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.
Contributors
Guests
Alexa Moore
Alexa Moore is an award-winning travel creator and an occasional freelance travel writer, with work featured in publications like Matador Network and Lonely Planet. Born and raised in the Washington, DC metro area, she still proudly calls it home. Her content centers on solo travel, cultural exploration, and elevated experiencesâbut ultimately, her goal is to encourage people to wiggle out of their comfort zones and explore the world.
Angela Williams
Angela Williams is a licensed therapist, executive coach, corporate trainer, and founder of Angela Marie Coaching. With over 15 years of experience in psychology, leadership, and mindset coaching, she helps high-achieversâentrepreneurs, executives, and athletesâbreak free from stress, rewire their mindset, and create a life of success, well-being, and joy. As the creator of The Elevated Success Framework, Angela teaches leaders how to build careers and businesses that fuel both high performance and personal fulfillment. Sheâs been featured in Forbes, Business Insider, Medium, Authority Magazine, Bustle, and more, sharing insights on mental health, leadership, and career growth.
Bethany McCamish
Hi! Iâm Bethany McCamish, a former teacher and TEDx speaker - and now the founder of Bethany WorksÂŽ, a strategic design studio, and host the Unbreakable BrandsÂŽ podcast. My mission as a brand strategist and web designer is centered around helping women-led businesses be seen and get the visibility they deserve. With a Master of Arts in Teaching, a Bachelor of Fine Arts, and a background in design, photography and film studies, I bring a unique blend of psychology-backed storytelling to building brands. Recently, I became a published author (ahhh! Dreams realized) , writing a chapter in an anthology called Rise & Find. When I am not in the studio, you can find me in yoga chasing some chill, camping with my dogs, or catching the latest Below Deck episode.
Claire Wasserman
Claire Wasserman is a coach, speaker, author, and founder of Ladies Get Paid, a newsletter, podcast, and coaching practice dedicated to helping women embrace their worth and activate their potential.
Courtney Cecil
Courtney Cecil is a fierce advocate for making work and life sustainable.
She spent two decades as a culture and organizational strategy executive in professional services and banking, before launching Working Moms Movement in 2023 to help working moms go from stretched thin and overwhelmed to in control and fully present for their careers, their families, and themselves.
After retiring from corporate life in 2025, Courtney expanded her companyâs mission to support organizations with retention and engagement strategies, particularly for caregivers and rising leaders navigating career and life transitions.
She brings her signature program â The Life Management System â to life through speaking, retreats, workshops, coaching, and her podcast of the same name â The Life Management System.
Kelsey Carter
Kelsey leads the internal learning and development as well as the employee experience functions at a mid-size consulting firm. She builds and executes a company wide learning strategy that focuses on all the various forms of learning, especially that through human connection.
Linda Ho
Linda Ho leads Nearmap's people and culture team, designing data-informed, human-centered strategies that drives business growth and organizational agility. An MBA with 20+ years as an HR executive in prominent technology companies such as Autodesk and Seismic, she is recognized for leading transformational change, scaling high performance cultures, and building future-ready organizations across high growth and complex environments. Passionate about applying AI-powered solutions to enhance performance and efficiency, she is known for building sustainable talent ecosystems where people thrive, cultures evolve, and performance endures.
Liz Batsche
Liz Batsche is the founder of Well Hosted, a training and advisory company helping professionals build trust, presence, and relationship capital through the Practice of Hosting. With a background spanning investment banking, luxury marketing, hospitality, and experiential brand building, Liz teaches individuals and teams how to use the HOST Mindset to elevate any room. Her work sits at the intersection of executive presence, soft skills, client experience, and modern etiquette. Through Well Hosted, she helps ambitious professionals understand that a rich life is not only built through strategy and numbers, but through the way you make people feel, the rooms you know how to host, and the relationships you know how to sustain.
Mallory Contois
Mallory Contois is a growth strategist, community builder, and educator whoâs led teams at companies like Pinterest, Compass, Cameo, Mercury, and Maven. Her work sits at the intersection of brand, product, and psychology â helping startups build trust, scale reach, and drive engagement with intention. Today, she leads Old Girls Club, a private network for ambitious mid and late career women, as well as serving as VP, Growth at Maven, an education marketplace where mid-career professionals upskill with experts in their fields through cohort based learning.
Melissa Mittelstaedt
Melissa is a Financial Consultant who walks alongside solopreneurs as they take ownership of their money, enabling them to stop winging it and start creating stability. As for her academic cred, sheâs an Accredited Financial CounselorÂŽ. As for her street cred, as a young business owner, she navigated her own personal financial meltdown. All of that is why she loves supporting those who want to get comfy with their financial ecosystem of business & personal finances.
Morgan Atanasio, DDS, MDS
A board-certified periodontist and implant surgeon in New Jersey, Dr. Morgan Atanasio specializes in everything from dental implants and gum grafting to full-arch rehabilitation, using minimally invasive techniques and cutting-edge digital dentistry to deliver care that is precise, personalized, and actually built around the human in her chair. A former collegiate field hockey player and rower at Hobart and William Smith Colleges, Dr. Morgan still rows with her masters team today and that same discipline shows up in how she practices, leads, and shows up for her patients every single day. She holds Diplomate status with the American Board of Periodontology, serves on the boards of the NJSPID and NJDA, is Vice President of the Touro Dental Alumni Association, and founded The Social Smile Network to help women in dentistry find their voice and stop being the best kept secret in the room.
Morgan Zanotti
⢠Co-Founder & President of fastest growing brand in the natural products industry: Primal Kitchen. Successfully launched world's first avocado oil mayonnaise & salad dressings, collagen protein bars and a portfolio of other innovative food products. Led Primal Kitchen through Kraft-Heinz acquisition in year 3.
Past:
⢠Director of Marketing for fastest growing functional beverage, KeVita. Forbes "Top 25 Most Creative Consumer and Retail Brands."
⢠Senior Account Manager for boutique brand design agency. Spent 2.5 years working on PepsiCo Growth Venture brands in the Frito-Lay portfolio: Stacy's Pita Chips, Organic Tostitos/Fritos/Lay's in addition to Pepsi, SC Johnson and Taco Bell, among others.
⢠Surfing vagabond in South America/researcher for political author on 6 books including two #1 NYT Bestsellers.
⢠Yawn plagued accountant at accounting firm in Denver.
Randi Braun
Randi Braun is the Wall Street Journal Best-Selling Author of Something Major: The New Playbook for Women at Work, a speaker, and CEO of the leadership coaching and advisory firm, Something Major.
Expertise & Impact:
Specializing with women and working moms, Randi is a certified executive coach, consultant, and speaker. An expert at helping women leaders thrive in demanding, unpredictable, high-performance, and high-volume environments, she has worked with a diverse slate of institutional and individual clients; coaching leaders--and their teams--across the Fortune 500, Capitol Hill, professional services (big law, PR, consulting), tech, entrepreneurship, government relations and advocacy, medicine, financial services and real estate investment firms, start-ups, non-profits, the arts, and trade associations.
Sara Mauskopf
Sara Mauskopf is the CEO and Co-founder of Winnie, a leading marketplace for daycare and preschool helping millions of parents across the United States. Parents use Winnie to discover high-quality local daycares and preschools and learn all about their programs including detailed descriptions, photos, tuition information, licensing status, availability data and more. Child care providers use Winnie to get the tools and support to grow their business. Sara has a background in consumer technology and product management and is also a mom of 3.
Stephanie Bray
Stephanie Bray is Arizonaâs leading luxury real estate strategist and the founding agent of SERHANT. in Arizona â a move she initiated by personally pitching Ryan Serhant himself. With over $150 million in sales over the past five years, Stephanie is known for her bold vision, high-impact marketing, and ability to turn real estate into a wealth-building strategy. She specializes in guiding high-net-worth clients â particularly physicians relocating to Arizona â through seamless, high-stakes transactions. Whether itâs luxury listings, investment moves, or cross-state relocations, Stephanie brings a blend of strategy, storytelling, and relentless drive that redefines what it means to lead in modern real estate.
Stephanie Simpson
Stephanie Simpson (MFA, MA, PCC) is an Artist, Coach/Consultant, Facilitator, and the Author of the â21 Day Stress Management Workbook: A Holistic, Interactive Guide to Re-Defining Your Relationship to Stress.â Drawing on her background in movement, meditation, trauma, leadership, and psychology, she partners with people and businesses to achieve their greatest potential by getting clear on their values and aligning them with their actions and goals. Stephanie empowers her clients to live courageously and to the fullest by creating communities and workplace cultures that are trauma-informed and human centric, fostering and valuing employee wellness and sustainability.