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

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got 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!