Her Life, Her Practice, Her Way

podcast artwork

Podcast by Tara Conti Bansal

Her Life, Her Practice, Her Way

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 terms Honest conversations about challenges, growth, and fulfillment Practical insights from women who are redefining success A supportive community of like-minded, exceptional female advisors I 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 meaningful—together. 👉 Join the Community by subscribing on the podcast website: www.herlifeherpracticeherway.com 👉 Learn More About Coaching by contacting Tara on the Contact page of www.herlifeherpracticeherway.com

Listen onApple Podcasts

Listen onSpotify

Latest episodes

episode artwork

01 July 2025

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, sustainability, and financial planning. We talk about how she got into this business and grown her firm organically, aligned her values with her work, and navigated seasons of change — all while staying grounded and true to herself.

Whether you’re dreaming of launching your own firm, craving more balance, or wondering how to serve the people you truly care about, this episode is full of practical wisdom and gentle encouragement.

Highlights from the Episode:

Why Linda’s tagline “Plant, Grow, Harvest” isn’t just branding — it’s her life philosophy
How gardening teaches patience, resilience, and how to enjoy the fruits of your labor
Blending personal values with your niche — especially in ESG and impact investing
Letting organic growth and referrals guide your business — no pressure, just trust
How to be a calm, grounding force for clients in times of chaos
Working on the business vs. in the business — and making time to do both
Using podcasts, YouTube, and content to help ideal clients self-select in
Raising kids, running a firm, and redefining success on your own terms

Linda’s story is such a beautiful reminder that we can build our practices in alignment with who we are, what we love, and how we want to serve. Like a garden, it takes intention and care — but the harvest is so worth it.

00:00

54:04

episode artwork

17 June 2025

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, identity, intentionality, and purpose. Her thoughtful approach to financial planning is grounded in values, inclusion, and empowerment — helping clients align their financial lives with what matters most.

Kathryn’s evolution into financial planning wasn’t linear — but it was deeply intentional. You’ll hear how she navigated career change, COVID-era parenting, launching a practice, and growing a mission-driven business on her own terms.

📝 Topics Covered:

Kathryn’s early career in physical therapy and what she carried into financial planning
The link between physical and financial well-being
Making a career pivot during the pandemic with three kids at home
Building About Time Financial Planning with transparency, inclusion, and empowerment as guiding values
Why there’s “no one best exercise — or best financial plan” for everyone
Designing a practice that supports your life — not the other way around
Creating intentional systems to grow a solo firm efficiently
The power of being a “thought partner” instead of an expert on a pedestal
Navigating motherhood, entrepreneurship, and identity as an LGBTQ+ family
Working remotely, the power of mastermind groups, and referral networks without strings
Recommendations for inclusive finance books and the importance of values-aligned money decisions

00:00

01:18:20

episode artwork

03 June 2025

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 intelligence—especially by women forging their own paths.

✨ Episode Highlights:

Liz’s roots: Growing up Mennonite and entering her father’s practice
Discovering purpose early: Why she knew in 8th grade that financial planning was her calling
Balancing tradition with reinvention: Buying and evolving her family’s firm
Imposter syndrome and math insecurity — and why she stayed in finance anyway
Reimagining client engagement with group coaching and seasonal, nature-aligned programming
Creating a role that suits her strengths as a relationship builder, not a number cruncher
The power of intuition in life, leadership, and business decisions
Her passion for helping women flourish financially—and why she thinks many leave the industry too soon
How she balances two businesses, motherhood, and creative self-expression
Why she stopped listening to podcasts (and what she reads instead)

💡 Favorite Takeaways:

“Money is not competition.”
“You find what you’re looking for—whether that’s community or cutthroat culture.”
“Women need to stay in this industry. We need more creative, intuitive advisors.”
“Coaching is about release, not efforting.”

This episode is packed with wisdom for any woman in financial services—or anyone looking to align their work with who they really are.

00:00

01:05:36

episode artwork

19 May 2025

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 why she believes female financial advisors are uniquely positioned to lead and serve in meaningful ways.

Interviewed by her trusted friend and fellow advisor Kristin Stutz, Tara reflects on the experiences that taught her empathy, resilience, and the importance of creating a life and practice that truly align with who you are.

💡 Highlights from the Episode:

- Tara’s non-linear career path: engineering, consulting, life coaching, and financial advising
- The impact of divorce and the healing power of solitude, therapy, and self-reflection
- Why she believes female advisors are often uniquely skilled for the profession
- The founding story of Main Street Financial Solutions and balancing career with motherhood
- Tara’s personal shift from “being good at financial planning” to focusing on what lights her up—connecting, coaching, and helping others find clarity
- How coaching helped her rediscover herself—and why she thinks every woman should have access to that kind of support
- The mission behind the podcast: to build a community of authentic, empowered female advisors doing life and work their own way

This first episode sets the tone for a podcast that's honest, inspiring, and full of heart. Tara’s story is a reminder that there’s not one "right" way to build a career—or a life—and that listening to your own voice might just be the most powerful move of all.

00:00

54:20