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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
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 ...
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Tax Planning vs Tax Preparation: Meet Rachel Richards, CPA
Have you been looking for a more thorough breakdown of some of the most important, and often overlooked areas of financial planning? Well look no further because on this weekās episode of The Wealth Cafe, we sit down with seasoned CPA, Rachel R...
How To Avoid Costly Mistakes When Transferring Wealth Pt.2
Given the high number of viewers who found this topic impactful, as well as the nuance that comes with it, we decided to make a Pt.2. In this episode of The Wealth Cafe, we dive even deeper into the subject of passing wealth on, this time as it...
How To Avoid Costly Mistakes When Transferring Wealth Pt.1
Weāre currently in the midst of an entire generation inheriting over $54 trillion, but completely unprepared to manage it due to lack of financial conversations within the household, while both spouses were alive. In this powerful episode of Th...
Save Taxes & Create Income With Charitable Remainder Trusts
Have you been holding on to certain assets for decades because of a fear of incurring capital gains taxes? Well, then this is the episode for you! On this episode of The Wealth Cafe, we aim to help you better understand the Charitable Remainder...
