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, Hannah Chapman, CFP, APMA, CRPC, talks with Pamela Downes, founder of Spirit Calling, about her entrepreneurial journey, as well as her passion to support others who are waking up to a deeper calling in this...
Apr 09, 2024•54 min
The market was way up and way down this week...and it had a lot to do with jobs reports and interest rate commentary from the Federal Open Market Committee (FOMC, aka "The Fed"). We also hear from a listener who wants to know how we should be evaluating the qualitative aspects of companies rather than just the financial or quantitative aspects. In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies abou...
Apr 05, 2024•36 min•Ep. 86
When done right, events have the power to change people's lives. Whether you are hosting your guests virtually or in person, you want to make the experience memorable and worth their time – especially if you plan on making a sale at the end! In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Wendi Freeman, founder of Be Bright Events, about what it takes to create meaningful and impactful events, and what it takes to believe in yourself, step out, and start a business of your dreams. L...
Mar 26, 2024•39 min
Buying a house is out of reach for many due to high interest rates and high home prices. What factors have influenced the housing market so far, and what will need to happen for people to be able to afford homes again? AI is booming, but some are speculating it is an investment bubble. Is that true? And what are the 5 major signs of a bubble? In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies about ...
Mar 22, 2024•41 min
The markets continued with good momentum this week, the JOLT survey showed a strong labor market, and Jerome Powell reaffirmed lower interest rates may be coming later this year. Looking ahead, how do we expect office real estate and AI to play a role in the stock market in the future? 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 most relevant factors influencing our portfolios at th...
Mar 08, 2024•40 min
As a coach, have you ever felt the frustration of not being able to help your client fully break through their challenges, even though you were doing everything “right”? What if you approached your client from a different lens - one that helped you frame questions based on how your client was wired to answer them and held space for them to make decisions in the way they were designed? What if you could unravel for them what they are used to being, and give them permission to be who they really a...
Mar 05, 2024•55 min
We have all heard, “sales is the lifeblood of your business,” but cold-calling, DM'ing, fishbowling, or emailing random prospects doesn't feel good - whether you are the sender or the receiver. There is a better way, and it's through building meaningful relationships. In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Josh Elledge, podcaster and founder of UpMyInfluence.com, with 2,500 media appearances, about the ways podcasting creates authentic connections with other thought leaders...
Feb 27, 2024•46 min
The market had its ups and downs this week but earnings have come in high for some key companies in the S&P 500. The “Magnificent 8” companies that propelled so much of the growth in 2023 have shifted to the “Magnificent” 2 or 3, and other sectors are growing again. Speaking of sectors, are regional banks on their way to collapse? Are doomsayers right? In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Str...
Feb 23, 2024•40 min
Did you know 75% of people say they are terrified by public speaking? If you are part of that statistic, you don't need another coaching program that teaches you how to practice speaking on a stage. There is a better, more effective way to create meaningful connection with your audience, and it all comes down to confidence! In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Sylvain “Sly” Hache, an award-winning, international-touring musician, speaker, and coach about his unique approa...
Feb 20, 2024•46 min
Dave Ramsey rose to fame on his “debt snowball” method and extreme cost cutting strategies to help people get out of debt, and uses his platform to voice his opinions about how people spend their money. And his opinions tend to be full of name calling, shaming, and mockery. In this informative episode, Hannah Chapman, CFP, APMA, CRPC, shares a recent podcast clip from Dave Ramsey and his response to a caller who was in a tight financial spot with his wife and family. Hannah shares her response t...
Feb 16, 2024•38 min
Throughout history, world-altering figures such as Rosa Parks, Amelia Earhart, and even Jesus had their own close-knit circles where they shared ideas, supported one another, and amplified their impact on the world. Today we refer to those groups as masterminds! If you have a unique perspective in your industry, you could make an impact through a mastermind, too. In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Sebastian Cruze, a 7-year mastermind leader who helps mission-driven entr...
Feb 13, 2024•41 min
2023 was the year for the “Magnificent Eight” stocks to take the lead in the market, but 2022 was not a very good year for them at all. With interest rates about to come down, what should we expect these stocks to do in 2024? 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 risks of holding too much large cap stock and how to make sure your portfolio is balanced. Tune in to learn: Why la...
Feb 09, 2024•33 min
A big global shift is coming this year as Pluto moves into Aquarius and out of Capricorn. What did we experience during the age of Capricorn and what should we expect to occur over the next 19 years? In this intriguing episode, Hannah Chapman, CFP, APMA, CRPC, talks with Melanie Marisol, business astrologer, shadow integration doula, and third-generation medium, about what we can expect as we enter a new era later this year. Tune in as we discuss: The significance of Pluto moving into Aquarius a...
Feb 06, 2024•40 min
Is now a good time to invest? Let's take a look at the statistics, the average 2-week return, and why 2024 holds many opportunities for investors to increase their assets! In this informative episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies to discuss what the FED is wanting to see before lower interest rates, how this will impact the regional banks & commercial real estate, why now is the time to con...
Feb 02, 2024•37 min
What does it take to create a brand that speaks to the heart of your ideal customer and reflects who you are and the values you hold? In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with guest Re Perez, a seasoned Brand Strategist with over 25 years of experience reinventing and transforming purpose-drive brands into powerful catalysts for change. As a former Fortune 500 Brand Consultant, Speaker, CEO of Branding For The People, and author of the boldly titled book Your Brand Should Be G...
Jan 30, 2024•40 min
Are you a business owner that continually hustles and struggles to rest? You may be grinding away because you think that there is not enough in this world. We all struggle with beliefs that can hold us and our business back from growth. The great news is that it is easier to change these thought patterns than you might think! In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Guest Julie Cass, certified health coach, life coach, Transformation Coach, EFT practitioner, and hypnotist abo...
Jan 23, 2024•38 min
January markets are balancing out after a great run at the end of 2023. Inflation has come down almost 6% from its peak but we are not necessarily seeing price changes at the register. Why is that? In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies, to discuss how and why we need to understand these matters by looking at them over time, and how to set your portfolio up to account for inflation in th...
Jan 19, 2024•35 min
Many CEO's try to hire people that match their energy and style of work, looking for others that care about their business as much as they do. But could this approach actually be holding their business back? In this episode, Hannah Chapman, CFP, APMA, CRPC, talks again with Guest Mara Whitener, a Fractional Chief Operations Owner and Business Problem Solving Strategist, about practical ways Human Design can help you create the most optimal team. Tune in as we discuss: Which aspects of a team mem...
Jan 16, 2024•49 min
How do you know what the best options are for you when deciding between Traditional and Roth options when it comes to IRAs, 401(k)s or SEP IRAs? How do you best optimize your retirement tax strategy and how will this affect you during retirement? In this informative episode, Hannah Chapman, CFP, APMA, CRPC, talks about the differences between Traditional and Roth accounts, the different tax implications over a lifetime, and two powerful case studies that show different Roth IRA and Roth solo-401...
Jan 12, 2024•38 min
Investing your money is taking a risk and betting on the future, but how do you know if that risk is worth taking, or if you're getting the right amount of return for the amount of risk you're taking? In this informative episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies, to define risk and help us understand its influence on our portfolios. Tune in to learn: The four main types of financial risk How the in...
Jan 05, 2024•52 min
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies to update us on how the market is doing this week, and to discuss how the US Presidential election cycle affects the equity markets. Tune in to learn: How the bond market is doing as we end 2023 How does the Presidential election cycle affect the equity market? Will there be a difference in the equity market depending on which political party wins? ...
Dec 22, 2023•38 min
This week brought a lot of positive gains in the markets! In fact, 2023 market growth has been stronger than predicted. With the new year quickly approaching, what could we reasonably expect to happen moving forward? In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies about his predictions for the next year. Tune in to learn: Why small-cap investments are doing so well How much will interest rates pr...
Dec 15, 2023•29 min
Large cap and small cap markets swapped the lead in investment gains on October 19, 2023. The jobs report came in much weaker than expected. And, Black Friday discounts weren't very deep this year! How can you tell if this is good or bad news? And how could these events affect the federal interest rates in 2024? In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies about how to interpret these events a...
Dec 08, 2023•29 min
The year is quickly coming to an end and savvy business owners are considering how to best close out their books. In this episode, Hannah Chapman, CFP, APMA, CRPC, explores gifting, retirement, and investment options for business owners to consider if they are trying to reduce their taxable income. If you have a financial advisor and/or CPA, ask them about the best strategies for you and your business! If you don't have a financial advisor who can help you with gifting and tax planning, you can ...
Dec 01, 2023•43 min
Does your business feel out of control and chaotic? Are you surrounded with the right team? Every business owner needs an Operational system, a supportive team and a strategy in place in order to succeed and create the overall goal and vision. What does this look like for you and your business? And how do you get there before reaching the breaking point? In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Guest Mara Whitener, a Fractional Chief Operations Owner and Business Solving Stra...
Nov 28, 2023•51 min
What happens when our mind, body, spirit, and space are not in alignment? Why is integrating these so important and what shifts can we make to feel empowered? How do we become aware and create a healthy mindset and perspective with money and abundance? In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Guest Natalie LaBonte, a Divine Feminine Priestess and Scared Space Designer about her passion to help others bridge the connections between mind, spirit, body and space, and how to make...
Nov 21, 2023•53 min
The holiday season is beginning, and consumer spending is going up. With current national and global affairs, what can we expect the market to do as it closes out the year? In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies about current market conditions in light of the holiday season and the recent Chinese market drop. Tune in to learn: Why long term yields came down significantly last week What i...
Nov 17, 2023•44 min
What did Jerome Powell say to cause a big drop in the market this week? And, should you be trying to show as little income as possible for your business just to avoid taxes? In this episode, Hannah Chapman, CFP, APMA, CRPC, explains the latest market events, as well as diving into best practices for business tax planning. Tune in to learn more: How the federal government is trying to control inflation rates The difference between CPA's and financial planners Is reporting taxable income a good th...
Nov 10, 2023•44 min
The markets rallied this week and we are seeing all types of stocks going up! What caused this scenario and what should we expect next? In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies to discuss the factors that are playing into the rally, and how to approach the market as an investor in spite of its seeming volatility. Tune in to learn: Financial markets are up - what should we expect moving for...
Nov 03, 2023•43 min
There are plenty of people telling you what to do with your money. And both the financial industry and financial coaching space can be tough to navigate when they're full of misleading promises, murky fees, and one-size-fits-all solutions. In this episode, Hannah Chapman, CFP, APMA, CRPC, is calling out the financial advisory and financial coaching spaces with what she sees as some of the biggest issues that need reforming, and helping you figure out what to look for to find an advisor that is t...
Oct 31, 2023•42 min
