In this episode of Women of Wealth, we sit down with Kimberly Flynn, President and Partner at XA Investments, to unpack what it really takes to build wealth, credibility, and influence in the world of finance.
With a career spanning investment banking, Harvard Business School, and over a decade at Nuveen Investments, Kimberly shares how she carved her own path - eventually stepping into entrepreneurship to co-found a firm focused on private markets and alternative investments.
We dive into:
- The difference between traditional investing and alternative investments (and why it matters more than ever)
- How ETFs, private equity, and real assets are reshaping the investment landscape
- The growing role of AI in finance—and what it means for the future of jobs and investing
- Why diversification goes beyond stocks and bonds
- The importance of having a financial advisor vs. going it alone
- Career advice for the next generation entering finance in an AI-driven world
- How women can build credibility, navigate leadership, and own their power in male-dominated industries
Kimberly also shares honest insights on:
- The reality of entrepreneurship in finance
- The evolving workplace (remote vs. in-person)
- How to sustain long-term success without burnout
Plus, don’t miss our lightning round, where Kimberly reveals her favorite productivity hack, a must-read book for women in leadership, and the biggest money myth she wants to see disappear.
This episode is a masterclass in wealth-building, leadership, and thinking bigger about your financial future.
🔗 CONNECT WITH KIMBERLY
- Website: XAInvestments.com
- Email: kflynn@xainvestments.com
- LinkedIn: Kimberly Ann Flynn
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WomenOfWealth@transistor.fmGot a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at
@Wowwomenofwealth. Now, let's turn those pennies into power moves!
What is Women of Wealth?
Have you ever wished for guidance in effectively growing your business and managing your finances? "Women of Wealth," hosted by Allie Ramo and Hawley Woods serves as your roadmap to success in the world of finance for female entrepreneurs.
This podcast will take you on an empowering journey, revealing the keys to seize control of your financial destiny. Allie's journey, from Hawley's assistant to a thriving health coaching entrepreneur, symbolizes the mission: inspiring young women to invest in their financial futures.
Explore actionable strategies for leveraging your finances, growing your business, and securing your financial future. Subscribe now and embark on a path to entrepreneurial triumph with "Women of Wealth."