How Soul Care and Strategic Leadership Drive Wealth
Brave New Wealth
"Transformational leadership training is critical." - Kelley Johnson Welcome back to Brave New Wealth! This episode dives deep into the concept of holistic wealth, exploring how it goes beyond just financial freedom. Host Julienna Viegas speaks with Kelley Johnson, Chief Transformation Officer at KEIRUS BY KJE. They discuss how true wealth extends beyond money to include mental strength, physical well-being, social capital, and emotional intelligence. Kelley shares her transition from corporate leadership to entrepreneurial purpose. She explains how soul care enhances decision-making, why...
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Predictable Profits & the Power of Letting Go with David Lopez
Brave New Wealth
"Simplify to amplify." - David Lopez Host Julienna Viegas sits down with David Lopez, a high-impact financial consultant at Summa, whose mission is to help businesses achieve predictable financial performance. From his early days in Peru to advising growth-stage companies today, David shares his global journey of transformation, revealing why stepping outside your comfort zone isn’t just good advice, it’s a strategy for success. The conversation dives into the critical importance of mental disconnection, cash flow mastery, and how system-building and financial controls are make-or-break...
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Unlocking Success from the Inside Out
Brave New Wealth
"I decided to be the solution." - Dr. Lawana Gladney In this transformative episode of Brave New Wealth, host Julienna sits down with renowned Success Psychologist and transformational leader Dr. Lawana Gladney. Together, they explore what it truly means to thrive—in business, health, and life—by stepping outside of comfort zones and embracing holistic success. Dr. Gladney shares her unexpected journey from education to psychology, and how this pivot ignited her mission to help high-performers build resilience, emotional intelligence, and people-first organizations. As the founder of 24...
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Tax Genie Secrets: Hidden Real Estate & Energy Incentives You’re Probably Missing
Brave New Wealth
"I can typically take a dime and turn it into a dollar." - Kim Lochridge Are you leaving money on the table? 💸 In this episode of Brave New Wealth, host Julienna sits down with the “Tax Genie” herself, Kim Lochridge, to unlock powerful tax strategies that most investors and even CPAs overlook. From real estate to energy efficiency, Kim reveals little-known incentives like 179D and 45L, and breaks down how cost segregation can drastically cut your tax bill. They also dig into the burnout many CPAs face, why collaboration is key, and how living outside your comfort zone can lead to...
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The Dance of Leadership and Wealth: Inclusion & Financial Success with James Pogue
Brave New Wealth
"You can accidentally exclude people, you can accidentally diminish people." - James Pogue, Ph.D Leadership and Wealth isn’t just about dollars and power. It’s mental, physical, social, and financial with cultural wisdom. In this episode of Brave New Wealth, host Julienna sits down with Dr. James Pogue, an expert in diversity, inclusion, and leadership, to explore the deeper meaning of success. From his journey in academia to launching JP Enterprises, Dr. Pogue reveals why business growth through the lens of cultural connections is critical for companies to attract and retain top...
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From Olympic Dreams to Wealth & Resilience | Vince Poscente
Brave New Wealth
"Clarity leads to freedom." - Vince Poscente What does it take to go from a recreational skier to an Olympic athlete—and then become a world-renowned keynote speaker and author? In this powerful episode of Brave New Wealth, host Julienna sits down with Vince Poscente to explore the mindset behind wealth, resilience, and personal growth. Inside this episode: ✅ Vince’s extraordinary Olympic journey & lessons in peak performance ✅ The writing process behind his upcoming book ✅ Expert insights on public speaking & coaching ✅ How mountain climbing taught him about clarity,...
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Wealth Starts Here: Insider Tips from a Money Matchmaker
Brave New Wealth
"I connect businesses with money." - Syreeta Mitchell In this episode of Brave New Wealth, host Julienna sits down with Syreeta Mitchell, the “Money Matchmaker” and Founder of Cheez, a boutique commercial brokerage. 🎙️ 💰 Syreeta shares her journey of stepping outside her comfort zone to help business owners restructure debt, build business credit, and leverage financial tools like SBA loans. 🔥 Key Takeaways: ✅ Why financial health is directly tied to mental well-being 🧠💵 ✅ The power of business credit & how to use it effectively ✅ Success stories of entrepreneurs...
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Music, Growth & Biotech: Unlocking Business Incentives
Brave New Wealth
"Every day I'm not learning, I feel like I'm going backwards." - Alex White In this episode of Brave New Wealth, host Julienna sits down with Alex White, Co-Founder & CEO of SUBCITY, to explore the power of tax incentives and economic opportunities for businesses. Alex shares his journey from the music industry to tech, his passion for lifelong learning, and how SUBCITY helps businesses unlock tax credits and financial benefits. 🎶💡 🔥 Key Takeaways: ✅ Alex’s journey from the music industry to leading Subsidi ✅ How SUBCITY helps businesses access economic incentives & tax...
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From Lower Middle Class to CFO: Tina O'Banion’s Wealth-Building Journey
Brave New Wealth
"It's a journey, not a how-to book." - Tina O'Banion In this episode of Brave New Wealth, host Julienna sits down with financial expert and entrepreneur, Tina O’Banion to uncover her inspiring journey from a modest upbringing to becoming a CFO and business leader. They dive deep into: ✅ The role of integrity in business success ✅ Why stepping outside your comfort zone is crucial ✅ The biggest cash flow mistakes entrepreneurs make ✅ How financial clarity can transform your business ✅ Practical resources to improve your financial strategy Learn more about Tina O'Banion: Website: ...
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Maximizing Wealth & Tax Strategies with Heidi Henderson
Brave New Wealth
"The American dream is still very achievable." - Heidi Henderson In this episode of Brave New Wealth, host Julienna Viegas sits down with Heidi Henderson, partner at Engineer Tax Services, to explore the many dimensions of wealth—mental, physical, social, and financial. Heidi shares her journey into tax services and real estate investing, offering insights on stepping beyond comfort zones and diversifying income streams. They dive into key tax incentives for real estate investors, real-world success stories, and how Engineer Tax Services supports CPAs and business owners. With the...
info_outline"Every day I'm not learning, I feel like I'm going backwards." - Alex White
In this episode of Brave New Wealth, host Julienna sits down with Alex White, Co-Founder & CEO of SUBCITY, to explore the power of tax incentives and economic opportunities for businesses. Alex shares his journey from the music industry to tech, his passion for lifelong learning, and how SUBCITY helps businesses unlock tax credits and financial benefits. 🎶💡
🔥 Key Takeaways:
✅ Alex’s journey from the music industry to leading Subsidi
âś… How SUBCITY helps businesses access economic incentives & tax credits
âś… The power of collaboration with Engineered Tax Services
âś… Insights into small business growth & funding opportunities
âś… Exciting innovations in the biotech industry
Learn more about SUBCITY: https://subcity.com/
Thank you to sponsor Engineered Tax Services: @Engineered-Tax-Services
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