There has been a lot of volatility in the markets. Bonds yields are rising, the S&P was off by almost 10%, and mega cap companies are falling in price - amid talks of funding war. In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies to help us decode why all these things are happening. Tune in to learn: Why the bond market is especially volatile right now Eight mega cap companies are falling a lot...
Oct 27, 2023•36 min
As entrepreneurs, we are all too familiar with the negative effects burnout can have on our lives. In this episode, Hannah Chapman, CFP, APMA, CRPC, has a much-needed conversation with Brooke Bailey, MBA, PCC, RYT, about her work to help female entrepreneurs find balance in their lives - personally and professionally. Her vision is to normalize a balanced approach to entrepreneurship in which all women business owners can experience success without sacrificing their health. Tune in to learn more...
Oct 24, 2023•42 min
Important Note: The humanitarian crisis between Israel and Hamas is devastating and far outweighs the financial impact it may have on our money. Our hearts go out to everyone involved. We are all watching the devastating Israel-Hamas war and wondering how it will unfold. In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies about the potential impact of this war, along with a discussion on current US m...
Oct 20, 2023•47 min
Many new small business owners aren't sure what their options are when it comes to choosing a retirement plan for themselves and their employees. With the new year and tax season quickly approaching, now is the perfect time to set up those accounts! In this episode, join me, Hannah Chapman, CFP, APMA, CRPC, to discuss several great retirement plan options to choose from to get you started, whether you are a solo entrepreneur or you have W2 employees! Tune in to learn: Why having great benefits i...
Oct 13, 2023•24 min
If you're a regular follower of my work, you know that I'm on a mission to help my clients "save wisely, spend joyfully, and support the causes that matter to their heart generously." However, many business owners are under constant pressure to make money, and often don't feel joy in their financial transactions. In this special Investment Friday episode, join me, Hannah Chapman, CFP, APMA, CRPC, as I discuss what it means to spend joyfully, even when you're spending your money on bills and busi...
Oct 06, 2023•25 min
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies, in this recurring feature "Investment Fridays with Brad"! Tune in as we discuss: Market update: how much the equity market dropped since August How the big tech companies are masking current indices' reports How treasury yields are adjusting for high interest rates Short-term and long-term treasury bond yields were inverted - what does that mean? A...
Sep 29, 2023•37 min
You may have been alarmed this week after learning about a potential government shutdown, the continuing UAW strike, and interest rates holding steady. Today we are discussing how much of an impact these events could actually have on our investment portfolios! In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies, in this recurring feature "Investment Fridays with Brad"! Tune in as we discuss: Recap of...
Sep 22, 2023•24 min
Did you know astrology has a long history of being used in wall street, banking, business, and politics? Historical figures like J.P. Morgan and even Ronald Reagan made decisions based on astrology! And it's way more nuanced than “what's your sign?” simplistic horoscopes have made it out to be over the last hundred years. In this intriguing episode, Hannah Chapman, CFP, APMA, CRPC, talks with Melanie Marisol, business astrologer, shadow integration doula, and third-generation medium. She helps S...
Sep 19, 2023•45 min
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies, in this recurring feature "Investment Fridays with Brad"! Tune in as we discuss: What's causing the stock market to rally? The latest CPI and PPI report Are small caps making a comeback? United Auto Workers Union expired contract - and possible effects on the markets Potential federal government shutdown - how that could influence the market later ...
Sep 15, 2023•47 min
Are you an entrepreneur looking to connect and grow in a heart-centered community? In this episode, Hannah Chapman, CFP, APMA, CRPC talks to Alex Pursglove, business coach and spiritual guide, about their new community, the Expansive Visionaries Collective! Listen in as they describe their mission to help you and your business align and flourish. Learn more: How the idea was birthed The vision for a judgment-free space for entrepreneurs to learn and grow together, forming meaningful, life-long r...
Sep 12, 2023•48 min
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies, in this recurring feature "Investment Fridays with Brad"! Tune in as we discuss: Why September is historically the worst month of the year for investors What is the VIX index, and is it reliable? How Juncture Wealth uses VIX in their investment strategy What's happening with “investment influencers” How your personal financial goals are important i...
Sep 08, 2023•43 min
*EXPLICIT LANGUAGE AND SENSITIVE TOPIC WARNING* In this episode of THE SPICY MONEY SERIES, Hannah Chapman, CFP, APMA, CRPC and Dr. Nima Rahmany are back to 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 create secure relationships. Listen in as we discuss: The spectrum of repression, inhibition, balance, overt expression, and ad...
Sep 05, 2023•1 hr 3 min
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies, in this recurring feature "Investment Fridays with Brad"! Tune in as we discuss: What is the JOLT Survey and why are results better than expected? Why the strong labor market could signal higher interest rates for a longer period of time 3.6% unemployment rate - is this too low? What is a PE ratio and why does it matter? When we could potentially s...
Sep 01, 2023•36 min
In this episode, Hannah Chapman, CFP, APMA, CRPC, explores two very intriguing topics that were inspired by her listeners. First, a discussion about the Social Security mechanics that are causing many to worry about a future deficit. Then, Hannah explains infinite banking through whole life term insurance, and helps you understand if it's right for you. Tune in to learn more: What employees, employers, and business owners contribute to Social Security How much money Social Security is taking in ...
Aug 25, 2023•48 min
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies, in this recurring feature "Investment Fridays with Brad"! Tune in as we discuss: Why US Treasury Bond yields have been going up How high bond yields could affect the future of stock prices Listener question regarding depleting Social Security funds Why longer life expectancy is creating challenges for Social Security What Social Security could look...
Aug 18, 2023•46 min
Do you know someone that is navigating school for their child with unique needs? As a parent of two children on the autism spectrum, Hannah knows firsthand the challenges that parents face. In this episode, Hannah Chapman, CFP, APMA, CRPC, founder of X² Wealth Planning and Expansive CEO talks with Valerie Grant, advocate and founder of Pinch Point Consulting, LLC. With 18+ years of experience as a special education teacher and administrator, Valerie is here to tell us how we can start creating b...
Aug 15, 2023•44 min
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies, in this recurring feature "Investment Fridays with Brad"! Tune in as we discuss: Investment markets stabilizing Shelter (Housing) inflation Interest rate increases Asking the question - do we have to put people out of jobs in order to keep inflation down? Wage inflation - what is our purchasing power in this economy? How can small business owners n...
Aug 11, 2023•32 min
Are there areas in your life or business in which you find it hard to speak up and not rock the boat? Do you often feel frustrated? Or do you find yourself being harsh with others? These are all signs that point to not having clear boundaries. In this episode, Hannah Chapman, CFP, APMA, CRPC, founder of X² Wealth Planning and Expansive CEO talks with Krisha Young, entrepreneur, coach, and author, about defining and setting boundaries in your life and business. Founder of The Pattern Release Coac...
Aug 08, 2023•52 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 this recurring feature "Investment Fridays with Brad"! Tune in as we discuss: Why the US Treasury ratings got downgraded from AAA to AA+ and what are the implications What are rating agencies and why do we have them? How serious is the downgrade? How does it apply to the individual investor? 187,000 jobs added. Is that a good number? What kind o...
Aug 04, 2023•36 min
Do you enjoy learning about yourself and how you're wired? If so, you don't want to miss this special discussion about Human Design! In this episode, Hannah Chapman, CFP, APMA, CRPC, talks about the life-changing results she and her clients have experienced when aligning with their human design. Learn more about: How Hannah stumbled upon Human Design The synthesis of several systems that make up Human Design What it means to live in alignment with your design How your design influences your work...
Aug 01, 2023•38 min
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies, in this recurring feature "Investment Fridays with Brad"! Tune in as we discuss: The Federal Open Market Committee (FOMC) increased federal funds interest rates by .25% US GDP is 2.4% for 2nd quarter - how it's tied to consumer spending and business spending Explaining the conditions affecting Japan's interest rates Just how connected financial mar...
Jul 28, 2023•28 min
In this episode, Hannah Chapman, CFP, APMA, CRPC, founder of X² Wealth Planning and Expansive CEO talks with Blake Fleishacker about navigating fatal flaws. "Blake Fly," as he goes by, is a husband to the beautiful and kind Emily, father to two ridiculously adorable little ones, and a 9-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 th...
Jul 25, 2023•39 min
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Kristen D'Amato, keynote speaker, educator, and author. Kristen D'Amato is the creator of the Wheel of Whole Body Healing, a highly effective, expansive model that empowers individuals to become confident collaborators in their healthcare experience. She is the founder and CEO of Come to Life, a business offering consulting and capacity building programs for conventional and alternative healthcare practitioners, as well as individuals....
Jul 11, 2023•1 hr 2 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 this recurring feature "Investment Fridays with Brad"! Tune in as we discuss: Positive trends in the markets this week How long it will take to see full effect of interest rate increases The way bonds and stocks affect each other in the financial markets Why conservative investors have shifted their portfolios to higher percentages of stocks ove...
Jul 07, 2023•39 min
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Rachel Murphy, a relationship coach for entrepreneurs. As a child of entrepreneurs, married to an entrepreneur, and starting several businesses herself, Rachel has seen the impact entrepreneurship can have on marriages, kids, family + friends, both in good and bad ways. By working with clients to strengthen their relationships with themselves, Rachel helps her clients improve relationships with everyone and everything else in their lif...
Jul 03, 2023•56 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 this recurring feature "Investment Fridays with Brad"! Tune in as we discuss: Federal Reserve meeting Wednesday 6/14/23 - paused interest rates with a caveat from Jay Powell Interest rate increases over the past 18 months Current state of inflation Defining “moral suasion,” “regressive” policies, “hawkish vs dovish,” and “bull vs. bear” Overall ...
Jun 16, 2023•31 min
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Lindsey Bonadonna, an optimist, encourager, and social entrepreneur. She is the founder of be., a business that encourages humans to slow down, get curious, and nourish their WHOLE selves with thoughtfully curated, nutrient-dense taste-good foods, and feel-good experiences made easy and crafted to take the second-guessing out of self-care. Tune in as we discuss: Lindsey's story of how she built be., a local brick-and-mortar wellness co...
Jun 13, 2023•1 hr 3 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 this recurring feature "Investment Fridays with Brad"! Tune in as we discuss: Positive trends in the markets this week What "Market Breadth" means and how it's playing out this year What to expect with the debt ceiling conversation in congress The expected turn in International and Emerging Market stocks How volatility and the VIX (the volatilit...
May 19, 2023•40 min•Ep. 30
In today's episode, Hannah Chapman, CFP, APMA, CRPC, joins Megan Pastrana, an immigration lawyer, to discuss the sensitive topic of love and money stories. This episode sheds light on the emotions that our money stories are tied to and how they affect our relationships with money. Couples, especially those in the context of immigration, have to confront intimate aspects of their finances early on in their relationships. By understanding our own money stories and being aware of our partner's stor...
May 09, 2023•1 hr
Manifesting is such a buzz word at this point, and what we think about when we hear it is “how do I get the things that I want in life?” But that's not what manifesting is about. It's about being the creator of your own experience, and learning how to BE in alignment with what you desire. It's about experiencing more pleasure in your life while focusing on your highest potential and deepest desires. On this episode, Hannah Chapman, CFP, APMA, CRPC, discusses what manifesting is (and what it isn'...
May 05, 2023•43 min
