The Wealth Cafe
🎙️ The Wealth Cafe
Sip on confidence. Build your wealth. Live your dream life.
Welcome to The Wealth Cafe—the 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 matter—from 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 guests—entrepreneurs, creators, executives, and changemakers—to talk candidly about money, career pivots, and the real-life lessons behind success.
☕️ New episodes weekly. Subscribe and join us at the table—because your financial future deserves a seat.
The Wealth Cafe
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 to know about the triple tax advantage and how to maximize your HSA for retirement? Caroline breaks it all down in simple, practical terms.
In this episode, you’ll learn:
The key requirements for opening and contributing to an HSA
The crucial differences between HSA and FSA accounts
How to take advantage of the triple tax benefits of an HSA
Creative ways to use HSA funds—including investments and qualifying purchases
Why maxing out your HSA could be a smart move before year-end
How an HSA can be a powerful tool for covering medical expenses now and in retirement
Whether you’re new to HSAs or looking to get more out of your account, this episode is packed with actionable advice. Make sure to consult with your financial professional to see if an HSA is the right fit for your unique situation.
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Website: https://tanisfingroup.com/
Email: caroline@tanisfingroup.com