership.

Porn, power, and the pain of secrecy: why so many men sabotage their legacy in silence.

How relationships fall into complementary patterns — the controller and the caretaker — and how awareness breaks the cycle.

The role of self-leadership and parts work (IFS) in learning to love and lead every part of yourself, even the ones you dislike.

Craig's powerful reframe: “All behavior is need-seeking behavior. What you call your problem, I call your solution — you just need a better one.”

Connect with Craig here:

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

Website: https://mindfulhabithelp.com/

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

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

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

X: https://twitter.com/themindfulhabit

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/

The markets are climbing, the government is still shut down, and the data we usually rely on just isn't coming in. So how do investors make smart decisions when the information pipeline has gone dark—and what does record leverage in the system mean for the months ahead?

In this podcast, Hannah Chapman CFP®, APMA®, CRPC® and Brad Haines, CFA, FRM and Chief Investment Officer of Juncture Wealth Strategies talk about what's really driving markets during the shutdown, how margin and leveraged ETFs can magnify both gains and losses, and when using borrowed money in your portfolio makes sense—and when it absolutely doesn't.

The U.S. government shutdown has officially hit week three — what that really means for the economy, and why investors are flying blind without key data releases.

CPI data is (finally) back on the calendar — even though most government agencies are still closed, a few analysts got called in just to crunch the numbers.

With record levels of margin debt — over $1.1 trillion — investors are borrowing more money than ever against stock portfolios. We break down what margin really means and why it's a double-edged sword.

What happens when too much of the market is built on borrowed money? A look at how high leverage can make markets rise (and fall) faster than expected.

The hidden risk in leveraged ETFs and why “hot money” — borrowed funds chasing quick profits — can add fuel to market volatility.

Practical insights for investors: when leverage can actually work in your favor, when it can backfire, and how to know the difference.

Why margin loans might make sense for some high-net-worth investors — especially as a tax strategy — but only if used carefully and intentionally.

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/

Trust can feel thrilling—and terrifying. How do you feel safe enough to be seen, set boundaries with love, and keep passion alive without losing yourself? Especially after 40?

In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, is joined by Shana James, MA (Psychology)—relationship coach of 20 years, TEDx speaker (“What 1,000 Men's Tears Reveal…”), host of Man Alive & Practicing Love, and author of Honest Sex and Power & Pleasure.

Together they unpack how to build real safety, move from independence to interdependence, and use honest conversation (and body-led yes/no) to create connection you can actually trust.

Learn more:

Why “trust” often feels risky—and how to find safety in your own body first

The difference between forcing connection vs. following a genuine yes

Boundaries that sound loving (and actually deepen intimacy)

Moving from “I've got this alone” to healthy interdependence

Business as a spiritual practice: letting strategy serve your nervous system

Sex talk without the shock factor: presence, honesty, attunement

How to date (or re-date) after 40 without twisting yourself into a pretzel

Tiny experiments to test trust—before you hand over your heart

Connect with Shana:

Quiz: What Keeps You From Having the Best Love and Sex of Your Life After 40?

Free copy of the Honest Sex book: https://shanajamescoaching.com/free

LinkedIn: https://www.linkedin.com/in/shana-james-3004065

Website: https://shanajamescoaching.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/

Markets are sitting near all-time highs… while the U.S. government is shut down. Tariff headlines are bouncing back and forth, inflation data is frozen, and the Fed's next move could set the tone for the rest of the year — but what does any of that actually mean for your portfolio?

In this week's Investment Friday, Hannah Chapman CFP®, APMA®, CRPC® and Brad Haines, CFA, FRM and Chief Investment Officer of Juncture Wealth Strategies break down what's really happening beneath the noise — from Trump's proposed 100% tariffs on China and the ripple effects on rare earth minerals, to how the government shutdown is distorting access to economic data and why that uncertainty fuels short-term market swings. They also share the practical steps investors can take right now: rebalancing portfolios, tax-loss harvesting, and making confident year-end decisions even when the data isn't flowing.

Learn about:

Tariffs are back in the headlines — but what do they really mean for prices, profits, and portfolios?

The government shutdown has frozen official economic data, leaving markets flying a little blind — we share where we're finding reliable information anyway.

Inflation is still running above target, but rents are falling fast. We talk about why housing data takes months to show up in the numbers.

The Fed's next meeting is coming up, and we dig into why the story around a rate cut can matter even more than the cut itself.

It's Q4 — time to check your portfolio mix, take profits where it makes sense, and harvest losses to trim your tax bill.

Mutual funds are about to start paying out capital gains… and we explain how that surprise tax bill sneaks up on investors every year.

How patience, process, and a clear plan help you make smart decisions, even when headlines are loud and data is scarce.

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 visibility wasn't about being louder—but about being truer?

So many founders and creators feel the pull to share their message, yet freeze the moment the camera turns on. They know they have brilliance inside them, but translating that inner genius into words that resonate publicly—that's where they get stuck.

In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, talks to Arriana Acuna, Founder & CEO of Operations Media, about solving this problem. Arriana helps founders be seen for who they really are, guiding them to drop the script, speak from the soul, and build trust that converts. Explore what authentic visibility truly looks like, how Human Design informs your creative flow, and how to scale your impact without losing your alignment.

Learn more:

Visibility that converts: directing founders to speak naturally (no scripts) and ship high-signal content

Projector advantage: seeing systems and people—how Arriana blends operator precision with visionary direction

The “hook–details–solution” content formula that accelerates trust online

Splenic authority IRL: learning to trust the quiet yes/no—and what happens when you don't

Nervous system capacity & money: clearing “boulders” so wealth/attention can flow to and through you

Connect with Arriana here:

Facebook: https://www.facebook.com/arriana.acuna/

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

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

Website: https://operationsmedia.com/our-story

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/

A government shutdown, record-high markets, and falling interest rates — all happening at once. What does that really mean for investors as we head into the final quarter of 2025?

This week, Hannah Chapman, CFP®, APMA®, CRPC®, breaks down the surprising calm in the markets despite the U.S. government shutdown, why investors are cheering expected Fed rate cuts, and how these shifts impact both business growth and year-end planning.

She also explains what small business owners and self-employed individuals need to know about potential changes to ACA tax credits, rising health insurance premiums, and the importance of proactive tax strategy before the year ends.

From IRA contributions and charitable gifting to data sources that keep us informed even when the government is offline, this solo episode is packed with practical tools to finish 2025 strong — and start 2026 prepared.

How current market conditions reflect deeper economic resilience — even in the face of political uncertainty

Why interest rate shifts continue to drive investor sentiment and shape business decision-making

What to keep in mind as we approach key tax deadlines and year-end financial planning season

Where investors and advisors can still access critical data while traditional sources are paused

Practical ways to approach your financial strategy with calm, clarity, and intention in the final quarter of the year

Connect with Hannah here:

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

Expansive CEO: https://expansiveceo.com/

Email: [email protected]

What happens when you've spent your whole life working from someone else's frequency—believing that your power is “too much,” your rest is “lazy,” and your emotions are “in the way”?

For Manifestors, this is often the story. They're here to initiate, to impact, and to set entire movements in motion… yet most grow up conditioned to tone it down, fit in, or keep the peace. The result? A deep disconnection from their own energy—and a lifetime of trying to operate like everyone else.

In this powerful and heartfelt conversation, Hannah Chapman CFP®, APMA®, CRPC® sits down with her dear friend and Human Design bestie, Lauren Ammon, to explore what it really means to reclaim the Manifestor frequency.

Together, they break down how to parent and partner with Manifestors, why the “borrowed frequency” is such a sneaky energy trap, and how understanding our design can heal generations of conditioning.

Why a repelling aura isn't “rude”—and how informing creates flow and support.

How living from conditioned energy hides your true signature (especially in Manifestors)

Reframing the Manifestor not-self (anger) and signature (peace) as guidance, not judgment

Parenting & partnering with Manifestors: Shifting “ask permission” in childhood to “inform” in adulthood; using authority correctly (Emotional, Splenic, Ego).

The cost of hustle culture on open/defined Ego centers; what we suppress, the body expresses.

Practical scripts: Simple, non-pushy informing that opens doors (the airplane story!).

Connect with Lauren here:

Substack: https://theperformancecode.substack.com/

Website: https://www.performancereimagined.com/

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

Connect with Hannah here:

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

Expansive CEO: https://expansiveceo.com/

Email: [email protected]

Why is men's work so critical right now? For generations, men have been conditioned to suppress emotions, carry the weight of provision, and lead through stoicism. But we are entering a new era—one where integration, vulnerability, and healing are essential to living whole and authentic lives.

In this deeply honest conversation, Hannah Chapman, CFP®, APMA®, CRPC®, speaks with Josh Rimany—pharmacist turned healer and men's work leader—about the shift from head to heart, the power of community, and why building safe spaces for men is pivotal for the future of families, businesses, and humanity itself.

Explore:

Why is men's work so important right now?

How can men move from the “old paradigm” of rigidity into a new, integrated masculinity?

What role does stress and unprocessed emotion play in chronic illness?

Why is learning to “hold space” just as important as fixing problems?

How can entrepreneurs and leaders invest in themselves as their greatest asset?

What does it mean to create true safety—in relationships, in families, and in community?

How do practices like meditation, ritual, and men's circles transform lives?

Connect with Josh here:

Website: http://www.rxtowellness.com and http://www.dilworthdrug.com

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

LinkedIn: http://www.linkedin.com/in/josh-rimany-830179126

Beyond The Pills Podcast: https://podcasts.apple.com/us/podcast/beyond-the-pills/id1680035572

Email: [email protected]

Connect with Hannah here:

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

Expansive CEO: https://expansiveceo.com/

Email: [email protected]

Mortgage headlines are heating up—rates have eased, builders are dangling incentives, and new-home sales just surprised to the upside. But does a Fed rate cut automatically mean cheaper mortgages—and should you pay “points” to grab that lower payment?

In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, Brad Haines, CFA, FRM (Chief Investment Officer, Juncture Wealth Strategies), and lender Rachel Guerrero break down what the latest Fed move really means for your cash yields and mortgage rates, why new-home sales are popping, and how to evaluate points, PMI, and refinance math so you don't overpay for “cheap” debt.

Learn about:

How Fed short-term cuts translate (or don't) to the 10-year and mortgage rates

Why new-home sales are surging—and how builder rate buydowns work

Points 101: what they are, when they're worth it, and how to find your break-even

Refi strategy: rate vs. total cost, APR, loan term options (28/27/25-year), and PMI

The questions to ask any lender before you sign

Connect with Rachel here:

Linkedin:https://www.linkedin.com/in/rachel-guerrero-mortgage/

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/

Email: [email protected]