Divorce, death, and inheritance are some of life's biggest transitions—and yet almost no one teaches us how to prepare for them.

In this episode of the Expansive CEO Podcast, Hannah Chapman and Lauren Ammon explore the emotional and financial realities that accompany major life events. From divorce settlements and business succession planning to estate documents and inheritance, they unpack why these conversations are so often avoided—and why having them early can protect the people you love.

Drawing from Hannah's two decades as a financial planner and Lauren's personal experience navigating divorce and the loss of her brother-in-law, this conversation goes far beyond legal documents and financial checklists.

In This Episode

• Why most people avoid conversations about death and divorce

• The emotional cost of waiting too long to make financial plans

• How money stories influence major life decisions

• The importance of estate planning before you think you need it

• Why every business owner needs a succession plan

• Prenuptial agreements and why they deserve a second look

• Financial planning during divorce

• How a financial advisor can advocate during difficult transitions

• Estate planning mistakes that create unnecessary stress

• Trusts, wills, powers of attorney, and beneficiary designations

• The emotional side of inheritance

• Women, financial independence, and changing societal norms

• The connection between Expansive CEO and X² Wealth Planning

• The Significant Wealth Events Guide

✨ Get the Guide to Navigating Windfalls: https://www.x2wealthplanning.com/significant-wealth-events

Join us on Substack: https://expansiveceo.substack.com/

Ready to work with a fiduciary CFP to build your long-term wealth strategy? Hannah is currently accepting new clients at X² Wealth Planning.

Schedule a complimentary consultation: https://calendly.com/hannahrchapman/60-minute-exploration-call

Hannah Chapman, CFP®, APMA®, CRPC® | hannah.chapman@x2wealthplanning.com | x2wealthplanning.com