Expansive CEO

10 Episodes
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By: Hannah Chapman

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)!

Episode 160: Investment Friday - Investing with Purpose: The Rise of Socially Responsible Investing
Last Friday at 1:37 PM

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
Last Wednesday at 2:27 PM

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
02/07/2025

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
02/04/2025

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
01/31/2025

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
01/28/2025

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.

...


Episode 154: Investment Friday - How AI Will Redefine the Investment Landscape with Brad Haines
01/24/2025

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, and Chief Investment Officer (CIO) of Juncture Wealth Strategies discuss the...


Episode 153: Relationship Series - The Resurgence of Matchmaking and Genuine Connections with Arlene Washburn
01/21/2025

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 ways disconnection is harming our health.

Arlene also shares insights from a groundbreaking Harvard study that reveals the secret...


Episode 152: Investment Friday - How to Talk About Money with Your Partner with Brad Haines
01/17/2025

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) of Juncture Wealth Strategies offer some practical tips on ensuring that money matters do not become a...


Episode 151: Relationship Series - Building Trust and Vulnerability in Business Partnerships with Alex Pursglove
01/14/2025

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 Alex Pursglove, business and transformation coach, about their journey building Expansive Visionaries Collective...