The Wealth Cafe

Caroline Tanis
  • 5.0 (8)
  • INVESTING

🎙️ 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.

  1. 5D AGO

    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 what they don’t plan for is leaving the C-suite behind. It isn’t their fault; they just never received the proper guidance. So, if you’re a woman in an executive role, this episode is for you. We’ll be breaking down the most critical 90 days of your financial life, as you embark on your executive departure and start planning for your next chapter of life! What we’ll cover: ✅ Importance of the first 90 days. ✅ Mistakes to avoid. ✅ How to handle equity, compensation, pension & benefits. ✅ What HR won’t tell you.  Don’t wait before it is too late. Making sure to map this all out with your financial team can go a long way in preparing you for this transition. Starting to gather documents and building out a plan 12 to 18 months beforehand is the best first step. Clients we’ve worked with who started modeling earlier, rather than later, saw a seamless transition and started living their golden years to the fullest on their terms. ☕️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

    21 min

  2. APR 23

    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 amount you pay in taxes, then this is the episode for you! So, without further ado, we’d like to introduce all our loyal listeners to the concept called the 1035 exchange. Most advisors will tell you that even though it’s one of the most overlooked strategies, it can also be one of the most advantageous. In this episode we break down everything from what a 1035 exchange is to ways that you and your team can take actionable next steps that could help provide you with a fruitful financial future.  What we’ll cover: ✅ 1035 exchanges explained. ✅ Rules & regulations. ✅ Best practices. ✅ Common mistakes. We at The Wealth Cafe encourage you to speak with your financial team as soon as possible, so that you can see if this is a fit for your long-term goals and isn’t going to negatively impact your current strategies. ☕️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

    15 min

  3. APR 16

    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 Stephanie Bray — a third-generation realtor, native Phoenician, and Arizona luxury real estate agent with SERHANT — to talk about bold vision, building generational wealth through real estate, and why daring to dream big actually gets results. If you're a high-net-worth woman looking to build wealth through luxury real estate, or simply someone who needs a reminder that audacity pays off — this episode is for you. 🎯 In This Episode: ✅ Stephanie's journey from humble beginnings to SERHANT Arizona ✅ The Ryan Serhant pitch story — yes, the monogrammed iPad moment is real ✅ How overcoming adversity built her resilience and her brand ✅ Why leaving a lasting legacy matters — and how to start now ✅ What's next for Stephanie and SERHANT in the Arizona market in 2026 💼 Work With Stephanie Bray | Arizona Luxury Real Estate Agent 🔗 https://serhant.com/agents/stephanie-... 📱 Instagram: @stephanie.bray.az 👔 LinkedIn: /stephaniebrayaz 📘 Facebook: @stephanie.bray.az 🔗 Connect With SERHANT 🌐 Website: https://serhant.com 📱 Instagram: @serhant | TikTok: @serhant 👔 LinkedIn & Facebook: /serhant 🎙️ About The Wealth Café The Wealth Café is a podcast and YouTube show hosted by Caroline Tanis, MBA, CDFA®, founder of Tanis Financial Group. We have real, unfiltered conversations about money, wealth-building, and real estate investing — designed specifically for high-achieving women and their families. New episodes drop weekly. Hit subscribe so you never miss one. 📲 Follow Caroline & The Wealth Café: 🌐 Website: https://tanisfingroup.com 🎙️ Apple Podcasts: https://podcasts.apple.com/us/podcast... 📝 Blog: https://tanisfingroup.com/blog 📱 Instagram: @tanisfingroup 👔 LinkedIn: /caroline-tanis 📧 Email: caroline@tanisfingroup.com

    27 min

  4. APR 11

    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 opportunities that could help them secure a sound financial future. So, if you’re a high earner, THIS IS A MUST LISTEN! In this episode of The Wealth Cafe, we’ll be focusing on how equity compensation could be the key to unlocking long-term wealth for you and your loved ones.  What we’ll cover: ✅ Owning shares vs. having options. ✅ How equity can be a powerful wealth-building tool. ✅ What people typically get wrong. ✅ Best practices when having this conversation with your financial team. At The Wealth Cafe, we believe that it’s important to remember that stock options aren’t just add-ons to your compensation package, they’re a potentially very advantageous planning opportunity. So, make sure to have more in-depth discussions with your financial team pertaining to this topic, so that they can help guide you on the right path for sustained success.  ☕️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

    18 min

  5. APR 2

    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 is that people just don’t start planning early enough, which is why in this episode we break down how specific strategies and proactive planning can help you avoid stress, surprises, and last-minute scrambling that may have plagued you this year.    What we’ll cover: ✅ Early planning strategies that can potentially save you money. ✅ How K-1 income & investments impact filing timelines. ✅ Tax considerations when selling off investments & assets. ✅ Why coordination with your financial team matters. Instead of waiting until December to start filing, we’d highly recommend that you start planning as soon as possible, so you can effectively minimize taxes, avoid penalties, and position yourself for a great year. ☕️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

    12 min

  6. MAR 26

    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 utilize tax-deferred savings accounts to avoid paying taxes year after year, but if not planned for properly, you could potentially be paying tens of thousands back to the government when it’s finally time to enjoy the fruits of your labor.  In this episode of The Wealth Cafe, we’re going to take a deep dive into a topic known as the retirement tax savings bomb, which refers to the significant, and often unexpected, tax liability that gets triggered when retirees start withdrawing from pre-tax/tax-deferred accounts. If not defused properly, it could potentially lead to a retiree being pushed into a higher tax bracket, Medicare premium increases, and drastic reductions in overall retirement wealth. So, make sure to tune in and get guidance on how to keep your hard-earned dollars safe from the blast.      What we’ll cover: ✅ Importance of understanding your portfolio. ✅Strategies to save on taxes. ✅ How to handle large amounts of pre-tax money. ✅ Real-life examples. We encourage you to start working with your financial team as soon as possible, so that they can help you figure out where to strategically save on taxes and maximize your savings, so that you can reach your financial goals. If for some reason your current financial team can’t assist, feel free to get a second opinion from your friends at Tanis Financial Group. We’d be happy to help: https://tanisfingroup.com/contact/ ☕️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

    16 min

  7. MAR 19

    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 true. If specific criteria are met and implemented properly into one’s financial plan, a Backdoor Roth IRA can allow high-earners the ability to move money from a Traditional IRA to a Roth IRA. In this episode, we’ll break down how a Backdoor Roth strategy works, the rules and processes around it, and the common mistakes to avoid. What we’ll cover: ✅ How a Backdoor Roth IRA works. ✅ Rules & restrictions to be aware of. ✅ Common mistakes to avoid. ✅ Importance of recordkeeping and contribution limits. If you’re someone who has been missing out on contributing to a Roth IRA, then this effective strategy could be perfect for you. We’d recommend working with your financial team to see if this strategy works for you within your specific financial plan. ☕️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

    9 min

  8. MAR 12

    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 it a little more complex than most people realize. Since post-pandemic AKA 2020, someone who inherits a non-spousal IRA needs to be aware of important tax rules and distribution requirements that come with it. In this episode, we’ll be breaking it all down, so you and your loved ones better understand these rules, as well as avoid costly tax mistakes. What we’ll cover: ✅ What the 10-year rule really is. ✅ Differences between Traditional vs. Roth inherited IRAs. ✅ How inherited IRA withdrawals can affect tax brackets and income. ✅ Planning strategies to reduce taxes for future generations. We’ve seen a lot of instances where beneficiaries inherit IRAs during peak earning years and then due to withdrawals end up unknowingly increasing taxable income, pushing themselves into a higher tax bracket, and negatively impacting things like financial aid eligibility. So, as we always say, we’d recommend working with your financial team and planning early, so that you can implement strategies that can help preserve more of your wealth for future generations. ☕️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

    10 min
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Ratings & Reviews

5
out of 5
8 Ratings

About

🎙️ 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.

Information

  • Creator
    Caroline Tanis
  • Years Active
    2025 - 2026
  • Episodes
    42
  • Rating
    Explicit
  • Copyright
    © 2026 The Wealth Cafe | Tanis Financial Group
  • Show Website
    The Wealth Cafe