Her Life, Her Practice, Her Way
by Tara Conti Bansal
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
Episodes
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Choosing Enough with Amy Mullen
Amy Mullen, president of Money Quotient, joins me to discuss the human side of financial planning and her own evolving definition of success. Money Quotient provides education, tools, and a structured discovery process that help financial professionals understand their clients’ values…
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What If You Were Willing to Fail? with Liz Koehler
What would you pursue if you were willing to risk failing? After more than 20 years in financial services, including serving as a Managing Director at BlackRock, Liz Koehler made a courageous decision. She stepped away from a successful career to pursue work she felt deeply drawn to: helping…
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Stepping Back to Move Forward with Bridget Borel
What if stepping back is sometimes the best way to move forward? In this episode, I talk with Bridget Borel, CFP®, founder of Clairwell Financial, about the winding path that led her to financial planning, entrepreneurship, and a practice focused on helping women navigate divorce. Bridget shares...
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Money Is a Mirror: Slowing Down, Trusting Yourself, and Finding Genuine Joy with Liz Hand
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...
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What This First Season Taught Me
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. Through powerful themes like mentorship, meaningful work, and the desire to build a life that feels…
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From Tax to Planning: Joanne Burke’s Path to Birch Street Advisors
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...
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Passionate Clarity: Impact and Enough with Ella Taylor
What happens when you get crystal clear about your impact — and equally clear about what is enough for you? 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. Ella’s...
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What Is Enough? with Melissa Yano
Melissa Yano didn’t get into financial planning because it was some lifelong dream. She got into it because she thought she needed it as a young single mom. 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...
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Kim Abmeyer: Becoming the Advisor You’re Meant to Be
In this episode, Tara talks with Kim Abmeyer, founding equity partner of Ascentis Wealth and Ascentis Asset Management, about responsibility, growth, and the importance of women supporting one another in financial services. Kim shares how she grew into the role of advisor over time—initially not...
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Planning for Success, Not Just Survival — with Amy Irvine
What happens when fear becomes a signal to pay attention to, rather than a stop sign? In this episode, Tara sits down with Amy Irvine to talk about the courage it takes to build a financial planning practice that truly fits your life. Amy shares how loss became a wake-up call, why she walked away...
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For the Love of Systems: Being Good Humans First with Kristen Lux
Operations coach and business owner Kristen Lux shares her journey from working in restaurants to systems / operations consulting and coaching. She talks about what it’s really like to run a business with her husband, and why entrepreneurship is personal development on steroids. We talk ADHD,...
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Michelle Gass: Finding the Work She Was Meant For
Michelle Gass shares how four different careers led her to the work she was truly meant for. In this conversation, she reflects on discovering life planning, building a team that genuinely hums, and creating a practice that finally feels like home. _______________ In this conversation, I had the...
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I've Got You - Part 2 with Shanna Due
Part two with Shanna Due is an honest look at the comfort we find in being supported—and how we can offer that same presence to ourself and others. This episode — the second part of my conversation with Shanna Due — is all about what it feels like to carry people through some of the biggest, most...
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Intentionality, Humility, and Heart with Shanna Due
I first met Shanna Due through The Society of Advice and later had the chance to work with her more closely in an accountability group she leads. She’s smart, genuine, and deeply intentional about how she designs both her life and her practice. In this first part of our conversation, Shanna…
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Dr. Amy Leis: The Power of Saying Yes
From reading books at bars to becoming a nationally ranked ballroom dancer, Dr. Amy Leis has built her extraordinary life and career on one simple mantra: “Keep Saying Yes.” A PhD in educational psychology who became a financial advisor, Amy now runs two businesses—Juno Wealth Management and a...
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Courage to Leap: Jen Hushion on Risk, Resilience, & Representation
Some stories remind you that courage doesn’t always look like confidence—it often looks like saying yes before you’re fully ready. In this episode, Jen Hushion shares how a leap of faith took her from Toronto to Prague, where she talked her way into a financial reporting job she knew nothing…
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Noticing What Matters: Carl Richards on Life, Money, and Meaning
Carl Richards never set out to become the “Sketch Guy” for the New York Times. In fact, he thought he was applying to be a security guard when he stumbled into a job in securities. From that mix-up to the simple whiteboard sketches that eventually changed how we talk about money, Carl’s story is...
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Building a Legacy: Abbie Danko's Journey into Financial Planning
Abbie Danko’s path into financial advising is anything but typical. Just before graduating with degrees in psychology and religious studies, she faced the devastating loss of her mom—and made the brave decision not to dive into a full-time job right away. Instead, she gave herself the space to...
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Beyond Numbers: Resilience, Healing, and Financial Therapy with Sarah Carr
Sarah Carr has lived many lives in one. Betrothed at 14 to a much older man, she survived sexual abuse and the weight of purity culture, endured the loss of two brothers, and walked through the grief of divorce. Her story is undeniably tough—yet she radiates hope and positivity. Today, as a…
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You Got This with Kristin Stutz
In this uplifting and deeply personal episode of Her Life, Her Practice, Her Way, I sit down with my friend and fellow financial advisor, Kristin Stutz, to explore her remarkable journey from salon owner to cancer survivor to thriving financial planner. Kristin’s story is about resilience,...
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Angela Dorsey: Feeling Your Way to Success
Angela Dorsey went from reading Money magazine in her childhood bedroom to building a business (Dorsey Wealth Management) she loves—trusting her gut and taking one brave step at a time. In this conversation, we talk about how she left a steady Human Resources corporate career in compensation to...
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Larissa Costello: Being Authentic for an Aligned, Growing Practice
In this heartfelt and thoughtful episode of Her Life, Her Practice, Her Way, Tara sits down with Larissa Costello, founder of Protea Wealth Management, to explore the winding path that led her from South Africa to Australia to the U.S.—and from stay-at-home mom to passionate financial advisor.…
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Plant, Grow, Harvest: Cultivating a Purposeful Practice with Linda Rogers
In this inspiring and down-to-earth conversation, I talk with Linda Rogers, founder of Planning Within Reach, about building a practice — and a life — rooted in authenticity, intention, and impact. With her tagline “Plant, Grow, Harvest”, Linda beautifully weaves together her love of gardening,...
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Thought Partnering with Kathryn Kubiak-Rizzone
In this heartfelt and engaging episode, Tara sits down with Kathryn Kubiak-Rizzone, a former physical therapist turned financial planner and founder of About Time Financial Planning. Kathryn shares her inspiring journey from healthcare to financial advising, weaving in stories of motherhood,...
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Liz Hand-Reshaping Financial Advice with Heart and Creativity
In this inspiring episode of Her Life, Her Practice, Her Way, host Tara Bansal sits down with Certified Financial Planner(TM) and coach Liz Hand, co-owner of Pleasant Wealth. Together, they explore how financial advising can be reshaped through intuition, creativity, and emotional...
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Empathy, Evolution & Doing Life on Your Terms-Tara’s Story
In this powerful premiere episode, host Tara Conti Bansal turns the mic on herself, sharing her deeply personal and professional journey. From chemical engineering to financial planning, divorce to healing, and entrepreneurship to coaching, Tara opens up about the winding path that shaped her—and...
About this show
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
Hosted by
Tara Conti Bansal
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