We’re kicking off the season with financial planner and CPA Brittany Frazier of Cain Watters & Associates. In this episode, Brittany joins Dr. Grace Yum to share practical financial strategies for dentists at every stage of their career. From cash flow and investing to retirement planning and practice growth, you’ll walk away with actionable insights to help you make confident financial decisions for long-term success. Episode 357 is available for download now on all of the top podcast platforms, or listen now by clicking the player above!
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Episode highlights:
Why small financial decisions can create major long-term wealth
How dentists should approach investing during market volatility
The importance of understanding cash flow and financial literacy
Ways to plan for retirement, children’s education, and future goals
How practice investments and associates can support growth and reduce burnout
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.
Our self-study courses offer the opportunity to earn continuing education credit by listening to specific episodes of our podcast, and then taking an online quiz for certification.
Dr. Grace Yum has quietly become one of the highest-profile pediatric dentists in Chicago and beyond.
She is in a small pool of less than 5% of all dentists who become certified in pediatrics. She also founded and built Yummy Dental and Orthodontics for Kids into a leader in its category. In this Podcast, Dr. Yum shares pearls of wisdom based on her experience that are designed to help moms be successful in their medical careers and in their lives more broadly. She interviews a rotating cast of experts who give invaluable advice from a variety of perspectives: fashion stylists, lawyers, CEOs, nutritionists, skincare experts, parenting experts and more. Along the way, Dr. Yum shares the secrets to her success in balancing motherhood and her growing business interests in dental, real estate and beyond.
