In this episode of Women of Wealth, we sit down with Brooke Page-Thompson, President of Velocity Advisory Group, for a powerful conversation on leadership, authenticity, and the financial strategies behind sustainable business growth.

Brooke shares her journey from navigating toxic work environments to stepping into leadership on her own terms—highlighting the importance of showing up authentically and the real cost of “splitting personalities” in the workplace.

We dive deep into what truly makes teams successful, including the critical role of psychological safety, trust across leadership levels, and the growing challenges of managing multi-generational workforces. Brooke also breaks down the subtle ways company culture can erode—and what leaders can do to rebuild it.

On the business side, Brooke offers a behind-the-scenes look at scaling a consulting firm, including the shift from cash-based thinking to accrual accounting, planning for long-term growth, and making smarter financial decisions as a company expands.

Whether you're a leader, entrepreneur, or building your career, this episode is packed with practical insights on creating stronger teams, making confident financial moves, and leading with clarity and intention.

In this episode, we cover:

• Why authenticity is a leadership advantage—not a buzzword
• The real reason teams succeed (and it’s not IQ)
• How trust breaks down between employees and executive leadership
• Signs your company culture is quietly failing
• “Job hugging” and what it says about today’s workforce
• How to lead across multiple generations effectively
• The financial mindset shift every growing business must make
• Cash vs. accrual accounting (and why it matters for scaling)

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!

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!

In this high-energy and transformative episode, we sit down with activation catalyst and event energy conductor Angel Marie to explore a powerful truth: your energy isn’t just a feeling - it’s a driver of your income, leadership, and overall success.

Angel Marie breaks down what it really means to “organize your energy” and how alignment directly impacts your clarity, communication, and ability to lead effectively. From repeating yourself with your team to feeling overwhelmed or burned out, many of the challenges entrepreneurs face are actually rooted in energetic misalignment.

We dive into simple yet powerful tools you can start using immediately - from physical energy resets like movement and breathwork to practical ways to show up with stronger presence, confidence, and intention.

If you’ve been pushing harder but not seeing the results you want, this episode will shift your perspective and give you a new approach to creating impact, profit, and momentum.

💡 In This Episode, We Cover:

• What it means to “organize your energy” and why alignment matters
• How your energy impacts leadership, communication, and team dynamics
• Signs you or your team may be out of alignment
• Simple “energy reset” techniques to shift your state in real time
• How to lead with clarity and reduce confusion within your team
• Why women often second-guess decisions—and how to build confidence
• The connection between burnout, overwhelm, and energy misalignment
• A new definition of wealth rooted in freedom, purpose, and alignment

⚡ Key Takeaway

When your energy is aligned, your business follows. Clarity increases. Communication improves. Results compound.

🔗 Connect with Angel Marie

Website: AngelMarieShines.com
Instagram + Facebook: Reach out directly to learn more about her energy work, sessions, and resources

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!

In this episode of Women of Wealth...

We down with Certified Financial Planner Kathleen Covey, who brings over 30 years of experience helping women navigate the complexities of retirement planning, financial security, and long-term wealth protection.

Kathleen shares her deeply personal journey - from stepping away from her career to care for family members, to building a mission-driven practice focused on ensuring women never have to worry about outliving their money.

Together, they dive into the unique financial challenges women face, including the gender pay gap, career pauses for caregiving, longer life expectancy, and the confidence gap around money decisions.

This episode is packed with practical, real-world insights to help you take control of your financial future—whether you’re planning for retirement, navigating entrepreneurship, or supporting loved ones.

💡 In This Episode, You’ll Learn:

• Why women need a different approach to retirement planning
• How caregiving can impact your long-term financial security
• The importance of building a strong financial foundation (insurance, emergency funds, and investments)
• Key Social Security strategies most women don’t know—especially for spouses and divorced individuals
• The truth about long-term care planning and why starting early matters
• Retirement plan options for entrepreneurs, including SEPs and Solo 401(k)s
• How to think strategically about Social Security contributions as a business owner
• Smart ways to protect assets and plan for unexpected health events
• Critical financial mistakes to avoid after divorce (including updating wills and beneficiaries)

🔑 Key Takeaway:

Financial planning isn’t just about numbers - it’s about creating a strategy that supports every season of your life. The earlier women begin planning for retirement, caregiving, and long-term care, the more empowered and secure their future becomes.

🎯 Connect with Kathleen Covey:

Kathleen offers a complimentary 30-minute consultation for anyone looking to get clarity on their financial future.

• 📞 Phone: (858) 653-4800
• 🌐 Website: https://coveyandcovey.com
• 📧 Email:
  • kcovey@coveyandcovey.com
  • kcovey@ifgrr.com

🎯 Who This Episode Is For:

• Women entrepreneurs and business owners
• Professionals planning for retirement
• Women navigating caregiving responsibilities
• Anyone looking to build long-term financial confidence and security

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!

In this episode of Women of Wealth… we sit down with marketing strategist and fractional CMO Amy Matthews to unpack what truly drives business growth - and why most marketing efforts are missing the mark.

With over 30 years of experience, Amy shares how shifting from a business-centered message to a customer-first approach can completely transform your results. She breaks down why talking about your credentials, services, and features isn’t what converts - and what to do instead to truly connect with your audience.

This conversation dives into the real reason so many entrepreneurs feel overwhelmed by marketing, and how simplifying your strategy by focusing on your ideal client can create clarity, alignment, and growth.

You’ll also hear powerful insights on:

• Why most websites and messaging fail to convert (and how to fix it)
• The difference between features vs. solving real problems
• How to simplify your marketing instead of trying to be everywhere at once
• The truth about trust in today’s marketplace—and how to build it
• How to use AI tools like ChatGPT and Claude effectively (without sounding generic)
• When it’s time to hire a fractional CMO—and what that actually means

Amy also shares a fresh perspective on AI as a strategic partner, not just a shortcut, and how experienced entrepreneurs can leverage it to become more effective - not just more efficient.

Plus, don’t miss the lightning round, where Amy reveals her go-to productivity hack, favorite business book, and the money myth she’s ready to leave behind.

This episode is a must-listen for women entrepreneurs ready to:
✨ Cut through the noise
✨ Get clear on their messaging
✨ And create marketing that truly converts

Connect with Amy Matthews:
Learn more about Amy’s work and inquire about services at her website: https://amilc.com/

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!

In this episode of Women of Wealth... we’re celebrating a milestone that is bigger than a book - it’s a movement.

Just days after launch, Women of Wealth: A Proverbs Legacy – Stories of Grit, Grace & Strength became a #1 Amazon Best Seller across multiple categories, and today, we take you behind the scenes of how it all came together - and what it truly means.

From the original vision to the powerful stories shared by each contributing author, this episode dives into the heart of the book: faith, resilience, healing, and the courage to share your story.

We open up about:

• The journey from idea to published bestseller
• What made this anthology different—and record-breaking
• The emotional and healing process of writing personal stories
• How stepping outside your comfort zone can deepen your faith and impact
• The power of women sharing their stories to inspire and uplift others
• Lessons learned from collaborating with a community of purpose-driven women

This isn’t just about writing a book - it’s about using your voice, honoring your journey, and creating legacy-level impact.

Whether you’ve ever thought about becoming an author, strengthening your faith, or simply stepping into your next level… this episode will inspire you to take action.

✨ Because your story matters - and it may be the breakthrough someone else is waiting for.

📚 Get Your Copy

You can grab your copy of Women of Wealth: A Proverbs Legacy here:
➡️ Visit our Instagram: @wowwomenofwealth (link in bio)
➡️ Or search on Amazon: Women of Wealth Proverbs Legacy

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!

In this episode of Women of Wealth, we sit down with attorney and founder of Remarkable Legal, Cheryl Hodgson, for a conversation every entrepreneur needs to hear. If you’re building a business, launching offers, creating content, writing a book, starting a podcast, or growing a brand online, this episode is your reminder that success is not just about sales and visibility - it’s also about protection.

Cheryl shares the common legal mistakes entrepreneurs make when starting and scaling a business, including misunderstandings around trademarks, LLCs, contracts, intellectual property, partnerships, and online branding. She also breaks down the difference between owning a domain versus owning trademark rights, why written agreements matter, and how simple oversights can turn into expensive lessons later.

You’ll also hear real-life examples of business owners who had to rebrand, lost control of their assets, or ended up in legal trouble because they skipped foundational protections early on. If you’ve ever thought, “I’ll deal with the legal side later,” this episode is for you.

In this episode, we cover:

• Common legal mistakes entrepreneurs make
• The difference between a domain name and a trademark
• When a business should consider an LLC or formal legal structure
• Why partnership agreements matter
• How to protect your brand, course, book, podcast, or program
• Contract basics every business owner should have in place
• What to do if you’ve already made a few business blunders
• Why prevention is often far less expensive than litigation

Connect with Cheryl Hodgson:

Email: Cheryl@RemarkableLegal.com
Website: RemarkableLegal.com
Other resources: BrandAide.com

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!

In this episode of Women of Wealth, we sit down with professional organizer and entrepreneur Unison Francis, founder of Go Goddess Organizing, to explore how decluttering your space can unlock clarity, creativity, and business momentum. Many women entrepreneurs juggle multiple responsibilities—business, family, finances, and life logistics - which can quickly create mental and physical clutter. Unison explains how our environment directly affects our ability to focus, make decisions, and grow a successful business.

Drawing on her experience as a former teacher turned entrepreneur, Unison shares practical strategies to help women simplify their spaces, reduce decision fatigue, and create systems that support productivity and peace of mind.

From organizing your workspace and managing paperwork to decluttering digital distractions and creating simple habits that keep your life running smoothly, this episode is packed with practical insights that every busy entrepreneur can apply immediately.

The conversation also highlights an important truth: organization isn’t about perfection - it’s about creating an environment that supports your energy, creativity, and growth. Whether you're managing a growing business, balancing family life, or simply feeling overwhelmed by clutter, these strategies will help you reclaim clarity and control.

In This Episode, We Discuss:

• Why clutter impacts your focus, productivity, and decision-making
• The connection between clarity, creativity, and business success
• How organization reduces analysis paralysis and decision fatigue
• Simple habits that keep your home, office, and car organized
• Digital decluttering strategies for emails, photos, and apps
• How women entrepreneurs can create systems that actually work
• The powerful mindset shift from a “To-Do List” to a “To-Da List”

Tools and Resources Mentioned

• PaperKarma – an app that helps eliminate unwanted mail
• Everlance – mileage tracking for business owners
• The Year She Let It Go Planner by Unison Francis

Connect with Unison Francis

Founder: Go Goddess Organizing
Planner: The Year She Let It Go – Decluttering with Grace & Ease
Available on Amazon

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!