Expansive CEO - podcast cover

Expansive CEO

Hannah Chapmanwww.podserve.fm

From inner clarity to outer prosperity–business, energy, and investing aligned!

As the founder of both X² Wealth Planning and Expansive CEO, I am on a mission to help visionary entrepreneurs clear out the old stories they carry about money so they can build businesses that will change the world. Money is both logical and emotional, and we have to address both sides of the equation in order to truly transform our relationship with prosperity. Learn more about how I work with entrepreneurs differently than any other financial advisors at X² Wealth Planning (www.x2wealthplanning.com), and join the movement to become an Expansive CEO (www.expansiveceo.com)!

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Episodes

Episode 117: Investment Friday - How Can We Help Those in Need Through Conscious Capitalism? + A Look at Buybacks and ‘Food Gouging’

With the cost of living on the rise, many consumers are feeling financially stretched to provide for their families. Companies are raising their prices in order to keep their businesses afloat, but some speculate that certain sectors are taking more than they need to, like grocery chains and housing rental companies. As the market continues to rise, and companies continue to grow, how do we help spread the wealth to the average person in America? In this episode, Hannah Chapman, CFP, APMA, CRPC,...

Aug 23, 202450 min

Episode 116: How Can I Start a Supportive Community? With Tim Wolf

Does your heart long to start a community to lift others up? If you feel like you're supposed to build it, there might be a reason for it! Communities create a safety net for growth, keep us from feeling isolated, and can align us with the right people to realize big dreams! But where do you start, and what should you keep in mind to help you build the best community? Most importantly, how do you stay in your gifts while doing so? In this episode, Hannah Chapman, CFP, APMA, CRPC, chats with Comm...

Aug 20, 202446 min

Episode 115: Investment Friday - Is the Market Still Stable? Exploring Last Week’s Drop, the Current Rates, and Future Political Possibilities With Brad Haines

Some people hit the panic button last week when the markets drastically dipped down. What exactly happened and have the markets recovered yet? With inflation slowly coming down, what could happen to the rates later this year, and how would this affect the housing market in the next 6-12 months? And finally, the Harris/Walz ticket is appealing to “never trump” and swing voters. How do markets usually respond to presidential elections? In this episode, Hannah Chapman, CFP, APMA, CRPC, looks to the...

Aug 16, 202442 min

Episode 114: What Are the Five Fires That Matter Most in Life? How to Leave a Legacy With Blake Fly

What would you do if you had sixty days left on your “Life Clock”? What about a year? Ten years? Many think of quitting jobs to connect with family and find adventure. What if you thought of the important things in your life as fires that need to be tended: yourself, marriage, children, village, and business. Being intentional with every “fire” can bring meaningful moments that will matter for years to come. In this episode, Hannah Chapman, CFP, APMA, CRPC, welcomes back Human Connection Ninja B...

Aug 13, 20241 hr 1 min

Episode 113: How Can I Create an Unforgettable Event for My Clients? With Andrew Ybarra

If you are in the business of changing lives (read:coaches!), then you know how important it is to create meaningful and transformational experiences for your clients when they come to your events. In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Andrew Ybarra, event Audio/Visual professional, about ways a creative audio/visual team can make your event, summit, or retreat truly unforgettable. Andrew Ybarra has over 15 years experience in the Audio Visual Industry, working with grass-...

Aug 06, 202446 min

Episode 112: How Can My Estate Plan Cover Matters Close to My Heart? With Patricia De Fonte

It's uncomfortable to think about what would happen if you pass away or become unconscious. But if that happens and you don't have an estate plan, your loved ones would suddenly have to handle your estate and business–while also dealing with major grief. A probate judge would grant decision-making to people you may not trust and split your estate in a way that doesn't serve or honor your relationships with your loved ones or the best interest of your estate (think taxes). Oh, and don't forget to...

Jul 30, 202447 min

Episode 111: What is Integral Theory and How Does It Help Create Businesses Aligned to Goodness, Truth, and Beauty? With Dr. Matt K

As a heart-centered entrepreneur, you long for your business to make the world a better place. That means you have to build your business backwards, starting with caring about what you do and who you serve, instead of focusing only on increasing transactions. So how do we bridge the gap between goodness and profit to build a business that serves us and others? In this episode, Hannah Chapman, CFP, APMA, CRPC, discusses with Dr. Matt Kreinheder, a chiropractor, how the integral neurotic sciences ...

Jul 23, 202440 min

Episode 110: How Can Artists Create Sustainable Income While Staying Authentic? With Adam McInnis

It's no secret that the music industry chews and spits people out, using them for profits until they're no longer relevant. This toxic model is often the only way artists think they can become “famous” and make money doing what they love. Fortunately, you don't have to give up on your dreams because there are many ways you can create sustainable income without changing who you are! In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Adam McInnis, musician and founder of The Billboard 50...

Jul 16, 202441 min

Episode 109: Investment Friday - How Would a Hypothetical Biden Step Down Affect the Markets? + Is the Government In Too Much Debt?

Episode 109: Investment Friday - How Would a Hypothetical Biden Step Down Affect the Markets? + Is the Government In Too Much Debt? Recent headlines have been highlighting the presidential race, our ever-growing US debt, and inflation. What could happen to the markets if Biden steps down as the Democratic Presidential nominee? Is our US debt too heavy to handle? And what is the latest report on inflation? In this episode, Hannah Chapman, CFP, APMA, CRPC, addresses these questions with Brad Haine...

Jul 12, 202427 min

Episode 108: What is the Time-Off Business Model? With Sage Polaris

We invest a lot of time, energy, and money into our business; no wonder it can be hard to unplug and not think about work! It takes time to create a work/life balance that works for your unique set of circumstances, but it is possible if you make it a priority. In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Sage Polaris, conscious marketing and copywriting coach, about ways you can start creating more time for yourself and your family today! Tune in to learn: How Sage takes 4 month...

Jul 09, 202449 min

Episode 107: Fireside Chat - How Can I Embrace My Unique Entrepreneurial Journey? (Getting Out of the Corporate Mindset)

Many business owners left corporate culture so they could work and live on their terms. However, we often feel pressure to build our business the corporate way–growing fast and hard, creating projections, and a strong focus on numbers and data. Although these things have benefits, how can we approach our business through a holistic lens, considering our personal and business needs? In this Fireside Chat series, Hannah Chapman, CFP, APMA, CRPC, talks with Svetlana Lane, her assistant (and fellow ...

Jul 02, 202449 min

Episode 106: Investment Friday - How do Presidential Politics Effect The Market? + Inflation and Corporate Profits

Thursday June 27th was the first presidential debate of the 2024 election...and it wasn't pretty no matter which side of the aisle you're standing on. What might we expect to see happen to the financial markets if we see a shake-up in the nominees? In this informative episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies about the upcoming presidential election, inflation, and corporate profits. Tune in to lea...

Jun 28, 202454 minEp. 106

Episode 105: How Does the Subconscious Mind Affect My Daily Life? With Mike Bledsoe

Have you ever heard the saying that you are your own limiter? Entrepreneurs often find a strong connection between their personal growth and their business growth. How do we begin to address the hard things that are holding us and our businesses back? In this episode, Hannah Chapman, CFP, APMA, CRPC talks with Mike Bledsoe, an entrepreneur, veteran, and coach to veterans, about his passion to guide others to enjoy physical, mental, emotional, and spiritual health. Learn about: Mike's dream of wo...

Jun 25, 202451 min

Episode 104: Investment Friday - What Are Dividends and How Do They Work? + Market Update

Investing in a company that pays dividends can have many advantages for your portfolio. But how do dividends actually work and what are terms you should know regarding your investments? In this informative episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies about mechanics and benefits of dividends. Tune in to learn: Market update - what could happen after the market peak this week Defining “support level” a...

Jun 21, 202443 min

Episode 103: Fireside Chat - What Does It Take to Be an Entrepreneur? The Expansive CEO Approach

Entrepreneurship isn't for the faint of heart; it's full of constant dips, turns, and adjustments. So how does an overwhelmed business owner find stability, peace, and joy while continuing to grow their business? In this special Fireside Chat series, Hannah Chapman, CFP, APMA, CRPC, talks with Svetlana Lane, her assistant (and fellow entrepreneur) about Hannah's heart to help entrepreneurs “discover, align and expand” their businesses through financial literacy and emotional healing. Tune in to ...

Jun 18, 20241 hr 1 min

Episode 102: Investment Friday - How Can My Child Benefit From Having a Roth IRA Account?

If you have children, you are probably aware of the typical accounts that are available to save for their future. However, if you are also a business owner, there is a very unique option that you may not know about: a Roth IRA! In this solo episode, Hannah Chapman, CFP, APMA, CRPC, breaks down the pros and cons of different savings accounts, showing why a Roth IRA can truly be a game-changer for your kids' future. But first… a market update How much should I expect college to cost for my childre...

Jun 14, 202448 min

Episode 101: What Happens If We “Explore the No” in a Sales Conversation? With Marla Mattenson

Many of us have seen sales programs that teach the salesperson to drive the customer fast and hard to a “yes.” That method often sows seeds of resentment and bitterness that creates a problematic situation down the road when working with a client. There is a much better way to sell that honors you and the customer and takes into consideration your customer's decision-making style – and we're walking through it! In this episode, Hannah Chapman, CFP, APMA, CRPC talks about a healthier approach to ...

Jun 11, 202456 min

Episode 100: Investment Friday - How Can I Teach My Kids About Investing? + Should We Worry About NYSE Glitches?

The labor market loosened up this week, and the NYSE experienced several glitches on the trade floor. Should we be concerned about these events? You know that investing early is the best way to grow wealth over time. How can you get your kids excited about it now? In this special 100th episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies to answer listener questions about the latest market news and how to sta...

Jun 07, 202450 min

Episode 99: How Do I Reconnect With My Body To Experience Wholeness and Stop Burnout? With Matthew Cooke

No one goes unscathed in this world. Trauma affects many parts of our lives, including our relationships, money, and work/business (hello, burnout and impostor syndrome!) A major part of healing our trauma is to begin to listen to our bodies; to slow down, and connect to our deepest parts. But how do we begin to do that, after decades of shutting out that voice? In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Matthew Cooke, a trauma-certified practitioner through Somatic Experiencin...

Jun 04, 202449 min

Episode 98: Investment Friday - What Does a Balanced Portfolio Look Like? A Closer Look at Large Cap Influence on the Market

The Magnificent 8 stocks that had been doing the majority of growth in the market last have now dwindled into the Fabulous 4. How influential are these companies on your returns and how can you make sure that your portfolio is diversified so that you don't take a hit when these stocks peak and start to dip? In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies about a variety of strategies that can hel...

May 31, 202434 min

Episode 97: How Does Breathwork Connect Me to My Higher Self and Reduce Worry, Anxiety, and Triggers? With Ryan McBurney

As entrepreneurs, we tend to carry a lot of fears and anxieties regarding our businesses (and beyond!). One of the most powerful ways to step back from the stress and experience more clarity is through breathwork! In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Ryan McBurney, a breathwork practitioner, about the incredible healing benefits of breathwork. Ryan's approach transcends the conventional, delving deeply into the mental, physical, and emotional realms, while placing a profo...

May 28, 202435 min

Episode 96: Investment Friday - What Market Disruptors Should I Watch Out For?

The markets are down this week as expected, with schools beginning summer break and employees taking more time off work. With the continued advancement of AI, Donald Trump's upcoming court cases, continued wars, social media disinformation, and the upcoming election, what could potentially happen to the markets later this 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 disruptors and ...

May 24, 202435 min

Episode 95: How Can I Use AI to Save Time and Reduce Marketing Costs? With Mark Savant

Marketing is about building authentic human-to-human connections. Many of us have heard of “Know, Like and Trust.” With the new era of AI upon us, how can we continue to nurture authentic relationships while also harnessing the power of AI? In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Mark Savant, founder of Mark Savant Media and host of the After Hours Entrepreneur podcast, about why it's important to embrace AI now more than ever, and how AI can help you maximize your marketing...

May 21, 202445 min

Episode 94: Investment Friday - How Are Housing Prices Affecting the Overall Economy? + Current Inflation Trends

The Dow Jones and S&P 500 peaked this week and the disinflation trend is still in place. However, the CPI (Consumer Price) index and labor market data did not come in as strong. Find out why this isn't necessarily a bad thing! And what about housing? Today we define “shelter inflation” and explain what is likely to happen to housing prices in the next 6-12 months. In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Junctur...

May 17, 202444 min

Episode 93: Investment Friday - How Do Small Businesses Affect My Investments? + Is the Labor Market in Trouble?

The markets have rebound after a nearly 5% pullback earlier this year, interest cuts are further out than anticipated, and the labor market dropped 7% from its high. With the election coming up, what can we expect to happen looking ahead? In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies to connect the dots and draw us a bigger picture behind these events. Tune in to learn: How do higher interest r...

May 10, 202441 min

Episode 92: How Can I Heal My Triggers and Live Freely? With Jeff Sera

We all have trauma from the past, and it affects our everyday lives whether we know it or not. Once we start to become aware of the things holding us back, we can begin the work to heal and finally let go of the burdens that we've carried for so long. In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Jeff Yukikazu Sera, self-development sensei and reiki practitioner, about what it takes to move out of self-sabotage and into true freedom! Learn more: How healing involves self respect a...

Apr 30, 202445 min

Episode 91: What Does It Take to Write a Book? With Amy Collette

Do you ever find yourself wondering if you should write a book? As a heart-centered entrepreneur, you have a lot to say, but you're not sure how to actually go through with putting your voice out into the world. In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Amy Collette, “The Book Alchemist,” about the process of getting your book finally published – successfully! Learn more: The three questions that help you to determine what you should write about Why writing a book is like buil...

Apr 23, 202450 min

Episode 90: Investment Friday - How Can I Get Better at Knowing My Numbers? + Ideas for Big Bonuses

If you find yourself anxious about your and your business' finances, the best place to start is to become fully aware of what's actually coming in and going out of your accounts. In this episode, Hannah Chapman, CFP, APMA, CRPC, shares why awareness is so important in combating your financial stress and ways she helps her clients become in-tune with their money. Tune in as Hannah discusses: Which numbers you should be tracking in your personal and business accounts Why your anxiety is coming fro...

Apr 19, 202428 min

Episode 89: How Can I Get Out of The Grind and Be True To Myself? With Kirsty Verity

Many women get caught up in the corporate and business hustle because that is what they are taught to do (and to celebrate!). Yet, your still, small, inner voice may be saying that you are ready for a change. But what does it actually take? In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Kirsty Verity, coach to female CEO's and visionaries, about her passion to help others find fulfillment and alignment after doing it herself. Learn more: What happened when Kirsty lost her drive to ...

Apr 16, 202445 min

Episode 88: Investment Friday - Which Sectors Are Seeing Disinflation? + How Has Private Equity Affected Housing Prices?

This week brought some corrections in the market due to the new CPI report. What is the CPI report and can we trust it? Some sectors are starting to see disinflation. What are those sectors and why is this happening? Last year a whopping 44% of homes were purchased by private equity investors. How has this changed the landscape for home buyers and what could be done in the future to help prevent this? In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief I...

Apr 12, 202451 min
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