Investment Friday – Fed Holds Rates, Tariff Impacts & Estate Planning Essentials | 203 episode artwork

EPISODE · Aug 1, 2025 · 44 MIN

Investment Friday – Fed Holds Rates, Tariff Impacts & Estate Planning Essentials | 203

from Expansive CEO

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/

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Investment Friday – Fed Holds Rates, Tariff Impacts & Estate Planning Essentials | 203

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