Ep 8 - Kimberly Flynn: Inflation-Proof Alternatives in the Investment Landscape - Planet Wealth

“Individual investors need the same choices and the same opportunities as institutions.”

Kimberly

“It’s my hope that we will have more individual investor access to long-term money-making opportunities.”

Kimberly

This week, Lance had the privilege of speaking with Kimberly Flynn, President of XA Investments. Kimberly discusses her expertise in various investment vehicles, including closed-end funds (CEFs), ETFs, and commodity pools. The conversation delves into democratizing alternative investments and making them more accessible for everyday investors. Kimberly shares insights on sustainable investing with a focus on farmland opportunities and how real assets provide built-in inflation protection.

Lance and Kimberly also explore the future of private markets, interval funds, and how individual investors can navigate the growing divide in America’s financial landscape. Financial advisors can gain valuable advice on integrating alternative investment education into their practice to better serve clients. The episode wraps up with Kimberly sharing a personal anecdote and her views on taking risks in both career and investment portfolios.