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
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 isn’t your typical benefits 101 episode. Whether you're an executive with a family or navigating your first open enrollment, Caroline shares actionable strategies to help you make the most of your employer benefits—including health insurance, HSA vs. FSA options, life insurance, and disability insurance. Plus, discover how these benefits aren’t just HR checkboxes— they’re powerful tools for building long-term wealth!
Here’s what you’ll learn:
How to review last year’s health coverage and anticipate future needs
The difference between HSA and FSA accounts, and how to maximize their benefits for retirement and medical expenses
Crucial questions to ask about your life and disability insurance to protect your income and family
Why you should take a closer look at all your benefits, not just stick with last year’s plan
💡 Open enrollment is more than just paperwork—it’s your opportunity to align your choices with your future financial goals! Caroline breaks down the steps, simplifies the decisions, and empowers you to take control of your wealth journey.
🔔 Subscribe to The Wealth Cafe for more expert advice during Financial Planning Month, and don’t forget to leave your questions or share your open enrollment experiences in the comments!