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. 6d ago

    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

  2. Sep 3

    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 for financial planning. This episode is a MUST listen if you’re a high-net-worth individual looking for insights into maximizing market gains, saving on taxes, passing on wealth, and much more. So, fill up that mug, cup, or glass and get all your year-end questions answered, so you’re prepared to make decisions that could impact you up to and through 2027!  What we’ll cover: ✅ Three of the most important questions to ask your financial team. ✅ Important year-end deadlines.  ✅ How to evaluate your 2026 income & tax situation. ✅ Planning strategies & considerations to maximize the rest of 2026.  No matter your situation, connecting with your financial team and discussing your year-end financial goals is the best path forward to ensure that you’re as prepared as possible to take advantage of the rest of 2026. The best financial outcomes often come from strategies implemented prior to the end of the 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

  3. Jul 23

    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. That’s why we invited the one-and-only Courtney Cecil, Founder & CEO of the Working Moms Movement, for a sit down to provide information and insights on how she helps women who feel stretched thin, overwhelmed, or stuck in the mud reclaim their well-being. So, if you’re a woman who’s feeling exhausted and is carrying the weight of the world on her shoulders, this Coffee Conversation is exactly what you needed!    🎯 What You’ll Learn: ✅ How to prioritize health, wellness & personal goals.  ✅ The powerful 3W Framework.  ✅ Why working moms feel overwhelmed. ✅ Practical strategies for improving work-life balance.   ✅ Mindsets that allow woman to thrive in all aspects of their lives.  Whether you’re a working mom, woman in the C-suite, and/or someone who just wants to align their life goals with variables, such as finances, intellectual stimulation, relationships, and more, it’s all about mindset. Having the right team of people in your corner personally and professionally is a great place to start, then finding ways to invest in yourself will help put you on a path towards sustained success!    🔗CONNECT WITH COURTNEY Website: https://www.workingmomsmovement.com/         LinkedIn: https://www.linkedin.com/in/courtneyca/      Working Moms Movement Instagram: https://www.instagram.com/workingmomsmovement/     The Life Management System™ Instagram: https://www.instagram.com/lifemanagementsystem/     Facebook: https://www.facebook.com/workingmomsmovement/ Podcast: https://podcasts.apple.com/us/podcast/the-life-management-system-a-podcast-for-working-moms/id1762298645  ☕️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

  4. Jul 16

    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 breakdown more than just plaque build-up, we get the glorious opportunity to have a one-on-one Coffee Conversation with friend of the show, Morgan Atanasio. During this episode she details her journey from patient to industry leader. Doing so by discussing how she overcame the stigma of being a woman in a male dominated field, all the while learning life lessons when it came to resilience, leadership, confidence, and building a career with purpose. Whether you’re a healthcare professional, entrepreneur, business leader, or someone looking for inspiration to pursue specific goals, we highly encourage you and your loved ones to tune in for this installment of Coffee Conversations! 🎯 What You’ll Learn: ✅ How to overcome obstacles & setbacks.  ✅ Lessons in leadership.  ✅ Guide to navigating male-dominated industries. ✅ Opportunities for women in dentistry.   ✅ Importance of a smile.  Finding purpose in life looks different for everyone, but one thing people who’ve found that purpose have in common is a mindset that when they see a door, they’re walking through it. We at the Wealth Cafe, know this all too well being a women-led organization in a male-dominated industry, which is why we encourage you to take what you’ve learned from Dr. Morgan in this episode and apply it to your own life’s journey. Stop doing the bare minimum and start taking control of your career, relationships, and life, so that you can find purpose in everything you do!  🔗CONNECT WITH DR. MORGAN Website: https://www.periodonticsnj.com/dr-morgan-atanasio        LinkedIn: https://www.linkedin.com/in/drmorganperio/     Instagram: https://www.instagram.com/drmorgan.perio/  The Social Smile Network: https://www.instagram.com/thesocialsmilenetwork   ☕️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

  5. Jul 9

    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 focusing on building wealth in the workplace and presenting oneself in a strong independent way. That’s why we brought in the one and only Liz Batch, founder of Well Hosted, who’s an expert when it comes to helping clients understand how relationships, careers, and overall long-term success can be positively impacted by implementing what she calls the “host mindset” to create relational wealth through the art of personal investment. So, tune in for this one-of-a-kind episode, you’ll be glad you did! 🎯 What You’ll Learn: ✅ How to stand out in the workplace.  ✅ Why relationships matter.  ✅ What investing in yourself truly means. ✅ Practical ways to elevate client interactions.  ✅ Differences between hosting by default & hosting by design.  Focusing on financial gains is great, but we always encourage our clients to focus just as hard on building fulfilling lives. Whether it be personally or professionally, finding ways to enhance presence, connection, and confidence are paramount to long-term success! 🔗CONNECT WITH WELL HOSTED Website: https://www.wellhosted.com/       LinkedIn: https://www.linkedin.com/company/well-hosted/    Instagram: https://www.instagram.com/wellhostedbyliz   YouTube: https://www.youtube.com/@WellHosted   ☕️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

  6. Jul 2

    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 because on this week’s episode of The Wealth Cafe, we sit down with seasoned CPA, Rachel Richards from Gelt, as she provides helpful insights when it comes to the differences between tax planning and tax preparation. Rachel is best known for her ability to guide clients through the intricacies of tax laws and achieve optimal outcomes. So, don’t miss out on learning about powerful opportunities that could help reduce your lifetime tax bill and build long-term wealth in the process. There’s no one-size-fits-all approach when it comes to taxes, but everything in this episode could be used to your advantage next time you file! 🎯 What You’ll Learn: ✅ Critical differences between tax planning & tax filing.  ✅ Why being proactive can help save money & stress.  ✅ How to align tax strategies with overall financial goals. ✅ Important topics to cover with a CPA.  ✅ The definition of coordinated planning.  Whether you’re a business owner, high earner, or planning for retirement, we encourage you to get in touch with the Gelt team, so that they can help you think differently about your taxes and start helping you implement tools to build your wealth for generations to come. Consider contacting them today for a complimentary consultation and 10% off your first year using them: https://www.joingelt.com/partner/tanis-financial-group 🔗CONNECT WITH GELT Get 10% off services with Gelt: https://www.joingelt.com/partner/tanis-financial-group LinkedIn: https://www.linkedin.com/company/gelt-tax/    Instagram: https://www.instagram.com/geltaxes/   YouTube: https://www.youtube.com/channel/UCdvs5gfgqxv1UMN2VQOj47g   ☕️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. Jun 25

    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 Wealth Cafe, we dive even deeper into the subject of passing wealth on, this time as it pertains to parents and children. As we discussed in the previous episode, over $54 trillion of wealth is about to be transferred and most people are ill-prepared, whether it be knowledge of IRS rules or guidelines when it comes to timing. That’s why we’re here! We at The Wealth Cafe want to make sure that your wealth transfers go as smoothly as possible, so your loved ones can avoid tax pitfalls, family strife, and assure your legacy lives on!  What we’ll cover: ✅ How to transfer wealth to children. ✅ Best practices when trying to move wealth tax-free.  ✅ Steps to prepare for the inevitable. ✅ Real-life examples.  The great wealth transfer isn’t a future event; it’s happening as we speak. The women who are most prepared and approach estate and legacy planning with their end goals in mind will be the ones who ‘s wealth will be passed on successfully for generations to come! We highly encourage you to schedule time with your financial team to properly plan, so that the wealth you’ve worked so hard to build doesn’t go to waste. ☕️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. Jun 18

    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 conversations within the household, while both spouses were alive. In this powerful episode of The Wealth Cafe, we examine the baby boomer generation and why the transferring of wealth from husbands to wives has become fraught with roadblocks for the surviving spouse because of questions left unasked and unanswered. These will be some of the most consequential financial decisions that these spouses will ever make, so if this sounds like your situation, we highly encourage you to tune into this special episode.  What we’ll cover: ✅ How to prepare for a large inheritance. ✅ The Widow’s Penalty explained.  ✅ Emotional & financial challenges when it comes to losing a spouse. ✅ Importance of understanding household finances.  From now on, nothing should be an afterthought. If you have questions or need additional information about how your money works, make sure to ask about it sooner rather than later. The spouses that work together and devise a plan of action for when the inevitable happens are the ones that will avoid the struggle of unnecessary stress and anxiety when it comes to what they’re inheriting, as well as how to manage 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

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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
    55
  • Rating
    Explicit
  • Copyright
    © 2026 The Wealth Cafe | Tanis Financial Group
  • Show Website
    The Wealth Cafe

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