The "Her Life, Her Practice, Her Way" podcast—was created for female financial advisors who want more than just success on paper. It’s for those of us who care deeply about our clients, our families, and ourselves, and who are looking for real connection, support, and inspiration as we navigate the complexities of life and work.What You’ll Find Here:Stories of women building financial advisory practices on their own termsHonest conversations about challenges, growth, and fulfillmentPractical insights from women who are redefining successA supportive community of like-minded, exceptional female advisorsI believe that we do our best work—and live our best lives—when we honor our values, trust our instincts, and leverage our unique strengths.This is a space where we can explore what that looks like together.Whether you’re new to the profession, evolving your practice, or simply seeking a little more ease and joy in your day-to-day, you’re so welcome here.Let’s build something mea
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Episode #1
Money Is a Mirror: Slowing Down, Trusting Yourself, and Finding Genuine Joy with Liz Hand
Sep 8, 20261h 12mS2
What can the way we earn, save, spend, and hold money reveal about ourselves? In this season-opening episode, Tara talks with financial planner, coach, and author Liz Hand about her new book, Money Is a Mirror . Liz introduces us to “The Responsible Ones”—the dependable, conscientious people who take care of everyone around them, often without stopping to consider what they really need or want. Together, Tara and Liz explore: How responsibility can turn into overperforming Why slowing down can help us hear ourselves more clearly What it means to experience genuine joy How intuition can guide our financial and life decisions Why financial freedom is not always about having more money The value of creating more spaciousness in our lives Small experiments that can help us make choices from trust rather than fear This thoughtful conversation invites us to consider not only what our money reveals about us, but also what might become possible if we gave ourselves permission to want something more.
<p>As Tara closes out the first season of Her Life, Her Practice, Her Way, she reflects on what these conversations have revealed—about the profession, about the women in it, and about herself.</p><p>Through powerful themes like mentorship, meaningful work, and the desire to build a life that feels aligned, Tara shares what stood out the most from her conversations with this inaugural season of female financial advisors.</p><p>She also speaks candidly about the quiet struggles many women face—juggling too much, navigating an industry that hasn’t always been built or welcoming for them, and qu...
From Tax to Planning: Joanne Burke’s Path to Birch Street Advisors
Mar 17, 202654 minS1
<p>Joanne Burke didn’t start her career in financial planning. She began in tax at KPMG, working with ultra-high-net-worth families and developing deep technical expertise. But over time she realized that what interested her most wasn’t just the numbers—it was the conversations about what people actually wanted their lives to look like.</p><p>That realization led Joanne to build Birch Street Advisors, where she focuses on thoughtful planning and long-term client relationships.</p><p>In this episode of Her Life, Her Practice, Her Way, Tara talks with Joanne Burke about her journey from tax to planning, the co...
Passionate Clarity: Impact and Enough with Ella Taylor
Mar 4, 20261h 8mS1
<p>What happens when you get crystal clear about your impact — and equally clear about what is enough for you?</p><p>In this episode, Tara sits down with Oakland-based CFP®, Ella Taylor to explore environmental sustainability, systemic investing, philanthropy, and designing a life that truly fits.</p><p>Ella’s mission is bold: move as much capital as possible toward positive impact for our planet and the people on it. Her firm integrates sustainable investing, shareholder engagement, philanthropy consulting, and systemic investing — all grounded in deep, relational financial planning.</p><p>But this conversation is about more than investing.</p><p>Mo...
<p>Melissa Yano didn’t get into financial planning because it was some lifelong dream.</p><p>She got into it because she thought she needed it as a young single mom.</p><p>Growing up, money was a source of stress and wasn’t talked about. It wasn’t something that was taught but she thought it was something she should learn so she started taking the financial planning classes and kept going.</p><p>She enrolled in a CFP program because she wanted and needed those skills for herself. She then wanted to help others with the knowledge and sk...
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