In this episode of the Hey Docs! podcast, Jill sits down with Brittany Frazier, financial advisor at Cain Watters, and a total force when it comes to helping women take control of their financial future. This conversation isn’t just about money; it’s about mindset, momentum, and making decisions with purpose.
If you haven’t heard about the Great Wealth Transfer, here’s the headline: over the next two decades, $84 trillion is expected to change hands, and women will be managing a significant portion of it. By 2030, women are projected to control nearly two-thirds of U.S. wealth. That’s not just a shift, it’s a seismic opportunity. And Brittany’s message is clear: don’t just inherit it, own it.
Brittany breaks down something we see all the time, women invest with intention. While many men focus on returns, women often lead with goals: education, retirement, and family legacy. It’s not about who’s “better”, it’s about balance. And when both perspectives are in play? That’s where the magic happens.
And fun fact? Studies show women tend to outperform men in long-term investment returns. Turns out patience, planning, and purpose are powerful.
Let’s be real: talking finances with a partner can get messy, fast. Especially when one person’s more tuned in than the other. Brittany encourages couples to hit pause, zoom out, and get aligned on short-, mid-, and long-term goals. Because financial harmony isn’t just good for your budget—it’s good for your relationship.
One of the biggest takeaways? Confidence beats complexity, every time. Brittany sees brilliant women second-guess themselves simply because they didn’t grow up “speaking finance.” That’s where the shift starts. Whether it’s partnering with an advisor or learning the basics, every step builds clarity, and confidence.
We’re living in a time of financial noise—market dips, inflation headlines, and uncertainty. Brittany’s advice? Stay focused on what matters. Your goals, your timeline, your risk tolerance. Smart investing isn’t about reacting. It’s about staying the course.
This episode is your reminder that financial empowerment doesn’t mean knowing everything, it means being willing to learn. Women are uniquely positioned to lead this next era of wealth. And it all starts with one thing: showing up.