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• What mentorship is really—and how it is different from the outdated “top-down” model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

What does it look like to build a business — and a life — that's guided by intuition, alignment, and love instead of hustle and fear? In this episode of the Expansive CEO Podcast, host Hannah Chapman, CFP®, APMA®, CRPC® sits down with her dear friend Lindsey Bonadonna, founder of be. in Cincinnati.

Two years after opening her doors, Lindsay shares how she's navigated the highs and lows of entrepreneurship, leadership, and personal growth by staying grounded in her values. From creating a welcoming community space, to holding both joy and anxiety in the same breath, Lindsey models what it means to be deeply authentic and resilient while growing something bigger than herself.

• What has shifted in Lindsey's journey since opening be. two years ago?

• Can you run a business in a capitalist system while prioritizing intuition, people, and well-being?

• How does holding space for both joy and stress expand our capacity to lead?

• Why is authenticity and self-love so essential for effective leadership?

• What does it mean to succeed—or even to gracefully let go—in entrepreneurship?

• How can small, aligned decisions build toward a life and business that truly feel good?

• What's next for be. and how is Lindsey expanding her ripple of impact?

Lindsey's first appearance on Expansive CEO: https://podcasts.apple.com/us/podcast/expansive-ceo/id1662417916?i=1000616834807

Connect with Lindsey Bonadonna here:

be. Website: www.nourishthatbe.com

be. Instagram: www.instagram.com/nourishthatbe

Lindsey's Instagram: www.instagram.com/lindseyloveswellness

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

What if the rules for your 401(k) suddenly shifted—opening the door to crypto, private equity, and other alternative investments inside your retirement account? That's exactly the conversation sweeping headlines this week after a new executive order sparked questions (and some confusion) about what could be coming for investors.

In this episode of Investment Friday, Hannah Chapman, CFP®, APMA®, CRPC®, and Brad Haines, CFA, FRM, and CIO of Juncture Wealth Strategies, break down what's real, what's hype, and how these changes could (or might not) impact your financial future.

Plus, they dig into the surprising ways AI's massive energy needs could hit your utility bill, and why that ripple effect could influence inflation, the Fed's next move, and even your portfolio strategy.

If you've heard the alarming social media takes, or you're just trying to understand how policy and innovation ripple through markets, this conversation will give you the clarity you need.

Topics Covered

• Breaking down the executive order allowing potential private equity and cryptocurrency options in 401(k) plans

• Why ERISA law remains one of the strongest investor protections in U.S. history

• The reality of private equity performance versus public markets

• Cryptocurrency's volatility and whether it belongs in long-term retirement accounts.

• AI data centers' massive energy demand and its role in rising electricity bills

• How utility pricing impacts inflation data and the CPI

• Market updates, tariffs, and what to watch as interest rate cuts loom
  
  

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/

We've all been told to “push through” in business — to ignore discomfort, suppress emotions, and keep grinding. But what if that constant pushing is actually the reason you're stuck? When we override our own signals in the name of hustle, we disconnect from the very guidance system that can lead us to greater success and fulfillment.

In this episode, we explore what it truly means to become emotionally fit — not by avoiding or burying feelings, but by learning how to recognize, process, and use them as fuel for purposeful action. Hannah Chapman, CFP®, APMA®, CRPC®, sits down with leadership trainer and emotional fitness expert Alan Muellegger to discuss how tuning into your emotions, understanding your physical state, and aligning your actions with your purpose can transform your business, your relationships, and your life.

Key Takeaways

• How can you tell if you're following a “should” instead of your own true direction?

• What happens to your business when you focus on service instead of chasing money?

• How do you know the difference between forcing something and simply feeling discomfort from growth?

• Why does your physical and emotional state shape the meaning you give to events?

• What small, everyday self-care practices can help you make clearer yes/no decisions?

• How can you use the 5-Point North Star to create purpose and stay motivated when things get hard?

Connect with Alan:

Instagram: @muellegger / https://www.instagram.com/muellegger

Facebook: https://www.facebook.com/alan.muellegger

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 data we rely on to measure the economy suddenly gets thrown into question?

In this episode, Hannah Chapman, CFP®, APMA®, CRPC® and Brad Haines, CFA®, FRM, and CIO of Juncture Wealth Strategies, explore a wave of revisions to U.S. labor market data—and the political and economic fallout that followed.

With President Trump firing the head of the Bureau of Labor Statistics, recession warnings on the rise, and the Federal Reserve preparing to respond, this episode dives into the real-time tensions shaping markets, policy, and investor behavior.

Key Topics

• Bureau of Labor Statistics shake-up: Why President Trump fired the BLS commissioner and what this means for data integrity

• Revisions reveal cracks: 400,000+ jobs quietly removed from prior reports—why this signals recessionary risk

• Tariffs and global uncertainty: How restructured trade rules are influencing U.S. business decisions

• Fed interest rate outlook: Markets expect 0.75% in rate cuts by year-end—but will inflation allow it?

• Consumer slowdown: Back-to-school and holiday season spending may determine economic trajectory

• International investing surge: Why emerging markets and international equities are outperforming in 2025

• AI and productivity boom: How machine learning and robotics are reshaping long-term economic growth
  
  

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/

What do you do when life looks perfect on the outside — the good job, the house, the steady relationship — but inside, your soul feels like it's dying?

For Mindie Kniss, this disconnect sparked a radical leap of faith that would lead her from Fortune 100 stability into the wild unknown of entrepreneurship. But the path wasn't easy — she faced crushing debt, bankruptcy, grief from the sudden loss of her husband, and a long road of rebuilding her life and business from scratch.

In this episode, Hannah and Mindie dive into how upheaval can become your greatest teacher, how to heal the shame and scarcity mindset around money, and why learning to trust your own inner guidance is the ultimate key to prosperity.

This isn't just a story of financial success — it's a roadmap for anyone navigating deep transformation and searching for meaning in their money, work, and life.

Key Topics & Themes

• Leaving the “perfect” corporate life – Mindie's calling to leave Fortune 100 work and embrace entrepreneurship

• Financial rock bottom & rebuilding – Navigating $100k debt, bankruptcy, and scarcity mindset

• Healing money wounds – Transforming childhood beliefs and societal conditioning around wealth

• Entrepreneurial resilience – Learning sales, marketing, and self-worth the hard way

• Human Design & astrology insights – How Mindie's 6/2 Generator profile and Chiron in the money house shaped her journey

• Good money vs. bad money – Understanding alignment in clients, offers, and opportunities

• Divine timing & trusting the process – Why big breakthroughs often happen later than we expect

Connect with Mindie here:

Substack: https://substack.com/@mindiekniss

YouTube: https://www.youtube.com/mindiekniss

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

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

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

Twitter/X: https://x.com/MindieKniss

Connect with Hannah:

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 to your family, your business, and your legacy if something unexpected happens tomorrow? Most people avoid the uncomfortable conversation about estate planning until it's too late — and their loved ones are left navigating chaos, court battles, and uncertainty.

In this solo episode, Hannah Chapman, CFP®, APMA®, CRPC®, shares why estate planning isn't just about documents and legal jargon — it's about love, protection, and leaving behind a legacy of impact.

Learn about:

• Federal Reserve update – Why rates are holding steady, the role of tariffs in inflation, and what could happen at the September meeting.
  

• Market snapshot – Current earnings trends, August volatility patterns, and the upcoming “season of spend.”
  

• Estate planning essentials – Why estate planning matters for everyone, regardless of wealth or age.
  

• Guardianship for minor children – The most urgent first step and why it's critical for blended families.
  

• Trusts vs. wills – How trusts create structure, privacy, and protection for heirs while avoiding probate.
  

• Life insurance as a planning tool – Using coverage to bridge financial gaps for children or beneficiaries.
  

• Blended family dynamics – Navigating remarriage, beneficiary designations, and ensuring fairness across complex family structures.

Connect with Hannah:

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/