From inner clarity to outer prosperity–business, energy, and investing aligned!
As the founder of both X² Wealth Planning and Expansive CEO, I am on a mission to help visionary entrepreneurs clear out the old stories they carry about money so they can build businesses that will change the world. Money is both logical and emotional, and we have to address both sides of the equation in order to truly transform our relationship with prosperity. Learn more about how I work with entrepreneurs differently than any other financial advisors at X² Wealth Planning (www.x2wealthplanning.com), and join the movement to become an Expansive CEO (www.expansiveceo.com)!
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From inner clarity to outer prosperity–business, energy, and investing aligned!
As the founder of both X² Wealth Planning and Expansive CEO, I am on a mission to help visionary entrepreneurs clear out the old stories they carry about money so they can build businesses that will change the world. Money is both logical and emotional, and we have to address both sides of the equation in order to truly transform our relationship with prosperity. Learn more about how I work with entrepreneurs differently than any other financial advisors at X² Wealth Planning (www.x2wealthplanning.com), and join the movement to become an Expansive CEO (www.expansiveceo.com)!
Interest Rates, Layoffs, and SNAP Uncertainty: A Real-World Market Check | Investment Friday 227
Expansive CEO
48 minutes
1 week ago
Interest Rates, Layoffs, and SNAP Uncertainty: A Real-World Market Check | Investment Friday 227
Uncertainty is back on center stage. The Fed cut rates by 0.25%—but Powell wouldn't commit to another cut in December. Markets wobbled, leadership remains concentrated in the mega-caps, and headlines about layoffs and a potential SNAP funding gap raise real-world questions about how money flows… and how we can help.
In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, breaks down what the Fed actually signaled, why concentration risk matters (especially with highly appreciated stocks), and how to turn year-end generosity into smart, tax-savvy impact—fast.
Learn more:
Why a rate cut still rattled markets
How “priced for perfection” works
Why concentration risk matters
How to handle highly appreciated stocks
How to make giving tax-smart fast
Why a Donor-Advised Fund helps now
How retirees can give more efficiently through QCDs from IRAs
Why layoffs and data gaps matter
How to de-risk without derailing returns
How to help food security immediately
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/
Expansive CEO
From inner clarity to outer prosperity–business, energy, and investing aligned!
As the founder of both X² Wealth Planning and Expansive CEO, I am on a mission to help visionary entrepreneurs clear out the old stories they carry about money so they can build businesses that will change the world. Money is both logical and emotional, and we have to address both sides of the equation in order to truly transform our relationship with prosperity. Learn more about how I work with entrepreneurs differently than any other financial advisors at X² Wealth Planning (www.x2wealthplanning.com), and join the movement to become an Expansive CEO (www.expansiveceo.com)!
