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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
Stop Feeling Uncertain About Your Financial Future
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Everyone feels uncertain about their financial future, even the wealthiest among us. I've worked with individuals and couples who, on paper, earn fantastic salaries but still feel like they're living paycheck to paycheck and failing to build wealth.
Most would think that people who feel this way should just stop buying expensive coffee or shopping at specialty grocery stores, but in reality, they just need to plan and strategize better. When trying to build wealth, there isn’t a one-size-fits-all solution, and it can be very complex, depending on one's situation, but being open with yourself and your financial team about your goals will help put your mind at ease, while also positioning yourself to build and increase your wealth into the future.
What we’ll cover:
✅ A real-life client example.
✅ How to “feel wealthy”.
✅ Ways to not feel like you're living paycheck to paycheck.
✅ Wealth-building strategies.
We at The Wealth Cafe encourage you to schedule a meeting with a financial advisor who understands you and the intricacies of your specific financial situation, so you can get the wealth-building advice that best suits you.
☕️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