Wednesday December 18th was a rough day in the financial markets...what happened, and is it something we need to be concerned about in 2025? Next, what typically happens in the financial markets when the government shuts down? Will there be lasting impact? And finally, how often does your portfolio get rebalanced? Do you have to ask your advisor to rebalance your portfolio, or do they do it once per year? How does Juncture Wealth handle portfolio rebalancing differently? In this episode, Hannah ...
Dec 20, 2024•47 min
Do you have a big decision to make in life or business? Can you know for sure which direction to take? More importantly, how can you tap into the inner wisdom that already lies within you? There are six mental factors that influence your decision making: reason, will, perception, memory, imagination, and intuition. Together they form the “Tower of Power”! In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Diane Armitage, a renowned self-development expert, on how to use this powerful f...
Dec 18, 2024•43 min
Recent market performance has seen a significant rally since the November 5th election. However, markets experienced a pull-back this week. Why the change? If you have investments, the end of the year sometimes can bring unexpected tax liabilities, including capital gain distributions from mutual funds. How does Juncture Wealth stay proactive with tax loss harvesting to keep their client portfolios balanced? In this episode, Hannah Chapman, CFP, APMA, CRPC, joins Brad Haines, CFA, FRM, and Chief...
Dec 13, 2024•41 min
In today's digital landscape, building a strong personal brand has become increasingly crucial for business owners and entrepreneurs. That's because “people buy from people,” and your personal brand creates a connection point to your ideal client and their values. In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Katrina Owens, owner of Knockout Directive PR, about ways you can start developing your personal brand today! Tune in to learn: How your personal brand establishes awareness ...
Dec 10, 2024•46 min
Do you ever feel discouraged because your business isn't reflecting the hard work you are putting into it? Understanding the financial aspects of a business is important, but so is recognizing that the numbers don't tell the whole story about the person and the business owner. One key aspect to your growth is addressing your attachment style, because attachment patterns manifest in our business relationships, decision-making, and overall leadership effectiveness! In this episode, Hannah Chapman,...
Dec 03, 2024•1 hr 5 min
Do you wish for everything you do to be perfect? Maybe you strive for resilience, tenacity and a strong work ethic? Though on the surface these are great qualities, oftentimes they can hold high achievers back from growth. So what can you focus on instead? In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Jenna Dillon, an executive coach, keynote speaker, and the CEO and founder of the Executive Producer Performance Institute for Coaching, about breaking the intrinsic glass ceiling th...
Nov 26, 2024•49 min
The year is wrapping up, and we are experiencing a lot of political and economic transitions. Former president and president-elect Donald Trump is preparing to implement the proposed policies that won him the election: lower corporate tax rates, deportation of undocumented workers, and higher tariffs. How could the markets react to these policies short- and long-term? Meanwhile, the holiday season usually brings in a lot of profit, but recent Target and Walmart reports are showing that consumers...
Nov 22, 2024•50 min
Are you afraid that you don't have enough? A scarcity mindset often drives us to make decisions in our lives that continue to confirm that belief. Today's guest struggled big-time with perpetuating this cycle until she had to face herself head-on when she became a mother. That's when she embarked on a journey that led her to unlocking her personal power. In this episode, Hannah Chapman, CFP, APMA, CRPC, chats with Jill Stanton, “the entrepreneur's secret weapon,” about her passion to help busine...
Nov 19, 2024•53 min
Former president Donald Trump won his reelection by promising lower living costs for all Americans, partly by increasing tariffs on imports. Making foreign goods more expensive to boost American manufacturing and increase the purchase of American made goods is the story people tell to make tariffs sound good…but who actually pays the price? Literally, as in who pays the tariffs, and who ultimately ends up footing the bill? In this episode, Hannah Chapman, CFP, APMA, CRPC, explains the mechanics ...
Nov 15, 2024•43 min
As the world grapples with the impact of elections and the lingering effects of the pandemic, many businesses are facing a decline in revenue and a sense of unease. This “heartbreak” of entrepreneurship can take a toll on families, relationships, and even personal health. How can we create more stable, resilient, and efficient businesses in uncertain times? In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Michelle Cooper, CEO of Alchemy Accounting and Bookkeeping, about the importanc...
Nov 12, 2024•47 min
The recent presidential election has been a topic of intense discussion, with many wondering about its potential impact on the economy and financial markets. While the equity markets celebrated the election outcome, the bond market reacted differently, anticipating increased inflation and the potential for higher interest rates. Trump's election win was due to many voters feeling financial strain. Will his promise of lower taxes and higher tariffs deliver what his voters are expecting? In this e...
Nov 08, 2024•38 min
Have you ever wondered why you are here on this earth? Knowing your Human Design and your Gene Keys may shed a lot of light on your journey in this lifetime. Based on your birth time and place, your Human Design can profoundly impact your personal and professional growth by offering you a way to the most enlightened version of yourself. In this second installment of the Human Design fire chat series, Hannah Chapman, CFP, APMA, CRPC, sits down with Svetlana Lane, her executive assistant, to discu...
Nov 05, 2024•1 hr 19 min
It's officially November, and the election in the USA is imminent. Will the volatility we experienced through September and October continue, or will we see the financial markets calming down? Then, does being rich make you a jerk? Are there any ethical billionaires? 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 experiences they've had with clients who have a heart for creating a posi...
Nov 01, 2024•51 min
Have you ever been curious about what makes you–you? Maybe you've taken the Kolbe, Enneagram, or Meyers-Briggs assessments so you can better understand yourself and how you interact with this world? If so, you may benefit from learning about Human Design, an intricate system that blends ancient wisdom from various spiritual traditions: the Hindu chakra system, the Chinese I Ching, the Kabbalah's Tree of Life, and Western astrology. In this episode, Hannah Chapman, CFP, APMA, CRPC, sits down with...
Oct 29, 2024•52 min
Do you sometimes feel “off” in your work, relationships, or just daily life? If so, It could be a sign of an energy imbalance. That's because masculine energy (the drive, strategy, and achievement) and feminine energy (the mysterious, receptive, and collaborative) are both essential for personal and professional fulfillment. Once we understand these two dynamics, we can strategically use them to live and lead more effectively. It can even change the way we approach our money! In this episode, Ha...
Oct 23, 2024•49 min
The presidential election is quickly approaching, and each candidate has spelled out their economic plan for the future of this country. What are the pros and cons of these plans? And, how do we focus on staying informed and making decisions based on facts rather than political rhetoric? Importantly, how might your portfolio management need to change with either candidate? In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Ju...
Oct 18, 2024•58 min
Imagine finding a tribe of “your people”– an engaging, supportive community of like-minded friends that can get you through your toughest times as well as help achieve your highest potential. Today's guest's personal journey is a testament to the life-changing impact of masterminds. He recounts how, 25 years ago, he stumbled upon his first mastermind group and immediately felt a sense of belonging – "I found my people." This experience not only helped him scale his first business tenfold but als...
Oct 15, 2024•47 min
It's hurricane season and Helene and Milton have brought a lot of devastation to the US. How did the damage extend to the economy? How does this affect insurance, energy, building sectors–and our portfolios? Many TikTokers have been “exposing” BlackRock and Vanguard to prove how they “own everything” in the economy. Is this true, and how do these companies actually work? In this episode, Hannah Chapman, CFP, APMA, CRPC, addresses these questions with Brad Haines, CFA, FRM, and Chief Investment O...
Oct 11, 2024•36 min
What makes a great leader? It starts by truly caring for the people around you. When you do, you can create a company that can withstand hard times, and create a space that your team will love to work in. But what does it look like in practice? In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Vince Covino, CEO of WarriorSage Academy and former CEO of BlueIQ and SeaQuest, as he shares his story of learning to lead with care and empathy for others. Tune in to learn: The importance of m...
Oct 08, 2024•40 min
It's easy to get caught up in the week-to-week fluctuations in the markets. Some investors may feel frustrated about the markets being down 1% this week, but the bigger picture shows the market is actually up 3% from last month! Speaking of the bigger picture, historically, the late 90's showed similar economic conditions (think internet and similar Federal policies). How else does our current economy compare to the one back then? In this solo episode, Hannah Chapman, CFP, APMA, CRPC, discusses ...
Oct 04, 2024•37 min
Could you use an extra $10k, $20k, or more in your business? What if there was a way to find hidden money in your business, maybe even enough to pay yourself what you are worth? It is time to flip your mindset and let go of corporate strategy. Don't plug holes in your operations, but take a dive into your systems, your team, and how you use your time. In this episode, Hannah Chapman, CFP, APMA, CRPC, welcomes back Mara Whitener for the third time! Founder and Fractional COO of Whitener Professio...
Oct 01, 2024•51 min
Do you feel like you are losing your passion? Chronic overwhelm and burnout has slowed your business growth and you've reached a plateau? This is your reminder that you can do anything, but not everything! By getting administrative support you can put valuable time and energy into your business. This breath of fresh air allows you time to work towards holistic success, both in your personal life AND business. In this episode, Hannah Chapman, CFP, APMA, CRPC, chats with speaker, author, and 50 To...
Sep 24, 2024•55 min
This week the Fed announced a .5% interest rate cut and several subsequent cuts into 2026. What does history tell us about market behavior when rates are cut and what can we expect moving forward? Option contracts are also expiring this week, also known as “triple witching”. How do option contracts work, anyway? The Wharton School ran a 10-year analysis of the economic/tax plans put forward by the two main presidential candidates. How would your home (and the country) fare? …Speaking of policy, ...
Sep 20, 2024•54 min
Many of us can relate to living life and doing business from one moment to the next, just going through the motions. We know there is more to life than this, but fear and doubt often get in our way. How would things change for you if you could awaken your dreams and potential, and discover your significance? In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brent Perkins, guide and leadership coach, and former CEO, about ways you can start tackling your limiting beliefs today! Tune in...
Sep 17, 2024•46 min
The Fed is scheduled to meet next week and we are anticipating an interest rate cut given a softer labor market and slowing inflation. How much could they realistically reduce, and could there be a downside if they cut MORE than we expect? Speaking of inflation, housing prices are not coming down, and this time it's not because we're in a housing bubble. What is actually happening with the builders and the banks, and what needs to be done to correct this situation? In this episode, Hannah Chapma...
Sep 13, 2024•43 min
How do you determine what you charge your clients? Beyond researching your competition, there are several factors to think through when pricing (or raising prices on) your services. If you know it's time to raise your prices, are you feeling a sense of fear that people will leave and reject your offer? Your business may feel like an extension of you, and it can be hard not to take clients leaving personally. In this Fireside Chat series, Hannah Chapman, CFP, APMA, CRPC, talks with Svetlana Lane,...
Sep 10, 2024•58 min
It's September, and we just entered the most volatile time of the year in the markets, causing some to feel afraid of losing their money. And in a presidential election year like we're in now, the volatility is even more pronounced! But does that mean you should sell your investments and hunker down with cash? In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies about keeping a sound mind and looking ...
Sep 06, 2024•53 min
Your words are powerful and what you say and do projects out into the world, shaping your future. On the other hand, what others say can also project onto you. Being flooded daily with information, how do we cut through the noise and figure out what to hold on to? In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Stephanie Trager, coach, healer, and business and impact strategist, about projecting your truth into the world. As a medicine woman and lawyer, Stephanie weaves together a d...
Sep 03, 2024•44 min
Have you ever been scammed online? If so, you know the shame, anger, and embarrassment that can come with the experience. As a financial advisor, Hannah knows exactly what to look for when spotting a scam. However, this week she fell victim to a lie told by someone she thought she knew. In this very vulnerable episode, Hannah Chapman, CFP, APMA, CRPC, details the scam step by step, and the important lessons learned from the incident. Tune in to learn: The whole story, including screenshots of me...
Aug 30, 2024•50 min
Do you feel stuck, stressed–or even miserable–in your work or life? Maybe you're not sure you're on the right path? The great news is that all the answers lie inside of you. You have the power to create the change you want when you lean into the right environment and realize your potential. In this episode, Hannah Chapman, CFP, APMA, CRPC, chats with Catalyst for Change and Wyldfyre Dynamics founder Aaron Morrison about his passion to help high performers in high stress jobs eliminate burnout, a...
Aug 27, 2024•43 min
