Markets are rebounding, but is the recovery real—or just a temporary pause before the next wave of volatility?And as tariffs ease slightly and major global deals are announced, how should investors position themselves for the road ahead?

In today’s episode, Hannah Chapman, CFP®, APMA®, CRPC® and Brad Haines, CFA®, FRM®, and CIO of Juncture Wealth Strategies, unpack a whirlwind week in the markets—covering everything from bond yield shifts to Middle East mega-deals and the real impact of tariffs on small businesses. With tax policy and international trade in flux, Hannah and Brad explore the deeper implications for long-term investors.

Listen in to learn more about:

• Why the S&P 500 has bounced back to just 3.3% below its all-time high

• What’s happening in the bond market and how the yield curve is signaling potential future inflation or economic growth

• The key tax policy debates unfolding in Congress—and how they affect your financial future

• The economic impact of Trump’s $600B+ Middle East deals with Saudi Arabia, Qatar, and the UAE

• Why Boeing’s stock didn’t jump after a major order—and what that reveals about investor sentiment

• Why small businesses are still feeling the squeeze, even after tariffs drop to 30%

• How AI and robotics could ease tariff-related pressures on the U.S. economy

• Why understanding tax law is just as important as market trends for your portfolio

Whether you’re navigating portfolio strategy, tax planning, or long-term business growth, this episode highlights why it’s more important than ever to pay attention to the intersection of public policy, global trade, and innovation. With major economic deals unfolding abroad, tax legislation evolving at home, and AI reshaping how we respond to rising costs, smart investors need to remain agile, informed, and grounded in strategy—not reaction.

We love answering listener questions! Send them to Hannah at hannah@expansiveceo.com or Brad at bhaines@juncturewealth.com!

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 if every email you sent felt like it was written just for the person receiving it—and it actually was?

In this dynamic and energizing conversation, Hannah Chapman, CFP®, APMA®, CRPC®, and Brett Kaufman, co-founder of Pretty Okay Media and director of growth at Four Rooms Mastermind, explore the power of personalization in modern business—from email marketing to mastermind experiences to daily mental health practices.

Brett shares expert insights into scaling businesses with segmented email automations, building authentic client relationships, and creating curated growth experiences through Four Rooms. Plus, the life-changing magic of “mandatory happy moments” and how to stay aligned in both business and joy.

Learn more about:

• The psychology behind why people open emails (and why they don't)

• Crafting segmented email automations that feel deeply personal

• Lifetime client value (LTV) and how to design journeys for long-term retention

• How to revive a “dead” email list with deliverability hacks and repurposed content

• Brett's work with Four Rooms Mastermind and its unique customization model

• Why creativity and joy (like improv, knitting, and dancing) are essential to entrepreneur health

• The concept of “mandatory happy moments” and why they belong on your calendar
  
  

Connect with Brett here:

Instagram: https://www.instagram.com/brettkaufman26/?hl=en

LinkedIn: https://www.linkedin.com/in/brett-kaufman-68454195/

Four Rooms Mastermind: https://www.fourroomsmastermind.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 rising tariffs, global trade negotiations, and the resurgence of U.S. manufacturing really mean for investors?

On this episode of Investment Friday, Hannah Chapman, CFP®, APMA®, CRPC®, and Brad Haines, CFA®, FRM®, and Chief Investment Officer at Juncture Wealth Planning, unpack the latest market movements and recession signals as the Trump administration's trade policies continue to shake investor confidence.

Explore more:

• Is the current market rally a bear market rally or a real rebound?
  

• What investors are really pricing in with regard to China tariffs
  

• Why 80% tariffs could still break small businesses—even if they're “lower”
  

• Strategic industries the U.S. must protect (spoiler: it's not just semiconductors)
  

• The long-term implications of reshoring U.S. manufacturing
  

• How automation and AI are changing the nature of factory jobs
  

• What recession indicators are showing now vs. what the market is ignoring
  

• Why public sentiment and economic “hard data” are telling different stories

Whether you're a retiree living on investments, a small business owner navigating supply chain disruptions, or a long-term investor wondering when to re-enter the market, this episode offers critical insight into where the U.S. economy may be headed—and how to position yourself wisely in uncertain times.

We love answering listener questions! Send them to Hannah at hannah@expansiveceo.com or Brad at bhaines@juncturewealth.com!

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 if you could build a thriving business that honors your soul's calling—and supports global prosperity at the same time?

In this episode of The Expansive CEO Podcast, host Hannah Chapman, CFP®, APMA®, CRPC®, sits down with Camille Miller, three-time bestselling author and founder of the Soul Professional Movement and Business School. Together, they dive into what it truly means to build a heart-led, high-impact business that evolves alongside you.

Camille shares the story behind the Soul Professional Movement and how it supports entrepreneurs around the world who are ready to create transformational businesses—without sacrificing alignment or freedom. From intuitive business strategy to global collaboration and the future of education, this conversation is a rallying cry for those ready to lead in the new paradigm.

In this episode, we explore:

• What does it really mean to be a soul-led entrepreneur?
  
  

• Why should your business evolve as you grow personally?
  
  

• How can you pivot or deconstruct a business that no longer feels aligned?
  
  

• What does global collaboration look like for purpose-driven entrepreneurs?
  
  

• How is the Soul Professional Movement creating ecosystems of prosperity worldwide?
  
  

Whether you're a seasoned founder seeking deeper fulfillment or a rising visionary ready to design your dream business, this episode will inspire you to lead with both your head and your heart.

Connect with Camille:

Website: https://soulprofessional.com/

LinkedIn: https://www.linkedin.com/company/the-natural-life-business-parternship/

YouTube: https://www.youtube.com/channel/UC_Y0oOJbRtvYFF_EJjM8qFg

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

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

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/

Market momentum meets economic uncertainty.

In this episode of the Expansive CEO Podcast, Hannah Chapman, CFP®, APMA®, CRPC®, sits down with Brad Haines, CFA®, FRM®, and Chief Investment Officer of Juncture Wealth Strategies, to explore the deeper currents shaping our financial future. From disappointing GDP data to suppressed port activity and rising recession indicators, they unpack what's really happening beneath the surface—and where opportunities still exist.

• What's the significance of companies pulling back on forward guidance?
  
  

• How does a negative GDP number impact the markets—and what drove Q1 contraction?
  
  

• Are current supply chain issues from the China trade war factored into economic models?
  
  

• What can past bear markets teach us about the one we're in now?
  
  

• Why is there a split between institutional and retail investor behavior?
  
  

• What long-term innovations are creating new investment potential, even amid volatility?

We love answering listener questions! Send them to Hannah at hannah@expansiveceo.com or Brad at bhaines@juncturewealth.com!

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 happens when financial advice is given without accountability—or regulation?
In this solo episode of the Expansive CEO Podcast, host Hannah Chapman, CFP®, APMA®, CRPC® does a powerful, heartfelt (and much-needed) breakdown about what's happening inside the financial industry right now—and why it matters deeply for consumers, business owners, and ethical professionals alike.

With over 17 years in financial services, Hannah breaks down the dangerous gaps between licensed financial advice, insurance sales, money coaching, and unregulated financial influencers. She reveals the systemic flaws, the false promises, and the future she sees for a truly integrative, transparent, heart-centered approach to wealth creation.

• What's the difference between a regulated financial advisor and a money coach—and why does it matter?
  
  

• How can well-meaning money coaches unintentionally cross legal lines and put clients at risk?
  
  

• Why is the term “financial advisor” so often misused, and how does that create confusion for consumers?
  
  

• What does it really mean to be a fiduciary, and how do you know if your advisor is acting in your best interest?
  
  

• How does the lack of transparency in fee structures harm clients—and what should you be looking for?
  
  

• What would a return to financial apprenticeships look like, and why is real-world experience so essential in this industry?
  
  

• How can we integrate emotional and spiritual money healing with professional financial strategy in a way that's ethical, powerful, and client-centered?
  
  

• What might the future of holistic financial services look like—and who's leading the way?

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/

Markets rallied this week—but is it real momentum or just another bear market bounce?

In this episode of Investment Friday, Hannah Chapman, CFP®, APMA®, CRPC® and Brad Haines, CFA®, FRM®, CIO of Juncture Wealth Strategies, break down the week's economic developments and market movement. With tariff policies in flux, corporate earnings guidance suspended, and uncertainty still looming large, Brad and Hannah explain why investors shouldn't be lulled into a false sense of security.

Listen in to find out:

• What's fueling the latest market rally, and should investors trust it?
  
  

• Why are companies suspending forward guidance, and what does that mean?
  
  

• How do tariffs affect inflation and consumer goods availability?
  
  

• What might happen to U.S. investment capacity if international buyers pull back?
  
  

• Are we heading into a recession—and should you be worried?
  
  

• Is it time to reintegrate international equities into your portfolio?
  
  

• How should long-term investors think about volatility and opportunity?
  
  

We love answering listener questions! Send them to Hannah at hannah@expansiveceo.com or Brad at bhaines@juncturewealth.com!

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/

Can your birth chart reveal your legacy? In this special archived episode, Hannah Chapman welcomes business astrologer, shadow integration doula, and third-generation medium Melanie Marisol to dive deep into the power of astrology for soul-aligned business success.

Melanie shares her incredible journey from social work to boutique management to uncovering her true purpose in astrology. Together, they explore the rich history of astrology in finance, how outer planets shape generational shifts, and why healing your past is essential for building your legacy.

This episode is part of a special series revisiting the most powerful Expansive CEO conversations as Hannah and her family prepare for a cross-country move.

In this episode, you'll learn:

• What's the difference between personal astrology and business astrology?
  
  

• How do outer planets like Pluto and Neptune signal societal transformation?
  
  

• What can you learn from historical financial astrologers like Evangeline Adams and W.D. Gann?
  
  

• How does your unique birth chart guide your money-making potential and legacy?
  
  

• Why healing trauma is essential for reaching your highest expression—and your impact.
  
  

Connect with Melanie:

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

LinkedIn: https://www.linkedin.com/in/melanie-marisol-18108547/

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