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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
What Happens If You Die with Too Much Money Pt.2
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Welcome back to The Wealth Cafe. We missed you! We thought that, given the high number of viewers who found this topic to be both controversial and impactful, we'd revisit it in 2026. This type of thing happens more often than you think, and if/when something catastrophic happens, you want to be ready.
Having too much money is something we all aspire to, so that we can retire early and enjoy life, but dying with too much money is a real concern. There are always what-ifs and question marks in life, but you must prepare to the best of your ability by building a financial plan to ensure you can enjoy the money or pass it on to the next generation.
What we’ll cover:
✅ Example from a real-life client.
✅ Setting up legacy plans.
✅ Planning transitions.
✅ Adjusting lifestyles.
We at The Wealth Cafe encourage you to schedule a meeting with an estate attorney, financial advisor, or tax accountant, so that you don’t have to worry about where your money will go when you eventually pass. Start 2026 by building a team that can help you enjoy this money now or strategically pass it on!
☕️For more tips and advice, make sure to subscribe to the show so you don't miss an episode!
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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
