Join Hannah Chapman, CFP, APMA, CRPC as she discusses the importance of healing your money story. When we learn how to talk about money and unearth our stories, we become comfortable talking about other hard topics like spirituality and sexuality. That's because money is deeply rooted in our subconscious programming, touching every other aspect in our lives. What we resist persists, and what we look at disappears. When we can have open conversations and hold space for these deeply emotional topi...
May 02, 2023•29 min
Visionary entrepreneurs can feel overwhelmed trying to figure out how to make their dreams a reality. The key to thriving as a visionary is to tap into the authentic self that is within you. In this episode, Hannah Chapman, CFP, APMA, CRPC talks to Jenn Germaine, founder of The Fulfillment Foundation, and Alex Pursglove, business coach and spiritual guide, about their work with visionary entrepreneurs. How a vision can unfold over time Allowing the vision to come through you Tapping into your “w...
Apr 18, 2023•53 min
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, the Chief Investment Officer (CIO) of Juncture Wealth Strategies, in the third installment of "Investment Fridays with Brad"! Tune in as we discuss: Positive trends in the markets this week What the fed might do with interest rates this year What is earning season and how it's going so far How to navigate fear during bear markets What tax loss harvesting is and how to implement it in a portfolio effectively This ...
Apr 14, 2023•55 min
The word “sales” can feel cringe-worthy or slimy and conjure up images of manipulating and pressuring people into doing things they don't want to do, or buying things they don't want to buy. And yet, sales are the life-blood of any business. And if we're being honest, the life-blood of relationships as well! Once we put relationships over transactions, sales stop feeling like a burden. We can even start to celebrate each time we get a “no!” Because the goal is clarity, not just getting to a "yes...
Mar 31, 2023•51 min•Ep. 24
What happens when money stories collide in a romantic or business partnership? Financial stress is a leading cause of both divorce AND business failure...and what happens when your romantic partner IS your business partner? Or when both romantic parnters are entreprenuers? Hannah Chapman, CFP, APMA, CRPC dives into it on the podcast today to open up the conversation around how our money stories, especially those from our formative years from age 0 to 7, can show up in our lives as adults and cau...
Mar 27, 2023•42 min•Ep. 23
How do love and money vibrate in the same universe/field? How do money and consciousness co-exist? What would it look like? How would it feel? If we understand the answers to these questions, we can truly change the world. In this special crossover episode with Wisdom Talk Radio, Hannah Chapman, CFP, APMA, CRPC and Laurie Seymour, Quantum Connection Mentor, is a two-time #1 best-selling author, Certified Master Trainer, CEO of the Baca Institute and host of Wisdom Talk Radio interview each other...
Mar 15, 2023•50 min
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, the Chief Investment Officer (CIO) of Juncture Wealth Strategies, about the headline news: Silicon Valley Bank (SVB) failed on March 10, 2023 and went into FDIC receivership. Tune in as we discuss: -What is a bank failure? -Why did Silicon Valley Bank (SVB) fail in particular? -What clues did we have ahead of time that something was wrong? -What does this mean for the banking industry as a whole? -What does this ...
Mar 12, 2023•41 min•Ep. 21
Entrepreneurship can be unstable, so how do you plan your financial future? Having collectively managed over $94,000,000 in household assets and written over 2,000 financial plans in the past, I've learned that visionary entrepreneurs are different. It takes a unique and creative approach to build wealth while building a business that you love, and a business that both serves you and your family and allows you to serve your clients with joy and ease. In this episode, I share my unique ExpansiveC...
Mar 07, 2023•37 min
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, the Chief Investment Officer (CIO) of Juncture Wealth Strategies, in the second installment of "Investment Fridays with Brad"! Tune in as we discuss: -What are the mechanics between inflation and interest rates? -How the last 20 years' rates provide a context for investing today -Value stock (dividends) vs growth stock -Why it's helpful to have a global viewpoint when investing This series will happen every secon...
Mar 03, 2023•37 min
In this episode, Hannah Chapman, CFP, APMA, CRPC, chats with Melanie Klein, M.A., writer, speaker, and Professor of Sociology and Women's Studies. Everyone has a money story. What is your story and how can it empower you to make better decisions about your money? Becoming aware of your story is the first step to changing it. Listen in as Melanie gives powerful tips to start healing our approach to money. Melanie is a sought - after empowerment + mindset coach working with individuals and teams a...
Mar 01, 2023•52 min
In this episode, Hannah Chapman, CFP, APMA, CRPC, invites 3 other financial planning focused, independent advisors to "talk shop": Kristin Brandli Printon, WMCP®, AIF®; Lisa Sakai, Financial Consultant; and Jamie Hanson, BFA™. The term “financial advisor” could mean anything these days, so how do you find the right one for you? Listen in as we discuss the importance of getting to know our clients, holding space for them to be on their own journey, and helping them achieve their individual financ...
Feb 25, 2023•46 min
In this episode, Hannah Chapman, CFP, APMA, CRPC, interviews Monica Tuck, owner of U-Studio, a marketing and branding agency. A 3rd-generation entrepreneur, Monica has a heart to help others find purpose in their small business. In this raw interview, Monica tells the story of how she came to figure out her ideal client by aligning her business with her values. Listen in as we discuss living true to ourselves, having a why purpose, finding our tribe, refining our business processes, and more! Yo...
Feb 21, 2023•43 min
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, the Chief Investment Officer (CIO) of Juncture Wealth Strategies, in the inaugural "Investment Fridays with Brad" episode! Hannah gets to put her fiduciary investment advisor hat on along with her "investment-speak translator" badge, while Brad introduces and dives into how and why Juncture Wealth Strategies is different from other Registered Investment Advisory (RIA) firms out there. This series will happen ever...
Feb 10, 2023•49 min•Ep. 15
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Jan "Joy" Hoath about joyful leadership. And as per usual, it's not in the way you might expect! It's all about diving into your own experience of joy, feeling the full range of emotions that come through us all as human beings having a physical experience in this lifetime, and choosing to move back into joy. Over and over again. You can learn more about Jan and her Happiness Prism (TM) here: Instagram: https://www.instagram.com/janhoa...
Feb 08, 2023•47 min•Ep. 14
*SENSITIVE TOPIC WARNING* In this episode of THE SPICY MONEY SERIES, Hannah Chapman, CFP, APMA, CRPC, Jenn Germaine and Alex Pursglove talk about the underlying internal ties between Sex, Money, and Religion...and Jenn brings her signature boldness right out of the gate with regards to the language we use to describe our internal experience! We dive into parenting, sexual trauma, miscarriage, and inner child healing in profound ways. And discuss how loving ALL of ourselves, every last aspect, ha...
Feb 01, 2023•44 min•Ep. 13
In this episode of THE SPICY MONEY SERIES, Hannah Chapman, CFP, APMA, CRPC and Alex Pursglove talk about Religion & Money...and how each of us experienced "wrong-making" and a fear of separation from God/Source/the Divine/Unconditional Love in early childhood. From embracing personal growth and shifting limiting beliefs, Alex Pursglove transformed from a people-pleasing, self-criticizing, and struggling solopreneur into an unapologetic woman running a thriving coaching business. Once she lea...
Jan 28, 2023•44 min•Ep. 12
*SENSITIVE TOPIC WARNING* In this episode of THE SPICY MONEY SERIES, Hannah Chapman, CFP, APMA, CRPC and Dr. Nima Rahmany talk about Sex & Money...but probably not in the ways that you're imagining! Nima is a doctor of chiropractic medicine and a Cycle-Breaker, meaning he helps people heal their trauma bonds and remove the blocks to creating secure relationships. And guess what? The way we create bonds with our relationship traumas and play out those same patterns over and over again is the ...
Jan 23, 2023•56 min•Ep. 11
We're getting spicy at Expansive CEO, and talking about the topics that we aren't supposed to discuss at the dinner table...and that we rarely talk about at all if we're being honest! We're going to be talking about Sex & Money, Religion & Money, and Politics & Money, both in Connection-squared style conversations and diving into Hannah's experiences personally and professionally as well. Keep an open mind and heart, and see what comes up for you with each discussion! Connect with Ha...
Jan 20, 2023•19 min•Ep. 10
What would you do if you had just 10 more years to make the impact you want to make? For your family, for the impact you want to make on the world...what is MOST important to you? Hannah shares what's most important to her, and wants to hear the same from you! She shares the Expansive CEO Method, and how the simple process of Discovery -> Alignment -> Expansion can bring everything into focus for visionary entrepreneurs. And as we expand, in life and in business, we start to see the true m...
Jan 16, 2023•26 min•Ep. 9
Hannah Chapman, CFP, APMA, CRPC introduces Expansive CEO and X-squared Wealth Planning, and talks about how imperative it is to address the emotional side of money along with the logical, structural side of money when working with visionary entrepreneurs. You can have the prettiest charts and graphs, the most brilliant financial strategies and investment options...and none of that matters if we don't address how we feel about those charts and graphs and strategis. But once we do, and we align ho...
Jan 05, 2023•27 min•Ep. 1
Hannah Chapman, CFP, APMA, CRPC, founder of Expansive CEO and X² Wealth Planning talks with Michael DeLon, founder of Paperback Expert about the importance of getting your purpose and mission out to the world in the form of a book, and how he helps clients do it without them writing a word! Michael shares his corporate to entrepreneurial journey (one that so many of us can relate to!) and the different ways Paperback Expert has evolved over time to really support other entrepreneurs in getting t...
Jan 03, 2023•34 min•Ep. 5
Hannah Chapman, CFP, APMA, CRPC, founder of Expansive CEO and X² Wealth Planning talks with Natasha Ho, founder of mysixfigureyear.com about scaling and selling in a way that FEELS GOOD. With a seriously impressive corporate background in marketing and PR, Natasha helps entrepreneurs get to the heart of their offer, and figure out how to package and sell it with ease! We talk about her new program, Sell Out Secrets, where she walks through the entire process with her clients. Add a toddler into ...
Jan 02, 2023•34 min•Ep. 4
Hannah Chapman, CFP, APMA, CRPC, founder of Expansive CEO and X² Wealth Planning talks with LeiLani Quiray, CEO of be the change HR about how she built a business that MAKES $$$ while also being heart centered and giving 2% of top line revenue to the social causes that matter to her heart. Not only does be the change HR provide everything small to medium businesses need in terms of outsourced HR support, and do it with executive level HR reps, it donates 2% of top line revenue and time and resou...
Jan 02, 2023•34 min•Ep. 3
Hannah Chapman, CFP, APMA, CRPC, founder of X² Wealth Planning and Expansive CEO talks with Blake Fleishacker. "Blake Fly," as he goes by, is a husband to the beautiful and kind Emily, father to two ridiculously adorable little ones, and an 8-time Tedx Speaker! Not only does he help subject matter experts become powerhouse public speakers, he is also on a 55 year mission to help entrepreneurs bring gratitude into their lives and businesses in a way that will change the world. Blake has such a un...
Jan 02, 2023•39 min•Ep. 8
Hannah Chapman, CFP, APMA, CRPC, founder of Expansive CEO and X² Wealth Planning talks with Lady Krystylle Richardson. She is as creative and innovative as they come as a Global Wealth Innovation Strategist and is the founder and CEO of Life Innovation Global, founder and CEO of Build That Biz, and the Global Ambassador of Innovation for I Change Nations (ICN)...and that STILL just scratches the surface! Not only does Krystylle help entrepreneurs go from Creativity to Cashflow, she helps them bu...
Jan 02, 2023•51 min•Ep. 6
Hannah Chapman, CFP, APMA, CRPC, founder of Expansive CEO and X² Wealth Planning talks with Amanda Moncada-Perkins, Esq., founder of Stoutegy Law about being a high achieving woman in a male-dominated field, the importance of negotiating for your worth, and her own WHY behind her brand new Private Negotiation Program! Learn more about Amanda and the Private Negotiation Program at: https://www.stoutegylaw.com/private-negotiation-program Connect with Amanda on LinkedIn at: https://www.linkedin.com...
Jan 02, 2023•41 min•Ep. 2
Hannah Chapman, CFP, APMA, CRPC, founder of Expansive CEO and X² Wealth Planning talks with Jenn Germaine. Jenn is a special guest, as you'll learn in the episode! She's a guide to innovative entrepreneurs who are shaking things up in their industry, and you'll get to hear just how powerfully she creates space for entrepreneurs to uncover their uniqueness to bring it out more fully into the world. Come and witness two highly connected souls talk about how honing in on your own genius, and hiring...
Jan 02, 2023•40 min•Season 1Ep. 7
