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.
Episodes
19 episodes
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 thinkālong term care planning.Did you know that 70% of people over age 65...
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17:25
Five Signs Youāre Ready to Retire: Financial, Emotional, and Purposeful Transitions
Are you considering retirement and wondering if you're truly readyāfinancially, 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 Childrenās Future
Are you a high-earning parent juggling a successful career, aging parents, and raising kidsāall 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
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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 isāand 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.āØ This...
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12:27
A Culture Curating Queen: Meet Linda Ho
Culture isnāt just created, itās curated! I recently had the opportunity to sit down with one of the countryās most accomplished Human Resource Executives, Chief Human Resources Officer at āŖ@nearmapā¬
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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 benefitsāa 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. Sheās 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 isnāt the right fit for you? Youāre 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
Proof That Blending in is Boring: Meet Bethany McCamish
I recently sat down with the fabulous Bethany McCamish, a woman who's building an empire through her strategic design agency serving fierce visionaries, one-of-a-kind business podcast helping brands get rock-solidly seen, and barrier-breaking b...
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30:23
Building Wealth with Health Savings Accounts: Strategies for Long-Term Growth
Welcome back to The Wealth Cafe! In this episode, Caroline dives deep into the world of HSA (Health Savings Account) accounts and how they can be a game-changer for your financial future. Wondering what makes an HSA different from an FSA? Want ...
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8:32
With More Choice Comes More Power & Agency: Meet Stephanie Simpson
I recently sat down with a woman who's on a quest to empower individuals, businesses, and organizations by offering experiential trainings, workshops, and coaching programs that support long-lasting and transformational change.Iām talki...
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38:04
Navigating Tax Rules When Inheriting a Traditional IRA After 2020
Are you thinking about leaving your traditional IRA to your loved ones? Or maybe youāre set to inherit one yourself? In this episode of The Wealth Cafe, we dive deep into what happens when a traditional IRA is passed on to a non-spouse benefici...
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8:09
Speaker, Author, Mother: Meet the Fabulous Claire Wasserman
If you havenāt read it, youāre going to want to!Iām talking about one of the best books out there, Ladies Get Paid: The Ultimate Guide to Breaking Barriers, Owning Your Worth, and Taking Command of Your Career, written by the lovely fou...
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36:48