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

Unlocking Soul-Aligned Prosperity with Astrology ft. Melanie Marisol | 177

Can your birth chart reveal your legacy? In this special archived episode, Hannah Chapman welcomes business astrologer, shadow integration doula, and third-generation medium Melanie Marisol to dive deep into the power of astrology for soul-aligned business success. Melanie shares her incredible journey from social work to boutique management to uncovering her true purpose in astrology. Together, they explore the rich history of astrology in finance, how outer planets shape generational shifts, a...

Apr 22, 202548 min

Dismantling the Not-Self – Redefining Performance Through Human Design with Lauren Ammon | 176

What if everything you've been taught about success is rooted in energy that was never truly yours? In this eye-opening conversation, Hannah Chapman, CFP®, APMA®, CRPC® and Human Design expert Lauren Ammon unpack the hidden cost of performing from the "not-self"—and what it really takes to stop burning out and start thriving in alignment with who you really are. Whether you're a business leader, parent, or entrepreneur, the most transformative thing you can do is get honest about what energy is ...

Apr 15, 202553 min

Investment Friday – Bond Market Shock, Tariff Tensions & Global Trade Fallout with Brad Haines | 175

Market volatility is shaking investor confidence again. But is it a signal to panic—or a rare opportunity? And with global relationships shifting fast, how will bond markets and foreign policy ripple through your portfolio? In today's episode, Hannah Chapman, CFP®, APMA®, CRPC® and Brad Haines, CFA®, FRM®, and CIO of Juncture Wealth Strategies, dive into the whiplash-inducing week across equities and bonds. From Trump's tariff “pause” to a potential insider trading scandal, and a sudden surge in...

Apr 11, 202546 min

Fireside Chat - Parenting by Design: Using Human Design to Build Stronger Family Relationships | 174

What if the secret to better relationships with your kids, partner—and even your clients—was written in your Human Design chart? In this special Fireside Chat episode of the Expansive CEO Podcast, host Hannah Chapman is joined once again by her Executive Assistant, Svetlana L, for a deep and meaningful conversation on how Human Design can help us navigate personal relationships—especially within our families. From parenting approaches to emotional regulation and educational styles, this episode ...

Apr 08, 20251 hr 5 min

Investment Friday – Market Turmoil, Trump’s Tariffs & Recession Risk with Brad Haines | 173

Market turbulence is back in full force. But what's really behind the sell-off? And how should investors respond when fear spikes and volatility dominates the headlines? In today's episode, Hannah Chapman, CFP®, APMA®, CRPC® and Brad Haines, CFA®, FRM®, and CIO of Juncture Wealth Strategies, break down the economic and market impacts of the Trump Administration's latest tariff announcements. With broad-based tariffs ranging from 10% to 49% hitting nearly every country except Belarus and Russia, ...

Apr 04, 202548 min

Relationship Series - The Truth About Social Media & Business Relationships with Mike Liguori | 172

Are you building real relationships in your business—or just chasing the next social media metric? In this conversation, Hannah Chapman, CFP®, APMA®, CRPC®, sits down with Mike Liguori, founder of Live Your Truth Media, to explore how our relationship with social media impacts our ability to connect with clients, build lasting relationships, and show up authentically in our businesses. Together, they discuss how to shift out of perfectionism, create meaningful connections, and prepare for the fu...

Apr 01, 202544 min

Episode 171: Investment Friday - Navigating Inflation, Tariffs & Portfolio Strategy in a Volatile Market with Brad Haines

Market volatility continues, but what should you do about it? And if you're in the accumulation stage of life, but you hear your parents or grandparents worry about their income during retirement, should you be implementing the same strategies as they are? In today's episode, Hannah Chapman, CFP®, APMA®, CRPC® and Brad Haines, CFA®, FRM®, and CIO of Juncture Wealth Strategies, dive deep into current market uncertainty, economic policy shifts, and how investors can strategically position their po...

Mar 28, 202555 min

Episode 170: Fireside Chat - Design Your Business to Fit You: Using Human Design to Work Smarter

What if your business could feel easier—more aligned, more efficient, and more joyful—just by understanding how you're designed to operate? In this episode, Hannah Chapman,CFP®, APMA®, CRPC®, and her executive assistant, Svetlana Lane, dive into the practical side of Human Design in business. From sales calls to scheduling, honoring your energy cycles, and making better decisions, this conversation is packed with real-life examples of how Human Design can transform the way you work. We explore q...

Mar 25, 202553 min

Episode 169: Investment Friday - Volatility, Fear, and the Power of Staying Invested with Brad Haines

Market volatility is ramping up, investor fear is climbing, and headlines are louder than ever. But beneath the chaos, the fundamentals are holding steady — and that's exactly when savvy investors lean in, not back out. In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, and Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies, unpack what's happening in the markets and how to navigate uncertainty with clarity and strategy. Learn more: What does “triple witchi...

Mar 21, 202548 min

Episode 168: Embracing Emotional Cycles & Motherhood with Jenn Robertson

What if your biggest challenges in motherhood and life transitions were actually invitations to reclaim your power? In this episode of The Expansive CEO Podcast, Hannah Chapman, CFP, APMA, CRPC, sits down with Jenn Robertson, a multi-passionate mompreneur, emotional projector, and guide for navigating deep life transitions. Together, they explore: How can embracing your emotions help you navigate major life transitions with clarity and confidence? What role does Human Design play in parenting, r...

Mar 18, 202552 min

Episode 167: Investment Friday - Navigating Market Volatility: Correction Territory, Inflation, and the Path Forward With Brad Haines

The stock market just hit correction territory—down 10% in less than a month. Is this just a bump in the road, or the start of something bigger? On this week's Investment Friday episode of The Expansive CEO Podcast, Hannah Chapman, CFP, APMA, CRPC, is joined by Brad Haines, CFA, FRM, and Chief Investment Officer at Juncture Wealth Strategies, to break down the latest market movements and what they mean for investors. We dive into: - The rapid 10% market drop since February and why it's unusual -...

Mar 14, 202548 min

Episode 166: Fireside Chat - Unlocking Your Life Purpose with Human Design & Gene Keys

Have you ever wondered what your true purpose is and how to align your life and business with it? In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, is joined by her executive assistant, Svetlana Lane, for a fireside chat about Human Design, Gene Keys, and how they can reveal your deeper purpose. They explore how these powerful tools help entrepreneurs, business owners, and creatives connect to their authentic energy and create lives and businesses that feel fully aligned. Learn more about: ✅ ...

Mar 11, 20251 hr 4 min

Episode 165: Investment Friday — Volatility & Your Portfolio: How to Stay Steady When Markets Get Shaky with Brad Haines

Volatility is back in a big way — and the rollercoaster markets of 2025 are leaving many investors feeling anxious, uncertain, and ready to "get off the ride." This week, Hannah Chapman, CFP®, APMA®, CRPC®, and Brad Haines, CFA, FRM, and Chief Investment Officer at Juncture Wealth Strategies, break down what's really driving the market turbulence — from chaotic policy announcements to global trade fears — and why volatility itself isn't the enemy. Instead, they share why short-term uncertainty c...

Mar 07, 202557 min

Episode 164: Navigating the Emotional Blocks that Hold Us Back with Jason Hernstad

Fear has a way of digging into our subconscious, impacting our actions, and leading us to frustration and stagnation. If you're feeling stuck in your personal or professional life, the answer might lie in uncovering and overcoming your emotional blocks. Understanding the invisible walls you face and how to process them may grant you the clarity and purpose you've been searching for. In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Jason Hernstad, coach, mentor, and strategist for ent...

Mar 04, 202548 min

Episode 163: Investment Friday - Volatility, Uncertainty, and The Power of Zooming Out with Brad Haines

The current market is characterized by volatility, driven by uncertainty about how the rules of engagement in the economy are (or are not?) changing day by day. In this episode, Hannah Chapman, CFP, APMA, CRPC, and Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies discuss the implications of these developments for investors and the economy. Learn more: What are the current market trends and predictions for the equity market by the end of the year? How is the...

Feb 28, 202543 min

Episode 162: How Experience Products Revolutionize Education with Marisa Murgatroyd

Did you know the average engagement rate with an online course is only 3%? If you are thinking about producing an educational product, how can you create something that not only stands out from the rest, but engages your students with the content in a deeper, more meaningful way? In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Marisa Murgatroyd, world-renowned course expert, and founder of Live Your Message & creator of The Experience Formula, about her unique approach that crea...

Feb 25, 202544 min

Episode 161: Connection Before Content - The Art of Relationship-Driven Marketing with Doug Crowe

The noise on our media platforms has only been increasing (especially with the growth of AI), and it can feel like your content is disappearing into a void. While it may seem like a race to crank out content, slowing down might help you not only reach your audience, but connect with them. Today's guest explores the ways we can engage our ideal customers with a distinctly human touch. In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Doug Crowe, a writer, personal brand specialist, and...

Feb 18, 202542 min

Episode 160: Investment Friday - Investing with Purpose: The Rise of Socially Responsible Investing

In today's world, where social and environmental issues are at the forefront of public consciousness, the way we invest our money has never been more critical. Socially Responsible Investing (SRI) and ESG (Environmental, Social, and Governance) investing have been on the radar for a while now, but are they making the difference that investors want to see in the world? In this episode, Hannah Chapman, CFP, APMA, CRPC, explains how your investments can align with your values and beliefs! What is S...

Feb 14, 202544 min

Episode 159: They Ask, You Answer - Transforming Your Sales Strategy with Stefan Badertscher

The business landscape is changing rapidly, and people are shopping differently for your services. If what used to work for you isn't working well anymore, it may be time to re-optimize your sales process. Establishing “know, like, and trust” from a customer-centric perspective is the key! In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Stefan Badertscher, CEO of Pinavox, about his “They Ask, You Answer” strategy that has helped many businesses boost their sales! Learn more: How to ...

Feb 12, 202540 min

Episode 158: Investment Friday - The Intersection of Government and Cryptocurrency With Brad Haines

The current market is characterized by volatility, driven by geopolitical risks both domestically and internationally. In a rapidly evolving financial landscape, the discussions surrounding cryptocurrency and the potential establishment of a sovereign wealth fund in the United States have gained significant traction. In this episode, Hannah Chapman, CFP, APMA, CRPC, and Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies discuss the implications of these devel...

Feb 07, 202555 min

Episode 157: Relationship Series - From Neglect to Nurture: Prioritizing Self-Care in Business and Life with Leslie Urbas

Running a business can consume many parts of our lives, and–unfortunately–sometimes even our health. However, our professional growth is deeply connected to our personal wellbeing. Today's guest highlights the most important relationship you can possibly have in this lifetime: with yourself! In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Leslie Urbas, MS, RDN, LDN, CDE, about how to lean into your unique body and its needs to live your healthiest life! Learn more: The intricate rel...

Feb 04, 202545 min

Episode 156: Investment Friday - AI Disruption and Market Impacts: A Conversation with Brad Haines

This week markets fluctuated as DeepSeek announced an open-source AI platform that cost a fraction to create compared to OpenAI's ChatGPT. Investors are now asking, are massive AI infrastructure investments still necessary? And what could the future look like for Nvidia and Microsoft stocks? In this episode, Hannah Chapman, CFP, APMA, CRPC, and Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies discuss the broader implications of this news across all sectors ...

Jan 31, 202539 min

Episode 155: Relationship Series - The Power of Presence: Unlocking Bliss Through Connection with Eric Farewell

In today's fast-paced world, finding true happiness and fulfillment often seems elusive. But what if the key to a deeper sense of joy and connection lies in the simple act of being present? In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Eric Farewell, an expert in cultivating meaningful connections, about the profound impact of presence and relationships on our well-being. Eric shares his journey from chasing financial success to discovering that true bliss comes from the quality o...

Jan 28, 20251 hr 6 min

Episode 154: Investment Friday - How AI Will Redefine the Investment Landscape with Brad Haines

This week major US policy changes were proposed as we transitioned presidents. How much influence do politics have over the markets? Do they tend to favor a political party? Additionally, AI is creating major shifts in the economy, and several companies are proposing a $500 billion investment in AI infrastructure over the next several years. How can we position our portfolios to embrace the coming wave of innovation? In this episode, Hannah Chapman, CFP, APMA, CRPC, and Brad Haines, CFA, FRM, an...

Jan 24, 202541 min

Episode 153: Relationship Series - The Resurgence of Matchmaking and Genuine Connections with Arlene Washburn

In a world where connection seems harder to find than ever, what role do relationships play in your happiness and success? In this thought-provoking episode, Hannah Chapman, CFP, APMA, CRPC, sits down with Arlene Washburn, an award-winning matchmaker and relationship expert, to explore how meaningful connections directly impact our well-being. Together, they uncover surprising statistics about the global loneliness epidemic, as highlighted in a report from the Surgeon General, and discuss the wa...

Jan 21, 202545 min

Episode 152: Investment Friday - How to Talk About Money with Your Partner with Brad Haines

Money is often a hot-button topic in many romantic relationships, leading to tension and misunderstanding. According to a TD Bank study, 40% of millennial couples argue about money once a week! When two individuals with different money stories and beliefs come together, it is important to hold space for each other's backgrounds to have a productive conversation about money. In this episode, host Hannah Chapman, CFP, APMA, CRPC, and guest Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) ...

Jan 17, 202545 min

Episode 151: Relationship Series - Building Trust and Vulnerability in Business Partnerships with Alex Pursglove

If you have ever collaborated with another business owner, you probably know the fear and anxiety that may come up in the process. If you are already friends, you may be worried that a business partnership could damage your friendship if you are not careful. Like any relationship, business partnerships require trust, vulnerability, and open communication. It all begins with holding space for each partner's unique, authentic self! In this episode, Hannah Chapman, CFP, APMA, CRPC, reflects with Al...

Jan 14, 20251 hr 3 min

Episode 150: Investment Friday - Navigating Opportunities and Challenges in 2025 with Brad Haines

As we step into 2025, the investment landscape is poised for significant changes driven by geopolitical dynamics, technological advancements, and evolving market conditions. In this episode, host Hannah Chapman, CFP, APMA, CRPC, and guest Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies delve into the key themes that investors should focus on this year. Learn more: Why we should be vigilant with a new president in the office How H1B visas affect the overall...

Jan 10, 202554 min

Episode 149: Relationships Series - How High Achievers Can Build Peaceful Relationships with Melissa Nanavati

In this post-Covid, AI-inundated world, all we want this new year is more human connection. Building good relationships, however, is a learned skill. Our business, family, and romantic relationships can greatly impact our personal and professional goals. Many entrepreneurs feel like they have to choose relationships or success. But today's guest shows us how you can have both! In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Melissa Nanavati, speaker, author, and relationship archite...

Jan 07, 202550 min

Episode 148: Empowering Women in the Workplace with Margret De Bruyn

Although we have come a long way in establishing gender equality in this country, we still have a ways to go. The corporate workplace, particularly in male-dominated industries, can still be very challenging to navigate as a woman, both because of misogyny we experience from outside of ourselves and the internalized misogyny we perpetuate within our own personal belief systems. In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Margret de Bruyn, a corporate leader and experienced coach...

Dec 24, 202453 min
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