"We do not want to try to time the market."
 
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Summary
 
In this conversation, Jill and Brittany Frazier discuss the importance of financial planning, particularly for women, and the implications of the upcoming wealth transfer. Brittany shares insights on gender differences in financial decision-making and investment strategies, emphasizing the need for financial literacy and education. They explore the role of financial advisors and how to navigate financial relationships, while also addressing mindset blocks that may prevent women from investing confidently. The discussion concludes with practical advice for engaging with financial advisors and overcoming common barriers to financial success.
 
Connect With Our Guest
 
Cain Watters - https://www.cainwatters.com


Takeaways

• Brittany Frazier is a financial planner and CPA at Cain Watters.
• The Great Wealth Transfer will see women controlling two-thirds of US wealth by 2030.
• Women tend to invest for security and specific goals, while men prioritize performance.
• Education is key to building confidence in financial decision-making for women.
• Women often take longer to make investment decisions compared to men.
• The importance of aligning financial plans with individual and couple goals.
• Advisors should help clients define short-term, mid-term, and long-term goals.
• Women are less confident in financial decisions than men, leading to under-investing.
• It's crucial to understand the different investment strategies of men and women.
• Delegation is important for personal and professional growth.

Chapters
00:00 Introduction to Brittany Frazier and Cain Watters
03:03 The Evolution of Financial Planning for Women
05:53 Understanding the Great Wealth Transfer
09:03 Women and Financial Confidence
11:51 Investing Strategies: Women vs. Men
14:58 The Importance of Education in Financial Planning
17:56 Generational Shifts in Financial Perspectives
21:15 Understanding Couples' Perspectives in Financial Advising
23:09 Defining Goals and Values in Financial Planning
25:33 Investing with Purpose: Time Horizon and Risk Tolerance
27:51 The Importance of Financial Advisors
31:31 Mindset Blocks for Women in Investing
34:44 Overcoming Fear in Financial Decisions
37:27 The Importance of Long-Term Investment Strategies
40:34 Final Thoughts and Speed Round Insights 


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Episode Credits:
 
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero