The Wealth Cafe
By Caroline Tanis
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Category: Investing
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Episodes: 51
Description
🎙️ 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.
| Episode | Date |
|---|---|
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Why An Executive Presence Matters More Than Ever: Meet Liz Batsche
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Jul 09, 2026 |
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Tax Planning vs Tax Preparation: Meet Rachel Richards, CPA
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Jul 02, 2026 |
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How To Avoid Costly Mistakes When Transferring Wealth Pt.2
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Jun 25, 2026 |
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How To Avoid Costly Mistakes When Transferring Wealth Pt.1
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Jun 18, 2026 |
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Save Taxes & Create Income With Charitable Remainder Trusts
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Jun 11, 2026 |
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The Dangers of Making Beneficiary Designation Mistakes
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Jun 04, 2026 |
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The $15M Estate Tax Exemption Explained
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May 28, 2026 |
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Money Mindset Explained: The Hidden Patterns Driving Your Financial Decisions
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May 21, 2026 |
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Financial Planning After Divorce or Loss: Start Over Strong
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May 14, 2026 |
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Executive Exit Strategy: What Every Woman Should Consider in the First 90 Days
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May 07, 2026 |
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What Is a 1035 Exchange? Rules, Benefits & Common Mistakes
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Apr 23, 2026 |
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She Pitched RyanSerhant Serhant With a Monogrammed iPad — And It Worked | Stephanie Bray
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Apr 16, 2026 |
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ISOs vs NSOs: Taxes & Risks to be Aware of
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Apr 11, 2026 |
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Smart Tax Strategies to Avoid Next Year’s Tax Surprises
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Apr 02, 2026 |
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Don't Let Taxes Eat at Your Retirement Savings
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Mar 26, 2026 |
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How High Earners Can Still Contribute to a Roth IRA
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Mar 19, 2026 |
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Inherited IRA Rules & Regulations Explained
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Mar 12, 2026 |
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How Landlords & Real Estate Investors Can Use 1031 Exchanges to Their Advantage
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Mar 05, 2026 |
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Don’t Let a Company Acquisition Ruin Your Financial Plan
|
Feb 26, 2026 |
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How Millionaires Can Maximize Tax Season
|
Feb 19, 2026 |
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Leaving this Asset Behind Could be a Grave Mistake
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Feb 12, 2026 |
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How to Strategize Bonuses, RSUs, and Stock Options for a Prosperous 2026
|
Feb 05, 2026 |
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Stop Feeling Uncertain About Your Financial Future
|
Jan 29, 2026 |
|
The Widow Tax Explained
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Jan 22, 2026 |
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What Happens If You Die with Too Much Money Pt.2
|
Jan 15, 2026 |
|
A High-Earners Guide to 2026
|
Jan 08, 2026 |
|
Is it Time to Replace Your Financial Advisor?
|
Dec 18, 2025 |
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Stop Struggling with Short-Term Financial Goals
|
Dec 11, 2025 |
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Learn All About Strategically Taking Tax Gains
|
Dec 04, 2025 |
|
Being Proud of Yourself, Sharing Gratitude & Planning for the Future
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Nov 27, 2025 |
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Arizona’s Leading Luxury Real Estate Strategist: Meet Stephanie Bray
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Nov 23, 2025 |
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Helping Leaders Uplevel: Meet Sheila Storrer
|
Nov 09, 2025 |
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Will You Need Long-Term Care? Find Out Now!
|
Nov 06, 2025 |
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Five Signs You’re Ready to Retire: Financial, Emotional, and Purposeful Transitions
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Oct 30, 2025 |
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Practical Solutions For Entrepreneurs: Meet Melissa Mitt
|
Oct 27, 2025 |
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Navigating College Costs for High Earners: Planning Strategies for Your Children’s Future
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Oct 24, 2025 |
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What Happens If You Have Too Much Money in Retirement?
|
Oct 18, 2025 |
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True Tastemaker: Meet Morgan Zanotti Co-Founder of Primal Kitchen
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Oct 12, 2025 |
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Are You Missing Key Pieces in Your Financial Plan?
|
Oct 09, 2025 |
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Maximizing Open Enrollment: How Your Benefits Choices Shape Your Wealth & Financial Future
|
Oct 02, 2025 |
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A Culture Curating Queen: Meet Linda Ho
|
Sep 29, 2025 |
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Beyond Salary: Maximizing Your Employee Benefits Package
|
Sep 25, 2025 |
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Changing Lives Through Community: Meet Mallory Contois
|
Sep 15, 2025 |
|
Is It Time to Switch Financial Advisors? Key Questions to Ask Yourself
|
Sep 11, 2025 |
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Fall Financial Cleaning for Millionaire Women: Year-End Tax, Investing, and Estate Planning Tips
|
Sep 04, 2025 |
|
Proof That Blending in is Boring: Meet Bethany McCamish
|
Aug 28, 2025 |
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Building Wealth with Health Savings Accounts: Strategies for Long-Term Growth
|
Aug 21, 2025 |
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With More Choice Comes More Power & Agency: Meet Stephanie Simpson
|
Aug 18, 2025 |
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Navigating Tax Rules When Inheriting a Traditional IRA After 2020
|
Aug 14, 2025 |
|
Speaker, Author, Mother: Meet the Fabulous Claire Wasserman
|
Aug 10, 2025 |
|
A New Playbook for Women at Work and There’s SOMETHING MAJOR About it
|
Aug 08, 2025 |