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The Wealth Cafe
đď¸ The Wealth Cafe
Sip on confidence. Build your wealth. Live your dream life.
Welcome to The Wealth Cafeâthe 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 matterâfrom 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 guestsâentrepreneurs, creators, executives, and changemakersâto talk candidly about money, career pivots, and the real-life lessons behind success.
âď¸ New episodes weekly. Subscribe and join us at the tableâbecause your financial future deserves a seat.
The Wealth Cafe
Latest Episodes
Money Mindset Explained: The Hidden Patterns Driving Your Financial Decisions
What if we told you that a personâs financial success has less to do with how much money they make and more to do with how they think about money? Would you believe it? In this episode of The Wealth Cafe, weâll be discussing the concept of âMon...
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Financial Planning After Divorce or Loss: Start Over Strong
Research suggests that one in three women will face at least one major financial transition alone during their lifetime. If youâre worried that you could be one of those women and this reality keeps you up at night, youâll want to make sure to ...
Executive Exit Strategy: What Every Woman Should Consider in the First 90 Days
After years of working with highly successful women in powerful executive roles, we at The Wealth Cafe have seen how meticulous they can be in what they plan for. They plan their days, teams, objectives, presentations, and so much more, but wha...
What Is a 1035 Exchange? Rules, Benefits & Common Mistakes
If youâve been looking for a financial planning strategy geared towards replacing an out-of-date insurance policy or annuity without negatively impacting the amount you pay in taxes, then this is the episode for you! So, without further ado, we...
