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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
The Widow Tax Explained
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Planning for the unexpected can be awkward and scary, but it’s extremely important to prepare ahead of time, so that you can make the most of the here and now. This can be a very emotional topic, but we at The Wealth Cafe believe that it's a beneficial one to cover, regardless of gender, age, and creed.
The Widow Tax isn't a line item; it's a concept that's recently become more prevalent. When one party passes away, the other is left bearing the burden of increased taxation. Depending on whether you have kids or grandkids, this tax burden could be hefty to take on, which makes it even more important to bring it up with your financial team to ensure you and your loved ones aren’t left in a state of flux.
What we’ll cover:
✅ What the Widow Tax is.
✅ How it can impact your financial status.
✅ Ways to prepare and mitigate.
✅ Bridging this conversation with your spouse and financial advisor.
We at The Wealth Cafe strongly encourage you to prepare while your spouse is still alive, ensuring that all necessary documents are up to date and that all items are accounted for. It may be awkward and uncomfortable to bring up now, but it'll pay off in the long run.
☕️For more tips and advice, make sure to subscribe to the show so you don't miss an episode!
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Email: caroline@tanisfingroup.com