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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
How to Strategize Bonuses, RSUs, and Stock Options for a Prosperous 2026
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Have you recently received exciting financial news about a bonus, salary increase, or company stock options? If so, this episode of The Wealth Cafe is for you!
Even though this is an extremely exciting time for you and your loved ones, there are a lot of moving parts that you should be aware of, so that you're making the most out of these pieces of compensation within your specific financial plan. The key is to use these to build wealth and ensure dollars are set aside for the future.
What we’ll cover:
✅ Planning for new pieces of compensation.
✅ What to be aware of.
✅ How each piece of compensation is taxed.
✅ Communicating this to your financial team.
Going forward, when you’re communicating with your financial team, make sure to focus on setting aside a strategy for these specific pieces of compensation, because planning for the here and now gives you time to make more moves down the road to save on taxes and build incredible wealth and legacy.
☕️For more tips and advice, make sure to subscribe to the show so you don't miss an episode!
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BLOG: / / https://tanisfingroup.com/blog/
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🔗CONNECT
Website: https://tanisfingroup.com/
Email: caroline@tanisfingroup.com
