Expansive CEO

What if the rules for your 401(k) suddenly shifted—opening the door to crypto, private equity, and other alternative investments inside your retirement account? That's exactly the conversation sweeping headlines this week after a new executive order sparked questions (and some confusion) about what could be coming for investors.

In this episode of Investment Friday, Hannah Chapman, CFP®, APMA®, CRPC®, and Brad Haines, CFA, FRM, and CIO of Juncture Wealth Strategies, break down what's real, what's hype, and how these changes could (or might not) impact your financial future.

Plus, they dig into the surprising ways AI's massive energy needs could hit your utility bill, and why that ripple effect could influence inflation, the Fed's next move, and even your portfolio strategy.

If you've heard the alarming social media takes, or you're just trying to understand how policy and innovation ripple through markets, this conversation will give you the clarity you need.

Topics Covered

Breaking down the executive order allowing potential private equity and cryptocurrency options in 401(k) plans

Why ERISA law remains one of the strongest investor protections in U.S. history

The reality of private equity performance versus public markets

Cryptocurrency's volatility and whether it belongs in long-term retirement accounts.

AI data centers' massive energy demand and its role in rising electricity bills

How utility pricing impacts inflation data and the CPI

Market updates, tariffs, and what to watch as interest rate cuts loom

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/

We've all been told to “push through” in business — to ignore discomfort, suppress emotions, and keep grinding. But what if that constant pushing is actually the reason you're stuck? When we override our own signals in the name of hustle, we disconnect from the very guidance system that can lead us to greater success and fulfillment.

In this episode, we explore what it truly means to become emotionally fit — not by avoiding or burying feelings, but by learning how to recognize, process, and use them as fuel for purposeful action. Hannah Chapman, CFP®, APMA®, CRPC®, sits down with leadership trainer and emotional fitness expert Alan Muellegger to discuss how tuning into your emotions, understanding your physical state, and aligning your actions with your purpose can transform your business, your relationships, and your life.

Key Takeaways

How can you tell if you're following a “should” instead of your own true direction?

What happens to your business when you focus on service instead of chasing money?

How do you know the difference between forcing something and simply feeling discomfort from growth?

Why does your physical and emotional state shape the meaning you give to events?

What small, everyday self-care practices can help you make clearer yes/no decisions?

How can you use the 5-Point North Star to create purpose and stay motivated when things get hard?

Connect with Alan:

Instagram: @muellegger / https://www.instagram.com/muellegger

Facebook: https://www.facebook.com/alan.muellegger

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 happens when the data we rely on to measure the economy suddenly gets thrown into question?

In this episode, Hannah Chapman, CFP®, APMA®, CRPC® and Brad Haines, CFA®, FRM, and CIO of Juncture Wealth Strategies, explore a wave of revisions to U.S. labor market data—and the political and economic fallout that followed.

With President Trump firing the head of the Bureau of Labor Statistics, recession warnings on the rise, and the Federal Reserve preparing to respond, this episode dives into the real-time tensions shaping markets, policy, and investor behavior.

Key Topics

Bureau of Labor Statistics shake-up: Why President Trump fired the BLS commissioner and what this means for data integrity

Revisions reveal cracks: 400,000+ jobs quietly removed from prior reports—why this signals recessionary risk

Tariffs and global uncertainty: How restructured trade rules are influencing U.S. business decisions

Fed interest rate outlook: Markets expect 0.75% in rate cuts by year-end—but will inflation allow it?

Consumer slowdown: Back-to-school and holiday season spending may determine economic trajectory

International investing surge: Why emerging markets and international equities are outperforming in 2025

AI and productivity boom: How machine learning and robotics are reshaping long-term economic growth

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 do you do when life looks perfect on the outside — the good job, the house, the steady relationship — but inside, your soul feels like it's dying?

For Mindie Kniss, this disconnect sparked a radical leap of faith that would lead her from Fortune 100 stability into the wild unknown of entrepreneurship. But the path wasn't easy — she faced crushing debt, bankruptcy, grief from the sudden loss of her husband, and a long road of rebuilding her life and business from scratch.

In this episode, Hannah and Mindie dive into how upheaval can become your greatest teacher, how to heal the shame and scarcity mindset around money, and why learning to trust your own inner guidance is the ultimate key to prosperity.

This isn't just a story of financial success — it's a roadmap for anyone navigating deep transformation and searching for meaning in their money, work, and life.

Key Topics & Themes

Leaving the “perfect” corporate life – Mindie's calling to leave Fortune 100 work and embrace entrepreneurship

Financial rock bottom & rebuilding – Navigating $100k debt, bankruptcy, and scarcity mindset

Healing money wounds – Transforming childhood beliefs and societal conditioning around wealth

Entrepreneurial resilience – Learning sales, marketing, and self-worth the hard way

Human Design & astrology insights – How Mindie's 6/2 Generator profile and Chiron in the money house shaped her journey

Good money vs. bad money – Understanding alignment in clients, offers, and opportunities

Divine timing & trusting the process – Why big breakthroughs often happen later than we expect

Connect with Mindie here:

Substack: https://substack.com/@mindiekniss

YouTube: https://www.youtube.com/mindiekniss

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

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

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

Twitter/X: https://x.com/MindieKniss

Connect with Hannah:

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 happens to your family, your business, and your legacy if something unexpected happens tomorrow? Most people avoid the uncomfortable conversation about estate planning until it's too late — and their loved ones are left navigating chaos, court battles, and uncertainty.

In this solo episode, Hannah Chapman, CFP®, APMA®, CRPC®, shares why estate planning isn't just about documents and legal jargon — it's about love, protection, and leaving behind a legacy of impact.

Learn about:

Federal Reserve update – Why rates are holding steady, the role of tariffs in inflation, and what could happen at the September meeting.

Market snapshot – Current earnings trends, August volatility patterns, and the upcoming “season of spend.”

Estate planning essentials – Why estate planning matters for everyone, regardless of wealth or age.

Guardianship for minor children – The most urgent first step and why it's critical for blended families.

Trusts vs. wills – How trusts create structure, privacy, and protection for heirs while avoiding probate.

Life insurance as a planning tool – Using coverage to bridge financial gaps for children or beneficiaries.

Blended family dynamics – Navigating remarriage, beneficiary designations, and ensuring fairness across complex family structures.

Connect with Hannah:

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 raising $100 million didn't have to feel extractive, transactional, or misaligned with your soul? What if fundraising itself could become a sacred act—an expression of reverence for life, a commitment to intention, and a catalyst for personal transformation?

In this conversation, Hannah Chapman, CFP®, APMA®, CRPC®, and Azrya Bequer, Co-Founding Steward of KAVANÂ, explore what happens when visionary entrepreneurship merges with ancient wisdom and stewardship, challenging every paradigm we've been taught about money, impact, and leadership.

KAVANÂ is a transformational ecosystem weaving sacred space, regenerative development, immersive experiences, and media as medicine. Alongside her husband Benjamin (AKA Bee), she is pioneering new models of fundraising and leadership—integrating feminine magnetism, interdependence, and deep reverence into how bold leaders create impact.

Key Themes

Redefining stewardship vs. ownership in business and money

The Kavana ecosystem: sacred locations, immersive programs, global community, and media as medicine

Integrating ancient intelligence into modern entrepreneurship

The Ceremonial CEO framework: blending intuition, reverence, and leadership

Navigating fundraising for a $100 million vision without compromising alignment

Moving from independence to interdependence—why money requires community

Healing our collective relationship to money and prosperity

Connect with Azrya:

Website: http://www.kavanaretreats.com

Investment Opportunity: http://www.kavanaretreats.com/invest

LinkedIn: https://www.linkedin.com/in/azrya-bequer-62930582/

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

Connect with Hannah:

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/

Ever wonder what to do with that old pension or 401(k) sitting with a former employer? Do you roll it into an IRA, or leave it right where it is?

In this solo Investment Friday, Hannah Chapman, CFP®, APMA®, CRPC®, breaks down the pros, cons, and key questions to ask before making the move — plus a quick market update you need to know.

This episode explores key factors like cost-of-living adjustments, death benefits, solvency risk, investment flexibility, and legacy planning — so you can make an informed decision aligned with your life, family, and future goals.

Whether you're 35 or 65, understanding your retirement income options can dramatically shift your financial future. The “right” choice isn't one-size-fits-all — it's about aligning your decision with your life goals, family needs, and risk tolerance.

Market Snapshot

Who still has pensions today (FERS, STRS, SERS, legacy corporate plans)

Benefits of keeping a pension (lifetime income, simplicity, creditor protection)

Downsides of pensions (limited death benefits, inflation risk, low growth potential)

Benefits of rolling to an IRA (flexibility, higher growth potential, legacy planning)

Key personal factors: health, life expectancy, spouse, other income sources, risk tolerance

How to review forgotten pensions or old plans

Questions to ask your advisor before deciding

Why fiduciary advice is essential

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 your YouTube channel could become your most powerful business asset—building trust, attracting the right clients, and staying compliant all at the same time?

In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, founder of X² Wealth Planning and the Expansive CEO Podcast, sits down with YouTube marketing strategist Andrew Murdoch, founder of YT Era, to explore how financial professionals and compliance-sensitive entrepreneurs can leverage YouTube the right way.

Whether you're camera-shy or ready to go all-in on video, Andrew shares exactly how to create content that drives long-term results—without crossing regulatory lines or sounding like a sleazy marketer. If you're ready to stop hiding and start creating content that connects, educates, and elevates your business, this episode is your roadmap.

Learn more about:

YouTube marketing for financial advisors

Building a discoverable brand in compliance-heavy industries

Why “finfluencers” are dangerous and what to do about it

FTC rules around testimonials, screenshots, and case studies

Turning your YouTube channel into a business asset

Organic vs. paid marketing: which one wins long term

The connection between trust, relationships, and financial advice

Connect with Andrew:

Free gift: http://ytforleadgeneration.com (Free gift for your listeners and viewers)

Website: www.ytera.com

Speaker page: https://www.andrewmurdoch.com/ (Speaker page)

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

X: https://x.com/MrAndrewMurdoch

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

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

Connect with Hannah:

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/

Who really pulls the levers behind U.S. interest rates? It's not just Jerome Powell—and it's not nearly as political as you might think.

In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, and Brad Haines, CFA®, FRM, and CIO of Juncture Wealth Strategies, go behind the headlines and into the structure, process, and influence of the Federal Reserve.

Together, they decode current market headlines and economic shifts so you can become a more empowered investor. Learn how monetary policy actually works, why interest rate decisions take so long, and what it all means for your investments!

Key Themes:

How the Federal Reserve system is structured

Why Jerome Powell doesn't act alone

The mechanics of interest rate policy decisions

Tariffs, inflation data, and the July FOMC meeting

The importance of political neutrality in economic policy

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 leadership isn't about being the loudest in the room—but about being the most grounded in love, clarity, and purpose? What if true influence doesn't come from shouting over others or asserting dominance, but from the quiet strength of self-awareness, the steadiness of inner alignment, and the courage to embody the values you wish to see reflected in the world?

In this episode, master life coach and integrative health coach Amber Mikesell joins host Hannah Chapman,CFP®, APMA®, CRPC® to explore how true leadership is born from within. They dive into Amber's global movement Suivera, her bestselling book Silence Your Inner Critic, and what it really takes to create a legacy of heart-led change in a noisy, divided world.

Episode Highlights:

The origin and mission behind Suivera and its 1000-year legacy business plan

Why 80% of our thoughts are negative—and how to shift that narrative

Leading through being vs. leading through shouting

How internal competition, not external, fuels personal growth

Creating workplace culture rooted in authenticity, freedom, and aligned genius

Real-life practices for silencing the inner critic and amplifying the inner champion

Why being the ripple you want to see is more powerful than controlling the waves

How leaders can support a team of unique individuals without losing structure

Connect with Amber here:

Email: [email protected]

Website: https://www.suivera.org

Website: https://www.silenceyourinnercritic.com

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

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/