Metcalf Partners Women's Financial Planning event takes center stage as Jeb, Ethan, and Eric welcome international keynote speaker, Tara Renze. Tara shares her journey from corporate sales leadership to becoming an emotional intelligence expert and author of "Be Who You Came to Be: 43 Secrets to Unlock the Most Powerful Version of You." The conversation explores how women investors can build financial confidence through personal development and authentic self-discovery. Tara discusses the Metcalf Partners upcoming women's event, where attendees will gain insights on building confidence in financial decisions while connecting with like-minded women in a supportive environment.

What you will Learn in this Episode:

How Personal Development and authentic self-discovery directly impact women's financial planning and decision-making confidence in wealth management

Why building financial independence requires working on yourself first, and how transformational "butterfly goals" can change your career transitions and financial decision-making

The importance of creating supportive environments where women entrepreneurs and investors can connect, learn from financial advisors, and take control of their retirement planning

How self-development and emotional intelligence empower women to overcome intimidation around managing investments and financial literacy

Tune into the Metcalf Money Moment podcast for expert insights on wealth management and retirement planning! Join Jeb, Ethan, and Eric for practical Estate Planning strategies that you can implement to unlock financial clarity and confidence. Listen now to inspire your financial journey!

TIMESTAMPS:

00:00 Introduction to Tara Renze, emotional intelligence expert and author, discussing the women's financial planning event

03:16 Tara's grandmother's life advice: "Be who you came to be," and its impact on personal development and career transitions

06:30 Evolution from women entrepreneurs' message to women leadership development and discussion of Tara’s new book

13:25 Tara's journey from a corporate financial advisor, CareerBuilder, to a direct sales and self-development focus

17:00 Taking the first imperfect step in entrepreneurship and building financial confidence through action

19:59 Creating inclusive spaces for women investors to overcome intimidation in financial decision-making and retirement planning

KEY TAKEAWAYS:

Women's financial planning becomes less intimidating when combined with personal development work—when you focus on improving yourself first, everything else, including financial decision making and relationships, naturally improves

"Butterfly goals" are transformational rather than transactional objectives that require figuring things out as you go, leading to greater financial independence and self-development for women entrepreneurs and professionals alike

Creating supportive environments where women investors can learn from financial advisors alongside friends helps overcome the intimidation many face when managing retirement planning, especially after life transitions like divorce

The message "be who you came to be" transcends cultural boundaries and industries, empowering women by encouraging authentic self-discovery rather than conforming to external expectations in career transitions and wealth management

ABOUT THE GUEST:

Tara Renze is an international keynote speaker, author, and emotional intelligence expert helping individuals and organizations “Be who they came to be.” Through her signature message, Tara empowers audiences to lead with authenticity, get mentally fit, and create lives and careers rooted in purpose and fulfillment. Her work blends emotional intelligence, positive psychology, and personal storytelling to inspire transformation at every level.

Tara Renze - Leawood, Kansas, United States | Professional Profile | LinkedIn

Tara. Renze - Instagram

DISCLAIMER:

This information is not intended to be a substitute for specific individualized tax or legal advice. We recommend discussing your particular situation with a qualified tax or legal advisor.

RESOURCES MENTIONED:

Metcalf Partners - Website

Jeb Graham - LinkedIn

Ethan Hutchison - LinkedIn

Eric Wymore - LinkedIn

Ep 21 - Metcalf Partners Women's Financial Planning Event: Tara Renze On Being Who You Came To Be