What happens to your family, your business, and your legacy if something unexpected happens tomorrow? Most people avoid the uncomfortable conversation about estate planning until it's too late — and their loved ones are left navigating chaos, court battles, and uncertainty.
In this solo episode, Hannah Chapman, CFP®, APMA®, CRPC®, shares why estate planning isn't just about documents and legal jargon — it's about love, protection, and leaving behind a legacy of impact.
Learn about:
Federal Reserve update – Why rates are holding steady, the role of tariffs in inflation, and what could happen at the September meeting.
Market snapshot – Current earnings trends, August volatility patterns, and the upcoming “season of spend.”
Estate planning essentials – Why estate planning matters for everyone, regardless of wealth or age.
Guardianship for minor children – The most urgent first step and why it's critical for blended families.
Trusts vs. wills – How trusts create structure, privacy, and protection for heirs while avoiding probate.
Life insurance as a planning tool – Using coverage to bridge financial gaps for children or beneficiaries.
Blended family dynamics – Navigating remarriage, beneficiary designations, and ensuring fairness across complex family structures.
Connect with Hannah:
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/