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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.
Episodes
31 episodes
Leaving this Asset Behind Could be a Grave Mistake
Inheriting money isnât always what itâs cracked up to be. Movies and TV do a great job of dramatizing the benefits of inheriting money, but never its drawbacks. Thatâs why in todayâs episode of The Wealth Cafe, weâre breaking down the reality o...
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9:30
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How to Strategize Bonuses, RSUs, and Stock Options for a Prosperous 2026
Have you recently received exciting financial news about a bonus, salary increase, or company stock options? If so, this episode of The Wealth Cafe is for you! Even though this is an extremely exciting time for you and ...
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14:23
Stop Feeling Uncertain About Your Financial Future
Everyone feels uncertain about their financial future, even the wealthiest among us. I've worked with individuals and couples who, on paper, earn fantastic salaries but still feel like they're living paycheck to paycheck and failing to build we...
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13:35
The Widow Tax Explained
Planning for the unexpected can be awkward and scary, but itâs extremely important to prepare ahead of time, so that you can make the most of the here and now. This can be a very emotional topic, but we at The Wealth Cafe believe that it's a be...
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13:28
What Happens If You Die with Too Much Money Pt.2
Welcome back to The Wealth Cafe. We missed you! We thought that, given the high number of viewers who found this topic to be both controversial and impactful, we'd revisit it in 2026. This type of thing happens more often than you think, and if...
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10:42
A High-Earners Guide to 2026
Let's kick your New Year off right! This episode of The Wealth Cafe is all about helping you set financial intentions for 2026 and beyond. This is a must-watch, especially for high earners who are looking for options to take advantage of opport...
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9:36
Is it Time to Replace Your Financial Advisor?
As life changes, so does the financial world. In recent years, you may have gained a higher wage with upward career moves, decided to start a family, or even just reached important life milestones. With all that being said, because of these new...
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11:03
Stop Struggling with Short-Term Financial Goals
Many high earners excel at reaching significant financial milestones, such as achieving a comfortable retirement lifestyle, purchasing a second home, or taking a grand vacation with their grandchildren; however, for some reason, they struggle t...
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9:12
Learn All About Strategically Taking Tax Gains
Are you a high-net-worth or high-earning individual who's looking for guidance on a popular year-end tax planning strategy? If this sounds like you, then youâre going to want to tune into this episode of The Wealth Cafe! On this epi...
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9:13
Being Proud of Yourself, Sharing Gratitude & Planning for the Future
Holidays, like Thanksgiving, are rightfully all about spending time with friends and family, reminiscing on the year that was. During the holidays, we spend a lot of time thinking about others, but we donât focus enough on ourselves and the thi...
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6:34
Arizonaâs Leading Luxury Real Estate Strategist: Meet Stephanie Bray
I recently had the opportunity to sit down with a woman who manifests bold visions, executes high-impact marketing, and helps clients turn real estate into a wealth-building strategy. Her name is Stephanie Bray, and Arizona luxury real estate i...
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27:06
Helping Leaders Uplevel: Meet Sheila Storrer
Do you define yourself as a leader? Well, then youâre going to love my recent conversation with executive coach, leadership trainer, and clinical social worker, Sheila Storrer. For the past ten years, she has been helping people articulate thei...
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27:49
Will You Need Long-Term Care? Find Out Now!
Welcome to The Wealth Cafe! In this episode, we're kicking off National Long Term Care Month with a deep dive into a topic that affects more people than you might thinkâlong term care planning.Did you know that 70% of people over age 65...
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17:25
Five Signs Youâre Ready to Retire: Financial, Emotional, and Purposeful Transitions
Are you considering retirement and wondering if you're truly readyâfinancially, emotionally, and purposefully? In this episode of "The Wealth Cafe," Caroline dives deep into the five key signs that indicate you're prepared to make a smooth tran...
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13:27
Practical Solutions For Entrepreneurs: Meet Melissa Mitt
Melissa Mitt is a woman who has been taking the financial consulting space by storm with her expert guidance, helping solopreneurs take ownership of their finances. We recently had the opportunity to chat about her groundbreaking business, wher...
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26:32
Navigating College Costs for High Earners: Planning Strategies for Your Childrenâs Future
Are you a high-earning parent juggling a successful career, aging parents, and raising kidsâall while trying to plan for their college education? On this episode of The Wealth Cafe, financial expert Caroline Tanis (she/her) dives deep into the ...
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12:53
What Happens If You Have Too Much Money in Retirement?
Are you working with a financial advisor but still feel lost about your financial goals? In this episode of The Wealth Cafe, guest Caroline Tanis breaks down what a true comprehensive financial plan should look like and what most people (and ad...
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8:08
True Tastemaker: Meet Morgan Zanotti Co-Founder of Primal Kitchen
Clean eating can be easy and exciting, just ask Morgan Zanotti! I recently had the pleasure of speaking with this trailblazing woman in the CPG category, whose success knows no bounds. Morgan, Co-Founder & President of Primal Kitchen, built...
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29:29
Are You Missing Key Pieces in Your Financial Plan?
In this episode of The Wealth Cafe, guest Caroline Tanis dives deep into what a comprehensive financial plan really isâand why so many people, even those already working with financial advisors, might be missing out. Caroline highlights the dif...
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12:54
Maximizing Open Enrollment: How Your Benefits Choices Shape Your Wealth & Financial Future
Welcome to The Wealth Cafe! In this episode, host Caroline dives deep into the crucial choices you can make during open enrollment season to directly impact your wealth building and secure your financial freedom for years to come.⨠This...
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12:27
A Culture Curating Queen: Meet Linda Ho
Culture isnât just created, itâs curated! I recently had the opportunity to sit down with one of the countryâs most accomplished Human Resource Executives, Chief Human Resources Officer at Nearmap, Linda Ho. Sheâs most known for building sustai...
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36:41
Beyond Salary: Maximizing Your Employee Benefits Package
Welcome to this episode of The Wealth Cafe! Today, Caroline dives deep into the true value of employer-offered benefitsâa topic that goes way beyond just salary and bonuses. Are you making the most of what your employer offers, or are you leavi...
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14:44
Changing Lives Through Community: Meet Mallory Contois
I recently sat down with organic growth conjurer Mallory Contois. Sheâs known throughout the country as an operator, growth marketer, and advisor, but she truly prides herself on being a community architect for women across the country by found...
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35:12
Is It Time to Switch Financial Advisors? Key Questions to Ask Yourself
Ever get a gut feeling that your financial advisor just isnât the right fit for you? Youâre not alone. In this episode of The Wealth Cafe, host Caroline tackles the often-unspoken doubts many women have about their advisor relationships. She di...
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17:02
Fall Financial Cleaning for Millionaire Women: Year-End Tax, Investing, and Estate Planning Tips
Welcome back to The Wealth Cafe! In this episode, our host dives into what she's calling "fall cleaning" for millionaire women and their families. As we move from summer into autumn, it's the perfect time to refresh your financial strategy and ...
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11:54