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
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 make sure you’re set up to end the year strong—and start the next one even stronger.
Tune in as our host shares her personal checklist and expert tips for a comprehensive financial review. Topics covered include: revisiting your investment allocations, taking stock of your summer cash flow, reviewing equity compensation and planning meetings with your advisor or accountant. She also breaks down key year-end tax moves like tax loss harvesting and making the most of your retirement and savings account contributions.
Plus, don’t miss the crucial reminders about estate planning, insurance updates, and making sure your beneficiaries are current. Whether you're adjusting your goals, prepping for open enrollment, or reflecting on big-picture plans for 2026, this episode will empower you to take proactive steps towards building and protecting your wealth.
Share this episode with a fellow powerhouse, and don’t forget to subscribe so you don’t miss the upcoming videos and conversations lined up for the rest of the year!