Episodios

  • Episode 195: Investment Friday - Creating Financial Independence: Roth Strategies, National Debt, and the Future of Taxes
    Jul 4 2025

    What's the real cost of America's rising debt—and how will it impact your taxes?

    In this solo Investment Friday episode, Hannah Chapman, CFP®, APMA®, CRPC®, unpacks the 2025 U.S. budget bill and the growing national deficit in a way that directly connects to your wallet and your future.

    With federal debt projections soaring and interest rates still in flux, Hannah explains why proactive tax strategy—especially using Roth IRAs and Roth 401(k)s—may be the smartest path to long-term financial independence.

    Learn more:

    • Impact of the 2025 budget bill on U.S. national debt and deficit

    • Why higher future taxes are likely—and what that means for your investments

    • Strategic differences between Roth and traditional retirement accounts

    • How required minimum distributions (RMDs) can affect your financial plan

    • Case studies and real-world examples of missed Roth opportunities

    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/

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    57 m
  • Episode 193: Investment Friday - Why Markets Are Rallying on Bad News with Brad Haines
    Jun 27 2025

    GDP is contracting, student loan defaults are rising, and shelter inflation is cooling… yet the stock market is hitting all-time highs. What's really driving this seemingly contradictory moment in the markets?

    In this episode, Hannah Chapman, CFP®, APMA®, CRPC® and Brad Haines, Chief Investment Officer of Juncture Wealth Strategies, explore why “bad news is good news” for investors right now, and what that means for interest rates, small caps, housing prices, and your portfolio.

    They also explore rising housing inventory, what's changing in the real estate market, the recent U.S. airstrikes in Iran, and growing concerns about Social Security. It's a fast-moving landscape, and this conversation helps you make sense of it all.

    • Why is the stock market rising despite negative GDP growth and worsening economic data?
    • What impact does falling shelter inflation have on overall inflation and Fed policy?
    • How are interest rate expectations influencing small-cap and mid-cap stock performance?
    • What's really happening in the housing market with rising inventory and stagnant prices?
    • Is Social Security really running out—and what might the government do about it?

    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/

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    56 m
  • Episode 192: How Transparency, Tenacity, and Therapy Build Resilient Leaders with Scott Groves
    Jun 24 2025

    What if radical transparency, relentless action, and emotional awareness were the missing ingredients in your business growth?

    In this conversation, Hannah Chapman, CFP®, APMA®, CRPC®, sits down with Scott Groves—sales trainer, leadership coach, and creator of the “On the Edge” podcast—to unpack what it takes to succeed in business without losing your soul. This isn't just a conversation about sales; it's a masterclass in human resilience.

    Scott shares the real story behind his success—not just the wins, but the breakdowns, breakthroughs, and bold choices that shaped his journey. If you've ever felt like the pressure to perform is pulling you out of alignment, Scott's insights will remind you that you don't have to sacrifice your emotional well-being to lead at a high level.

    In this episode:

    • How can therapy and coaching improve your performance as a business leader?

    • What role does transparency play in building a trustworthy and effective team?

    • How can entrepreneurs stay resilient when everything feels overwhelming?

    • What's the connection between emotional awareness and strong leadership?

    • Why do so many high achievers burn out—and how can we prevent it?

    • How does Human Design complement personal development and business success?

    Connect with Scott:

    Website: https://www.scottgroves.com
    Podcast: On the Edge with Scott Groves
    Instagram: https://www.instagram.com/scottlgroves
    YouTube: https://www.youtube.com/c/OnTheEdgePodcast

    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/

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    52 m
  • Episode 191: Investment Friday — Geopolitical Shockwaves, Tariff Timelines & Market Rebalancing with Brad Haines
    Jun 20 2025

    When uncertainty intensifies—at home and abroad—what should investors actually do?

    From rising bond yields to tariffs that still haven't taken effect, and a fast-approaching storm in the Middle East, this episode offers a grounded, clear-eyed perspective for investors who want to stay informed without spiraling into panic.

    After a two-week hiatus due to her cross-country move, host Hannah Chapman, CFP®, APMA®, CRPC® is back with Brad Haines, CIO of Juncture Wealth Strategies, for a far-reaching Investment Friday episode. They break down major developments in trade policy, global tensions, and market behavior—and what all of it means for your financial future.

    • Why haven't Trump's proposed tariffs taken effect yet—and how is that impacting the economy?

    • What does the recent spike in bond yields mean for investors and inflation expectations?

    • How might ongoing tensions between Israel and Iran affect global markets and oil prices?

    • Is the Federal Reserve likely to cut interest rates before the election—and what role is politics playing?

    • Why is now a smart time for investors to rebalance their portfolios, especially in equities?

    • What lessons can we draw from past geopolitical conflicts when it comes to investing through uncertainty?

    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/

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    38 m
  • Episode 191: Embracing All of You - Entrepreneurship, Identity & Inner Liberation with Jacob Tahiliani
    Jun 17 2025

    So many entrepreneurs are secretly carrying the weight of hiding parts of themselves—whether it's their identity, their emotions, their spirituality, or their true desires.

    What does it take to finally stop compartmentalizing and start living as a fully integrated, expressive human being? What if your journey as an entrepreneur was also the most radical path to self-acceptance?

    In this powerful conversation, Hannah Chapman,CFP®, APMA®, CRPC® dives deep with entrepreneur and coach Jacob Tahiliani, whose journey of personal growth, spirituality, and business alignment invites us all to stop hiding and start fully expressing who we are. This is a conversation about coming home to yourself.

    In this episode, we explore:

    • What does it mean to embrace your full self in life and business?

    • How does self-expression unlock more energy, clarity, and purpose?

    • Why do many entrepreneurs hide parts of themselves, and how can we shift that?

    • What is the relationship between surrender, inner freedom and external success?

    • How can we trust ourselves more deeply and build a business that reflects who we really are?

    Connect with Jacob:

    Facebook: https://www.facebook.com/LOJ23/

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

    YouTube: https://www.youtube.com/channel/UCjlEeJXBVxdTh6nj0yyqv-g

    And connect with Hannah here:

    Website: https://www.hannahrchapman.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

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    1 h y 1 m
  • Episode 190: Relationship Series – The Power of Expression: Living Your Frequency with Pamela Downes
    Jun 10 2025

    What if your business growth is actually a reflection of your spiritual evolution? As entrepreneurs, we're often called into deeper alignment—not just with our work, but with our soul. This episode explores what it means to live your truth, follow your inner calling, and build a life that vibrates with your authentic frequency.

    As an entrepreneur, you understand that your business evolves as you do. Oftentimes, part of that journey involves growing spiritually. If you are experiencing a spiritual awakening – or just curious how business and spirituality intersect – you will enjoy this conversation.

    In this episode of The Expansive CEO Podcast, host Hannah Chapman, CFP®, APMA®, CRPC®, talks with Pamela Downes, founder of Spirit Calling, about her entrepreneurial journey and her passion for supporting others who are waking up to a deeper calling in this lifetime.

    Together, they explore how expression, alignment, and authenticity aren't just personal values—they're the foundation for meaningful business and soulful living.

    What you'll discover in this episode:

    • How do your business and spiritual paths evolve in parallel?

    • What does it truly mean to live in alignment with your soul?

    • Why do your actions need to match your words—especially when it's hard?

    • What role does money play in your spiritual journey?

    • How can you stay true to your vision through the dips and detours?

    • What is Spirit Calling, and who is it meant to support?

    Connect with Pamela:

    Website: www.spirit-calling.com

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

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

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

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

    And connect with Hannah here:

    Website: https://www.hannahrchapman.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

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    56 m
  • Episode 189: The Power of Anger: Emotional Fitness & Embodied Leadership with Alan Muellegger
    Jun 3 2025

    What if the emotion you've been taught to fear the most is actually your greatest source of power? In this episode, we explore how anger—when expressed rather than repressed—can unlock deeper clarity, action, and joy. If you've ever felt stuck, disconnected, or like you're holding back… this conversation is for you.

    Host Hannah Chapman, CFP®, APMA®, CRPC®, brings on emotional fitness trainer Alan Muellegger for a transformative conversation on one of the most suppressed but catalytic emotions: anger. Together, they explore how emotional repression sabotages leadership and success—and how learning to express, metabolize, and channel emotion unlocks true power and authenticity.

    Learn about:

    • The difference between emotional intelligence and emotional fitness

    • Alan's personal awakening & the hidden cost of emotional suppression

    • Why anger is a misunderstood source of power

    • The three illusions that block emotional release: extremity, eternity, and survival

    • Somatic healing: lifting, running, breathwork, and physical discomfort as emotional access points

    • Passion as the fusion of anger and love

    • How to identify and focus your anger for greater business and life alignment

    • The ethical responsibility of service-driven leadership

    • Building resilience by holding space for your own discomfort

    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/

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    59 m