Invest Wisely, Spend Joyfully, Support Generously with Hannah Chapman

What does it really mean to build wealth that supports the life you want—not just a bigger bank account?

In this episode of the Phoenix Prosperity Podcast, Tim Fergestad sits down with Hannah Chapman, CFP®, APMA®, CRPC®, founder of X Squared Wealth Planning and Expansive CEO. With more than 20 years of experience helping entrepreneurs and business owners, Hannah shares why true financial planning goes far beyond spreadsheets and investment returns.

Hannah explains how many successful business owners focus so much on growing their companies that they neglect building personal wealth. She discusses the importance of connecting tax planning, investment management, retirement planning, estate planning, and business strategy into one coordinated financial plan.

The conversation also explores the emotional side of money. Hannah explains why financial decisions are often driven by mindset, past experiences, and emotions rather than numbers alone. She shares how helping clients understand their relationship with money allows them to make more confident, intentional decisions.

------------------------------------- Interested in being part of this? Please visit our guest invitation page where you can learn more and fill out a brief questionnaire to get started: https://phoenixprosperitypodcast.com/guest It’s going to be enlightening and, most importantly, a lot of fun. I’d love for you to be a part of it!