Shows / The Wealth Cafe
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…
Episodes
- The Wealth Cafe
Health is Wealth:Smarter Physical Therapy, Prevention, and Healthcare Costs Ft. Dr. Nicole Turnbow
Healthcare costs are rising, traditional care can feel rushed and unpredictable, and proactive treatment may help people protect both their health and their…
- The Wealth Cafe
Making Finances Less Spooky: The Money Conversations Wealthy Women Avoid
What financial conversation have you been avoiding? In this Halloween-themed episode of The Wealth Cafe, we explore five common financial fears that can…
- The Wealth Cafe
{Replay} How to Complete a Backdoor Roth Without Costly Mistakes
{Replay} High income doesn’t always mean you have to skip a Roth contribution. This episode of The Wealth Cafe explains how a backdoor Roth works, including…
- The Wealth Cafe
Tax Loss Harvesting: What it Should Really Look Like at Your Wealth Level
Tax-loss harvesting can turn underperforming investments into a valuable tax-planning opportunity—but timing, account coordination, and the wash-sale rule all…
- The Wealth Cafe
SALT Deduction Cap Increase: What High-Earning Women Need to Know Before 2030
For nearly a decade, high earners in high-tax states were limited by the $10,000 SALT deduction cap. Now, the One Big Beautiful Bill Act has temporarily…
- The Wealth Cafe
NEW Children’s Savings Accounts: What Parents & Grandparents Need to Know in 2026
In this episode of The Wealth Café, we break down what the new children’s savings accounts are, who can open them, who can contribute, how the federal $1,000…
- The Wealth Cafe
How To Find Your Roth Conversion Sweet Spot
Fall always delivers delicious pumpkin spice and everything nice, but the changing of the seasons also brings some advantageous financial opportunities…
- The Wealth Cafe
Navigating Market Uncertainty: A Guide For Investors
Market volatility scares even the savviest investors. In our ever-changing economic climate, it’s not uncommon to see people act irrationally due to anxiety…
- The Wealth Cafe
What Every Woman Needs To Know About Capital Gains
For many affluent woman investors out there, tax season can be a bear because of the significant amount of money owed to the government by year’s end. Due to…
- The Wealth Cafe
Is Your Financial Plan Still On Track? Why September Is The Perfect Time For A Reset
BACK AND BETTER THAN EVER! On the Season 3 premiere of The Wealth Cafe, we provide an in-depth look at why September is the most important month of the year…
- The Wealth Cafe
How Working Moms Can Reclaim Time, Energy & Balance: Meet Courtney Cecil
Motherhood is still one of the hardest jobs out there. Trying to balance a career and home life, especially for new moms, can be almost impossible these days…
- The Wealth Cafe
From Patient To Periodontist: Meet Dr. Morgan Atanasio, DDS, MDS
Precise, personable, and an accomplished Periodontist, meet the one-and-only Dr. Morgan Atanasio, DDS, MDS! On this special episode of The Wealth Cafe, we…
- The Wealth Cafe
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 we’re going to be…
- The Wealth Cafe
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…
- The Wealth Cafe
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…
- The Wealth Cafe
How To Avoid Costly Mistakes When Transferring Wealth Pt.1
We’re currently in the midst of an entire generation inheriting over $54 trillion, but completely unprepared to manage it due to lack of financial…
- The Wealth Cafe
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…
- The Wealth Cafe
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…
- The Wealth Cafe
The $15M Estate Tax Exemption Explained
One of our favorite episodes yet! In this episode of The Wealth Cafe, we’ll be talking all about the new and improved estate tax exemption, as well as the…
- The Wealth Cafe
Money Mindset Explained: The Hidden Patterns Driving Your Financial Decisions
What if we told you that a person’s financial success has less to do with how much money they make and more to do with how they think about money? Would you…
- The Wealth Cafe
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 you’re worried that you could be…
- The Wealth Cafe
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…
- The Wealth Cafe
What Is a 1035 Exchange? Rules, Benefits & Common Mistakes
If you’ve been looking for a financial planning strategy geared towards replacing an out-of-date insurance policy or annuity without negatively impacting the…
- The Wealth Cafe
She Pitched RyanSerhant Serhant With a Monogrammed iPad — And It Worked | Stephanie Bray
What does it take to pitch RyanSerhant Serhant with a monogrammed iPad — and actually land the deal? In this episode of The Wealth Café, I sit down with…
- The Wealth Cafe
ISOs vs NSOs: Taxes & Risks to be Aware of
In our experience, we’ve noticed that most people don’t fully grasp how stock options work and tend to make costly mistakes, as well as miss out on…
- The Wealth Cafe
Smart Tax Strategies to Avoid Next Year’s Tax Surprises
Did you just finish filing your taxes, but feel that your tax refund was lower than you expected? You’re not alone. Oftentimes what we see at The Wealth Cafe…
- The Wealth Cafe
Don't Let Taxes Eat at Your Retirement Savings
Don’t make this major mistake and blow up your golden years. With how volatile tax rates can be, it’s commonplace for people to make pre-tax contributions or…
- The Wealth Cafe
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 isn’t always…
- The Wealth Cafe
Inherited IRA Rules & Regulations Explained
At The Wealth Cafe, we’ve noticed that there is an underlying assumption that inheriting a retirement account is simple, but changes to certain rules have made…
- The Wealth Cafe
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…
- The Wealth Cafe
Don’t 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…
- The Wealth Cafe
How Millionaires Can Maximize Tax Season
We at The Wealth Cafe love a good tax discussion! Today’s conversation centers on the common misconception that financial advisors, accountants, and even tax…
- The Wealth Cafe
Leaving this Asset Behind Could be a Grave Mistake
Inheriting money isn’t always what it’s cracked up to be. Movies and TV do a great job of dramatizing the benefits of inheriting money, but never its…
- The Wealth Cafe
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!…
- The Wealth Cafe
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…
- The Wealth Cafe
The Widow Tax Explained
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…
- The Wealth Cafe
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…
- The Wealth Cafe
A High-Earners Guide to 2026
Let's kick your New Year off right! This episode of The Wealth Cafe is all about helping you set financial intentions for 2026 and beyond. This is a…
- The Wealth Cafe
Is it Time to Replace Your Financial Advisor?
As life changes, so does the financial world. In recent years, you may have gained a higher wage with upward career moves, decided to start a family, or even…
- The Wealth Cafe
Stop Struggling with Short-Term Financial Goals
Many high earners excel at reaching significant financial milestones, such as achieving a comfortable retirement lifestyle, purchasing a second home, or taking…
- The Wealth Cafe
Learn All About Strategically Taking Tax Gains
Are you a high-net-worth or high-earning individual who's looking for guidance on a popular year-end tax planning strategy? If this sounds like you, then…
- The Wealth Cafe
Being Proud of Yourself, Sharing Gratitude & Planning for the Future
Holidays, like Thanksgiving, are rightfully all about spending time with friends and family, reminiscing on the year that was. During the holidays, we spend a…
- The Wealth Cafe
Arizona’s Leading Luxury Real Estate Strategist: Meet Stephanie Bray
I recently had the opportunity to sit down with a woman who manifests bold visions, executes high-impact marketing, and helps clients turn real estate into a…
- The Wealth Cafe
Helping Leaders Uplevel: Meet Sheila Storrer
Do you define yourself as a leader? Well, then you’re going to love my recent conversation with executive coach, leadership trainer, and clinical social…
- The Wealth Cafe
Will You Need Long-Term Care? Find Out Now!
Welcome to The Wealth Cafe! In this episode, we're kicking off National Long Term Care Month with a deep dive into a topic that affects more people than you…
- The Wealth Cafe
Five Signs You’re Ready to Retire: Financial, Emotional, and Purposeful Transitions
Are you considering retirement and wondering if you're truly ready—financially, emotionally, and purposefully? In this episode of "The Wealth Cafe," Caroline…
- The Wealth Cafe
Practical Solutions For Entrepreneurs: Meet Melissa Mitt
Melissa Mitt is a woman who has been taking the financial consulting space by storm with her expert guidance, helping solopreneurs take ownership of their…
- The Wealth Cafe
Navigating College Costs for High Earners: Planning Strategies for Your Children’s Future
Are you a high-earning parent juggling a successful career, aging parents, and raising kids—all while trying to plan for their college education? On this…
- The Wealth Cafe
What Happens If You Have Too Much Money in Retirement?
Are you working with a financial advisor but still feel lost about your financial goals? In this episode of The Wealth Cafe, guest Caroline Tanis breaks down…
- The Wealth Cafe
True Tastemaker: Meet Morgan Zanotti Co-Founder of Primal Kitchen
Clean eating can be easy and exciting, just ask Morgan Zanotti! I recently had the pleasure of speaking with this trailblazing woman in the CPG category, whose…
- The Wealth Cafe
Are You Missing Key Pieces in Your Financial Plan?
In this episode of The Wealth Cafe, guest Caroline Tanis dives deep into what a comprehensive financial plan really is—and why so many people, even those…
- The Wealth Cafe
Maximizing Open Enrollment: How Your Benefits Choices Shape Your Wealth & Financial Future
Welcome to The Wealth Cafe! In this episode, host Caroline dives deep into the crucial choices you can make during open enrollment season to directly impact…
- The Wealth Cafe
A Culture Curating Queen: Meet Linda Ho
Culture isn’t just created, it’s curated! I recently had the opportunity to sit down with one of the country’s most accomplished Human Resource Executives…
- The Wealth Cafe
Beyond Salary: Maximizing Your Employee Benefits Package
Welcome to this episode of The Wealth Cafe! Today, Caroline dives deep into the true value of employer-offered benefits—a topic that goes way beyond just…
- The Wealth Cafe
Changing Lives Through Community: Meet Mallory Contois
I recently sat down with organic growth conjurer Mallory Contois. She’s known throughout the country as an operator, growth marketer, and advisor, but she…
- The Wealth Cafe
Is It Time to Switch Financial Advisors? Key Questions to Ask Yourself
Ever get a gut feeling that your financial advisor just isn’t the right fit for you? You’re not alone. In this episode of The Wealth Cafe, host Caroline…
- The Wealth Cafe
Fall Financial Cleaning for Millionaire Women: Year-End Tax, Investing, and Estate Planning Tips
Welcome back to The Wealth Cafe! In this episode, our host dives into what she's calling "fall cleaning" for millionaire women and their families. As we move…
- The Wealth Cafe
Proof That Blending in is Boring: Meet Bethany McCamish
I recently sat down with the fabulous Bethany McCamish, a woman who's building an empire through her strategic design agency serving fierce visionaries…
- The Wealth Cafe
Building Wealth with Health Savings Accounts: Strategies for Long-Term Growth
Welcome back to The Wealth Cafe! In this episode, Caroline dives deep into the world of HSA (Health Savings Account) accounts and how they can be a…
- The Wealth Cafe
With More Choice Comes More Power & Agency: Meet Stephanie Simpson
I recently sat down with a woman who's on a quest to empower individuals, businesses, and organizations by offering experiential trainings, workshops, and…