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 heart and wisdom. You’ll also hear how her work with the Visual Arts Guild of Frisco is bridging the gap between business and creativity, and how upcoming events like Art in the Arena are turning passion into powerful community impact.

🔑 Key Takeaways:

• Why stepping out of your comfort zone leads to real growth
• The top mistakes entrepreneurs make and how to fix them 
• How to blend business savvy with artistic passion 
• The power of servant leadership in high-stakes industries 
• Supporting local artists through community-driven events 

🎧 Tune in now and discover how wealth, wisdom, and creativity intersect in Jennifer’s story. Learn more about Visual Arts Guild of Frisco: https://www.vagf.org/ Connect with Jennifer: https://www.linkedin.com/in/jenniferbejtovic/ Special

Thanks to Sponsor  @Engineered-Tax-Services 

Produced by  @BrilliantBeamMedia 

#BraveNewWealth #WomenInFinance #BusinessTips #ServantLeadership #ArtsAndBusiness #Entrepreneurship #VisualArtsGuild #JenniferLuney #PodcastForLeaders

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
• * The red flags buyers see that you might miss
• * Why training your team could be your best exit plan
• * The power of education in building long-term value

Learn more about Rochelle O'Brien: https://www.bizdealmaker.com/

Thank you to sponsor  @Engineered-Tax-Services 

Produced by  @BrilliantBeamMedia 

🎧 Listen now and take the first step toward a better business future.

🔔 Don’t forget to like, subscribe, and share this episode with a fellow founder.

#BraveNewWealth #BusinessBroker #ExitStrategy #Entrepreneurship #SmallBusinessTips #RochelleOBrien #PodcastForEntrepreneurs

"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 fresh perspective on leadership, culture, and what it truly takes to create something meaningful with your team.

Key Takeaways:

• Think of business as an ecosystem, not just a system
• Sustainable growth begins with strong roots
• Conflict can be productive when handled with emotional intelligence
• Co-creation requires intentionality and shared vision
• Leadership is about conducting the symphony, not playing every instrument

Learn more about Brian Payne: https://engineeredtaxservices.com/bios/brian-payne/

Thank you to sponsor: ⁨ @Engineered-Tax-Services 

Produced by  @BrilliantBeamMedia 

🔔 Don’t forget to like, subscribe, and share if this conversation sparked something new for you.

"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 fresh perspective on leadership, culture, and what it truly takes to create something meaningful with your team.

Key Takeaways:

• Think of business as an ecosystem, not just a system
• Sustainable growth begins with strong roots 
• Conflict can be productive when handled with emotional intelligence 
• Co-creation requires intentionality and shared vision 
• Leadership is about conducting the symphony, not playing every instrument 

Learn more about Brian Payne 

Thank you to sponsor: Engineered Tax Services

🔔 Don’t forget to like, subscribe, and share if this conversation sparked something new for you.

"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 bringing in the right experts creates faster growth, and how inclusive leadership fuels long-term innovation.

This conversation offers practical takeaways for executives who want to lead with both vision and humanity.

Learn more about KEIRUS BY KJE: https://www.keirusbykje.com/

Thank you to Sponsor  @Engineered-Tax-Services  : https://engineeredtaxservices.com/

Produced by  @BrilliantBeamMedia 

#Leadership #ExecutiveWellness #BraveNewWealth #SoulCare #DiversityInBusiness #TransformationalLeadership #Podcast

"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 factors for scaling companies. David also offers a rare lens into the emerging space economy, the mindset of simplification for amplification, and what fast-growing firms often get wrong.

🎯 Key Takeaways:

• Predictable financial results start with disciplined systems
• Stepping away from work is a productivity multiplier 
• The space economy is shaping new financial frontiers
• Growth without controls is growth with consequences
• Communication is the hidden driver of successful negotiations
• David’s mantra: “Simplify to amplify”

📩 Connect with David Lopez and learn more about his work at Summa 

Thank you to sponsor: Engineered Tax Services

📢 Like, comment, and subscribe for more interviews with leaders shaping the future of business and 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 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.

#CXOLeadership #MentalHealthForExecutives #WomenInLeadership #TransformationalLeadership #BraveNewWealth #DrLawanaGladney #SuccessPsychologist #ExecutiveWellness #EmotionalIntelligence #24KSpeakers #LeadershipDevelopment #BusinessWithPurpose

"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 greater wealth and impact.

Seasoned investors, CPAs, and curious individuals about tax planning alike can all build real wealth in this conversation!

🔑 Key Takeaways:

• Discover overlooked tax incentives in real estate and energy (179D, 45L).
• Why many CPAs miss money-saving opportunities for their clients. 
• How proactive tax planning can transform your financial future. 
• Kim’s journey into tax and why curiosity pays off—literally. 
• The power of living outside your comfort zone. 
• Tips for balancing family, business, and big financial decisions. 

Learn more about Kim Lochridge and the team at  @Engineered-Tax-Services  : Engineered Tax Services

"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 talent. Plus, they dive into the power of culture, mentorship, and leadership in shaping a thriving future.

Learn more about James Pogue, Ph.D: https://www.linkedin.com/in/drjamespogue/

Thanks to sponsor Engineered Tax Services: https://engineeredtaxservices.com/

👉 Don’t miss this game-changing conversation!

Like, comment, and subscribe for more insights on building wealth in every aspect of life.

#WealthBuilding #Leadership #DiversityAndInclusion #BraveNewWealth

"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, purpose, and goal-setting

Vince’s wisdom will inspire you to think bigger and move faster toward success!

🚀 Learn more about Vince Poscente: https://www.vinceposcente.com/

Thank you to Sponsor, Engineered Tax Services: https://engineeredtaxservices.com/

📢 Watch now & subscribe for more!

#BraveNewWealth #VincePoscente #Resilience #PublicSpeaking #PeakPerformance