Hannah Chapman, CFP, APMA, CRPC

Hannah Chapman, CFP, APMA, CRPC Human Design + Financial Planning = Bespoke Prosperity Planning ✨ CFP, Author, Speaker, Coach ✨

This week’s Investment Friday episode explores one of the most anticipated financial events of the year: the potential I...
05/29/2026

This week’s Investment Friday episode explores one of the most anticipated financial events of the year: the potential IPO of SpaceX—and what it could signal for the future of investing, AI, and public markets.

Hannah and Brad break down how IPOs actually work, why today's private mega-cap companies are going public at valuations never seen before, and what investors need to understand before chasing the excitement surrounding companies like SpaceX, Anthropic, and OpenAI.

They also discuss the risks, opportunities, and market implications of trillion-dollar IPOs, including what happens when index funds are forced to buy these massive companies.

Learn:

📈 What an Initial Public Offering (IPO) actually is

📈 Why companies choose to go public

📈 How investors gain access to IPO shares

📈 Why SpaceX's valuation is making headlines

📈 What happens when trillion-dollar companies enter public markets

📈 How IPO allocations work for individual investors

📈 Why many IPOs struggle immediately after going public

📈 The role of index funds in mega-cap IPOs

📈 Potential implications for the S&P 500 and Nasdaq 100

📈 Why valuation matters—even for great companies

📈 How SpaceX compares to past IPOs like Meta (Facebook)

📈 The potential future relationship between Tesla and SpaceX

Watch on YouTube or listen on your favorite podcast app!
Links in comments 🎧

05/28/2026

One of the biggest benefits of bonds?

👉 Predictable income.

When you own an individual bond, you generally know:
✔️ how much interest you’ll receive
✔️ how often you’ll receive it
✔️ when your principal is expected to return

That consistency is one reason bonds often play such an important role near retirement.

They’re designed to help create stability and reliable cash flow—especially during more volatile market environments.

In this week’s Investment Friday episode, we break down:
📈 how bonds actually work
📉 why yields and prices move inversely
💰 and why fixed income strategy matters far more than most investors realize

YouTube: https://youtu.be/NCGVO9MGwd0
Apple Podcasts: https://podcasts.apple.com/us/podcast/investment-friday/id1867950146?i=1000769104806

05/28/2026

AI works best when it supports human connection, not replaces it.

The real opportunity isn’t removing people from the process.

It’s removing repetitive tasks so humans can spend *more* time:
- building trust
- thinking creatively
- connecting emotionally
- solving meaningful problems

That’s where the real value still lives.

AI can generate information, but wisdom, discernment, empathy, and relationship are still deeply human skills.

And in a world becoming more automated, those skills may become even MORE valuable.

🎧 Listen to the whole conversation:

YouTube: https://youtu.be/0EKGMHJbz3Q
Apple Podcasts: https://podcasts.apple.com/us/podcast/investment-friday/id1867950146?i=1000767953638

05/28/2026

Moneystorycards.com is live! If you’re ready to understand your own relationship with money better, and want to be able to have important financial conversations with your partner or child or clients, Money Story Cards are here to help facilitate those important conversations 💖

The bond side of your portfolio has a job.It’s not there to chase massive returns.It’s there to create stability, reduce...
05/27/2026

The bond side of your portfolio has a job.

It’s not there to chase massive returns.
It’s there to create stability, reduce risk, and provide reliable income—especially near retirement.

And not all bond strategies are created equal.

Understanding how your fixed income portfolio is built matters more than most investors realize.

Learn all about bonds on this week's Investment Friday episode!
Links in comments 🔽

05/26/2026

Inflation isn’t just a national number. You have your *own* personal inflation index.

If you have:
A mortgage
Kids in college
Higher insurance costs
A move to a more expensive city
Rising grocery bills

…your inflation rate may feel VERY different from the headline CPI number.

That’s why financial planning has to be personal.

Because your real-life experience of inflation shapes:
* your cash flow
* your savings goals
* your investment strategy
* your retirement needs

Understanding *your* inflation index helps you make better long-term decisions—without comparing yourself to everyone else.

🎧 Hear the whole conversation on this week's Investment Friday episode!

YouTube: https://youtu.be/aWCjcoHNKFo
Apple Podcasts: https://podcasts.apple.com/us/podcast/investment-friday/id1867950146?i=1000767953638

05/25/2026

Bonds aren’t meant to be exciting.

They’re meant to provide:
✔️ Safety
✔️ Stability
✔️ Predictable income

That’s the role they play inside a well-structured portfolio.

Especially as you move closer to retirement, the goal shifts from:
“How much growth can I get?”
to:
“How do I create reliable income and reduce unnecessary risk?”

And not all bond strategies are created equal.

Understanding *how* your fixed income portfolio is built matters just as much as understanding your stock investments.

Because the “safe” side of your portfolio should actually help you feel safer.

🎧 Learn more about bonds on this week's Investment Friday podcast!

YouTube: https://youtu.be/NCGVO9MGwd0
Apple Podcasts: https://podcasts.apple.com/us/podcast/investment-friday/id1867950146?i=1000769104806

This week’s Investment Friday episode takes a deep dive into one of the most overlooked—but critically important—parts o...
05/22/2026

This week’s Investment Friday episode takes a deep dive into one of the most overlooked—but critically important—parts of portfolio construction: fixed income and bond strategy.

Hannah and Brad unpack why rising bond yields matter, how inflation and interest rates are impacting markets right now, and why many investors don’t fully understand the role bonds are supposed to play inside a portfolio.

They also explore the difference between individual bonds vs bond funds, why higher yields create both risk and opportunity, and how thoughtful fixed income management can help create stability and income during retirement.

Learn:

📈 Why summer markets often become more volatile

📈 How inflation and oil prices are affecting interest rates

📈 What the yield curve actually means (in plain English)

📈 Why mortgage rates follow Treasury yields

📈 How rising yields impact bond prices

📈 The difference between individual bonds and bond ETFs

📈 Why fixed income should prioritize safety and stability

📈 The risks of floating-rate and lower-quality bonds
How active bond management differs from “set it and forget it” investing

📈 Why bonds become more important near retirement

📈 The unique experience and perspective Brad’s Financial Risk Manager (FRM) designation brings to Juncture Wealth Strategies and X² Wealth Planning

Watch on YouTube or listen on your favorite podcast app!
Links in comments 🔽

Most investors fear market downturns.But over long periods of time, inflation quietly erodes purchasing power year after...
05/16/2026

Most investors fear market downturns.

But over long periods of time, inflation quietly erodes purchasing power year after year.

That’s why staying entirely in cash can carry risk too.

The goal isn’t to avoid uncertainty completely—
it’s to build a strategy that can outpace inflation over time.

Catch this week's Investment Friday episode to hear more!
Links in comments 🔽

This week’s Investment Friday episode dives into one of the biggest tensions in today’s economy: strong corporate earnin...
05/15/2026

This week’s Investment Friday episode dives into one of the biggest tensions in today’s economy: strong corporate earnings and booming AI investment alongside a growing divide between corporate profitability and everyday household pressure.

Hannah and Brad unpack why markets are continuing to hit all-time highs, what the latest inflation data means for interest rates, and why the Federal Reserve may have a much harder job ahead than many investors realize.

The second half of the episode explores the rapidly evolving AI landscape—from Anthropic and ChatGPT to the real-world limitations of artificial intelligence, labor productivity, and the future of human-centered work.

Learn:

📈 Why markets are still reaching new highs

📈 What strong earnings are signaling about the economy

📈 How inflation came in hotter than expected again

📈 Why the Fed may not be able to lower rates soon

📈 How AI spending is contributing to inflationary pressure

📈 The difference between AI hype and current reality

📈 Why AI still “hallucinates” and makes errors

📈 How the AI revolution compares to the internet boom

📈 Why data centers and infrastructure take years to build

📈 Which careers may become more valuable in an AI-driven world

📈 Why human connection and trust still matter deeply in financial planning

Watch on YouTube or listen on your favorite app!
Links in comments 🔽

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