Expansive CEO
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 move...
Episode 193: Investment Friday - Why Markets Are Rallying on Bad News with Brad Haines

GDP is contracting, student loan defaults are rising, and shelter inflation is cooling… yet the stock market is hitting all-time highs. What's really driving this seemingly contradictory moment in the markets?
In this episode, Hannah Chapman, CFP®, APMA®, CRPC® and Brad Haines, Chief Investment Officer of Juncture Wealth Strategies, explore why “bad news is good news” for investors right now, and what that means for interest rates, small caps, housing prices, and your portfolio.
They also explore rising housing inventory, what's changing in the real estate market, the recent U.S. airstrikes in Iran, and growing c...
Episode 192: How Transparency, Tenacity, and Therapy Build Resilient Leaders with Scott Groves

What if radical transparency, relentless action, and emotional awareness were the missing ingredients in your business growth?
In this conversation, Hannah Chapman, CFP®, APMA®, CRPC®, sits down with Scott Groves—sales trainer, leadership coach, and creator of the “On the Edge” podcast—to unpack what it takes to succeed in business without losing your soul. This isn't just a conversation about sales; it's a masterclass in human resilience.
Scott shares the real story behind his success—not just the wins, but the breakdowns, breakthroughs, and bold choices that shaped his journey. If you've ever felt lik...
Episode 191: Investment Friday — Geopolitical Shockwaves, Tariff Timelines & Market Rebalancing with Brad Haines

When uncertainty intensifies—at home and abroad—what should investors actually do?
From rising bond yields to tariffs that still haven't taken effect, and a fast-approaching storm in the Middle East, this episode offers a grounded, clear-eyed perspective for investors who want to stay informed without spiraling into panic.
After a two-week hiatus due to her cross-country move, host Hannah Chapman, CFP®, APMA®, CRPC® is back with Brad Haines, CIO of Juncture Wealth Strategies, for a far-reaching Investment Friday episode. They break down major developments in trade policy, global tensions, and market behavior—and what all of it...
Episode 191: Embracing All of You - Entrepreneurship, Identity & Inner Liberation with Jacob Tahiliani

So many entrepreneurs are secretly carrying the weight of hiding parts of themselves—whether it's their identity, their emotions, their spirituality, or their true desires.
What does it take to finally stop compartmentalizing and start living as a fully integrated, expressive human being? What if your journey as an entrepreneur was also the most radical path to self-acceptance?
In this powerful conversation, Hannah Chapman,CFP®, APMA®, CRPC® dives deep with entrepreneur and coach Jacob Tahiliani, whose journey of personal growth, spirituality, and business alignment invites us all to stop hiding and start...
Episode 190: Relationship Series – The Power of Expression: Living Your Frequency with Pamela Downes

What if your business growth is actually a reflection of your spiritual evolution? As entrepreneurs, we're often called into deeper alignment—not just with our work, but with our soul. This episode explores what it means to live your truth, follow your inner calling, and build a life that vibrates with your authentic frequency.
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.
Episode 189: The Power of Anger: Emotional Fitness & Embodied Leadership with Alan Muellegger

What if the emotion you've been taught to fear the most is actually your greatest source of power? In this episode, we explore how anger—when expressed rather than repressed—can unlock deeper clarity, action, and joy. If you've ever felt stuck, disconnected, or like you're holding back… this conversation is for you.
Host Hannah Chapman, CFP®, APMA®, CRPC®, brings on emotional fitness trainer Alan Muellegger for a transformative conversation on one of the most suppressed but catalytic emotions: anger. Together, they explore how emotional repression sabotages leadership and success—and how learning to express, metabolize, and channel emo...
Episode 188: Investment Friday – Tariff Chaos, Market Whiplash & Penny Stock Pitfalls with Brad Haines
What happens when a sitting president tries to bypass Congress to impose sweeping economic policy — and the courts say no?
In this episode of Investment Friday, Hannah Chapman, CFP®, APMA®, CRPC®, and Brad Haines, CIO of Juncture Wealth Strategies, break down the legal, economic, and political shockwave of the Trump administration's tariffs being struck down by the Court of International Trade.
You'll also learn how this uncertainty ripples into real-world decisions — from trade agreements to buying a couch — and why investors should be wary of speculative plays like penny stocks, even when they seem like a shortcu...
Episode 187: Authentic Personal Branding & the Power of Being Seen with Michael R. Hunter
What if the thing you're most afraid to share is the exact thing that makes your brand unforgettable?
In this episode, Hannah Chapman, CFP®, APMA®, CRPC® and Michael R. Hunter, branding visionary, unpack what it really means to build a personal brand in a world flooded with surface-level content—and why the deepest power lies in showing up as your whole self.
Together, they dive deep into the intersection of brand, business, and being—and why authenticity is not a marketing tactic, but a foundation for long-term success.
You'll learn:
Why your br...
Episode 186: Investment Friday – U.S. Credit Downgrades, Great Depression Parallels & Market Resilience with Brad Haines
Could today's U.S. economy ever spiral into another Great Depression? It's a question that sparks both fear and fascination—and in this episode, we dive into the facts. With a fresh downgrade from Moody's and soaring national debt, many are wondering: Are we walking a similar path?
Hannah Chapman, CFP®, APMA®, CRPC®, and Brad Haines, CIO of Juncture Wealth Strategies, unpack the financial history, economic reforms, and key differences between then and now.
Learn more:
What does the recent U.S. credit rating downgrade by Moody's really mean for the markets?
How...
Episode 185: Becoming Your Future Self Now: The 10X Mindset with Daniel Knight
What if the fastest path to success isn't grinding harder—but imagining bigger?
In today's episode of The Expansive CEO Podcast, host Hannah Chapman, CFP®, APMA®, CRPC®—founder of X² Wealth Planning and Expansive CEO—sits down with Daniel Knight, Chief Executive Unicorn of Unicorn Universe, to explore how aligning with your future self can radically accelerate your growth.
From daily meditation practices to his signature 10X Unicorn Challenge and the creation of Unicorn 3, Daniel shares how joy, clarity, and bold visioning can help you build a business (and life) that actually matches your purpose. If you're...
Episode 184: Investment Friday – Yield Curve Surprises, Middle East Mega-Deals & Small Business Tariff Strain with Brad Haines
Markets are rebounding, but is the recovery real—or just a temporary pause before the next wave of volatility?And as tariffs ease slightly and major global deals are announced, how should investors position themselves for the road ahead?
In today’s episode, Hannah Chapman, CFP®, APMA®, CRPC® and Brad Haines, CFA®, FRM®, and CIO of Juncture Wealth Strategies, unpack a whirlwind week in the markets—covering everything from bond yield shifts to Middle East mega-deals and the real impact of tariffs on small businesses. With tax policy and international trade in flux, Hannah and Brad explore the deeper...
Episode 183: The Future is Personalized – Email Marketing, Client Retention & Customized Business Growth with Brett Kaufman
What if every email you sent felt like it was written just for the person receiving it—and it actually was?
In this dynamic and energizing conversation, Hannah Chapman, CFP®, APMA®, CRPC®, and Brett Kaufman, co-founder of Pretty Okay Media and director of growth at Four Rooms Mastermind, explore the power of personalization in modern business—from email marketing to mastermind experiences to daily mental health practices.
Brett shares expert insights into scaling businesses with segmented email automations, building authentic client relationships, and creating curated growth experiences through Four Rooms. Plus, the lif...
Episode 182: Investment Friday – Tariffs, Trade Deals & the Future of Manufacturing with Brad Haines
What do rising tariffs, global trade negotiations, and the resurgence of U.S. manufacturing really mean for investors?
On this episode of Investment Friday, Hannah Chapman, CFP®, APMA®, CRPC®, and Brad Haines, CFA®, FRM®, and Chief Investment Officer at Juncture Wealth Strategies, unpack the latest market movements and recession signals as the Trump administration's trade policies continue to shake investor confidence.
Explore more:
Is the current market rally a bear market rally or a real rebound?
What investors are really pricing in with regard to China tariffs
Episode 181: Redesigning Success – Soul-Led Business, Global Prosperity & The Soul Professional Movement with Camille Miller
What if you could build a thriving business that honors your soul's calling—and supports global prosperity at the same time?
In this episode of The Expansive CEO Podcast, host Hannah Chapman, CFP®, APMA®, CRPC®, sits down with Camille Miller, three-time bestselling author and founder of the Soul Professional Movement and Business School. Together, they dive into what it truly means to build a heart-led, high-impact business that evolves alongside you.
Camille shares the story behind the Soul Professional Movement and how it supports entrepreneurs around the world who are ready to create transformational businesses—without...
Episode 180: Investment Friday - Bear Markets, Tariffs & The Next Wave of Innovation with Brad Haines
Market momentum meets economic uncertainty.
In this episode of the Expansive CEO Podcast, Hannah Chapman, CFP®, APMA®, CRPC®, sits down with Brad Haines, CFA®, FRM®, and Chief Investment Officer of Juncture Wealth Strategies, to explore the deeper currents shaping our financial future. From disappointing GDP data to suppressed port activity and rising recession indicators, they unpack what's really happening beneath the surface—and where opportunities still exist.
What's the significance of companies pulling back on forward guidance?
How does a negative GDP number impact the markets—and what drove Q1 contraction?
<...
Episode 179: Financial Advisor, Money Coach, or Influencer? Why This Matters More Than Ever
What happens when financial advice is given without accountability—or regulation?
In this solo episode of the Expansive CEO Podcast, host Hannah Chapman, CFP®, APMA®, CRPC® does a powerful, heartfelt (and much-needed) breakdown about what's happening inside the financial industry right now—and why it matters deeply for consumers, business owners, and ethical professionals alike.
With over 17 years in financial services, Hannah breaks down the dangerous gaps between licensed financial advice, insurance sales, money coaching, and unregulated financial influencers. She reveals the systemic flaws, the false promises, and the future she sees for a truly integrative, transpa...
Episode 178: Investment Friday – Bear Market Rallies, Tariff Turmoil & the Return of International Stocks with Brad Haines
Markets rallied this week—but is it real momentum or just another bear market bounce?
In this episode of Investment Friday, Hannah Chapman, CFP®, APMA®, CRPC® and Brad Haines, CFA®, FRM®, CIO of Juncture Wealth Strategies, break down the week's economic developments and market movement. With tariff policies in flux, corporate earnings guidance suspended, and uncertainty still looming large, Brad and Hannah explain why investors shouldn't be lulled into a false sense of security.
Listen in to find out:
What's fueling the latest market rally, and should investors trust it?
Why a...
Episode 177: Unlocking Soul-Aligned Prosperity with Astrology ft. Melanie Marisol
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, and why healing your past is essential for building your legacy.
This episode is part of a special series revisiting the most powerful Expansive...
Episode 176: Dismantling the Not-Self – Redefining Performance Through Human Design with Lauren Ammon
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 yours—and what isn't. When you stop proving, pleasing, or pushing from borrowed energy...
Episode 175: Investment Friday – Bond Market Shock, Tariff Tensions & Global Trade Fallout with Brad Haines
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 Treasury yields driven by foreign retaliation, the markets are anything but calm.
Listen in to learn more about:
...Episode 174: Fireside Chat - Parenting by Design: Using Human Design to Build Stronger Family Relationships
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 Lane, 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 explores how understanding your child's (or partner's) Human Design can lead to more grace, compassion, and harmony in your h...
Episode 173: Investment Friday – Market Turmoil, Trump’s Tariffs & Recession Risk with Brad Haines
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, the global market reactions have been swift and sharp.
Listen in to learn more about:
The new tariffs and why Vietn...
Episode 172: Relationship Series - The Truth About Social Media & Business Relationships with Mike Liguori
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 future of business in the age of AI.
In this episode:
How is our relationship with social media...
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 portfolios based on their stage of life.
Listen in to learn more about:
The Trump Administration's new tarif...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 questions like:
How can knowing your Human Design authority improve your decision-making in business?
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 witching” mean and why does it create short-term market chaos?
How are professional investors positioni...
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, relationships, and personal growth?
How can releasing perfectionism and trusting yourself transform your experience of motherhood?
...
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
- Key market levels: Understanding support and resistance in...
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:
✅ How to use your Human Design chart to gain clarity on your life...
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 creates long-term opportunity — if you have the right mindset and plan in place.
Learn more about...
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 entrepreneurs, about the relationships between emotional blocks, personal growth, health, and entrepreneurship. <...
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 market reacting to President Trump's continued flurry of...
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 creates 10-15 times more student engagement!
Learn more:
...
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 founder of Author Your...
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 Socially Responsible Investing (SRI) and how does it differ from traditional investing?<...
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 refine your understanding of your customer
Why you need to merge...
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 developments for investors and the economy.
Learn more:
What are the current market trends and predictions for the equity market by the...
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 relationship we have with ourselves, our bodies, and our food
What...
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 of the economy, and your portfolio!
Learn more:
What caused the...
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 of the relationships we nurture, not the size of our bank accounts.
...