It's uncomfortable to think about what would happen if you pass away or become unconscious. But if that happens and you don't have an estate plan, your loved ones would suddenly have to handle your estate and business–while also dealing with major grief.

A probate judge would grant decision-making to people you may not trust and split your estate in a way that doesn't serve or honor your relationships with your loved ones or the best interest of your estate (think taxes). Oh, and don't forget to mix your business into this situation too!

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Patricia De Fonte, an estate lawyer, about how to write an estate plan with heart, helping your loved ones avoid unnecessary emotional and financial pain.

Tune in to learn:

• Taxes, leases, healthcare - who will make these decisions?

• What if your estate plan is over 5 years old?

• What is an AB trust?

• Why should your money flow through a trust?

• What could happen to your money if your child is a minor

• How to establish a plan for your money so the beneficiaries can learn to use it wisely

• The emotional impact of receiving an inheritance - addressing money stories

• How to make decisions for your business - the team approach

Connect with Patricia here:

Website: DeFonteLaw.com

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

YouTube: https://www.youtube.com/@DeFonteLaw

Connect with Hannah here:

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

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

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

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

Expansive CEO Website: https://expansiveceo.com/freegift

As a heart-centered entrepreneur, you long for your business to make the world a better place. That means you have to build your business backwards, starting with caring about what you do and who you serve, instead of focusing only on increasing transactions. So how do we bridge the gap between goodness and profit to build a business that serves us and others?

In this episode, Hannah Chapman, CFP, APMA, CRPC, discusses with Dr. Matt Kreinheder, a chiropractor, how the integral neurotic sciences helps you create a more meaningful and prosperous business AKA a “benevolence generating engine”.

Learn more:

• How spirituality intersects with business

• Power, transaction, and care: where are your priorities?

• How the modern markets came about

• The stages of consciousness

• What is integral theory and how does it apply to business?

Connect with Dr. Matt K:

YouTube: https://www.youtube.com/@MattKreinheder

Website: drmattk.com

Instagram: linkedin.com/in/matt-kreinheder-181b8831

Facebook: facebook.com/doctormattk

And connect with Hannah here:

Website: https://www.hannahrchapman.com

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

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

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

Expansive CEO Website: https://expansiveceo.com/freegift

It's no secret that the music industry chews and spits people out, using them for profits until they're no longer relevant. This toxic model is often the only way artists think they can become “famous” and make money doing what they love.

Fortunately, you don't have to give up on your dreams because there are many ways you can create sustainable income without changing who you are!

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Adam McInnis, musician and founder of The Billboard 500, about his mission to empower artists to live out their dreams in a way that is healthy and life-giving!

Learn more:

• Making music is about connecting to others and is worth pursuing

• How the music industry has created a culture of disposable talent

• Why you need to stop looking at yourself and your music as a product

• Why we don't need to chase the shiny things to have success and money

• How fame isn't what it seems

• What is Dunbar's law?

Connect with Adam:

Mentoring/Coaching: thebillboard500.com

His Band: https://www.sonsoflegion.com/

And connect with Hannah here:

Website: https://www.hannahrchapman.com

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

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

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

Expansive CEO Website: https://expansiveceo.com/freegift