.png)
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
Don’t Let a Company Acquisition Ruin Your Financial Plan
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
Nothing throws a wrench into a financial plan more than a company acquisition. In our experience, we tend to see one of two situations play out. Senior leaders, like yourself, make monumental financial decisions based on rumors, or significant financial impact is felt after the fact due to an acquisition, and the team member lacking a proper safeguard in place. We at The Wealth Cafe understand that company acquisitions bring both positives and negatives to all involved, but if proper strategies aren’t determined beforehand, there can be roadblocks and speed bumps after the fact that affect one's financial future.
What we’ll cover:
✅ Differences between those affected.
✅ Equity & compensation that can be impacted.
✅ Importance of thinking on an after-tax basis.
✅ Real-life example.
We wholeheartedly believe that preparation is key because anything can happen, especially in this day and age. Making sure you have backup plans and strategies in place, and that you fully understand your compensation structure is paramount to ensure you and your loved ones are prepared for whatever life throws at 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/
------------
🔗CONNECT
Website: https://tanisfingroup.com/
Email: caroline@tanisfingroup.com
