Investment Friday
Claim This Podcastby Hannah Chapman
Podcast Overview
<p><strong>Investment Friday®</strong> is a weekly podcast offering clear, fiduciary-led insight into investing, financial markets, and the global economy. Designed for investors, business owners, and professionals, Investment Friday® moves beyond headlines and hype to provide context, clarity, and disciplined thinking.</p> <p>Each week <strong>Hannah Chapman</strong>, CFP®, APMA®, CRPC®, Founder of <strong>X² Wealth Planning</strong>, and <strong>Brad Haines</strong>, CFA®, FRM, Chief Investment Officer of <strong>Juncture Wealth Strategies</strong>, break down what's happening in the markets and why it matters for long-term investors.</p> <p>Each episode explores:</p> <ul> <li> <p>Market volatility and economic cycles</p> </li> <li> <p>Interest rates, inflation, and Federal Reserve policy</p> </li> <li> <p>Global economic trends and geopolitical risk</p> </li> <li> <p>Investor behavior and decision-making</p> </li> <li> <p>Evidence-based investment strategy and risk management</p> </li> </ul> <p>No stock tips. No speculation. Just thoughtful conversation to help you invest with confidence.</p>
Language
🇺🇲
Publishing Since
1/9/2026
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Recent Episodes
July 3, 2026
When Having Millions of Dollars Still Doesn’t Feel Like Enough
What happens when the spreadsheet says you're doing great... but your body says you're not safe? This week on Investment Friday, Hannah and Brad explore one of the most important—and least discussed—truths in financial planning: Money is never just about the money. The conversation begins with the latest developments in inflation, interest rates, mortgage markets, and why Brad believes inflationary pressures may continue to ease over the next six to twelve months despite the Federal Reserve's current concerns. But the heart of this episode comes from a series of client conversations that revealed a deeper truth: it's possible to have a strong financial plan, substantial wealth, and even an early retirement trajectory—and still feel financially insecure. Together, Hannah and Brad discuss how our childhood experiences, money stories, relationships, and emotional associations with wealth often shape our financial decisions far more than the numbers themselves. In This Episode The latest developments in oil prices and inflation Why the Federal Reserve remains focused on inflation Why inflation may moderate over the next year How artificial intelligence is creating temporary inflationary pressures Why mortgage rates remain stubbornly high Why some families feel financially insecure despite having significant wealth The difference between financial reality and emotional reality How childhood experiences shape our relationship with money Why couples often experience money differently The importance of regular financial conversations between spouses How to create financial autonomy within a marriage Why financial planning is about more than investments and spreadsheets The role of money stories in financial decision-making Why estate planning is one of the greatest gifts you can give your family 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
June 26, 2026
20 Years in Financial Planning: Inflation, Market Volatility & Why We Built X² Wealth Planning
After 20 years in the financial planning industry, one lesson has become clearer than ever: great financial advice isn't just about numbers—it's about understanding the human behind them. In this solo episode of Investment Friday, Hannah Chapman reflects on two decades of guiding clients through market cycles, including the Great Recession, COVID, and today's AI-driven economy. Hannah also pulls back the curtain on the newly launched X² Wealth Planning website, sharing the philosophy behind the firm, why it integrates fiduciary financial planning, investment management, Human Design, and money story work, and how this holistic approach helps clients build not just wealth—but lasting prosperity. In this episode: Why inflation remains one of the biggest drivers of stock market performance The latest PCE inflation numbers and what they mean for interest rates Why the Federal Reserve may still raise rates this year Why oil prices matter more than most investors realize Why markets are always looking 6–12 months into the future A listener question: Should you keep cash on the sidelines waiting for a market crash? Why dollar-cost averaging continues to outperform emotional investing How cash reserves and portfolio rebalancing can prepare you for market downturns The philosophy behind the new X² Wealth Planning website Why financial planning should integrate technical expertise with personal alignment Understanding significant wealth events, including inheritances, business sales, and divorce Why the first step after receiving significant wealth is often to pause 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
June 19, 2026
AI, Interest Rates & Bonds: What Investors Need to Know
Is AI coming for your job? Are interest rates staying higher for longer? And what should investors be doing with bonds in today's market? In this week's Investment Friday, Hannah Chapman and Brad Haines break down the Federal Reserve's latest decision, the massive AI infrastructure buildout happening behind the scenes, and why fixed income strategies may deserve a fresh look as markets navigate an uncertain future. Learn: Why the Federal Reserve held interest rates steady How Kevin Walsh is changing Fed communication What the "dot plot" is and why it may become less important How oil prices impact inflation Why the Iran ceasefire matters for markets The role AI infrastructure plays in today's economy How data centers create short-term inflation Why AI may ultimately be deflationary How AI could increase worker productivity and incomes Why human capital still matters in an AI-driven world Fixed-rate bonds vs. floating-rate bonds When each bond strategy may make sense How investors can build stability into their portfolios 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?back=1&month=2026-06 Hannah Chapman, CFP®, APMA®, CRPC® | hannah.chapman@x2wealthplanning.com | x2wealthplanning.com Connect with Brad at bhaines@juncturewealth.com and online at https://www.juncturewealth.com
25 total episodes available
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Frequently asked questions
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- What is Investment Friday?
<p><strong>Investment Friday®</strong> is a weekly podcast offering clear, fiduciary-led insight into investing, financial markets, and the global economy. Designed for investors, business owners, and professionals, Investment Friday® moves beyond headlines and hype to provide context, clarity, and disciplined thinking.</p> <p>Each week <strong>Hannah Chapman</strong>, CFP®, APMA®, CRPC®, Founder of <strong>X² Wealth Planning</strong>, and <strong>Brad Haines</strong>, CFA®, FRM, Chief Investment Officer of <strong>Juncture Wealth Strategies</strong>, break down what's happening in the markets and why it matters for long-term investors.</p> <p>Each episode explores:</p> <ul> <li> <p>Market volatility and economic cycles</p> </li> <li> <p>Interest rates, inflation, and Federal Reserve policy</p> </li> <li> <p>Global economic trends and geopolitical risk</p> </li> <li> <p>Investor behavior and decision-making</p> </li> <li> <p>Evidence-based investment strategy and risk management</p> </li> </ul> <p>No stock tips. No speculation. Just thoughtful conversation to help you invest with confidence.</p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
No, this podcast does not typically feature guests.
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