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The Wealth Cafe
đď¸ The Wealth Cafe
Sip on confidence. Build your wealth. Live your dream life.
Welcome to The Wealth Cafeâthe 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 matterâfrom 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 guestsâentrepreneurs, creators, executives, and changemakersâto talk candidly about money, career pivots, and the real-life lessons behind success.
âď¸ New episodes weekly. Subscribe and join us at the tableâbecause your financial future deserves a seat.
Episodes
51 episodes
Why An Executive Presence Matters More Than Ever: Meet Liz Batsche
Typically, on The Wealth Cafe we talk about building wealth as it pertains to passing assets from generation to generation, but today weâre going to be focusing on building wealth in the workplace and presenting oneself in a strong independent ...
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Tax Planning vs Tax Preparation: Meet Rachel Richards, CPA
Have you been looking for a more thorough breakdown of some of the most important, and often overlooked areas of financial planning? Well look no further because on this weekâs episode of The Wealth Cafe, we sit down with seasoned CPA, Rachel R...
How To Avoid Costly Mistakes When Transferring Wealth Pt.2
Given the high number of viewers who found this topic impactful, as well as the nuance that comes with it, we decided to make a Pt.2. In this episode of The Wealth Cafe, we dive even deeper into the subject of passing wealth on, this time as it...
How To Avoid Costly Mistakes When Transferring Wealth Pt.1
Weâre currently in the midst of an entire generation inheriting over $54 trillion, but completely unprepared to manage it due to lack of financial conversations within the household, while both spouses were alive. In this powerful episode of Th...
Save Taxes & Create Income With Charitable Remainder Trusts
Have you been holding on to certain assets for decades because of a fear of incurring capital gains taxes? Well, then this is the episode for you! On this episode of The Wealth Cafe, we aim to help you better understand the Charitable Remainder...
The Dangers of Making Beneficiary Designation Mistakes
Discussing end of life with loved ones and designating beneficiaries to pass your wealth on to can be very uncomfortable. However, not properly planning for how your legacy will live on could cause major relationship erosion between family memb...
The $15M Estate Tax Exemption Explained
One of our favorite episodes yet! In this episode of The Wealth Cafe, weâll be talking all about the new and improved estate tax exemption, as well as the common misconceptions around it. Most people think that this exemption is permanent, but ...
Money Mindset Explained: The Hidden Patterns Driving Your Financial Decisions
What if we told you that a personâs financial success has less to do with how much money they make and more to do with how they think about money? Would you believe it? In this episode of The Wealth Cafe, weâll be discussing the concept of âMon...
Financial Planning After Divorce or Loss: Start Over Strong
Research suggests that one in three women will face at least one major financial transition alone during their lifetime. If youâre worried that you could be one of those women and this reality keeps you up at night, youâll want to make sure to ...
Executive Exit Strategy: What Every Woman Should Consider in the First 90 Days
After years of working with highly successful women in powerful executive roles, we at The Wealth Cafe have seen how meticulous they can be in what they plan for. They plan their days, teams, objectives, presentations, and so much more, but wha...
What Is a 1035 Exchange? Rules, Benefits & Common Mistakes
If youâve been looking for a financial planning strategy geared towards replacing an out-of-date insurance policy or annuity without negatively impacting the amount you pay in taxes, then this is the episode for you! So, without further ado, we...
She Pitched âŞRyanSerhant⏠Serhant With a Monogrammed iPad â And It Worked | Stephanie Bray
What does it take to pitch âŞRyanSerhant⏠Serhant with a monogrammed iPad â and actually land the deal? In this episode of The Wealth CafĂŠ, I sit down with Stephanie Bray â a third...
ISOs vs NSOs: Taxes & Risks to be Aware of
In our experience, weâve noticed that most people donât fully grasp how stock options work and tend to make costly mistakes, as well as miss out on opportunities that could help them secure a sound financial future. So, if youâre a high earner,...
Smart Tax Strategies to Avoid Next Yearâs Tax Surprises
Did you just finish filing your taxes, but feel that your tax refund was lower than you expected? Youâre not alone. Oftentimes what we see at The Wealth Cafe is that people just donât start planning early enough, which is why in this episode we...
Don't Let Taxes Eat at Your Retirement Savings
Donât make this major mistake and blow up your golden years. With how volatile tax rates can be, itâs commonplace for people to make pre-tax contributions or utilize tax-deferred savings accounts to avoid paying taxes year after year, but if no...
How High Earners Can Still Contribute to a Roth IRA
At The Wealth Cafe, many high earners we come across are under the assumption that they make too much money to contribute to a Roth IRA, which isnât always true. If specific criteria are met and implemented properly into oneâs financial plan, a...
Inherited IRA Rules & Regulations Explained
At The Wealth Cafe, weâve noticed that there is an underlying assumption that inheriting a retirement account is simple, but changes to certain rules have made it a little more complex than most people realize. Since post-pandemic AKA 2020, som...
How Landlords & Real Estate Investors Can Use 1031 Exchanges to Their Advantage
Are you a landlord or a real estate investor looking for help understanding how to best use a 1031 exchange to defer taxes on investment properties? If so, this episode of The Wealth Cafe is for you! Weâll provide you with insights and informat...
Donât Let a Company Acquisition Ruin Your Financial Plan
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 ...
How Millionaires Can Maximize Tax Season
We at The Wealth Cafe love a good tax discussion! Todayâs conversation centers on the common misconception that financial advisors, accountants, and even tax strategists get wrong: focusing only on minimizing taxes for one year. The ultimate go...
Leaving this Asset Behind Could be a Grave Mistake
Inheriting money isnât always what itâs cracked up to be. Movies and TV do a great job of dramatizing the benefits of inheriting money, but never its drawbacks. Thatâs why in todayâs episode of The Wealth Cafe, weâre breaking down the reality o...
How to Strategize Bonuses, RSUs, and Stock Options for a Prosperous 2026
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 ...
Stop Feeling Uncertain About Your Financial Future
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 we...
The Widow Tax Explained
Planning for the unexpected can be awkward and scary, but itâs 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 be...
What Happens If You Die with Too Much Money Pt.2
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...