Kelly Ann Winget is a wizard when it comes to democratizing investment information. She has a brilliant way of making complex topics clear and making the scary world of alternative investments less scary!
In this episode, we discuss the importance of financial literacy, the challenges faced by female founders in securing investment, and the need for democratization of financial information. Kelly shares insights from her experience in alternative wealth management and her mission to create a more inclusive financial landscape.
We explore the concept of 'Wealth Alpha' and the significance of breaking down barriers in the finance industry, particularly for women. We also discuss the complexities of the investment landscape, focusing on the challenges faced by startups and the expectations of investors.
We talk through investment strategies for 2025, emphasizing the importance of energy infrastructure and manufacturing. Kelly shares innovative tax strategies that can benefit investors, highlighting the significance of understanding tax implications in investment decisions.
We also touch on time management, the importance of delegation, and the journey of finding purpose in one's work.
Takeaways:
- Alternative Wealth Partners aims to provide investment opportunities for everyday millionaires.
- Understanding 'Wealth Alpha' is crucial for achieving above-average investment returns.
- The finance industry often gatekeeps essential financial literacy information.
- Inclusivity in finance is vital for empowering diverse investors.
- Misinformation in finance can lead to poor investment decisions.
- Female founders face unique challenges in securing venture capital.
- Confidence and clarity are key for female founders in fundraising.
- Networking and community support are essential for female entrepreneurs.
- Financial education should be accessible and engaging for all.
- Investors need to recognize the value founders bring to the table.
- Tax strategies can significantly enhance investment returns.
- Understanding tax implications is crucial for effective investing.
- Time management and delegation are key to operational success.
- Investing in impactful projects can lead to tax incentives.
- It's important to create boundaries around time and energy.
- Finding purpose in work can lead to significant career changes.
- Investors should think of money as a tool for building desired lives.
More about Kelly Ann:
Kelly Ann Winget is a visionary leader in alternative investments and the driving force behind Alternative Wealth Partners (AWP). She has raised nearly $1 billion in private capital, driven by a mission to bring institutional-grade investments to a diverse base of investors. At AWP, she leads a team specializing in non-correlated assets like oil and gas, private equity, and venture investing, all aimed at serving “everyday millionaires.” Committed to financial inclusivity, she advocates for investors who seek sophisticated options beyond traditional avenues. Kelly Ann shares her insights through LinkedIn, her book Pitch the Btch, and keynote appearances at events like Alts Expo and Women’s Venture Summit. Her insights have been featured in prominent media like Forbes, Fast Company, Inc. and NASDAQ. Through AWP, she continues to redefine wealth as a means of empowerment, paving the way for impactful investments across diverse communities.
Alternative Wealth Partners Website: https://www.alternativewealthpartners.com/
LinkedIn: https://www.linkedin.com/in/kellyannwinget/
Book: https://www.amazon.com/dp/B0CLFW9M5Q?ref_=cm_sw_r_ffobk_cp_ud_dp_6QDA919938A40D626KJE_2&skipTwisterOG=1&bestFormat=true
More from Jessica:
LinkedIn: https://www.linkedin.com/in/jessicayarmey/
Instagram: https://www.instagram.com/jessicayarmey/
Twitter: https://twitter.com/JessicaYarmey
More from SizzleSociety:
Website: https://sizzlesociety.com/
To sponsor the show or apply to be a guest, email: thesocietypod@sizzlesociety.com
