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

Episode 109: Investment Friday - How Would a Hypothetical Biden Step Down Affect the Markets? + Is the Government In Too Much Debt?

Recent headlines have been highlighting the presidential race, our ever-growing US debt, and inflation. What could happen to the markets if Biden steps down as the Democratic Presidential nominee? Is our US debt too heavy to handle? And what is the latest report on inflation?

In this episode, Hannah Chapman, CFP, APMA, CRPC, addresses these questions with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Junction Wealth Strategies!

Tune in to learn:

• Is inflation going up or down?

• Can the US afford the amount of debt it has?

• What is deficit spending and when is it appropriate?

• How do tax cuts affect US debt?

• What would the markets do if Biden stepped down and Kamala stepped in as the Democratic Presidential nominee?

• What kind of political conditions are most favorable to the markets?

We want your questions! Please send them to hannah@expansiveceo.com or bhaines@juncturewealth.com and we will discuss them in our next episode.

Connect with Brad here:

Website: www.juncturewealth.com

Email: bhaines@juncturewealth.com

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

We invest a lot of time, energy, and money into our business; no wonder it can be hard to unplug and not think about work! It takes time to create a work/life balance that works for your unique set of circumstances, but it is possible if you make it a priority.

In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Sage Polaris, conscious marketing and copywriting coach, about ways you can start creating more time for yourself and your family today!

Tune in to learn:

• How Sage takes 4 months off a year

• Ideas to create more room in your calendar for you and your family

• Examples of boundaries you can implement with clients

• How to hold yourself back from doing everything in your company

• Why running a business is harder than it was before

• How your business can stand out and still be successful

• Sage's free gift - email templates

Connect with Sage:

Website: https://sagepolaris.com/

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

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

Open House about her VIP days:

Free Gift: sagepolaris.com/hannahrocks

Connect with Hannah:

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

Many business owners left corporate culture so they could work and live on their terms. However, we often feel pressure to build our business the corporate way–growing fast and hard, creating projections, and a strong focus on numbers and data. Although these things have benefits, how can we approach our business through a holistic lens, considering our personal and business needs?

In this Fireside Chat series, Hannah Chapman, CFP, APMA, CRPC, talks with Svetlana Lane, her assistant (and fellow entrepreneur) about finding your unique path to growing your business!

Tune in to learn:

• The healthy and unhealthy aspects of corporate mindset

• Sifting through advice from others

• Addressing the pressure to “grow fast and grow hard”

• How to stay motivated - the “Gap and the Gain”

• Overcoming the black and white, all-or-nothing mindset

• How your Human Design can help you figure out your path

• How to hold space for your unique situation in life and business

Connect with Hannah:

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

Connect with Svetlana:

Website: wellspringmusicartscenter.com

Email: svetlana@bbossobm.com

Thursday June 27th was the first presidential debate of the 2024 election...and it wasn't pretty no matter which side of the aisle you're standing on. What might we expect to see happen to the financial markets if we see a shake-up in the nominees?

In this informative episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Junction Wealth Strategies about the upcoming presidential election, inflation, and corporate profits.

Tune in to learn:

• What might happen if Donald Trump pulls ahead significantly in polling or if he wins the presidential election vs a second Biden term?

• How were PCE (Personal Consumer Expenditure) levels this past month, and what does that mean for the Federal Reserve's inflation targets?

• How workers and families are experiencing inflation, and how a boost in productivity when companies eventually bring AI into more of their processes could help right-size worker's income

• The importance of being picky about small-cap investments

We want your questions! Please send them to hannah@expansiveceo.com or bhaines@juncturewealth.com and we will discuss them in our next episode.

Connect with Brad here:

Website: www.juncturewealth.com

Email: bhaines@juncturewealth.com

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

Have you ever heard the saying that you are your own limiter? Entrepreneurs often find a strong connection between their personal growth and their business growth. How do we begin to address the hard things that are holding us and our businesses back?

In this episode, Hannah Chapman, CFP, APMA, CRPC talks with Mike Bledsoe, an entrepreneur, veteran, and coach to veterans, about his passion to guide others to enjoy physical, mental, emotional, and spiritual health.

Learn about:

• Mike's dream of world peace - how peace starts inside

• Why it's important to truly know and understand yourself

• How you run from feelings, not stories - your body's survival strategy

• How to take power over your thoughts and feelings

• What your anger is actually telling you

• Healing cognitive and emotional patterns

• How other people respond when you begin to change

Connect with Mike here:

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

Website: themissionafter.com

And 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