From Banking to Brushstrokes: Jennifer Luney on Leadership, Art & Growth
Brave New Wealth
"Artists are business owners." - Jennifer Luney In this episode of Brave New Wealth, host Julienna sits down with Jennifer Luney, a seasoned private wealth banker with over 25 years of experience, and a passionate advocate for the arts. Jennifer shares how her career in financial services has been shaped by a focus on relationship building, servant leadership, and the courage to step outside her comfort zone. This conversation goes beyond banking. From common financial mistakes business owners make, to why networking and community engagement matter more than ever, Jennifer offers insights with...
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Valuing Your Business (and Yourself): Are You Exit-Ready?
Brave New Wealth
What’s your business really worth and are you ready to let go? In this episode of Brave New Wealth, host Julienna sits down with entrepreneur and business broker Rochelle O’Brien to uncover what it really takes to prepare for a successful business exit. From mastering your numbers to building a solid team, Rochelle shares candid insights and practical strategies every business owner needs to hear. 🎯 Key Takeaways: Why Rochelle became a business owner before helping others sell * What every owner gets wrong about their company’s value * How to balance life, leadership, and letting go...
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Business as Art: Co-Creation, Leadership & Growth with Brian Payne
Brave New Wealth
"Co-creation is a beautiful process." - Brian Payne In this episode of Brave New Wealth, host Julienna sits down with Brian Payne, President and CFO of Engineering Tax Services, for a thought-provoking conversation that explores business as a living, breathing work of art. They unpack what it means to co-create in business, where emotional intelligence, vision alignment, and even healthy conflict become essential tools for innovation and growth. Brian shares wisdom from his leadership journey, emphasizing the need to nurture foundational "roots" for long-term success. This episode offers a...
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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...
info_outline"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 Carat Speakers, she also reveals how she empowers women to own the stage—and their stories.
For CXOs looking to scale not just profits but personal fulfillment, this episode is packed with insights on:
- Leading with clarity and compassion
- Preventing burnout through proactive emotional strategy
- Navigating organizational growth with better people management
- Building platforms that leave a legacy
Dr. Gladney’s vision is bold: create a world where success isn’t just measured by revenue, but by well-being, impact, and alignment. If you're ready to lead from the inside out, this episode is your next power move.
🔔 Don’t forget to subscribe for more conversations with top minds redefining what wealth truly means.
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