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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
Helping Leaders Uplevel: Meet Sheila Storrer
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
Do you define yourself as a leader? Well, then you’re going to love my recent conversation with executive coach, leadership trainer, and clinical social worker, Sheila Storrer. For the past ten years, she has been helping people articulate their goals and take actionable steps to achieve them. From dream lives to dream jobs, she has the knowledge and the know-how to help leaders like you get sh*t done! She constantly sees clients being excited about making things happen, but will still fall into the “I can’t” mindset. Once they develop actionable practices to move themselves forward, they stop sabotaging themselves and create the life they’ve always dreamed of.
🎯 What You’ll Learn:
✅ Sheila’s journey.
✅ Generational differences when it comes to priorities.
✅ Getting what you truly want versus what you're told you should want.
✅ How to avoid distractions & stay focused.
✅ Importance of well-being & self-care.
Sheila’s true passion is helping people see what’s possible instead of focusing on what’s not, or what they perceived was “wrong with them”, versus helping them see their strength and power. Her ultimate goal is to transform clients’ lives both at home and at work.
Want to connect with Sheila?
🔍INSTAGRAM: / / https://www.instagram.com/sheilastorrer/
LINKEDIN: / / https://www.linkedin.com/in/sheila-storrer-licsw-pcc-61a1309/
WEBSITE: / / https://sheilastorrercoaching.com/
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🔗CONNECT WITH LUMO
LUMO Website: https://lumoleadership.com/
LUMO LinkedIn: https://www.linkedin.com/company/lumoleadership/
LUMO Facebook: https://www.facebook.com/lumoleadership/
LUMO Instagram: https://www.instagram.com/lumoleadership/
☕️For more tips and advice, make sure to subscribe to the show so you don't miss an episode!
🔍INSTAGRAM: / / https://www.instagram.com/tanisfingroup/
LINKEDIN: / / https://www.linkedin.com/in/caroline-tanis/
YOUTUBE: / / https://www.youtube.com/channel/UCHxRZmUZwZVHD4ihCu2iK-w
BLOG: / / https://tanisfingroup.com/blog/
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🔗CONNECT
Website: https://tanisfingroup.com/
Email: caroline@tanisfingroup.com
