The Power of Financial Planning for Women Breadwinners

Hear how women breadwinners can take control of their finances through intentional planning, clear goals, and confidence.

Key Takeaways:

• Women breadwinners benefit from financial plans grounded in their values and long-term goals.
• Bridget Grimes helps women balancing career, family, and finances shift away from putting themselves last.
• Advisors must adapt by listening more to women’s investing goals, simplifying strategies, and meeting clients where they are.

Summary:

In this episode of Trends with Benefits, Bridget Grimes, President of Wealth Choice, explores how financial planning must evolve to serve the growing population of women breadwinners. With women projected to control $30 trillion by 2030, Grimes emphasizes that planning should begin with a deep understanding of life goals, not portfolio performance. She highlights the unique emotional and logistical challenges faced by high-earning women, including time constraints, guilt, and lack of financial confidence. Grimes discusses how she empowers women to make confident financial decisions that align with the lives they want to live through her intentional, goal-first approach.



Show Notes:

03:47 A Journey to Financial Empowerment

07:05 Understanding Breadwinner Women

28:55 Demystifying Financial Concepts for Women

35:02 Generational Perspectives on Financial Planning

39:43 The Role of AI in Financial Literacy

39:27 Inflationary Pressures and Commodity Demand

43:30 Investment Strategies and Goal-Based Planning

45:46 Wealth Transfer and Its Implications for Women

49:40 Overcoming Financial Overwhelm

52:29 Trend or Fad?

By Ed Lopez, Managing Director, Head of Product Management

Originally published November 11, 2025

For more news, information, and analysis, visit the Beyond Basic Beta Content Hub.

---

IMPORTANT DISCLOSURES

Please note that Van Eck may offer investment products that invest in the asset class(es) discussed in this video.

The views and opinions expressed are those of the speaker and are current as of the video’s posting date, and are not necessarily those of VanEck or its other employees. Video commentaries are general in nature and should not be construed as investment advice. References to specific securities and their issuers or sectors are for illustrative purposes only. This is not an offer to buy or sell, or a recommendation to buy or sell any of the securities, financial instruments or digital assets mentioned herein. The information presented does not involve the rendering of personalized investment, financial, legal, tax advice, or any call to action. Certain statements contained herein may constitute projections, forecasts and other forward-looking statements, which do not reflect actual results, are for illustrative purposes only, are valid as of the date of this communication, and are subject to change without notice. Actual future performance of any assets or industries mentioned are unknown. Information provided by third party sources are believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. VanEck does not guarantee the accuracy of third party data.

There are inherent risks with equity investing.  These risks include, but are not limited to stock market, manager, or investment style.  Stock markets tend to move in cycles, with periods of rising prices and periods of falling prices.

Investments in commodities can be very volatile and direct investment in these markets can be very risky, especially for inexperienced investors. 

All investing is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that investment objectives will be met and investors may lose money. Diversification does not ensure a profit or protect against a loss in a declining market. Past performance is no guarantee of future performance.

Investments in digital assets are subject to significant risk and are not suitable for all investors. It is possible to lose your entire principal investment. 

Please note that any content generated by an Artificial Intelligence (AI) system has not been subject to a human review, and thus no assurance can be made as to its accuracy. Please exercise caution when using AI systems and verify the content produced through such systems wherever possible.

© 2025 Van Eck Associates Corporation.

666 Third Avenue, New York, NY 10017.

Earn free CE credits and discover new strategies