My guest on E316 of #thePOZcast is Kelly Ann Winget! Kelly is an accomplished alternative investments expert and the founder of Alternative Wealth Partners (AWP), the first private equity firm founded and led by a millennial, openly LGBTQ+ woman. Kelly Ann has raised close to $1 billion in capital for startups, energy companies, manufacturing ventures, real estate, and other key emerging markets, including initiatives in Opportunity Zone Funds (OZF), aligning social impact investing through creative tax strategies.
She is also the author of Pitch the Bitch: Grab Your Financial Future by the Bags and a sought-after keynote speaker and panelist. When not working, Kelly Ann enjoys traveling with her partner, spending time with family, and cuddling with her two big dogs. This is a solid show packed with tons of gold. Enjoy!
For more on Kelly, please visit: https://www.kellyannwinget.com/
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Takeaways
- Early financial education and independence are crucial for building a strong foundation in personal finance.
- Teaching kids about money should involve hands-on experiences and a blend of digital and physical transactions.
- The financial industry needs to shift towards a more inclusive approach to investing, making it accessible to a wider range of individuals.
- Using credit cards wisely can provide benefits, but it's important to be responsible and understand the impact of interest rates.
- Having purpose and belief in the good in the world can drive success and make a positive impact.
00:00 Introduction to Kelly Ann Winget
01:40 Early Financial Education and Independence
03:26 Key Lessons from Parents
05:22 Teaching Kids about Money
07:22 Challenges of Teaching Kids in the Digital Financial Economy
09:20 Journey into the Financial World
11:26 Recognizing Red Flags in the Financial Industry
13:14 Shifting to Inclusive Approach to Investing
15:12 Challenges in Traditional Finance and the Need for Change
17:30 Using Credit Cards Wisely
19:35 Aha Moment and Establishing Alternative Wealth Partners
21:08 Challenges as a Millennial LGBTQ Woman in the Financial Industry
23:14 Navigating the Waters of Marketing to LGBTQ Community
25:04 Concerns and Impact of Investments on the World
26:05 Origin and Purpose of the Book 'Pitch the Bitch'
28:39 Target Audience for the Book
29:44 Greatest Piece of Advice: Fail Fast and Have Purpose
32:53 North Star: Belief in the Good in the World
33:29 Where to Find Kelly Ann Wendget