The Wealth Cafe

Caroline Tanis
  • 4.9 (9)
  • 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

    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 quietly shape your future. What we’ll cover: ✅ Why avoiding financial decisions still allows them to shape your future ✅ How an unsigned or outdated estate plan can undermine your intentions ✅ Why preparing adult children for wealth matters as much as the legal structure ✅ The hidden risks of ignoring old 401(k)s, inherited IRAs, and other accounts ✅ Questions to ask when your advisor relationship no longer feels like the right fit If you haven’t already, we encourage you to meet with your financial team ASAP to discuss the financial fears that are keeping you up at night! If there are any specific things you're thinking about or questions you may have, make sure to drop them in the comments below. 👍 For more tips and advice like this, hit ‘subscribe' 🔍INSTAGRAM: / / https://www.instagram.com/tanisfingroup/ LINKEDIN: / / https://www.linkedin.com/in/caroline-tanis/ PODCAST: / / https://podcasts.apple.com/us/podcast/the-wealth-cafe/id1831982850 BLOG: / / https://tanisfingroup.com/blog/ ------------ 🔗CONNECT Website: https://tanisfingroup.com/  Email: caroline@tanisfingroup.com #TheWealthCafe #FinancialPlanning #WomenAndWealth #WealthManagement #EstatePlanning #GenerationalWealth #RetirementPlanning #FinancialConfidence #MoneyConversations #FinancialAdvisor #InheritedIRA #401kPlanning #WealthTransfer #FinancialWellness #LegacyPlanning #SmartMoneyMoves #PersonalFinance #HalloweenFinance #FaceYourFinancialFears #WealthWithPurpose

  2. Oct 22

    {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 required two-step process: contributing to a traditional IRA and moving the funds into a Roth IRA. The discussion covers important rules and potential pitfalls, including existing rollover, SEP, SIMPLE, and other traditional IRA accounts; contribution limits; recordkeeping; tax-year deadlines; completing the conversion; and investing the funds afterward. A backdoor Roth can be useful in the right situation, but determining whether it fits your financial plan requires coordination with your financial advisor and tax professional. 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

  3. Oct 15

    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 matter. In this episode, we discuss how investors can use realized losses to offset capital gains, potentially reduce federal taxes, and improve the long-term tax efficiency of a taxable portfolio. What we’ll cover: ✅ How capital losses offset capital gains dollar for dollar ✅ Why excess losses may be carried forward to future tax years ✅ Why taxable accounts and IRAs must be reviewed together ✅ How replacement securities can help maintain market exposure ✅ Why October is an important month for year-end tax planning If you haven’t already, we encourage you to meet with your financial team ASAP to year-end tax planning! If there are any specific things you're thinking about or questions you may have, make sure to drop them in the comments below. 👍 For more tips and advice like this, hit ‘subscribe' 🔍INSTAGRAM: / / https://www.instagram.com/tanisfingroup/ LINKEDIN: / / https://www.linkedin.com/in/caroline-tanis/ PODCAST: / / https://podcasts.apple.com/us/podcast/the-wealth-cafe/id1831982850 BLOG: / / https://tanisfingroup.com/blog/ ------------ 🔗CONNECT Website: https://tanisfingroup.com/  Email: caroline@tanisfingroup.com #TaxLossHarvesting #CapitalGainsTax #TaxPlanning #InvestmentStrategy #WealthManagement #HighNetWorth #DirectIndexing #FinancialPlanning #PortfolioManagement #WashSaleRule #YearEndTaxPlanning #TheWealthCafe

  4. Oct 8

    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 increased the cap, creating a valuable planning window for taxpayers who itemize deductions and have meaningful state and local tax exposure. In this episode we’ll break down what the new SALT deduction cap means for high-earning women, business owners, and families in states like New Jersey, New York, and California — including who benefits, who may be phased out, and what planning strategies to discuss with your CPA before year-end. What’s Covered ✅ How the SALT deduction cap changed from $10,000 to $40,400 for 2026 ✅ Who is most likely to benefit from the higher SALT deduction cap ✅ Why capital gains, bonuses, RSUs, and investment income can reduce the benefit ✅ How to determine whether itemizing deductions makes sense for your household ✅ Three action steps to take with your accountant before year-end If you haven’t already, we encourage you to meet with your financial team ASAP to learn more about the new SALT Deduction Increase! If there are any specific things you're thinking about or questions you may have, make sure to drop them in the comments below.  👍 For more tips and advice like this, hit ‘subscribe'  🔍INSTAGRAM: / /    / tanisfingroup    LINKEDIN: / /    / caroline-tanis    PODCAST: / / https://podcasts.apple.com/us/podcast...  BLOG: / / https://tanisfingroup.com/blog/  ------------  🔗CONNECT  Website: https://tanisfingroup.com/  Email: caroline@tanisfingroup.com  #SALTdeduction #TaxPlanning #HighEarners #WomenAndWealth #FinancialPlanning #WealthCafe #NewJerseyTaxes #NewYorkTaxes #PTET #BusinessOwnerTaxStrategy #ItemizedDeductions #TaxStrategy #WealthManagement

  5. Oct 1

    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 seed contribution works for eligible children, and how these accounts compare to 529 plans. You’ll also learn how they may fit into broader gifting, estate planning, and wealth transfer conversations—especially for parents and grandparents thinking intentionally about the next generation. What we’ll cover:  ✅ The $1,000 federal seed contribution for eligible children ✅ Children’s savings accounts vs. 529 plans ✅ Who can open and contribute to the new children’s savings account ✅ Annual contribution limits and employer contributions ✅ How the account grows and what happens at age 18 If you haven’t already, we encourage you to meet with your financial team ASAP to find out if the new Children’s Savings Plan is right for your family! If there are any specific things you're thinking about or questions you may have, make sure to drop them in the comments below.  👍 For more tips and advice like this, hit ‘subscribe'  🔍INSTAGRAM: / /    / tanisfingroup    LINKEDIN: / /    / caroline-tanis    PODCAST: / / https://podcasts.apple.com/us/podcast...  BLOG: / / https://tanisfingroup.com/blog/  ------------  🔗CONNECT  Website: https://tanisfingroup.com/  Email: caroline@tanisfingroup.com  #TheWealthCafe #CarolineTanis #TanisFinancialGroup #ChildrensSavingsAccount #GenerationalWealth #WealthPlanning #529Plan #FinancialPlanning #Grandparents #Parents #EstatePlanning #TaxAdvantagedSavings #FamilyWealth #WomenAndWealth

  6. Sep 24

    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. Namely, what we at The Wealth Cafe call the Roth Conversion Sweet Spot. In this special episode, we help affluent women like you better understand how converting money from traditional IRAs or 401(k)s into Roth IRAs can create future tax-free income and reduce RMDs. This episode is all about helping you avoid the common mistakes many retirees make when building tax-free wealth for themselves and their heirs. So, sit back, relax, and get ready for actionable insights you can implement immediately to make informed decisions before year’s end and beyond! What we’ll cover: ✅ Roth conversions & how they work. ✅ How Roth conversions can affect your tax bracket.  ✅ The retirement "conversion corridor" explained. ✅ Strategies for reducing future RMDs.  If you haven’t already, we encourage you to meet with your financial team ASAP, so that you can design a framework to implement a well-planned Roth conversion to help you potentially save thousands in future taxes!  ☕️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

  7. Sep 17

    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 when the markets start to go haywire. Sadly, volatility is out of your control, but what you do during times of volatility is completely in your control. On this one-of-a-kind episode of The Wealth Cafe, we are going to help alleviate stress by providing a powerful framework for affluent women, like yourself, to navigate stock market uncertainty with confidence and grace. After this episode, you should be able to leave your seat knowing that all your long-term goals can be achieved and all costly decisions can be avoided! What we’ll cover: ✅ Managing investment anxiety during market volatility. ✅ Importance of liquidity & cash reserves.  ✅ How to avoid panic selling. ✅ The value of working with a trusted financial advisor.  As always, we encourage you to speak with your financial team about any market-related anxiety you feel, so they can help devise a plan of action to put your mind at ease. From building out investment frameworks to implementing purpose-driven strategies, you have full control over your financial future—you just need the right roadmap in place to secure it! ☕️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

  8. Sep 10

    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 strong market performance in recent years and people’s affinity to hold concentrated stock positions, capital gains exposure is a real risk for even some of the savviest investors out there. For many women, capital gains taxes may be the biggest burden of 2026 and in the entirety of their financial lives. So, if you’re someone sitting on SIGNIFICANT unrealized investment gains, we highly encourage you to tune in for this episode. What we’ll cover: ✅ Why understanding capital gains taxes is more important than ever. ✅ Tax-loss harvesting strategies.  ✅ Key actions to take before EOY. ✅ The real-life impacts of poor planning.  No matter what your stage in life, if you consider yourself a savvy investor, properly planning for this is more important than ever. This could ultimately help you keep your money where it belongs; IN YOUR WALLET. We encourage you to meet with your financial team as soon as possible, so that you can put yourself and your investments in the best position now and in the future! ☕️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

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Ratings & Reviews

4.9
out of 5
9 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
    62
  • Rating
    Explicit
  • Copyright
    © 2026 The Wealth Cafe | Tanis Financial Group
  • Show Website
    The Wealth Cafe

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