Brave New Wealth
Brave New Wealth
Podcast Description
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!
Podcast Insights
Content Themes
The podcast explores multidimensional views of wealth, including financial growth, mental resilience, physical well-being, and social networks, with episodes focusing on topics such as alternative investment strategies, tax-saving opportunities, and mindset shifts, exemplified in the episode with Heidi Henderson that covers tax incentives for real estate investors.
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!
“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
Disclaimer
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