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 overcoming financial distress

✅ The role of networking & expert advisors in building wealth Syreeta’s mission is to expand financial education for business owners, helping them make smarter financial decisions and achieve long-term success.

Don’t miss this insightful discussion!

Learn more about Syreeta Mitchell: https://www.linkedin.com/in/symitchell/

Get your questions answered from Cheez: https://makecheez.com/

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

 Subscribe for more wealth-building insights!

#BusinessCredit #FinancialFreedom #Entrepreneurship #BraveNewWealth

"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 credits

✅ The power of collaboration with Engineered Tax Services

✅ Insights into small business growth & funding opportunities

✅ Exciting innovations in the biotech industry

Learn more about SUBCITY: https://subcity.com/

Thank you to sponsor Engineered Tax Services: @Engineered-Tax-Services 

📌 Don't forget to LIKE, COMMENT & SUBSCRIBE for more insights on building wealth & business success! 

#BraveNewWealth #BusinessGrowth #TaxCredits #Entrepreneurship #SUBCITY #MusicIndustry #WealthBuilding #Biotech

"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: https://tfosolutionsllc.com/

Thank you to sponsor: Engineered Tax Services

💡 Shout out to new entrepreneurs or looking to scale, Tina’s expert insights will help you avoid costly financial pitfalls and build lasting wealth.

🔔 Watch now and subscribe for more financial wisdom!

#Entrepreneurship #FinancialFreedom #BraveNewWealth

"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 year-end approaching, Heidi breaks down tax-saving strategies and offers expert predictions on the 2025 tax landscape.

Learn more about Engineered Tax Services

Tune in to gain valuable insights on alternative investments, tax optimization, and financial growth!

🎧 Listen now to make the most of your wealth-building journey!