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
Navigating College Costs for High Earners: Planning Strategies for Your Children’s Future
Are you a high-earning parent juggling a successful career, aging parents, and raising kids—all 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 unique challenges affluent families face when saving for their children’s college years.
Caroline reveals the real cost of college today, explains why high earners often don't qualify for financial aid, and shares smart strategies to prepare for this major expense without sacrificing your own retirement goals. Learn about the best investment accounts for college savings, like 529 plans and UTMA/UGMA accounts, and discover how recent changes make saving more flexible than ever. Caroline also covers creative cash flow options and scholarship opportunities outside traditional school grants.
Whether you're wondering how much support to provide, balancing funding for both college and retirement, or just starting your family’s financial journey, this episode has actionable advice to help you make informed decisions. Don’t miss Caroline’s tips on family communication, leveraging gifts and contributions, and starting early for maximum impact.
Subscribe for practical, expert insights on wealth building and family financial planning!
Key topics covered:
Why financial aid is rarely available for high earners
The latest on 529 plans, Roth IRA rollovers, and flexible savings options
Comparing UTMA/UGMA investment accounts for college funding
Creative ways families can contribute, from gifts to bonuses
Balancing college savings with your retirement priorities
Actionable steps to plan ahead and reduce financial stress
Listen now and empower your family’s financial future with The Wealth Cafe!
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PODCAST: / / https://podcasts.apple.com/us/podcast/the-wealth-cafe/id1831982850
BLOG: / / https://tanisfingroup.com/blog/
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🔗CONNECT
Website: https://tanisfingroup.com/
Email: caroline@tanisfingroup.com