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: 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/

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: 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 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: 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 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: hannah@expansiveceo.com

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.comIG: @coachderz | @nextlevel_phxBlog: 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/

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: 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/

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/