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The Wealth Cafe
šļø The Wealth Cafe
Sip on confidence. Build your wealth. Live your dream life.
Welcome to The Wealth Cafeāthe financial podcast where money meets meaning. Hosted by Caroline Tanis, Lead Financial Advisor and Founder of Tanis Financial Group, this show is brewed especially for high-earning women and their families who are ready to take control of their finances and build a life they love.
Each week, Caroline breaks down the money moves that matterāfrom investing and retirement planning to private equity compensation, family finances, and mindset shifts around wealth. Whether you're in the boardroom or at the kitchen table, this is your space to get smart, honest advice without the jargon.
And in our Coffee Conversations series, Caroline sits down with inspiring guestsāentrepreneurs, creators, executives, and changemakersāto talk candidly about money, career pivots, and the real-life lessons behind success.
āļø New episodes weekly. Subscribe and join us at the tableābecause your financial future deserves a seat.
The Wealth Cafe
Latest Episodes
What Every Woman Needs To Know About Capital Gains
For many affluent woman investors out there, tax season can be a bear because of the significant amount of money owed to the government by yearās end. Due to strong market performance in recent years and peopleās affinity to hold concentrated s...
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Is Your Financial Plan Still On Track? Why September Is The Perfect Time For A Reset
BACK AND BETTER THAN EVER! On the Season 3 premiere of The Wealth Cafe, we provide an in-depth look at why September is the most important month of the year for financial planning. This episode is a MUST listen if youāre a high-net-worth indivi...
How Working Moms Can Reclaim Time, Energy & Balance: Meet Courtney Cecil
Motherhood is still one of the hardest jobs out there. Trying to balance a career and home life, especially for new moms, can be almost impossible these days. Thatās why we invited the one-and-only Courtney Cecil, Founder & CEO of the Worki...
From Patient To Periodontist: Meet Dr. Morgan Atanasio, DDS, MDS
Precise, personable, and an accomplished Periodontist, meet the one-and-only Dr. Morgan Atanasio, DDS, MDS! On this special episode of The Wealth Cafe, we breakdown more than just plaque build-up, we get the glorious opportunity to have a one-o...
Why An Executive Presence Matters More Than Ever: Meet Liz Batsche
Typically, on The Wealth Cafe we talk about building wealth as it pertains to passing assets from generation to generation, but today weāre going to be focusing on building wealth in the workplace and presenting oneself in a strong independent ...
