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
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 is—and why so many people, even those already working with financial advisors, might be missing out. Caroline highlights the difference between investment advice and a holistic financial planning process, emphasizing that true planning goes far beyond annual portfolio reviews.
She walks listeners through her goal-setting journaling prompts, encouraging everyone to think not just about immediate objectives, but also long-term dreams, retirement lifestyle, and legacy wishes. Caroline breaks down the key elements that make up a full financial plan, including cash flow analysis, investment selection, retirement strategy, tax planning, estate and legacy considerations, as well as risk mitigation through insurance.
Throughout the episode, she poses critical questions listeners should ask themselves (and their advisors) to determine if they really have a complete plan in place. Caroline also discusses the importance of regularly updating your plan to reflect life changes and stresses the value of collaboration among your financial team—advisors, accountants, and estate attorneys—to truly work in your best interest.
The episode wraps up with an invitation for listeners to connect with Caroline’s firm, Tanis Financial Group, for those seeking more clarity and a genuinely comprehensive approach to financial planning as they look ahead to 2026.