Moving across the country is one of the biggest transitions a family can make—but what if it didn't have to feel overwhelming, stressful, or chaotic? What if selling your home, buying a new one, and relocating your family could actually unfold with ease, joy, and even a sense of love-filled alignment?

In this special Fireside Chat episode, Hannah Chapman, CFP®, APMA®, CRPC®, and her executive assistant, Svetlana, share the behind-the-scenes story of Hannah's recent move from Cincinnati, OH to Mesa, AZ, exploring how intention, manifestation, and practical action came together to create a surprisingly smooth and abundant transition.

In this episode, you'll learn:

• Intentional Manifestation (that isn't woo-only): How Hannah paired meditation and energy work with meticulous prep, pricing, and timing.
  “Love as an operating system”: What it means to infuse a transaction with care—for your family, buyers/sellers, neighbors, and community businesses.

• From vision to sold in <24 hours: The specific timeline, offers (including escalation clauses & appraisal gaps), and terms that exceeded expectations.
  Prep that pays: Upgrades that mattered and what they skipped.
  Holding boundaries with grace: Staying grounded when other parties bring hard-nosed energy.
  Mantras & meetings: The weekly “relationship board meeting,” shared meditations, and the phrase that kept everything spacious: this or something better.

• Svetlana's story: From rental uncertainty to first-time ownership—and the people who made it possible.

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/

Connect with Svetlana here:

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

Inflation may be cooling, but investors are still holding their breath ahead of next week's Fed meeting. With producer prices turning negative and CPI holding near 3%, the data suggests relief—but markets know that interest rate cuts ripple unevenly across savings, mortgages, and housing. Will this shift spark opportunity, or more frustration for households still waiting for rates to ease?

In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, and Brad Haines, CFA, FRM, and Chief Investment Officer of Juncture Wealth Strategies, unpack the week's economic headlines, from inflation surprises to the tariff impact on farms, and explain what a Fed rate cut really means for your cash, mortgage rates, and the housing market.

Learn about:

· Inflation check: With PPI negative and CPI ~3%, how much “air cover” does the Fed have to cut?

· Your cash next week: If the Fed trims 25 bps, how quickly might money market and high-yield savings rates reset, and by roughly how much?

· Mortgage rates ≠ Fed funds: How do 10-year Treasury yields drive mortgage rates, and why do home-loan rates often lag short-rate cuts?

· Tariffs & prices: Where tariff impacts are showing up (and not), the farm economy angle, and how changing policy guidance could add or remove ~1% of inflation pressure over time.

· Housing tug-of-war: Rates vs. prices—what could happen if mortgage rates drift toward 5% while supply stays tight?

· Fixing supply: Why local permitting & financing bottlenecks matter; ideas to re-open bank lending lines to builders/developers.

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/

Email: hannah@expansiveceo.com

What if the real secret to success isn't grinding harder, but learning to relax, surrender, and align your life with what truly matters? Too many entrepreneurs build the business they thought they wanted, only to wake up stressed, unfulfilled, and longing for more presence with family and joy in daily life.

In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, sits down with Joey Vaillancourt—entrepreneur, consultant, coach, and founder of The Great Life Experiment. Joey shares his journey from chasing success through ego and hustle, to redefining success as alignment, freedom, and peace. From releasing numbing habits like alcohol, to learning the power of neuro-sculpting and the reticular activating system, Joey shows how shifting your mindset and emotional state can change everything about how you build and live your life.

Key themes from this conversation:

• Why success built on hustle and ego feels empty in the long run

• The pivotal lessons Joey learned from mentors who challenged his mindset

• How to recognize when you're operating from a primal state vs. a powerful state

• The role of forgiveness, surrender, and emotional depth in lasting transformation

• Why numbing behaviors (alcohol, overwork, distraction) block true growth and joy

• How to align your business with your lifestyle instead of sacrificing life for business

• The vision behind The Great Life Experiment—and how micro-reflections create macro change

Connect with Joey here:

The Great Life Experiment 30-Day Challenge: www.thegreatlifeexperiment.ca

YouTube: https://www.youtube.com/@joeyvaillancourt-realinfluence

Apple Podcasts: https://podcasts.apple.com/us/podcast/real-influence-w-joey-vaillancourt/id1707038390

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/

The markets may be sitting at all-time highs, but September has a reputation investors can't ignore. Historically one of the most volatile months of the year, it's a time when headlines about jobs, inflation, and interest rates can spark panic. But does volatility mean danger—or opportunity?

In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, and Brad Haines, CFA, FRM, Chief Investment Officer of Juncture Wealth Strategies, break down the latest jobs data, inflation trends, and bond market signals to help you navigate the turbulence with clarity and confidence.

Learn about:

• Why September historically brings the most volatility to the markets

• What the latest jobs numbers tell us about the strength—or softening—of the labor market

• How wage pressure connects to inflation, and why the Fed watches it so closely

• What role does shelter inflation play in the CPI, and how might rent trends impact future inflation reports?

• How rising bond yields affect both stock valuations and investor decisions

• Why we prefer individual bonds over bond mutual funds in managing client portfolios

• What investors should keep in mind about holding bonds to maturity versus riding out bond market volatility

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/

Life doesn't always go the way we plan. Sometimes it crashes down around us — in business, in relationships, in our own health — and we're left wondering if we have the strength to rise again. What does it really take to rebuild when everything feels broken? And how do you lead with resilience, even in the darkest of seasons?

In this episode of the Expansive CEO Podcast, Hannah Chapman, CFP®, APMA®, CRPC®, sits down with Serena Mastin — entrepreneur, speaker, bestselling author, and the powerful voice behind Exposed: You Can't Heal When You Hide. Serena's journey has taken her through foster care, witness protection, addiction, devastating loss, and rebuilding a business after unthinkable personal tragedy. Today, she shares what it means to lead with transparency, lean on resilience, and empower your team and yourself to rise stronger than ever.

What you'll learn (and why it matters)

• How do you lead when life detonates—marriage, business, and health—at the same time?

• “You can't heal when you hide”: spotting the many ways leaders mask pain (and what it costs)

• Turning shame into strategy: the shift to full transparency and why your team needs it

• EOS (Entrepreneurial Operating System): what it is, how Serena used it, and why it saved her company

• Moving from over-functioning to empowered delegation (and how your people rise when you step back)

• Practical finances in crisis: cutting bloat, remote pivots, debt paydown, and stabilizing cash flow

• The nervous system side: stress tolerance, fight-or-flight, and permission to heal

• Asking for help without oversharing—scripts that empower the giver and protect your energy

Connect with Serena:

Serena's book: http://amazon.com/author/serenamastin

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

Marketing agency: pulsemarketingteam.com

Author website: serenamastin.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/

As back-to-school season ramps up, many families are facing the reality of college costs—and wondering how best to prepare. In this solo episode, Hannah Chapman, CFP®, APMA®, CRPC®, breaks down the ins and outs of 529 plans, why they matter, and how they fit into long-term financial planning.

Hannah also touches on current market updates, including the S&P 500 hitting new highs, interest rate expectations, and what to watch for in the coming weeks. If you've ever wondered how to save for your child's education (or what happens if they don't use all the funds), this episode is packed with answers.

Topics we cover in this episode:

• What happens when the market hits new highs?

• What exactly is a 529 plan, and how does it work?

• Should the parent or the child own the 529 account?

• How do 529 plans affect FAFSA and financial aid?

• What can you do with leftover funds after college?

• How can unused 529 money be rolled into a Roth IRA?

• What other options exist for private school, scholarships, or non-education use?
  
  

Whether you're a parent preparing for college expenses, a grandparent looking to contribute, or simply curious about the smartest way to plan for the future, this episode will help you understand how 529 plans fit into your financial toolkit.

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/

Mentorship isn't just about giving advice from the top down—it's about creating intentional, reciprocal relationships that spark growth, belonging, and transformation in organizations.

In this powerful episode, Hannah Chapman, CFP®, APMA®, CRPC®, founder of X² Wealth Planning and Expansive CEO, sits down with Dr. Kelly Diggs, neuroscientist turned leadership consultant and CEO of Kelly A. Diggs Consulting. Together, they dive deep into what mentorship really means in business, institutions, and everyday life, and how it can reshape culture, equity, and the future of organizations.

Dr. Diggs shares her journey from the lab bench to becoming a nationally recognized consultant in mentorship, leadership, and DEI (justice, equity, diversity, and inclusion), and offers practical insight into how mentorship impacts careers, succession planning, institutional success, and even the bottom line.

Topics covered:

• What mentorship is really—and how it is different from the outdated “top-down” model

• How mentorship creates reciprocal growth and not just transactional relationships

• The role mentorship plays in equity, belonging, and institutional culture

• How effective mentorship directly impacts business succession, retention, and profits

• How leaders can lean into “productive discomfort” to foster deeper conversations and change

• Practical ways to bring mentorship into our daily lives, both at work and at home
  
  

Connect with Dr. Kelly here:

Facebook: http://facebook.com/dr.k.diggs

Instagram: https://www.instagram.com/dr.k.diggs/

X: http://x.com/drkellydiggs

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

YouTube: https://www.youtube.com/channel/UCT8jdHehAIlyP_xDeKWLEIA

Email: info@kellydiggs.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/

What happens when the Federal Reserve hints at rate cuts, mortgage rates hover near 7%, and AI data centers begin straining America's power grid?

In this week's Investment Friday, Hannah Chapman, CFP®, APMA®, CRPC®, and Brad Haines, CFA, FRM, and CIO of Juncture Wealth Strategies, unpack the economic signals that are moving markets — and what they mean for investors.

From Jerome Powell's Jackson Hole speech to small-cap stock rallies, rising utility bills, and the looming question of whether AI is a bubble bigger than the dot-com era, Hannah and Brad bring clarity to a noisy news cycle.

• Why did markets rally after Jerome Powell's Jackson Hole speech?

• How do bond prices and yields really work — and what do they mean for mortgages?

• Will homeowners be able to refinance at lower rates in the next 12–18 months?

• How are AI data centers reshaping electricity demand, utility pricing, and private equity investment?

• Could AI be a bigger bubble than the dot-com era — or is it the next “Goldilocks” growth phase?

• What adjacent industries might benefit most from the AI infrastructure boom?

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/