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. 2D AGO

    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

  2. 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

  3. 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

  4. 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

  5. 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

  6. MAR 5

    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! We’ll provide you with insights and information that'll help you understand how a 1031 exchange can be advantageous for you and your specific situation.           What we’ll cover: ✅ Defining what a 1031 exchange is. ✅ How to maximize it. ✅ Important team members to loop in. ✅ Real-life example. We highly recommend bringing this up to your financial team to see how you can incorporate this into your current financial plan. Having these conversations early will help your team identify if this strategy is right for you. If they aren’t capable of fulfilling your needs, 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

    11 min

  7. FEB 26

    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

  8. 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
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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
    39
  • Rating
    Explicit
  • Copyright
    © 2026 The Wealth Cafe | Tanis Financial Group
  • Show Website
    The Wealth Cafe