If you're a business owner who feels like you should understand your numbers but secretly hopes they'll just… work themselves out, you're not alone. For a lot of entrepreneurs, money feels heavy, confusing, or even shame-filled—and that disconnect can quietly limit growth, peace of mind, and long-term stability.

In this episode, Hannah Chapman, CFP®, APMA®, CRPC® sits down with author, strategist, and fractional CFO Josh Greenbaum, founder of CFO Minded and author of Numbers Scare Me and Other Excuses. Together, they unpack the real differences between a CFO, CFP, CPA, bookkeeper, and controller, why there is no single “right” financial strategy, and how human understanding—not perfection—creates sustainable businesses. This conversation is about clarity over complexity, confidence over fear, and building a financial team that actually supports the life you want to live.

• Why “numbers scare me” is rarely about math—and more often about shame, overwhelm, or lack of context

• How CFO thinking differs from tax prep and financial planning, and why you need all three roles working together

• What most business owners misunderstand about income, profit, and cash flow (and why $120k revenue ≠ $120k lifestyle)

• How human behavior and money psychology impact financial decisions, not just spreadsheets

• Why conflicting advice from financial professionals isn't a problem—it's a feature

• When AI and automation help—and where human judgment is still essential

• How asking better questions (not having perfect knowledge) unlocks better financial outcomes

Connect with Josh here:

Book: https://www.amazon.com/Numbers-Scare-Me-Other-Excuses/dp/0578829762

LinkedIn: https://www.linkedin.com/in/joshgreenbaum/

Website: https://www.cfominded.com/

Connect with Hannah here:

X² Wealth Planning Website: https://x2wealthplanning.com/

Expansive CEO: https://expansiveceo.com/

Hannah's Website: https://hannahrchapman.com/

Instagram: https://www.instagram.com/hannah.chapman.cfp

Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/

LinkedIn: https://www.linkedin.com/in/hannahrchapman/

If you felt like 2025 had “way too many headlines” for markets to be up… you're not imagining it. Between rate cuts, policy whiplash, and nonstop AI hot takes, it would've been easy to assume this was the year something finally cracked. And yet—stocks held up, bonds showed up, and a lot of long-term investors were rewarded for staying steady.

In this episode, Hannah Chapman, CFP®, APMA®, CRPC® and Brad Haines, CFA, FRM, Chief Investment Officer of Juncture Wealth Strategies break down what actually drove returns, why AI still looks like a boom (not necessarily a bubble—yet), and what conditions could flip that script in 2026.

Learn more:

• How interest rates could change the AI story in 2026

• What the recent wave of layoffs actually reflects

• Why earnings and cash flow matter more than headlines

• What “Trump Accounts” are and who's eligible

• How time in the market and compounding returns do the heavy lifting in growing wealth

• What details are still unresolved

Connect with Brad here:

Website: https://www.juncturewealth.com

Email: bhaines@juncturewealth.com

Connect with Hannah here:

X² Wealth Planning Website: https://x2wealthplanning.com/

Expansive CEO: https://expansiveceo.com/

Hannah's Website: https://hannahrchapman.com/

Instagram: https://www.instagram.com/hannah.chapman.cfp

Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/

LinkedIn: https://www.linkedin.com/in/hannahrchapman/

Visibility doesn't require louder marketing, better slides, or a perfectly memorized script. What actually moves people—on stage, on camera, or in a room—is embodiment. And most entrepreneurs were never taught how to access that, especially when nerves, pressure, or people-pleasing kick in.

In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, sits down with international keynote speaker and brand strategist Melanie Spring, known for her “approachable badass” energy and her work helping bold visionaries amplify their voices. Together, they explore:

• The difference between performing and embodying your message

• Why magnetism is as much about repelling as attracting

• How your nervous system affects your presence, and what it looks like to speak from integrity instead of approval

• Practical tools—including a simple essence-clarifying exercise—and

• Details about Melanie's upcoming Speak With Confidence cohort for leaders ready to be fully seen

Connect with Melanie here:

Website: https://melaniespring.com/

Instagram: https://instagram.com/melaniespring

Threads: https://www.threads.com/@melaniespring

LinkedIn: https://linkedin.com/in/melaniespringspeaker

Connect with Hannah here:

X² Wealth Planning Website: https://x2wealthplanning.com/

Expansive CEO: https://expansiveceo.com/

Hannah's Website: https://hannahrchapman.com/

Instagram: https://www.instagram.com/hannah.chapman.cfp

Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/

LinkedIn: https://www.linkedin.com/in/hannahrchapman/