Brave New Wealth

Brave New Wealth

Brave New Wealth is a podcast that explores the many dimensions of wealth—financial, mental, physical, and social. Hosted by Julienna Viegas, the show features insightful conversations with industry experts, entrepreneurs, and thought leaders who challenge traditional views on success and financial independence. Each episode dives into alternative investment strategies, tax-saving opportunities, business growth insights, and the mindset shifts needed to build sustainable wealth. Whether you're an investor, entrepreneur, or simply looking to take control of your financial future, Brave New Wealth provides actionable advice and fresh perspectives to help you thrive. 🎧 Tune in and start building your wealth on your terms!

Episodes

July 29, 2025 37 mins

"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...

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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 Rochell...
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"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 innovati...

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"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 emo...

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"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.

Th...

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"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,...

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"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 dras...

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"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 laun...

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"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...

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"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 heal...

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"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. 🎶...

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"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

✅...

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"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, offerin...

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