Expansive CEO

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: bhaines@juncturewealth.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/

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: hannah@expansiveceo.com

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: hannah@expansiveceo.com

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: Josh@GoBeyondThePills.com Connect with Hannah here: X² Wealth Planning Website: https://x2wealthplanning.com/ Expansive CEO: https://expansiveceo.com/ Email: hannah@expansiveceo.com

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: bhaines@juncturewealth.com Connect with Hannah here: X² Wealth Planning Website: https://x2wealthplanning.com/ Expansive CEO: https://expansiveceo.com/ Email: hannah@expansiveceo.com

What if the fastest way to “more”—more impact, more ease, more joy—starts with letting go? Serial entrepreneur and community builder Rachel DesRochers shares how gratitude, grief, and bold pivots fueled fifteen years of purpose-driven growth—from closing a beloved cookie company to leading a women's empowerment movement. This conversation will expand your capacity to build, receive, and lead—without losing yourself. In this episode, Hannah Chapman, CFP®, APMA®, CRPC® sits down with Rachel DesRochers—founder of The Gratitude Collective, Power to Pursue, Incubator Kitchen Collective, Good & Local Food Show; international speaker, author of The Mourning Light, and host of the Power to Pursue podcast. They discuss practicing gratitude that actually changes your life, scaling community with integrity, and navigating the messy middle with grace. Learn about How Rachel knew it was time to close a profitable business (Grateful Grahams) to make room for what's next The real relationship between grief and gratitude—and why grief expands your capacity Building events and movements that feel like women's circles (not hustle culture) Practical ways to increase your capacity (boundaries, seasons, team trust, and micro self-care) Why “hold it lightly” can transform leadership, parenting, and partnership Creating “and” moments for yourself and your family during big transitions How to avoid entrepreneur hamster-wheel work and focus on what actually moves the mission Daily practices to receive more by noticing what you already have Connect with Rachel here: The Gratitude Collective: thegratitudecollective.org | IG: @thegratitudecollective Power to Pursue: thepowertopursue.org (events + newsletter) | Podcast: Power to Pursue The Mourning Light (book) & The Shift to Light (90-day gratitude journal) – Amazon & Barnes & Noble Rachel on IG: @racheldesrochers 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/

Moving across the country is one of the biggest transitions a family can make—but what if it didn't have to feel overwhelming, stressful, or chaotic? What if selling your home, buying a new one, and relocating your family could actually unfold with ease, joy, and even a sense of love-filled alignment? In this special Fireside Chat episode, Hannah Chapman, CFP®, APMA®, CRPC®, and her executive assistant, Svetlana, share the behind-the-scenes story of Hannah's recent move from Cincinnati, OH to Mesa, AZ, exploring how intention, manifestation, and practical action came together to create a surprisingly smooth and abundant transition. In this episode, you'll learn: Intentional Manifestation (that isn't woo-only): How Hannah paired meditation and energy work with meticulous prep, pricing, and timing.“Love as an operating system”: What it means to infuse a transaction with care—for your family, buyers/sellers, neighbors, and community businesses. From vision to sold in <24 hours: The specific timeline, offers (including escalation clauses & appraisal gaps), and terms that exceeded expectations.Prep that pays: Upgrades that mattered and what they skipped.Holding boundaries with grace: Staying grounded when other parties bring hard-nosed energy.Mantras & meetings: The weekly “relationship board meeting,” shared meditations, and the phrase that kept everything spacious: this or something better. Svetlana's story: From rental uncertainty to first-time ownership—and the people who made it possible. 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/ Connect with Svetlana here: LinkedIn: https://www.linkedin.com/in/svetlanalane/

Inflation may be cooling, but investors are still holding their breath ahead of next week's Fed meeting. With producer prices turning negative and CPI holding near 3%, the data suggests relief—but markets know that interest rate cuts ripple unevenly across savings, mortgages, and housing. Will this shift spark opportunity, or more frustration for households still waiting for rates to ease? In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, and Brad Haines, CFA, FRM, and Chief Investment Officer of Juncture Wealth Strategies, unpack the week's economic headlines, from inflation surprises to the tariff impact on farms, and explain what a Fed rate cut really means for your cash, mortgage rates, and the housing market. Learn about: · Inflation check: With PPI negative and CPI ~3%, how much “air cover” does the Fed have to cut? · Your cash next week: If the Fed trims 25 bps, how quickly might money market and high-yield savings rates reset, and by roughly how much? · Mortgage rates ≠ Fed funds: How do 10-year Treasury yields drive mortgage rates, and why do home-loan rates often lag short-rate cuts? · Tariffs & prices: Where tariff impacts are showing up (and not), the farm economy angle, and how changing policy guidance could add or remove ~1% of inflation pressure over time. · Housing tug-of-war: Rates vs. prices—what could happen if mortgage rates drift toward 5% while supply stays tight? · Fixing supply: Why local permitting & financing bottlenecks matter; ideas to re-open bank lending lines to builders/developers. Connect with Brad here: Website: https://www.juncturewealth.com Email: bhaines@juncturewealth.com Connect with Hannah here: X² Wealth Planning Website: https://x2wealthplanning.com/ Expansive CEO: https://expansiveceo.com/ Email: hannah@expansiveceo.com

What if the real secret to success isn't grinding harder, but learning to relax, surrender, and align your life with what truly matters? Too many entrepreneurs build the business they thought they wanted, only to wake up stressed, unfulfilled, and longing for more presence with family and joy in daily life. In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, sits down with Joey Vaillancourt—entrepreneur, consultant, coach, and founder of The Great Life Experiment. Joey shares his journey from chasing success through ego and hustle, to redefining success as alignment, freedom, and peace. From releasing numbing habits like alcohol, to learning the power of neuro-sculpting and the reticular activating system, Joey shows how shifting your mindset and emotional state can change everything about how you build and live your life. Key themes from this conversation: Why success built on hustle and ego feels empty in the long run The pivotal lessons Joey learned from mentors who challenged his mindset How to recognize when you're operating from a primal state vs. a powerful state The role of forgiveness, surrender, and emotional depth in lasting transformation Why numbing behaviors (alcohol, overwork, distraction) block true growth and joy How to align your business with your lifestyle instead of sacrificing life for business The vision behind The Great Life Experiment—and how micro-reflections create macro change Connect with Joey here: The Great Life Experiment 30-Day Challenge: www.thegreatlifeexperiment.ca YouTube: https://www.youtube.com/@joeyvaillancourt-realinfluence Apple Podcasts: https://podcasts.apple.com/us/podcast/real-influence-w-joey-vaillancourt/id1707038390 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 may be sitting at all-time highs, but September has a reputation investors can't ignore. Historically one of the most volatile months of the year, it's a time when headlines about jobs, inflation, and interest rates can spark panic. But does volatility mean danger—or opportunity? In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, and Brad Haines, CFA, FRM, Chief Investment Officer of Juncture Wealth Strategies, break down the latest jobs data, inflation trends, and bond market signals to help you navigate the turbulence with clarity and confidence. Learn about: Why September historically brings the most volatility to the markets What the latest jobs numbers tell us about the strength—or softening—of the labor market How wage pressure connects to inflation, and why the Fed watches it so closely What role does shelter inflation play in the CPI, and how might rent trends impact future inflation reports? How rising bond yields affect both stock valuations and investor decisions Why we prefer individual bonds over bond mutual funds in managing client portfolios What investors should keep in mind about holding bonds to maturity versus riding out bond market volatility Connect with Brad here: Website: https://www.juncturewealth.com Email: bhaines@juncturewealth.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/

Life doesn't always go the way we plan. Sometimes it crashes down around us — in business, in relationships, in our own health — and we're left wondering if we have the strength to rise again. What does it really take to rebuild when everything feels broken? And how do you lead with resilience, even in the darkest of seasons? In this episode of the Expansive CEO Podcast, Hannah Chapman, CFP®, APMA®, CRPC®, sits down with Serena Mastin — entrepreneur, speaker, bestselling author, and the powerful voice behind Exposed: You Can't Heal When You Hide. Serena's journey has taken her through foster care, witness protection, addiction, devastating loss, and rebuilding a business after unthinkable personal tragedy. Today, she shares what it means to lead with transparency, lean on resilience, and empower your team and yourself to rise stronger than ever. What you'll learn (and why it matters) How do you lead when life detonates—marriage, business, and health—at the same time? “You can't heal when you hide”: spotting the many ways leaders mask pain (and what it costs) Turning shame into strategy: the shift to full transparency and why your team needs it EOS (Entrepreneurial Operating System): what it is, how Serena used it, and why it saved her company Moving from over-functioning to empowered delegation (and how your people rise when you step back) Practical finances in crisis: cutting bloat, remote pivots, debt paydown, and stabilizing cash flow The nervous system side: stress tolerance, fight-or-flight, and permission to heal Asking for help without oversharing—scripts that empower the giver and protect your energy Connect with Serena: Serena's book: http://amazon.com/author/serenamastin LinkedIn: https://www.linkedin.com/in/serenamastin Marketing agency: pulsemarketingteam.com Author website: serenamastin.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/

As back-to-school season ramps up, many families are facing the reality of college costs—and wondering how best to prepare. In this solo episode, Hannah Chapman, CFP®, APMA®, CRPC®, breaks down the ins and outs of 529 plans, why they matter, and how they fit into long-term financial planning. Hannah also touches on current market updates, including the S&P 500 hitting new highs, interest rate expectations, and what to watch for in the coming weeks. If you've ever wondered how to save for your child's education (or what happens if they don't use all the funds), this episode is packed with answers. Topics we cover in this episode: What happens when the market hits new highs? What exactly is a 529 plan, and how does it work? Should the parent or the child own the 529 account? How do 529 plans affect FAFSA and financial aid? What can you do with leftover funds after college? How can unused 529 money be rolled into a Roth IRA? What other options exist for private school, scholarships, or non-education use? Whether you're a parent preparing for college expenses, a grandparent looking to contribute, or simply curious about the smartest way to plan for the future, this episode will help you understand how 529 plans fit into your financial toolkit. 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/

Mentorship isn't just about giving advice from the top down—it's about creating intentional, reciprocal relationships that spark growth, belonging, and transformation in organizations. In this powerful episode, Hannah Chapman, CFP®, APMA®, CRPC®, founder of X² Wealth Planning and Expansive CEO, sits down with Dr. Kelly Diggs, neuroscientist turned leadership consultant and CEO of Kelly A. Diggs Consulting. Together, they dive deep into what mentorship really means in business, institutions, and everyday life, and how it can reshape culture, equity, and the future of organizations. Dr. Diggs shares her journey from the lab bench to becoming a nationally recognized consultant in mentorship, leadership, and DEI (justice, equity, diversity, and inclusion), and offers practical insight into how mentorship impacts careers, succession planning, institutional success, and even the bottom line. Topics covered: What mentorship is really—and how it is different from the outdated “top-down” model How mentorship creates reciprocal growth and not just transactional relationships The role mentorship plays in equity, belonging, and institutional culture How effective mentorship directly impacts business succession, retention, and profits How leaders can lean into “productive discomfort” to foster deeper conversations and change Practical ways to bring mentorship into our daily lives, both at work and at home Connect with Dr. Kelly here: Facebook: http://facebook.com/dr.k.diggs Instagram: https://www.instagram.com/dr.k.diggs/ X: http://x.com/drkellydiggs LinkedIn: https://www.linkedin.com/in/drkellydiggs YouTube: https://www.youtube.com/channel/UCT8jdHehAIlyP_xDeKWLEIA Email: info@kellydiggs.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/

What happens when the Federal Reserve hints at rate cuts, mortgage rates hover near 7%, and AI data centers begin straining America's power grid? In this week's Investment Friday, Hannah Chapman, CFP®, APMA®, CRPC®, and Brad Haines, CFA, FRM, and CIO of Juncture Wealth Strategies, unpack the economic signals that are moving markets — and what they mean for investors. From Jerome Powell's Jackson Hole speech to small-cap stock rallies, rising utility bills, and the looming question of whether AI is a bubble bigger than the dot-com era, Hannah and Brad bring clarity to a noisy news cycle. Why did markets rally after Jerome Powell's Jackson Hole speech? How do bond prices and yields really work — and what do they mean for mortgages? Will homeowners be able to refinance at lower rates in the next 12–18 months? How are AI data centers reshaping electricity demand, utility pricing, and private equity investment? Could AI be a bigger bubble than the dot-com era — or is it the next “Goldilocks” growth phase? What adjacent industries might benefit most from the AI infrastructure boom? Connect with Brad here: Website: https://www.juncturewealth.com Email: bhaines@juncturewealth.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/

What does it look like to build a business — and a life — that's guided by intuition, alignment, and love instead of hustle and fear? In this episode of the Expansive CEO Podcast, host Hannah Chapman, CFP®, APMA®, CRPC® sits down with her dear friend Lindsey Bonadonna, founder of be. in Cincinnati. Two years after opening her doors, Lindsay shares how she's navigated the highs and lows of entrepreneurship, leadership, and personal growth by staying grounded in her values. From creating a welcoming community space, to holding both joy and anxiety in the same breath, Lindsey models what it means to be deeply authentic and resilient while growing something bigger than herself. What has shifted in Lindsey's journey since opening be. two years ago? Can you run a business in a capitalist system while prioritizing intuition, people, and well-being? How does holding space for both joy and stress expand our capacity to lead? Why is authenticity and self-love so essential for effective leadership? What does it mean to succeed—or even to gracefully let go—in entrepreneurship? How can small, aligned decisions build toward a life and business that truly feel good? What's next for be. and how is Lindsey expanding her ripple of impact? Lindsey's first appearance on Expansive CEO: https://podcasts.apple.com/us/podcast/expansive-ceo/id1662417916?i=1000616834807 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

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: bhaines@juncturewealth.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/

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: bhaines@juncturewealth.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/