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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
Is it Time to Replace Your Financial Advisor?
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As life changes, so does the financial world. In recent years, you may have gained a higher wage with upward career moves, decided to start a family, or even just reached important life milestones. With all that being said, because of these new stages in life, you may have found that, like clothes, you’ve outgrown your current financial advisor.
This episode of The Wealth Cafe is all about detecting the telltale signs that you’re in need of a new financial team, as well as helpful tips on how to find the perfect next advisor for your season of life!
What we’ll cover:
✅ How to know it’s time to change.
✅ Where things get more complicated.
✅ The importance of a proactive advisor & holistic planning.
✅ Making sure you're looking at generations to come, not just the here and now.
After doing your due diligence and sitting down for one one-on-one consultations, the holiday season is a great time for you and your loved ones to weigh the pros and cons of potential new advisors based on how they manage their portfolios and strategically think through complex financial topics. Allowing you to start fresh in the new year with a financial advisor who's suited to give you guidance on how to secure a sound financial future!
☕️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