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/

Interest rates are drifting lower, jobs data keeps getting revised, AI stocks are whipping around on every earnings call, and gold is suddenly back at all-time highs. If you've looked at the headlines lately and wondered, “Is the Fed behind the curve? Is AI already a bubble? Should I be buying gold… or is it too late?” — you're not alone. There's a lot of noise right now around the dollar, inflation, and what actually belongs in a long-term portfolio.

In this episode, Hannah Chapman CFP®, APMA®, CRPC® and Brad Haines, CFA, FRM and Chief Investment Officer of Juncture Wealth Strategies unpack:

• The Fed's latest quarter-point rate cut

• Which data points the Fed is watching ahead of their January meeting

• Oracle's massive new AI infrastructure spend and what it tells us about the stage of the AI cycle

• Why investor pushback on capital expenditures may actually be healthy

• Gold and silver: why these metals are hitting new highs

• How global confidence in U.S. institutions and the dollar plays into it

• Will there be a return to the gold standard?

• How to think about owning (or not owning) precious metals without making fear-based, all-or-nothing bet

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/

Money, work, and wealth-building are changing faster than most people can process, and a lot of the old “rules” for career and business no longer apply. If you've felt the squeeze of a barbell economy, watched the online business space wobble, or wondered how AI, social platforms, and new financial tools are going to affect your long-term stability… you're not imagining it. We're in the middle of a major economic and energetic shift.

In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, sits down with financial futurist and Rich Future founder Kalei Correll, a former Big Four CPA and finance executive who helped scale a hyper-growth tech company through acquisition and IPO readiness.

• Why the “single income mindset” is becoming obsolete

• How AI is accelerating opportunity instead of eliminating it

• When diversification becomes a form of durability

• How Human Design shaped Kalei's career pivot

• Why the middle class is shrinking — and what individuals can do now

• How social trading, tokenized assets, and platforms like Robinhood are creating brand-new income pathways

• What entrepreneurs must know about 2027 and the new paradigm

• Kalei's special gift to Expansive CEO listeners - Use this link to get 1 month free subscription to the Rich Future substack! https://www.richfuturemedia.com/EXPANSIVECEO

Kalei Correll is a former Big 4 CPA and finance executive who scaled global operations through hypergrowth and IPO readiness. She's a 2x founder who left the traditional path in 2023. Now she writes Rich Future, a Substack newsletter for operators who are building wealth in a rapidly evolving economy and want to see market shifts 6-12 months early. She also provides fractional CFO services for companies scaling to $1M-$50M that need strategic finance expertise without the executive overhead.

Connect with Kalei here:

Substack:https://www.richfuturemedia.com/subscribe

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

Instagram:https://www.instagram.com/thekaleicorrell

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/

Crypto is having another volatile season — Bitcoin dropping 35%, narratives heating up online, and investors wondering whether they should “buy the dip” or stay far away.

But beneath the hype, the memes, and the overnight-millionaire stories, there's a deeper conversation to be had about what cryptocurrency actually is, what blockchain technology does, and how to navigate a landscape where speculation can look like opportunity if you don't know what you're looking at.

In this episode, Hannah Chapman, CFP®, APMA®, CRPC® and Brad Haines, CFA, FRM, Chief Investment Officer of Juncture Wealth Strategies, break down crypto from first principles:

• Why the job market looks weaker than the headlines

• How ISM manufacturing data revealed a hidden slowdown

• The Fed may cut now, pause later — and 2026 may surprise everyone

• What crypto actually is (and is not)

• Why “limited supply” is a flawed argument

• Why crypto fails as a currency

• Where the real value is: blockchain technology

• How to think about crypto in a portfolio

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/

So many brilliant entrepreneurs are maxed out, fully booked, and still feel like they're leaving impact (and income) on the table. You know your work changes lives, but there are only so many 1:1 calls you can take and only so many hours you can sell. Add AI into the mix — with everyone shouting that “everything is changing” — and it's easy to freeze, overthink, or never actually get your course out of your head and into the world.

In this episode, Hannah Chapman CFP®, APMA®, CRPC® and course creation expert Jasmine Jonte break down what it really takes to turn your expertise into a scalable, transformational learning experience in the age of AI.

If you've been sitting on a course idea — or wondering if AI is about to make you obsolete — this conversation will give you clarity, direction, and a deep exhale.

Learn:

• Why “just teach what you know” is dangerous advice

• How instructional design and support structures create real results

• The right way to use AI as a tool (not a crutch)

• Why decoupling your time from your income is both a strategy and an identity shift

• How to provide the right level of support for your ideal client

Connect with Jasmine here:

Website: https://www.jasminejonte.com/

Instagram: http://instagram.com/jasminejonte/#

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

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

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/

What if a 5% pullback in the market wasn't a warning sign…but just the cost of long-term growth? In this episode, Hannah Chapman, CFP®, APMA®, CRPC® and Brad Haines, CFA, FRM and Chief Investment Officer of Juncture Wealth Strategies unpack recent volatility, why it feels so uncomfortable in the moment, and how to navigate it without derailing your financial plan.

• How the recent ~5% market pullback fits into “normal” annual volatility that typically happens 4–6 times per year

• Why the market can hit all-time highs and still experience uncomfortable short-term drops without changing the long-term story

• What declining shelter inflation and a softening job market could mean for future interest rates and equity returns in 2026

• How shelter inflation is actually measured (rents and imputed rents)

• What it looks like to build a personalized inflation assumption based on your real-life spending instead of headline CPI

• How year 3 of a financial plan often becomes the “peace point”

• Which simple lifestyle choices can meaningfully support your financial plan

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/