The Wealth Cafe

Caroline Tanis
  • 5.0 (6)
  • 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. 2D AGO

    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 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

    12 min

  2. FEB 19

    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 strategists get wrong: focusing only on minimizing taxes for one year. The ultimate goal should always be to reduce your tax bill over your entire lifetime and for generations to come.       What we’ll cover: ✅ The tax bombshell. ✅ Importance of looking at the bigger picture. ✅ Strategies you can act upon immediately. ✅ How to effectively communicate with your team. One of our biggest takeaways from this episode is to make sure you're working with a financial advisor who has your best interests at heart, understands how much refund you should receive, and has a clear understanding of where you can allocate funds strategically to help accomplish your specific financial goals.  ☕️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

  3. FEB 12

    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 drawbacks. That’s why in today’s episode of The Wealth Cafe, we’re breaking down the reality of inheriting or leaving behind this incredibly convoluted asset. This will hopefully help you or a loved one who's leaving money behind to save time and stress when it comes to tax implications.        What we’ll cover: ✅ How to go about leaving money behind. ✅ Implications depending on who’s inheriting this asset. ✅ Understanding the taxation. ✅ Examples & consequences. The key thing to remember is to make sure that you and your loved ones are having continuous conversations, so that everything from an estate perspective, tax perspective, and financial planning perspective is taken care of. We at The Wealth Cafe highly encourage early planning so that assets are maximized, and all the hard-earned money your family has worked for keeps moving across 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

  4. FEB 5

    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 your loved ones, there are a lot of moving parts that you should be aware of, so that you're making the most out of these pieces of compensation within your specific financial plan. The key is to use these to build wealth and ensure dollars are set aside for the future.  What we’ll cover: ✅ Planning for new pieces of compensation. ✅ What to be aware of. ✅ How each piece of compensation is taxed. ✅ Communicating this to your financial team. Going forward, when you’re communicating with your financial team, make sure to focus on setting aside a strategy for these specific pieces of compensation, because planning for the here and now gives you time to make more moves down the road to save on taxes and build incredible wealth and legacy.  ☕️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

    14 min

  5. JAN 29

    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 wealth.   Most would think that people who feel this way should just stop buying expensive coffee or shopping at specialty grocery stores, but in reality, they just need to plan and strategize better. When trying to build wealth, there isn’t a one-size-fits-all solution, and it can be very complex, depending on one's situation, but being open with yourself and your financial team about your goals will help put your mind at ease, while also positioning yourself to build and increase your wealth into the future.   What we’ll cover: ✅ A real-life client example. ✅ How to “feel wealthy”. ✅ Ways to not feel like you're living paycheck to paycheck. ✅ Wealth-building strategies. We at The Wealth Cafe encourage you to schedule a meeting with a financial advisor who understands you and the intricacies of your specific financial situation, so you can get the wealth-building advice that best suits 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

    14 min

  6. JAN 22

    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. This can be a very emotional topic, but we at The Wealth Cafe believe that it's a beneficial one to cover, regardless of gender, age, and creed.        The Widow Tax isn't a line item; it's a concept that's recently become more prevalent. When one party passes away, the other is left bearing the burden of increased taxation. Depending on whether you have kids or grandkids, this tax burden could be hefty to take on, which makes it even more important to bring it up with your financial team to ensure you and your loved ones aren’t left in a state of flux.   What we’ll cover: ✅ What the Widow Tax is. ✅ How it can impact your financial status. ✅ Ways to prepare and mitigate. ✅ Bridging this conversation with your spouse and financial advisor. We at The Wealth Cafe strongly encourage you to prepare while your spouse is still alive, ensuring that all necessary documents are up to date and that all items are accounted for. It may be awkward and uncomfortable to bring up now, but it'll pay off in the long run.   ☕️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

    13 min

  7. JAN 15

    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/when something catastrophic happens, you want to be ready.  Having too much money is something we all aspire to, so that we can retire early and enjoy life, but dying with too much money is a real concern. There are always what-ifs and question marks in life, but you must prepare to the best of your ability by building a financial plan to ensure you can enjoy the money or pass it on to the next generation.  What we’ll cover: ✅ Example from a real-life client. ✅ Setting up legacy plans. ✅ Planning transitions. ✅ Adjusting lifestyles. We at The Wealth Cafe encourage you to schedule a meeting with an estate attorney, financial advisor, or tax accountant, so that you don’t have to worry about where your money will go when you eventually pass. Start 2026 by building a team that can help you enjoy this money now or strategically pass it on! ☕️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

    11 min

  8. JAN 8

    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 must-watch, especially for high earners who are looking for options to take advantage of opportunities that can help maximize wealth in both the short and long term. We’ll be covering key considerations for setting goals, prioritizing them, and maintaining accountability for you and your financial team.  What we’ll cover: ✅ Having clear intentions. ✅ How to communicate with your financial team. ✅ Importance of revisiting your financial plan. ✅ Why tracking progress matters. Always ensure that you share your goals and intentions with your financial team, so they can keep your best interests in mind while helping you plan for both the present and 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

    10 min
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Ratings & Reviews

5
out of 5
6 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
    33
  • Rating
    Explicit
  • Copyright
    © 2026 The Wealth Cafe | Tanis Financial Group
  • Show Website
    The Wealth Cafe