This week on our podcast, we’re delighted to welcome back Brittany Frazier, CPA and Financial Planner at Cain Watters & Associates as she sheds light on a pressing concern among women: the fear of outliving retirement assets. With her expertise, Brittany unravels the complexities of wealth accumulation and preservation, providing insights for women navigating their financial futures. Episode 274 is available for download now on all of the top podcast platforms or listen now by clicking the player above!
Episode highlights:
-Discussion on core principles of accumulating and preserving wealth
-Explore strategies to integrate debt into personal and business financial plans
-Understand the concepts of ‘rebalancing’ and ‘diversifying’ investment portfolio
-Brittany shares key insights on investment fees for women in wealth
-Conversation on perpetuating wealth and legacy planning
Meet this week’s guest:
Brittany Frazier is an alumna of Southern Methodist University with a Bachelor of Business Administration in accounting, a Bachelor of Arts in Spanish, and a Master of Science in accounting. After beginning her career in New York City at PricewaterhouseCoopers she joined the Cain Watters and Associates (CWA) team in Dallas in 2013.
Brittany guides her clients to reach their financial potential and long-term wealth accumulation goals. One of the most rewarding aspects of her role is creating invaluable relationships with clients so they feel secure in their future, confident in their financial plans, and committed to the process.
Brittany is a Certified Public Accountant and an Investment Advisor Representative. In addition to her role as a financial planner, she has donated her time for 10 years with the 3to1 Foundation, helping educate Dallas Independent School District students and the community on financial literacy topics. Brittany founded the Women in Financial Planning Group at CWA, establishing mentorship programs and productive meetings to further develop and support its female leaders in their careers.Find us on Social Media: @MommyDentistsinBusinessMediaNetwork @CainWattersandAssociates
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